Before You Jump In
Managing finances isn't just about spreadsheets and calculations. It's about understanding where you are right now and building clarity around where you want to go. We work with Australian businesses who are ready to look honestly at their numbers, ask the right questions, and make decisions with confidence.
Get Clear on What You Actually Need
Most business owners come to us thinking they need help with tax planning or cash flow forecasting. And sure, those things matter. But what they really need is someone to sit down and figure out what's actually going on beneath the surface.
You might be turning over decent revenue but still feeling stretched every month. Or maybe you're making profit on paper but can't seem to pay yourself properly. These aren't just accounting problems – they're clarity problems.
Before we start working together, we want you to think about what success actually looks like for your business. Not someone else's version of it. Yours.
Ask Yourself These Questions First
Do you know your actual margins?
Not just revenue. Not just "we're doing okay." Can you tell me what you're actually keeping after costs on each product or service? If not, that's where we start.
Are you tracking owner's draw properly?
Taking money out when things look good isn't a strategy. We help you set up proper compensation structures that reflect the value you bring to your own business.
Can you make decisions without panic?
When something unexpected comes up – a big expense, a slow month, a growth opportunity – do you have enough visibility to respond calmly? Or is every decision a stress test?
Is your bookkeeping current?
You can't plan forward if you're three months behind on reconciliation. We won't judge where you're at, but we need accurate data to build from.
How We Work Through This Together
Discovery Session
We sit down (in person or video) and go through your current situation. No jargon, no judgment. Just an honest conversation about what's working and what isn't. This usually takes about 90 minutes and gives us both a sense of whether we're a good fit.
Systems Review
We look at how money moves through your business. What software you're using, how invoices get paid, where information gets lost. Then we identify the gaps that are costing you time or creating blind spots.
Framework Setup
This is where we build your financial dashboard – the numbers you'll actually look at regularly. Cash position, upcoming obligations, key metrics for your specific business model. Simple, clear, useful.
Ongoing Partnership
Monthly check-ins to review trends, adjust forecasts, and tackle whatever's come up since we last spoke. You're not alone in this anymore. You've got someone who understands your numbers and can help you make sense of them.
Who You'll Actually Be Working With
We're not a faceless firm where you get handed off to junior staff. You'll work directly with experienced financial advisors who've spent years helping Australian businesses navigate growth, downturns, transitions, and everything in between.
Each advisor brings different industry experience – retail, professional services, trades, hospitality – so we can match you with someone who understands your sector's specific challenges.
And here's the thing: we actually care whether this works for you. Not in a marketing slogan way. In a "we're going to check in three months from now to see if you're still finding this valuable" kind of way.
Sienna Blackwood
Senior Financial Advisor
15 years with SME retail and e-commerce businesses across NSW and Queensland
Margot Devereux
Business Finance Specialist
Focus on trades and construction sector financial systems and compliance
Freya Lundgren
Strategic Finance Consultant
Hospitality and professional services with emphasis on cash flow optimization
Ready to Get Started?
If you're based in New South Wales or operate anywhere across Australia, we'd like to hear from you. Our next intake for new clients opens in September 2025. We're taking expressions of interest now from businesses with at least 18 months of trading history.
Schedule Your Discovery Session