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Beyond Compliance

Business Advisory for Owners Who Want More Than Compliance

Cash flow forecasting, pricing reviews and structure advice for Parramatta, Norwest and Blacktown business owners who want an accountant who talks to them more than once a year.

What's Covered

Everything Beyond Your Annual Return

Cash Flow Forecasting

Cash flow forecasting, so you can see a slow season or big spend coming.

Pricing Review

Pricing and margin reviews, based on your actual costs, not a guess at all.

Structure Advice

Business structure advice, checked against where your business is heading.

Quarterly Check-Ins

Optional quarterly check-ins, so real advice happens more than once a year.
How it works

How We Simplify Your Compliance & Filings

We look at your current numbers and the decision you’re facing, whether that’s pricing, hiring, a big purchase or something else entirely.

We model the cash flow or pricing impact of that decision before you commit to it, so you’re working from real numbers, not a rough guess.

You decide what to act on, with a clear picture of the impact in front of you, instead of finding out how it played out after the fact.

Ongoing quarterly check-ins keep the conversation going, so advice isn’t limited to once a year at tax time, but happens all year round.

Your Questions, Answered

Frequently Asked Questions

Is this different from just doing my tax return?

Yes — tax returns look backward at what happened, advisory looks forward at what to do next.

Can you help me price my services properly?

Yes, based on your actual costs and margins, not a guess at what competitors charge.

Do you help with cash flow forecasting?

Yes, particularly useful before a big purchase, a hire, or a slow season you can see coming.

How do I know if my business is actually profitable?

We look past turnover to your actual margins and cash flow, so you know if you're profitable or just busy.

Book a free 20-minute chat.

Let’s discuss your business goals and explore how we can simplify your accounting and bookkeeping.

Pricing Package

Value-Driven Investment Plans

Choose a plan that fits your goals and scale as you grow.

Monthly

Yearly20% off

Starter Plan

Best for New Investors
Featured included
  • Financial assessment
  • Basic investment strategy
  • Portfolio setup & asset allocation
  • Quarterly performance reports
  • Email support

$19.00

Growth Plan

Designed for Growing
Featured included
  • Comprehensive financial review
  • Advanced investment strategy
  • Diversified portfolio optimization
  • Monthly performance reports
  • Priority email & chat support

$89.00

Premium Plan

Best for High-Net-Worth
Featured included
  • Holistic financial assessment
  • Fully investment strategy
  • Active portfolio management
  • Real-time performance tracking
  • Dedicated advisor & priority support

$219.00

Starter Plan

Best for New Investors
Featured included
  • Financial assessment
  • Basic investment strategy
  • Portfolio setup & asset allocation
  • Quarterly performance reports
  • Email support

$119.00

Growth Plan

Designed for Growing
Featured included
  • Comprehensive financial review
  • Advanced investment strategy
  • Diversified portfolio optimization
  • Monthly performance reports
  • Priority email & chat support

$689.00

Premium Plan

Best for High-Net-Worth
Featured included
  • Holistic financial assessment
  • Fully investment strategy
  • Active portfolio management
  • Real-time performance tracking
  • Dedicated advisor & priority support

$1219.00