Helping YOU build a better business

We love working with business owners. Some accountants just focus on the numbers when their clients ask for improvement advice and support. We take a different approach, we want to identify the cause and address the problem. To do this, we look at your whole business, not just the numbers.


As a business owner, your wealth and wellbeing are inextricably linked to your business. It is your source of income, your most important asset and frequently it’s sale will fund your retirement. Do you know the real commercial value of your business, and understand how to maximise its value? Let us help you build your business.

Not only do we help you with your own personal and family FreedomPlan™ for building and protecting your wealth, we help you improve your business’ cash flow, set up amazingly efficient ‘cloud-based’ accounting and (if applicable) payroll systems, and advise you on strategies that help protect your family’s personal assets from business risks.

Our solution to achieve these goals is the Better Business Program, alongside your personal and family FreedomPlanTM. Key outcomes of include:

  • Analysing and benchmarking your key business risk and value drivers;
  • Preparing a strengths, weaknesses, opportunities and threats ('SWOT') analysis for your business;
  • Successfully resolving and documenting key improvement strategies for your business, all aimed at achieving financial independence and security.

Our Better Business Program is delivered in a timeframe that works for you and we offer ongoing support to ensure your action plans are implemented and goals realised.

Your First Step: Survey + Scorecard

We encourage you to complete our ten question, one-minute complementary Business Risks Survey below. The survey will help you to identify and assess key risks in your business. Once you've completed the survey you will receive a personalised Business Risks Scorecard.

Take the survey - General Enterprise  

Or one of the industry specific surveys below...

Building Construction  Dentistry  GP Practice  Medical Specialists

Accounting  Allied Health  Design & Creative Industries  Financial Planning

General Aviation  Hospitality  Legal  Tradies  Veterinary Practices  Wine

Our extraordinary accountants can help you with:

Government "Red Tape"
Business Improvement
  • Annual Financial Statements & Tax Returns
  • ASIC Company documents and lodgements
  • Easier records with Xero setup and training 
  • BAS, GST, FBT - you name it, we can help you with any tax
  • Save tax with Advanced Tax Planning
  • Get it right with Business structure setups
  • 5 Year Plan to increase your business value
  • Groom your Business for Sale
  • Monthly "Virtual CFO" and Board of Advice (BoA) services
  • Protect your assets with Asset Protection Advice
  • Profit & Cashflow Improvement plans
  • Easier systems for Payroll, Point of Sale, Stock Control

We understand the challenges facing business owners so we offer small, SME and multi-owner businesses a unique service to reduce their risks and run a better business.

In our experience, most business owners don’t realise that the way they have their companies, trusts and personal wills organised means that their family’s assets, like the family home and investment portfolio, are needlessly put at risk through a lack of a smart Asset Protection strategy. This is one of our STRENGTHS and it will be one of the first things we will do with you.

Clients tell us that having the proper structures, special type of wills (*not* the standard type of will – that is dangerous for business owners) and other mechanisms in place as we advise, helps them sleep better at night knowing all bases are covered, and that should the worst happen, their assets will end up with the people they intend, not someone taking legal action over a business matter.

Once we have your Asset Protection in place, we’ll set about making it easier for you to stay on top of your business record keeping and accounting. There are now fabulous technologies available, such as Xero online accounting software with its iPhone and iPad apps, that make the life of a business owner so much easier.

Sleep better at night, knowing your numbers are right!

You didn’t get into business to do bookkeeping and administration! We’ll help you streamline and automate much of that. Whether you are a business start-up, young business, mid-sized business or large established business, you’ll enjoy working with advisors who constantly keep your big picture in mind, knowing that your business is a means to an end, not an end in itself.

Get support on the critical financial elements of running a successful business including growing sales, managing key operating costs and improving profit and cash flow with our CFO Program.

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Take your business to the next level and maximise its value

We’ll help you structure things so that your business gives you more life, and doesn’t consume it. After all, if your business isn’t helping you achieve your FreedomPlan™ goals, something needs to change.

We’ll guide you with personalised support where the business needs it, providing a framework that allows you, the owner to address key strategic and operational challenges while developing your own internal business management skills.

Through our Board of Advice (BoA) Program you will have a successful implementation of growth, value improvement and succession planning strategies supported by independent and objective advice from our trusted team of experts.

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If you’re ready to discuss becoming a client, click here to request an appointment. If you’re not quite ready for that, dip a toe in the water and subscribe to our newsletter, read our blog, follow us on Twitter and get a feel for how we help our clients beyond their tax and accounting, to help them build and protect their wealth.

We look forward to inviting you on board as a client and to developing and implementing with you, your FreedomPlan™.