Advisory Services.
Our compliance services help your business navigate all the red tape, but our advisory services are designed to help solve your business problems.
Financial statements show where your business has been, but they cannot tell you where it is going. We can provide clarity by helping you visualise where your business is headed, and what the next three or six months, or even year or three years might look like.
We can work with you to create a budget and keep you accountable through monthly meets. We can even help you model out what-if scenarios using forecasts.
We will help automate your business and streamline its books and processes.
We can provide you with analysis and feedback on your business performance, and how your business stacks up against industry peers.
Advisory involves us working with you to unpack your business problems and help you reach your goals.
Virtual CFO (vCFO)
As your business grows, you will need more support.
We will provide you with your very own dedicated CFO to support your finance function. Your CFO will check in with you fortnightly to keep you accountable.
We will prepare monthly financial statements with analysis and commentary, that way you are in the loop about your results and position. Each month, your CFO will be there to unpack these reports in plain language and provide you with the insights you need to optimise your business.
We can help establish a budget to provide you with more control over spend. We can also create forecasts to help you see what is coming and plan.
We can review your operating processes and help identify opportunities to unlock cash that is unnecessarily tied up in your stock and receivables. Cash that could fund future growth, or that holiday!
We can provide you with insights on how your business stacks up to competitors, highlight areas in need of improvement and provide you with the solutions to get there.
We will be there when you need help making those big or difficult decisions. You can count on us to support you throughout your business journey.
Capital raising
You can lean on us to help you navigate the capital raising process.
Services include:
- Investment memorandum
- Cap table modelling
- Share issues and actions
We can work with you on compiling an investment memo or we can do the boring back-end office stuff to make sure you are sweet with ASIC.
Start-up valuation
Every now and again, you will need to know what your business is worth.
You might want to offer employees an option to acquire equity in your business. You might need a valuation done because you are trying to attract investor capital. You might even be considering selling your business and need insight into what it might be worth.
We work with leading valuation platform providers, so you can lean on us when it is time to know your worth.
Grants and incentives
We can help you apply for grants and other incentives.
The two main grants and incentives we can help you with are:
- Export Market Development (EMD) Grant
- Research and Development (R&D) Tax Incentive
The EMD Grant reimburses your business up to 50% of export promotional spend.
The R&D Tax Incentive provides up to 43.5% of development spend back as a cash refund through lodgement of your company’s tax return.
Financial modelling
The ultimate tool for communicating value, raising capital, and forecasting results.
Financial statements tell you where you have been and by the time they are prepared, they are already obsolete. Modelling helps show you where your business is headed, allowing you to see the impact of initiatives before they occur.
We use financial modelling to help provide answers to questions like:
- Your business’s breakeven point
- The impact of price changes on your margins and business value
- Whether you are financially ready to undertake an initiative like hiring, taking on a new lease, etc.
- Estimating business value
Ad hoc advisory
We have your back for the random stuff that comes up too, or whenever you feel you need that extra support.
This might include us researching a complex area of the law and providing you with the insights needed to navigate it.
It might include us representing you and advising you on a business exit or sale.
It could include us acting as an external advisory board to sense-check your senior management’s business initiatives. Or even providing guidance on pricing strategies or margin management.
If we are advising you and we believe there is a residual risk associated with a course of action that is outside your or our risk appetite, we will recommend involving a subject matter expert.
Whatever it might be, we have you covered. And if you are unsure, for greater clarity, give us a call.