Four honest conversations a year about the numbers.
Advisory here is not a strategy deck. It is a quarterly sit-down where we go through what the business actually earned, what it cost, and whether the thing you are considering — a hire, a second site, a price rise — is affordable this year or next.
From $1,200 a quarter · includes the reporting between meetings
Which structure is the conversation likely to point at?
Four questions, answered in about thirty seconds. It gives you a direction to bring to the first meeting, not an answer to act on.
Indicative direction
Sole trader
One owner, modest turnover, low risk work.
Indicative only, and not advice. Four questions cannot see your contracts, your risk or your family situation — the real answer needs a conversation, and about a third of the time it is “stay as you are for now”.
The trade-offs, side by side
| Structure | Setup effort | Annual compliance | Liability | Usually suits |
|---|---|---|---|---|
| Sole trader | Lowest | One return | Personal | One owner, modest turnover, low risk work. |
| Partnership | Low | Two or more returns | Shared, personal | Two owners already working together on trust. |
| Company | Higher | Return plus annual review | Limited | Contracts, staff, retained profit, outside risk. |
| Trust | Highest | Return plus resolutions | Depends on trustee | Family income, assets held long term. |
Indicative comparison for a demonstration site. It is general information, not advice about your situation.
When advice is actually worth paying for
Four casesYou are about to hire
Whether the next person pays for themselves, what turnover they need to cover, and how many months of runway the decision needs behind it.
3 mthsminimum buffer we recommend before a hireYour prices have not moved in two years
What each job, service or menu line actually contributes once wages and materials are in. Usually one or two lines are quietly losing money and one is carrying the business.
Top 10revenue lines ranked by real marginCash is tight in a predictable month
A thirteen-week view of money in and money out, including tax and super set-asides, so a quiet February is something you plan for rather than survive.
13 wksforecast, updated each quarterThe structure no longer fits
Whether your current setup still suits, what the year-end position looks like from here, and what could reasonably be brought forward or deferred.
2 checksa year on your projected tax position
Below a certain size a single annual session does the job, and we will say so. We would rather sell you one meeting you use than four you resent.
Questions we get asked
Sometimes not, and we will say so. Below a certain size the pricing review is the valuable part and a single annual session does the job. We would rather sell you one meeting you use than four you resent.
No. We are accountants, not licensed financial advisers. We will talk about the tax consequences of a decision and tell you plainly when you need someone licensed for the rest of it.
Yes. The first quarter is quoted on its own, and there is no ongoing commitment if it is not earning its fee.
Alice runs most advisory sessions, with Tom in the room when the questions are payroll or rostering heavy. You are not handed to someone new each quarter.
The other three things we do
Tax returns and BAS
Individual, sole trader and company returns, plus quarterly BAS lodged on time. We reconcile first, ask questions second, and tell you what you owe well before it is due.
5 daystypical turnaround once your records are inBookkeeping and payroll
Monthly bookkeeping, bank reconciliation, supplier payments and payroll for small teams — including super, leave balances and end-of-year finalisation.
14thof each month your accounts are closedCompany and trust setup
Setting up a company, family trust or partnership properly the first time — registrations, governing documents and a plain-English explanation of what you have signed.
48 hrsfrom instructions to registered entity