Most accounting work looks backwards. It records what happened, reconciles it, and files it with the ATO. That work matters, but it answers the question the tax office is asking rather than the one you are. A business performance accountant looks at the same numbers and works out what they mean for the decisions in front of you. Whether you can afford the second site. Why your busiest month left less in the bank than a quiet one. Whether the new hire is paying for themselves yet. Three things come out of it. Clarity on where the business actually stands. Strategy for the decisions ahead of you. Perspective from outside the business on what you can't see from inside it.We don't do tax, BAS or bookkeeping. That work stays where it is.

Three specialist finance roles, delivered as one service and drawn on at different depths depending on your package.Management accountant. Explain the numbers. Management reporting, dashboards, financial analysis, and communicating what it all means in language you can act on.Finance business partner. Bridge finance and operations. Commercial decision support, budgeting and reforecasting, variance analysis, and job and project profitability.CFO. Drive the strategy. Business strategy support, your KPI framework, scenario planning and cash flow forecasting.A business your size rarely needs any one of these full time. It usually needs some of all three. That's what the subscription is.

No. Your compliance accountant handles tax returns, BAS and everything the ATO requires. We don't touch any of it.We cover the reporting and the decisions that happen between lodgements, when you're weighing something up and the year end return is still nine months away. You make the call. We make sure you're making it with the full picture.Compliance work runs to a deadline and looks backwards. Performance work runs to your decisions and looks forwards. When a firm does both, the deadline wins and the thinking gets pushed to whatever week is quiet. We only do the second.So what we leave alone is deliberate: bookkeeping, BAS preparation, payroll, statutory compliance, audit and tax lodgement.A compliance accountant and a business performance accountant aren't competing versions of the same thing. Most businesses need both, and we're the one that usually isn't covered.

Once the month is closed and you've confirmed it through the Data Ready form, we pick it up from there, covering the reporting, analysis and the conversation about what to do next. That works the same however your books get done.We work from the data in your file as it stands. We don't prepare, reconcile or audit your accounts, so if we notice something that looks wrong we raise it rather than change it ourselves.

Every package includes three things.Monthly report. The full picture of the month, from revenue through to cash flow. Visual, so the shape of the month is obvious at a glance, with commentary alongside explaining what sat behind movements and what we'd prioritise.Dashboard. The numbers that matter most to your business on one screen, drawn from your P&L, balance sheet and cash flow. The ones you'd want to know without opening anything else.Audio summary. An audio version of the month, made to be taken in quickly and on the go. The one you listen to on the drive in, with the report there when something prompts a question.KPI tracking runs at three depths: core on Insights, expanded on Essentials, comprehensive on Performance.From there it depends on your package. Essentials and Performance add Clarity Calls, an annual budget and project profitability reviews, with quarterly reforecasting, scenario planning, growth analysis and a cash flow forecast at the top tier.

Three steps, and only the first is yours.Data ready. You complete the Data Ready form in your portal once the month is closed. One notification and we're across it.We get to work. We analyse your numbers and build your monthly report, dashboard and audio summary. No back and forth required.Your numbers, delivered. You're notified when everything's live in your portal, to review at your own pace.On Essentials and Performance, your Clarity Call is where we work through what to do next. The report tells you where things stand. The calls are about the decisions in front of you.

We recommend one. You won't be left comparing feature lists and guessing.On the discovery call we work out how you're making decisions, how often, and what's currently missing. The proposal then sets out the package we recommend and why, in writing, before you commit to anything. If the entry tier does the job, that's what we'll put in front of you.A comparison of what each tier includes is above.

No. The monthly fee covers everything in your package, and there's no set-up fee. The price you see is the price you pay, with no GST added.New clients get 50% off their first month, and there's no charge for the discovery call or the proposal.Anything outside your package is optional and quoted separately. We agree the scope and the fee in writing before any work starts, either as a fixed fee or at our standard hourly rates, and nothing proceeds without your approval.

No. The agreement runs month to month. Either of us can end it at any time with thirty days' written notice, and email is sufficient.If you've paid in advance for a period past the termination date, we refund the pro-rata portion within fourteen days.If you need to step away rather than stop altogether, you can pause instead. A pause runs for a minimum of one full billing month and holds your position and package tier for a small monthly holding fee, with nothing produced or scheduled while it's on. Ten business days' written notice and you're back.

You grant us access through your accounting software's own permissions, the same way you'd add your accountant, and you can revoke it at any time. We work on read only access and make no changes to your file.We handle your information under the Privacy Act 1988 and the Australian Privacy Principles, and our Privacy Policy sets out the detail. Reports and files are delivered through a private client portal rather than email attachments. If either of us becomes aware of a data breach involving your information, we notify the other in writing within twenty-four hours and work through it together.You remain responsible for your own backups and for keeping your login credentials secure.

Four steps, and the first three usually take about a week.Discovery call. We get to know the business, what you're trying to do, and where the numbers currently let you down. No charge and no obligation.Proposal. We send a written proposal setting out the package we recommend, what's included, and the monthly investment.Sign. You complete the onboarding form and sign the service agreement electronically.Set-up. We connect to your accounting software, build your reporting, set up your client portal and send you access. The way forward starts from there.