Your finance function, handled.
From monthly reporting to strategic decisions, we become the finance team ambitious SME owners rely on. One retainer, one team, one permanent seat at your table.
Business Structuring
Structure advice that doesn't disappear after the invoice. Ongoing support for trusts, entities, and distributions.
Business Advisory
Strategic guidance for the decisions that keep you up at night. A thinking partner who's seen the pattern before.
Accounting & Bookkeeping
Books that tell you what's actually happening. Monthly reporting that connects to decisions, not just compliance.
CFO Services
CFO-level thinking without the six-figure salary. Someone in your corner for the calls that matter.
Tax Advisory
Proactive tax planning that happens before you sign, not after. Advice when it can still change the outcome.
How the retainer model works
One monthly fee
No hourly billing, no surprise invoices. Your scope is agreed upfront, and access is unlimited within it.
Unlimited access
Call when the question comes up, not when the next meeting is scheduled. We respond within hours, not days.
One team, not a vendor
We learn your business once and stay current. No re-explaining context every time you need something.
Advisory built in
Every retainer includes strategic thinking. We don't just process numbers, we help you use them.
Monthly rhythm
Regular reporting, scheduled reviews, and a compliance calendar that runs without you chasing it.
Compliance handled
BAS, tax returns, payroll tax, super. It gets done on time, every time. That's the baseline.
Questions about our services
No. Most clients work with us across multiple areas. The retainer covers your scope, whether that's bookkeeping plus advisory, or the full CFO function. We figure out what you actually need in the discovery call.
Ready to hand off your finance function?
One conversation to see if we're the right fit.
We'll talk through what's not working, what good financial support looks like, and whether this makes sense for your business.
- ✓Walk through your current setup and frustrations
- ✓See what a monthly retainer actually includes
- ✓Leave with clarity, not a sales pitch
