Australian Chartered Accountants & Business Advisors

Tax Compliance

Tax certainty, without the last‑minute scramble.

We keep obligations visible, explain positions in plain language and plan ahead—so owners understand what is due, why it is due and which decisions remain theirs.We keep obligations visible and plan ahead, so you know what’s due.

01Business tax and forward planning
02Investors and SMSFs
03ATO, ASIC, payroll and land tax
04Clear timelines and communication

Obligations, made visible

01KnownPosition explained

02PlannedCash flow prepared

03LodgedNo last-minute surprise

Bookkeeping

Current numbers. A dependable starting point.

Advice is only as good as the information beneath it. We strengthen bookkeeping, reconciliation and reporting so the financial picture is current, accurate and ready for decisions—not merely deadlines.Clean reconciliations and current reporting create a dependable starting point.

01Reliable reconciliations
02Process clean-up
03Decision-ready reporting
04Practical owner support

Financial positionCurrent

Revenue

Gross margin

Cash conversion

Reconciled · Reviewed · Ready to use

Virtual CFO Advisory

Small shifts can change the economics.

Through regular reporting and candid conversations, we identify margin, cash-flow and operating issues early. Together, we define actions, assign ownership and measure whether they are working.Reporting turns margin and cash-flow signals into clear priorities and actions.

01Monthly reporting and interpretation
02Margin and cash-flow analysis
03Agreed action items
04Quarterly review and annual planning

One operating shift, made tangible

Annual revenue

Operating margin

Additional annual operating profit

Illustrative arithmetic only, not a forecast or guarantee. Assumes annual revenue remains $10 million.

Strategic Projects

Protect today’s value. Build tomorrow’s.

Once the profit formula is understood, we help owners model opportunities, pressure-test investment and navigate funding, acquisitions, succession or sale—with the trade-offs visible before capital is committed.See the trade-offs before committing capital, from growth to sale.

01Three-way forecasting
02Growth and funding models
03Deal and entity structuring
04Succession and transaction support

From stronger earnings to optionality

Maintainable earnings

Illustrative multiple3–7×

Indicative enterprise-value effect

Not a valuation. Earnings measures, methods and multiples vary by industry, scale, risk, growth, cash conversion, debt and market conditions.

The numbers tell youwhere you are.The right advice helpsyou decide where to go.

Tax certainty is the first answer.It should not be the last.

Tax certainty, without the last‑minute scramble.

Current numbers. A dependable starting point.

Small shifts can change the economics.

Protect today’s value. Build tomorrow’s.

A standing conversation,not an annual handover.

Financial truth

Candid perspective

Action, owned

Progress, reviewed

Chartered expertise.Commercial judgement.

Brock
McFarlane

Tom
Underwood

Brock McFarlane

Bring us the question.We’ll make the wider picture clear.