Our Services

We take pride in our understanding where you are now, where you want to be and using that information to assist you in developing, improving, and expanding your business. Our complimentary Proactive Advisory Meeting helps you clarify your business direction and identify strategies to achieve your goals.

Build your business with confidence with a one page business plan. Through a focused planning session, we help you clarify your goals, set priorities, and create a practical business plan that turns your procrastination into action and your ambitions into outcomes.

Gain financial clarity and control before your year-end. Designed for business leaders seeking to optimise tax outcomes, manage cash flow volatility, and maximise business value, we give you the insight to make timely, well-informed decisions. Each review removes the stress by bringing clarity to the numbers, empowering you to make confident decisions without hesitation. As a Capital Advisory client, we offer a once-a-year review to serve as a space to identify critical issues, uncover growth opportunities and align your business with your objectives and personal goals. By applying practical insights to enhance your tax efficiency, protect assets, and address any business challenges, you gain the freedom to move forward.

Stay ahead of tax time with confidence. We handle your financial accounts, income tax, GST, FBT, and other taxes while helping you plan to reduce liabilities and grow your after-tax wealth—freeing you to focus on what matters most. We are experts in using cloud accounting (including Xero, MYOB, and industry specific software like Jobpac) for up to date, accurate financial reports.

Safeguard what matters. Our proactive reviews help shield your personal assets from business risks, giving you the security you need for lasting financial freedom. We also set up your business structure, including ABN, TFN, and GST registration.

Regular check-ins for lasting peace of mind. We work with you to forecast cash flow, set realistic budgets, and review the overall health of your business with monthly or quarterly reviews. With ongoing coaching and clear management reporting, you'll stay focused, in control, and ready to make confident decisions.

Take control of your debt and reclaim your financial freedom. Free up space to think, plan, and grow with confidence. We help you borrow more, pay down debt, help with your cash flow and repayments, help manage the risk associated with debt, work closely with your banking relationship to make sure you're getting the best deal and have the right finance for your business.

Step back without stepping out of control. We help you plan ahead to transition ownership smoothly, protect your business's value, and create freedom for what's next-on your terms. By mapping out the steps, clarifying your goals, and preparing for 'what if' scenarios, we deliver smooth outcomes for everyone involved.

Many business owners are stretched thin due to unclear roles and responsibilities. Our organisational review helps you build a clear, functional structure—defining key roles, departments, and responsibilities so you can focus on high-value activities. It's a step toward a more scalable, saleable business that empowers your team. We also assess your Board's structure and build a clear governance framework, ensuring your board aligns with your company's purpose and priorities.

A business and share appraisal helps you understand what your business is really worth and what's driving it’s value. We take a close look at your financials, how your business runs, and where the biggest opportunities are to improve and grow. Whether you're thinking about selling, planning for the future, or just want to build a more valuable business, we'll give you a clear, practical guidance and talk you through what it means—so you can make confident decisions and take action that leads to real results.

Assisting you to put together tenders or proposals for new work or investments.

We prepare professional letters to banks confirming your business's financial position—often required for lending, refinancing, or credit applications. These letters provide a clear summary of your financial standing, prepared in line with banking requirements to give lenders confidence in your figures and support faster, smoother approvals.

Ongoing support includes acting as your registered office and maintaining ASIC compliance—handling statutory registers, annual company reviews, so you stay focused on growth, not paperwork.

Our CFO Advisory service gives you strategic financial expertise without the cost of a full-time CFO. From cash flow forecasting and budgeting to funding and growth planning, we provide the clarity and control you need to make confident decisions, manage risk and deliver growth.