Testimonials

Working with Capital Advisory was an easy decision. I’d worked with Matt before and knew exactly what he would bring to the table—there were no doubts, just trust. He didn’t just look at the numbers; he took the time to understand us, the challenges we were facing, and what our business actually needed.

Before, we didn’t really know how to read our profit and loss statement properly or why timelines mattered. Now, we understand our numbers, track deadlines, and plan months ahead. It’s taken away that constant feeling of chasing our tail and replaced it with clarity and structure.

Matt didn’t just advise us—he became part of the team. He built a relationship, showed up, and brought insights we didn’t even know we needed. That kind of support has been invaluable.

Working with Kathy and the team at Capital Advisory has significantly improved our financial management and planning. We’ve gained genuine confidence in our accounts, forecasting, and overall business position, which has helped us to make informed decisions and plan for long-term growth.

We trust Kathy and her team to act in our best interest. They understand our business and consistently support our goals with sound advice, proactive thinking, and a shared commitment to our success.

The knowledge, insight, and strategic input they provide make them an invaluable resource. Our business has genuinely benefited from working more closely with Capital Advisory, and I would have no hesitation recommending them.

Working with Pat and the Team at Capital Advisory has been one of the best business decisions I’ve made. Since engaging their services, we’ve achieved greater clarity and control over our finances and planning, enabling us to make confident, strategic decisions that have directly contributed to business growth.

The value of this clarity has been immense—not only has it improved profitability, but it’s also reduced the stress and uncertainty that often comes with running a business. Pat and the Team are solutions-focused people who really understand the challenges of being in business.

Three key benefits I’ve experienced are:

• Proactive advice and planning – Pat and the team don’t just crunch numbers; they anticipate challenges from a wider perspective and provide practical strategies to navigate them.
• Clear, actionable reporting – Complex financial data is explained in a way that’s easy to understand, so decisions are based on insight, not guesswork.
• Genuine partnership – They take the time to understand my business and goals, tailoring their support accordingly and adapting over time.

I would absolutely recommend Pat and the team to any business owner looking for more than just accounting—they provide strategic guidance, peace of mind, and a genuine commitment to your success.

I didn’t have many doubts about engaging Matt and the team at Capital Advisory as they were recommended to me. My holistic goals have been kicked; Matt quickly understood how I see the world and how I want to live in it with my family, and Matt has helped me achieve my vision of how I do that financially.

The impact has been immense—my family’s lives are comfortable. Matt listens and understands that I do not operate normally, and he has adjusted his approach, so it is great to be heard.

For every task or idea, he always sets an expected outcome, and my mind is clear as I know where I am financially and have very clear pathways to follow which are laid out by Matt.

As a sole operator, his different perspective is beneficial to my business. I would recommend Matt and the team for their outcomes, listening, and peace of mind.