Financial Analysis That Actually Works

We've been helping Australian businesses understand their numbers since 2019. No fancy jargon, no unrealistic promises — just practical insights that help you make better decisions.

280+ Businesses Analyzed
6 Years Experience
12 Team Members
Our Story

Started in a Townsville Coffee Shop

Back in 2019, I was sitting across from a mate who owned a small manufacturing business. He'd been running it for three years but couldn't figure out why his bank account always seemed empty despite being "profitable" on paper.

That conversation changed everything. We spent the afternoon breaking down his numbers, and within two hours, we found where ,000 was disappearing each year. Not through some complicated analysis — just by looking at the right things in the right order.

  • Real experience with Australian small businesses
  • Focus on practical solutions, not theory
  • Clear explanations without financial jargon
  • Honest assessments of what's actually fixable
Professional business consultation meeting

People Who Actually Get Business

Our team combines real-world business experience with financial expertise. We've all been in the trenches, dealing with the same challenges you face.

Fletcher Morrison, Senior Financial Analyst

Fletcher Morrison

Senior Financial Analyst

Fletcher spent eight years running his own retail chain before joining us. He understands cash flow problems because he's lived them. His approach focuses on identifying the real issues behind the numbers, not just the symptoms.

Kieran Walsh, Business Strategy Consultant

Kieran Walsh

Business Strategy Consultant

Former operations manager at a logistics company, Kieran knows how quickly costs can spiral out of control. He specializes in finding inefficiencies that others miss and creating realistic plans for improvement.

What Drives Us

Clarity First

We explain things in plain English. If we can't make it clear, we haven't done our job properly.

Practical Focus

Every recommendation comes with clear steps you can actually implement in your business.

Honest Advice

We'll tell you what's fixable and what isn't. Sometimes the best advice is knowing when to walk away.

Our Approach: Three Steps, Real Results

We've refined our process over six years of working with Australian businesses. It's straightforward because complicated systems don't get used.

1

The Reality Check

We start by understanding where your money actually goes. Not where you think it goes, but where the bank statements say it goes. This takes about two weeks and often reveals surprises.

2

Finding the Leaks

Once we know your real numbers, we identify the biggest opportunities for improvement. We focus on the changes that will have the most impact, not just the easiest fixes.

3

Building Systems

We help you set up simple systems to track what matters most. These aren't complex spreadsheets — they're tools you'll actually use to stay on top of your finances.

Financial data analysis and business planning session

Data-Driven Decisions

We work with your actual business data to identify patterns and opportunities that might not be obvious from day-to-day operations.

Business strategy consultation and planning

Strategic Planning

Every analysis includes actionable recommendations tailored to your specific business situation and goals.