Financial & Business Advisory
Operating under the registered business name Advantage Accountants & Advisors, our advisory practice provides management-consulting services to companies and their owners. We act as an independent, senior finance resource: helping you understand your numbers, strengthen your financial management, and make better-informed strategic and funding decisions.
Our services
(01)
Financial strategy & CFO-level advisory
Independent counsel on financial strategy, capital structure, budgeting and performance — a sounding board at the level of an experienced CFO or finance director, on a retained or per-project basis.
(02)
Management accounting & reporting
Monthly and quarterly management reports, KPI dashboards, budgets, rolling forecasts and financial models — designed and delivered so owners and boards see the numbers that actually drive the business.
(03)
Finance function design
Design and build-out of the finance function itself: structure and roles, budgeting and forecasting processes, reporting cycles, internal controls and delegations — so the function matches the size and ambitions of the business.
(04)
Cash flow & working capital
Practical advice on liquidity management, receivables and payables cycles, and working-capital funding options including invoice and trade finance structures.
(05)
Business planning & transformation
Business plans, financial restructuring advice, process re-engineering of the finance function, and support through periods of growth or change.
(06)
Transaction support
Financial analysis and project management support for acquisitions, disposals and capital raisings — from initial appraisal through to completion, working alongside your legal and accounting advisers.
Who we work with
Startups and early-stage companies
Establishing their first finance function, budgeting discipline and reporting rhythm.
Growing SMEs
Businesses that need CFO-level thinking and disciplined reporting without the cost of a full-time CFO.
Established private companies
Directors and shareholders seeking sharper management information, stronger controls or support through change.
Investors and boards
Seeking an independent financial view of a business, a plan or a transaction.
Advantage Accountants & Advisors provides management consulting and business advisory services. We do not provide tax agent or BAS services (including preparation or lodgement of tax returns, BAS or IAS), audit or assurance services, SMSF services, ASIC agent representation, legal services, or financial product advice, and nothing on this website constitutes such advice. Where those services are required, we work alongside your registered tax agent, auditor, lawyer or licensed adviser.