Who is this for?
You're running a successful business, and you're done being an accountant's once-a-year appointment, someone they see, sign off, and forget about until it's time to file again.
You're ready to run a business you understand well enough to plan your next move before it becomes urgent and with the right support to guide you.
Our Strategic Business Advisory Service was built for business owners like you.
What's Included?
Every relationship includes:
Quarterly strategy sessions, where we look at the business together, not just the numbers.
Cash flow forecasting and planning, so you're making decisions from a clear picture, not a guess.
Financial reporting you'll actually use, explained in a way that makes sense to you.
Business structure and scaling advice, as the business changes shape.
Support around pricing, profitability and goals, the decisions that help move the business forward.
Tax, BAS, GST and ATO compliance, handled for you.
How it works
Jump on a call and get your proposal.
We talk through where your business is at, what you need, and what the Strategic Business Advisory Service looks like for you. From there, we send through a proposal detailing how the service looks for your business.
We set up your files and get everything up to scratch.
Before any advice happens, we make sure the foundations are solid, your books, your structure, your compliance. If there's a mess to clean up first, we handle it.
We meet quarterly, at minimum.
Regular strategy sessions, more if the business needs it. We're across your numbers before we pick up the phone, so every conversation starts with what to do next, not with you explaining your business from scratch.
In the words of a Strategic Business Advisory client...
"Within the first 12 months, Vision Beyond had restructured my finances and my immediate return was far greater than their professional fees.
The team now handle the entire financial side of my business, from bookkeeping, payroll, BAS, tax and advisory. I have the utmost trust and faith that my business financials are in the best hands."
— Bryce Sturman, Director, Bryce Sturman Podiatry
It depends on your business, which is exactly why we don't put a number on a page. The scope of your package is built around what your business actually needs, not a fixed package, so the honest answer only comes after we understand your numbers. That's what the first call is for.
Plenty of our SBAS clients keep their existing bookkeeper. Tax, BAS compliance and the strategic advisory sit at the centre of SBAS either way. If you'd rather we take bookkeeping on too, that's available as an add-on whenever it makes sense.
Yes. You're not passed between different team members every time you have a question. The same person who knows your business is the one you're talking to.
We go through what's changed since we last spoke, look at where the numbers are heading, and talk through whatever decision is live for you right now, hiring, pricing, a new opportunity, whatever it is. It's a working session, not a report being read out to you.
You're not waiting three months for an answer. Quarterly is the minimum, not the ceiling, if something needs attention sooner, we're already across your numbers, so we can jump in without you starting from scratch.
We’re Adelaide based and work with business owners right across Australia. Most of how we work happens online, so where you’re located has never been the thing that matters. Whether we’re the right fit for each other is.
FAQ's
