Your numbers have been talking behind your back (rude). We put the conversations on the table.

ADVISORY

Because we’ve seen your browser history

Why is there never enough cash in the bank?

Should we raise prices, or add another service?

Can I afford to hire?...

Those late-night spirals are a sign that neat reports alone won’t steer the ship, Cap’n. Advisory is where we read between the statement lines, answer the bigger questions and use financial information from yesterday to inform decisions about tomorrow.

Have better conversations about money

Winging it has its place (backpacking in your twenties, assembling flat-pack furniture, ordering off a restaurant menu with only pictures to point at). Business growth isn’t one of them.

There comes a point where knowing what happened in the numbers isn’t enough. You need to know what they’re telling you to do next.

We help you see what’s actually driving profit, spot problems before they become expensive, and run the numbers on the decisions that are keeping you awake

The result

Fewer decisions made with a blindfold and a dart, more clarity around where to put your time and money, and a business that grows with a bit hella more intention behind it.

Let’s address the elephant in the spreadsheet

Your financial reports are the next best thing to a crystal ball. And with our experience and knowledge we’re far more accurate than your back alley gypsy when it comes to predicting your financial future (Lotto numbers not included).

We know it can be uncomfy opening your books up but we’ve been doing this long enough to know that it’s often the hard conversations that lead to the best, business-expanding outcomes.

We dig into the figures, flag the profit drivers (and the leaks), model your “what-if” ideas, and convert it all into a clear plan you can act on. 

We cover:

  • Profit & cash-flow clarity

  • Scenario modelling

  • Pricing & margin review

  • Tax & reserve planning

  • Insightful dashboards

Ways to work with us

We’ve put the packages, inclusions and pricing in one handy PDF.

Platforms we love for making life easier

They’ve said it best

  • TAD provides us with expert advice in relation to our GST, annual accounts, tax compliance, and tax planning. We have always been impressed by their expertise and understanding of how our business, trust, and personal affairs entwine.

    Susan Huria — HA Group

  • Michelle and the team are all friendly and have made accounting for my small business a breeze and are a pleasure to work with. I especially appreciated the 1-on-1 advice and training they provided to help me streamline my finances.

    Rod Moratti — Director, Moratti & Associates

Meet your advisor, Michelle

Numbers nerd.
Commercial sounding board.
The Formula 1 of spreadsheets.

Michelle has spent years helping business owners understand what their numbers are really telling them, then using that insight to make smarter, more confident decisions about what comes next.

She’s very good at spotting the story behind the spreadsheet (including the opportunities, red flags and expensive assumptions hiding between the lines).

She’ll ask the questions that get you thinking differently, challenge the numbers when they don’t stack up and help turn financial insight into sharper decisions, stronger margins and growth you can easily sustain.

Take things up a notch

Advisory works best when the numbers underneath it are solid – and the decisions that come out of it actually become actions.

That’s why accounting and coaching sit so naturally alongside it. One keeps the financial foundations in shape, the other helps turn the plan into progress.

Bookkeeping & accounting

We make sure your books are accurate, your tax is handled, and your financial data is always current, so the advice you receive reflects what’s really happening in your business.

Business Coaching

A strategy isn’t worth much unless it actually makes it into your calendar. Coaching turns a plan into scheduled actions, keeps you accountable when day-to-day noise tries to derail you, and gives you a sounding board for each next bold move.

FAQs

Things are about to make a lot more sense cents.