Service
Strategic business advisory
Our business advisory services are designed to help you understand your numbers, set clear goals, and create an actionable plan for sustainable growth.
Fixed fees, no surprises. Ongoing tax & advisory from $250/month.
- You know the business has potential, but you need a clear plan to track against.
- Cash flow keeps you up at night and you want a forecast you can trust.
- You're working in the business instead of on it.
- You're making big decisions alone and want a sounding board who knows your numbers.
How we help you grow
Most owners don't run their business, the business runs them. This is designed to change that.
Cash flow forecasting
Planning out your cash flow so your business doesn't run short.
KPI tracking
Tracking the key numbers that actually matter for your business's growth.
Quarterly strategy sessions
Meeting with you regularly to help you stay on track with your goals.
Strategic business advice
Giving you a second opinion and expert guidance on big decisions.
Business growth planning
Identify opportunities for growth and navigate challenges with a clear plan.
Business structure review
Making sure your structure supports your goals and minimises tax as you grow.
Why choose Summit?
It all adds up to financial confidence, a clear view of your obligations so you can plan for the future.
Fixed fees, no surprises
You'll know exactly what you're paying before we start. No surprise invoices, no extra charges for phone calls or emails.
Year-round support
We don't disappear after tax time. You can reach out whenever you have a question, we're always responsive.
No lock-in, ever
Your fee is agreed in writing before any work starts, and it doesn't go up for 12 months. If it isn't working, you're free to go with 30 days' notice, and I'll hand your file to your next accountant promptly.
CPA and Registered Tax Agent
Qualified, registered and accountable, so your lodgements are done properly and on time.
What Our Advisory Clients Say
"Very knowledgeable and helped put the jargon simply for me, so I could make informed decisions. Saved me a bunch of headache and money, pays for itself. Absolutely worth a chat!"
Jarred Paola
Google Review"Gave clear, concise advice on setting up as a business in Australia, very friendly and knowledgeable."
Aileen Campbell
Google Review"His communication is outstanding. He's clear, responsive, and always takes the time to explain things in a way that's easy to understand."
Shelley Richardson
Google ReviewCommon Questions About Advisory
We review your financials, track progress against your goals, discuss strategy, and plan ahead. Think of it as having a CFO for an hour, someone who knows your numbers and helps you make smarter decisions.
Advisory builds on top of your tax and bookkeeping services. It adds quarterly advisory sessions, cash flow forecasting, and KPI tracking. Book a free strategy session and we'll walk you through exactly how it works for your situation.
Most accountants are backward-looking, they tell you what happened last year. Advisory is forward-looking. We help you set goals, forecast cash flow, and make strategic decisions before problems arise.
- On time, every time. Every lodgement in on time, provided your records reach me by the date on your calendar.
- The price you agreed, and no other. Your fee is agreed in writing before any work starts, and it doesn't go up for 12 months.
- Never locked in. No fixed term. If it isn't working, end it with 30 days' notice and I'll hand your file to your next accountant promptly.
These promises are in addition to your rights under the Australian Consumer Law.
Ready to stop worrying about your tax and bookkeeping?
In a free 30-minute strategy session, I'll personally review your situation and we'll map out a clear plan together. If it feels like a good fit, I'll send you a straightforward, fixed-fee proposal. No pressure, no surprises.
Book Your Free Strategy Session (opens in new window)