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.
This Service Is For You If...
You Want to Grow Strategically
You know your business has potential but you need a clear plan and someone to help you track progress against real goals.
Cash Flow Keeps You Up at Night
You need better visibility on where your money is going and a forecast that actually helps you plan ahead.
Your Business Runs You
You're working in the business instead of on it and need systems and strategy to get your time and freedom back.
You Want a Sounding Board
You're making big decisions alone and want expert guidance from someone who knows your numbers inside out.
How We Help You Grow
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?
Most owners don't run their business — the business runs them. Our advisory service is designed to change that.
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.
90-Day Guarantee
If after 90 days you don't feel like we've made your financial life simpler, we part ways. No lock-in contracts, no hassle.
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.
If we don't make your financial life simpler, we part ways. No lock-in contracts, no risk.
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)