Real Numbers from Real Businesses
We've been helping Australian companies understand their financial position since 2019. Here's what we've learned—and what our clients have achieved through better budget visibility.
Businesses Analyzed
Average Cost Reduction Identified
Months Average to Full Implementation
Still Active After 2 Years
Finding Your Financial Clarity Path
Different businesses face different challenges. We've mapped out common scenarios we encounter and the approaches that typically work best. Your situation might fit one of these patterns—or combine elements from several.
What if you're tracking expenses but still running over budget each quarter?
This usually means your categories are too broad. When "marketing" or "operations" becomes a catch-all, it's hard to spot where money actually goes. We help break these down into meaningful subcategories—not obsessively detailed, just specific enough to see patterns. Most clients find three problem areas within the first month of better categorization.
What if your revenue fluctuates wildly but your expenses stay constant?
Seasonal businesses and project-based companies deal with this constantly. The trick isn't cutting costs—it's building a buffer system that matches your actual cash flow rhythm. We look at your past 18-24 months to find your real pattern, then create a budget structure that accounts for lean periods without panicking during them.
What if you're growing fast but profitability isn't keeping pace?
Growth often hides inefficiency. More revenue can mask the fact that your cost per sale is creeping up or that overhead is expanding faster than necessary. We benchmark your key ratios against similar businesses in your sector—not to make you identical to them, but to highlight where your spending patterns diverge significantly from sustainable norms.
What if you're spending hours each week just figuring out where you stand financially?
Time spent on financial admin is time not spent running your business. If budget tracking feels like a part-time job, your systems probably aren't integrated properly. We don't sell software—we help you set up workflows with tools you likely already have, arranged in ways that give you visibility without constant manual updates.
How Budget Clarity Changed These Businesses
Three companies came to us in early 2024 with different problems. By late 2024, they'd each found their own version of financial stability—not because we gave them magic formulas, but because we helped them see their numbers clearly enough to make better decisions.
Before Working With Us
Running three months behind on financial reporting. Making purchasing decisions based on bank balance rather than actual profitability. Couldn't explain why profitable quarters still felt cash-tight.
Winning new clients but somehow ending each month in roughly the same financial position. Staff costs rising with revenue but profit margins shrinking. No clear picture of which client types were actually profitable.
Each location managed its own budget independently. No consolidated view of company-wide spending. Bulk purchasing opportunities missed because no one could see total volumes across all stores.
After Six Months
Now closing books within five days of month-end. Built a cash flow model that predicts needs 90 days out with reasonable accuracy. Identified K in annual savings from timing purchases better and negotiating payment terms based on actual data.
Restructured pricing after discovering small retainer clients consumed disproportionate admin time. Raised margins by 11% not through across-the-board increases but by understanding true service costs. Now reviews profitability by client type monthly.
Implemented centralized budget tracking while keeping local managers involved. Consolidated purchasing saved K in first year. More importantly, can now spot underperforming locations early and investigate causes before losses compound.
The Process That Works
Our Standard Approach
We start with your data as it exists—messy spreadsheets, disconnected systems, whatever you've got. Spend the first month just understanding your current state. Then gradually introduce structure that fits how you actually work, not how textbooks say you should work.
Kellan Thatcher
Financial Systems Specialist
Joined us in 2021 after spending eight years in retail finance. Built our sector-specific benchmarking models and leads implementations for businesses with multiple locations or complex inventory systems.
Brixton Moorland
Cash Flow Analysis Lead
Former CFO for a Queensland construction firm. Specializes in helping seasonal and project-based businesses create budget models that account for irregular revenue patterns without requiring constant manual adjustments.
Saffron Hartwell
Senior Budget Analyst
Started analyzing manufacturing costs in 2017, moved to consulting in 2022. Focuses on service businesses and agencies where labor costs dominate the budget and traditional accounting categories don't capture operational reality well.