Frequently Asked Questions

We work with all kinds of businesses, most businesses have more in common than people expect. Revenue, COGS, Wages, Marketing, Overheads, Profit. From local tradies to larger groups, most business principles remain the same.

Absolutely - that's actually our most common client structure. Your bookkeeper keeps the day-to-day numbers accurate, your accountant handles compliance and tax, and we sit alongside both of them, turning those numbers into the strategic direction and monthly action points neither of those roles are set up to provide.

No - this is designed for companies that don't yet have those positions, and to add further value for companies that already do.

A business coach typically works on your mindset, habits and leadership. We work on your numbers - your forecast, your monthly P&L's, and the commercial and operational decisions that come out of them. Different focus, different toolkit - it can be useful to have both.

No - we're strategic finance, not compliance. We work alongside your accountant, not replace them. They handle tax returns, we help you make better business decisions.

Perfect - that's who we built this for. We explain everything in plain English. No jargon, no judgment. If something's unclear, ask and we'll explain it differently.

That's fine - most are. We'll flag anything that looks odd and work with your bookkeeper to clean it up. Part of our job is helping you get your financial house in order.

That's what the Specialised Setup is for. We'll build one with you based on your goals and historical performance.

At least an hour each month for the monthly meeting/report, and an occasional email or call. The rest is up to you, depending on what plan works best for you and your business.

If you are Perth-Metro based this will likely be in-person, unless your preference is remote. For any other locations this will generally be remote.

Always me - no handoff to someone else down the track. You're working directly with me from the discovery session through every report and meeting after that.

We can work with businesses from anywhere, numbers are numbers. If there are any hurdles to overcome, we will discuss on our consultation call.

That's what our consultation calls are for. We typically start with the Basic Plus plan, and you can always change your plan later to find what suits you best.

Yes - from pricing and cost restructures, to system and process improvements, to specific strategic projects, we can scope and deliver bigger initiatives either within your plan or as dedicated ad hoc work.

Yes, with one month's notice. Every monthly plan also comes with our 60-day money-back guarantee: if it's not working for you in your first 60 days, just tell us and we'll refund your monthly fees. See what's covered.

Nothing formal - just come ready to talk about your business. We'll guide you through what's needed after that.