How We Got Started
Back in 2018, I was working with small businesses across Sydney and kept seeing the same problem. Business owners would get these massive financial reports that looked impressive but didn't answer their actual questions. They'd ask simple things like "Can I afford to hire someone next month?" and get back a 47-page document full of ratios.
That's when we decided to do things differently. We built our approach around the questions business owners actually ask, not the reports accountants think they should want. It turns out that when you make financial planning genuinely useful, businesses thrive.
Today, we work with over 200 Australian businesses, from local cafes figuring out their first expansion to tech companies planning their next funding round. The questions change, but our approach stays the same: clear insights that help you make confident decisions.