Business Advisory
Numbers tell a story. We help you read it — and write a better next chapter. Strategy, structure, and growth advice from accountants who've seen what works.
Your Business, Backed by Expert Advice
Running a business is rewarding — and relentless. Most business owners know their trade inside out but don't have time to think strategically about structure, cash flow, or what's coming next. That's where we come in.
Julia Mai, CPA and Co-Director, has spent 10+ years working closely with Melbourne businesses across industries — from new startups to established SMEs navigating growth or transition. She doesn't just read the numbers; she translates them into decisions you can act on.
Whether you're setting up a new entity, navigating a difficult trading period, planning for growth, or thinking about succession — our advisory service gives you a sounding board and a roadmap, not just a compliance file.
How We Add Value
Concrete advice that leads to better decisions — not generic reports you'll never read.
Business Structure Setup
Sole trader, company, trust, or partnership? We advise on the right structure for your situation, tax profile, and growth plans from day one.
Cash Flow Forecasting
Know what's coming before it arrives. We build 3–12 month cash flow models so you can plan hiring, investment, and repayments with confidence.
Profitability Analysis
Where is your business actually making (or losing) money? We break down margins by product, service, or customer segment and show you what to fix.
Growth Strategy
Thinking about expanding, taking on staff, or entering a new market? We stress-test your plans against your financials before you commit.
Business Entity Restructuring
Already in business but in the wrong structure? We manage restructuring — new entity setup, asset transfers, and ATO concessions where available.
Startup Financial Setup
Just launched or pre-launch? We set up your books, choose your entity, register for ABN/GST/PAYG, and give you a financial foundation that scales.
Succession & Exit Planning
Thinking about selling, handing over to family, or winding down? We plan the transition to maximise your outcome and minimise CGT exposure.
KPI Reporting & Management Accounts
Monthly or quarterly management reports that go beyond P&L — tracking the metrics that actually drive your business decisions.
Finance & Loan Support
Applying for a business loan or line of credit? We prepare financials in the format lenders need and support you through the application.
When Businesses Call Us
Advisory isn't just for large companies. These are the moments when having an expert in your corner makes the biggest difference.
Starting a New Business
Get the structure right from day one. Avoid costly mistakes that take years to unwind — we set you up correctly before you launch.
Uncertain About Profitability
Your bank balance says one thing but your gut says another. We find where the money is going and give you clarity.
Ready to Grow
Staff, premises, new products — growth has a cost. We build the financial case for expansion and keep the downside manageable.
Planning an Exit
Whether 2 years or 10 years away, exit planning starts now. The right structure and clean financials add real value to a sale.
Cash Flow Problems
Revenue is good but cash is always tight? We find the leaks, model scenarios, and implement systems that smooth your cash cycle.
Restructuring & Reorganisation
Sole trader running a team of 8? Time to restructure. We manage the transition to protect your assets and optimise your tax position.
How We Work Together
Advisory is a relationship, not a transaction. Here's how it typically begins.
Free Strategy Session
We sit down (in person or online) to understand your business — where you are now, where you want to go, and what's getting in the way.
Financial Deep Dive
We review your current financials, structure, and reporting. We identify gaps, risks, and opportunities that aren't obvious on the surface.
Advice & Action Plan
We present clear, prioritised recommendations — not a 40-page report. Practical steps you can actually implement, with timelines and costs.
Ongoing Partnership
Many advisory clients work with us monthly or quarterly. As your business evolves, so does our advice. We grow with you.
Julia Mai, CPA
Julia brings over a decade of hands-on experience advising Melbourne businesses on structure, growth, and financial clarity. As a CPA, she specialises in turning complex financial data into decisions that actually move businesses forward. She works closely with clients across retail, hospitality, professional services, and construction — and brings particular expertise in helping Vietnamese-Australian business owners navigate the intersection of personal finances and business growth.
Who This Is For
Our advisory clients are owners who take their business seriously and want a financial partner, not just a once-a-year accountant.
New Business Owners
Starting out and want to set up properly — ABN, structure, accounts, and a financial plan from day one.
Growing SMEs
Established businesses who need more than a tax return — cash flow management, growth planning, and strategic advice.
Business Owners in Transition
Restructuring, selling, acquiring, or taking on investors — we guide you through the financial complexity.
Vietnamese-Australian Business Owners
Julia and Tan provide advisory in Vietnamese as well as English — a trusted partner who truly understands your business and culture.
Julia doesn't just give you numbers — she gives you direction. We restructured the business based on her advice and saved over $18,000 in tax in the first year. She's the best investment we've made in the business.
— Tom K., Hospitality Business Owner, Melbourne
Related Services
Bookkeeping & Financial Control
Clean, real-time books are the foundation of good advisory. We handle both, giving you integrated financial management.
Learn more →Tax Returns & Planning
Advisory and tax planning go hand in hand. We integrate your year-round strategy with your annual lodgement obligations.
Learn more →Ready to Take Your Business Further?
Book a free strategy session with Julia.