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Management Consulting

We attend board meetings by invitation, assist with capital and revenue budgeting, prepare cash flow reports, and take on ad-hoc projects to support your business growth and decision-making.

Our Approach

An independent financial voice at the table

We attend board or management meetings by invitation to assist owners and operators in process, analysis, and decision-making. We also assist with capital and revenue budgeting and cash flow reporting, and provide ad-hoc projects as required.

Many business owners benefit from having an experienced Chartered Accountant present at key meetings — not to run the business, but to ensure the financial analysis is sound and to offer a considered, independent perspective on options being discussed.

Our management consulting work ranges from recurring board-level engagement to one-off projects: business purchase reviews, due diligence, cash flow models for lenders, or establishing reporting frameworks that give management better visibility over the numbers.

Common Questions

Management Consulting — FAQ

Can you attend our board meetings as a financial advisor?

Yes. By invitation, our team can attend board or management meetings to provide financial analysis, assist with decision-making, and offer an independent perspective on key issues. This is particularly useful during periods of growth, restructure, or when dealing with external funding bodies.

Do you help with capital and revenue budgeting?

Yes. We assist with both capital and revenue budgets, including cash flow forecasting. We can prepare these internally for management use or in formats required by external parties such as banks, investors or grant bodies.

What types of ad-hoc projects do you take on?

Ad-hoc projects vary widely — they might include a business purchase or sale review, a due diligence process, a management report for a specific period, or a project to establish better financial reporting. We are flexible and work to the brief provided by the board or management.

How do I know if I need management consulting services?

If you find that financial data isn't driving better decisions, that your budget process is disconnected from operations, or that you lack confidence in the numbers you're presenting to stakeholders, a management consulting engagement may be worthwhile. We are happy to have an initial conversation to assess whether we can add value.

Can you help prepare cash flow reports for a bank or lender?

Yes. Preparing cash flow reports and financial projections for external funding bodies is something we do regularly. We understand the format and level of detail that lenders expect, and we work with you to ensure the information is both accurate and presented clearly.

Do you work with publicly listed companies?

Our client base includes both private entities and publicly listed company groups. For listed entities, our management consulting services can assist with board reporting, investor-facing financial analysis, and compliance with reporting obligations.

Other Services

Related practice areas

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Bring us into your next board meeting

Contact our North Parramatta team to discuss how we can support your management decisions.

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