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Financial Leadership & Consultation
We work with you on the financial side of running the business: reviewing results, identifying issues early and planning next steps.
ebertCPAChartered Professional Accountant
Business Advisory & Support
Business Advisory & Financial Training
Financial leadership, budgeting, project costing, pricing and estimating support, with financial training for owners and staff and flexible seasonal, project and contract accounting.
Overview
Advice that starts from your own numbers.
Business advisory uses your financial information to support decisions: setting budgets, costing projects, pricing work and planning for financing.
- Budgets
- Set, tracked and reviewed each month.
- Costing
- What each job or project really costs.
- Pricing
- Quotes that reflect the work involved.
- Training
- For owners and staff.
What’s included
Business Advisory & Training Services
Advisory work is agreed for each engagement and can run alongside monthly accounting.
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Budgeting & Financing Advice
We help you set budgets, track results against them and prepare for financing decisions.
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Financial Training for Owners & Staff
We train owners and staff to read and use financial reports. Content and format are agreed for each engagement.
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Seasonal, Project & Contract Support
We provide seasonal and project accounting support, temporary cover during staff changes, and contract accounting for larger organisations: cost-versus-budget and forecasting reviews on major projects, working as part of your team.
Project costing
Job Costing, Pricing & Estimating
We break down the costs of each job or project, including labour, materials, equipment and overhead, and compare them with the price. This shows which work is profitable and supports pricing and estimating for future work.
- Job and project cost breakdowns
- Price and estimate reviews
- Bid and proforma support
- Costs compared with budgets
Working together
Frequently Asked Questions
Common questions about advisory work and training.
ServicesCan you help us cost and price our jobs?+
Yes. We provide project costing, pricing and estimating support, including bids and proformas, reviewing job costs against prices so you can quote future work with a clear view of costs and margins.
ServicesWhat does financial training involve?+
Training is arranged for owners and staff and focuses on reading and using financial information, such as the balance sheet, income statement, cash flow and budgets. Content and format are agreed for each engagement.
ServicesDo you provide contract accounting for larger organisations?+
Yes. We work as part of your team on cost-versus-budget and forecasting reviews for major projects, and provide seasonal and project support and temporary cover during staff changes.
ServicesDo you offer project-based or seasonal support?+
Yes. We provide seasonal and project accounting support, temporary cover during staff changes, and contract accounting for larger organisations, including cost-versus-budget and forecasting reviews on major projects.
Related
Related Specialties & Services
Advisory work builds on your monthly reporting.
Business AdvisoryJob Costing & PricingWhat each job costs, compared with the price.
Accounting & ReportingMonthly Financial ReportingStatements prepared, reviewed and explained.
Service areaAccounting & ReportingMonthly statements, reporting and bookkeeping.
Service areaTax Compliance & PayrollCorporate and personal tax, GST and payroll.