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Business advisory services for owner-managed businesses
Strategy sessions, KPI dashboards and quarterly reviews that keep the plan honest and the owner accountable — from chartered accountants who also see your numbers every quarter.
Compliance tells you what happened; advisory decides what happens next. Our advisory clients meet us every quarter with a one-page plan on the table: the KPIs that drive the business, actuals against the plan, and the three decisions that matter this quarter. It is deliberately simple — the discipline, not the deck, is what moves the numbers.
Engagements are scoped after a discovery call and quoted fixed, because “advisory” shouldn’t be an open meter. Most clients run a quarterly cadence; some add a monthly check-in during a growth push or a rough patch. When the work points at a structural change — a new entity, a restructure, an approach to a lender — that project is quoted separately before it starts.
Advisory pairs naturally with the Virtual CFO service when you need the monthly forecast and board pack, and with tax and accounting subscriptions so the planning conversation and the compliance never contradict each other.
Who this is for
Owners planning growth
Revenue is fine, but margin, capacity and cash need a plan rather than momentum.
Established family businesses
The next generation, the payroll and the bank all want to see where this is going.
Owners preparing to sell
Two to three years out is when advisory work adds real multiple to the price.
How it works online
Discovery call
Forty-five minutes on the business, the numbers and what's in the way — no charge.
Fixed proposal
Scope, cadence and fee in writing; you know the cost before anything starts.
First session
Goals to numbers — a one-page plan with KPIs, owners and dates.
Quarterly rhythm
Review, adjust, decide — with tax planning folded into the pre-30-June session.
Why BRS Advisory
Adelaide-based, national by design
Senior advisors in Adelaide who work with owner-managed businesses in every state — by video, on a rhythm.
A cadence that keeps score
Plans fail without a scoreboard. The quarterly review makes drift visible while it's still cheap to fix.
Advice that knows your tax position
Growth decisions change tax outcomes. Ours are made with the whole picture on one screen.
Questions, answered
What does business advisory cost?
Engagements are fixed-quoted after a discovery call, because the right cadence differs — a quarterly review rhythm costs less than a monthly one, and a one-off strategy session less again. You'll have the scope and fee in writing before anything starts, and the discovery call itself is free.
What happens in a quarterly review?
Ninety minutes by video — actuals against the plan, the five KPIs that drive your model, what moved and why, and the two or three decisions for the next quarter — minuted with owners and dates. The pre-30-June session doubles as tax planning.
We're an Adelaide business. Can we meet in person?
Our team is Adelaide-based and the firm runs 100% online — meetings happen by video, which is exactly why the cadence holds. It also means an advisor in Adelaide serves clients in every state on the same footing.
How is advisory different from the Virtual CFO service?
Advisory is the thinking cadence — strategy, KPIs, quarterly accountability. Virtual CFO adds the monthly machinery — rolling forecast, budget vs actuals and a board pack every month. Many clients start with advisory and step up when the business or the bank needs the monthly rhythm.
What do you need from us to start?
Access to your Xero file, your last set of accounts, and an honest hour on what you want the business to do for you. If your books aren't current we'll fix that first — advice built on stale numbers is expensive guesswork.
Do you help with pricing and margins?
Yes — pricing reviews are among the highest-payback sessions we run. We model your actual job or product margins, test price scenarios against volume risk, and give you a defensible number to take to customers, not a hunch.
Will you hold us accountable, honestly?
That's the service. Actions from each session are minuted and reviewed first thing at the next one. Plans drift when nobody keeps score; the quarterly rhythm exists to make drift visible while it's still cheap to correct.
Keep exploring
Start online in three minutes.
Answer a few questions, see your fixed fee, and book your first video call. No appointment, no obligation.