Who we work with

We work with small business owners across various industries, helping them understand and leverage their numbers for growth.

Our network connects you with professionals who can assist in achieving your business goals.

Find out more

We work with small business owners because they are the prime movers of the economy. They are people who create and get things done. 

We like to work with clients who want to understand their own numbers. That way we can have meaningful conversations about what numbers to focus on to grow their business. We work with clients across a number of different industries and areas including: 

Medical Practitioners and Allied Health Professionals

Property Developers

Builders and Tradespeople

Service Professionals such as lawyers, 

Creative Professionals including design and marketers

Online and Offline Retailers and Wholesalers

Find more about our approach to doing business.

We’re not only about the money, I mean what is the point of financial success when it has come to the cost of other important areas of your life? Our clients most importantly see themselves as:

  • Mums and Dads (or even Grandparents) 
  • Husbands, Wives and Girlfriends 
  • Sons and Daughters 
  • Aunts and Uncles,
  • Nieces, Nephews and Cousins

And are all people who want to succeed in business so that they can live a meaningful and prosperous life for themselves and families, their team members and the wider community. 

Our Network

After working in professional services for over 20 years, Sheree has a personal network of connected professionals so that we can help you find who you need to get things done in your business. 

Whether you are looking for a referral or you’re just not sure who you need to speak to, we can help. Just get in touch with us using the chat or contact form.

We especially love to work with bookkeepers because they are an essential part to any business owners dream team. 

Our Services

We help entrepreneurs and business owners:

  • Learn to understand, know and love the numbers that drive their business
  • Ensure that they are structured correctly for their stage of business and future goals
  • Develop a future plan that makes sure that taxes and other obligations are covered along with creating a longer-term strategic intent for their business
  • Keep tax and business related compliance obligations up to date