Download: Success Checklist

Business adviser: Advisory and growth

Advisory-led accounting is all about looking forward, not backward.

Every business is different, and you can be stuck in many different areas. It's our goal to do whatever it takes to move you from where you are now, to where you want to be. 

Seeking and identifying the opportunities for growth is what brings out the passion in us and our clients, and we can't wait to help you evolve and grow. The sky's the limit.

The sky's the limit.

Today’s business environment requires more than just managing the books. That’s why at Trekk, we don’t just do accounting, we offer foresight. We serve as a dedicated business advisor accountant to those who dare to think differently. We carry the mantle of being the advisor for businesses that yearn for growth.

From cash flow strategies, business restructuring, benchmarking and business valuations, Trekk provides customised advice through various professionals such as accountants, business bankers, commercial lawyers, and general business advisers. Every business is different, and you can be stuck in many different areas. It’s our goal to do whatever it takes to move you from where you are now, to where you want to be by regularly reviewing and updating your business goals.

Seeking and identifying the opportunities for growth is what brings out the passion in us and our clients, and we can’t wait to help you evolve and grow.

Business advisory services 1
Business Advisory Services 2

Stop the headspin. Make the right calls.

The average business owner has a massive number of decisions to make. What to do next, where to focus and “knowing for sure” that you’re doing the right thing can be a bit of a head spin. That’s where we come in. We fill our days aiding people to make good calls about business, being in your corner and helping you focus on the things that matter.

Receiving timely and relevant advice from business advisers, including accountants, business bankers, commercial lawyers, and general business advisers, is crucial for making informed decisions.

From cash flow strategies, business restructuring, benchmarking and business valuations - We’re here to build and grow your business and profit together.

What our clients say about our business advisory services

Narelle Crockett
rating star image

"We didn’t think there were any ‘challenges’ or ‘problems’ as a business, but after meeting with Trekk Advisory, we walked away with a different perspective.

 

They highlighted things in the numbers & showed us visually the opportunities out there.

 

Since then, we haven’t looked back! The ability to have an independant party invested in our business and there to help forward plan has been invaluable.

 

The off the cuff advice has been great too - having the ability to call up and run a scenario past our advisor is critical to how we run our business. The ongoing relationship with our adviser ensures we receive continuous support and regular updates to meet our evolving needs.”

Narelle Crockett of MC Scaffolds trusted Trekk Advisory in growing her business.

Narelle Crockett

Owner, MC Scaffolds.

Things change along the way - you need someone who can work with you at each different stage of the business.

coral-brush_icon_plus

Systems review

Is your accounting system efficient, time-saving, easy to use, and providing you with the necessary financial records to make key business decisions on the go?

coral-brush_icon_plus

Structure review

Is your structure right for your circumstances? Does it provide good asset protection? Does it minimise your tax payable? An advisory board can also play a crucial role in reviewing and optimizing your business structure.

coral-brush_icon_plus

Tax Planning

Do you know how much tax you will need to pay at EOY? Are you implementing all possible strategies to reduce it? Tax minimisation and tax planning are all about exploring the legal ways to save you tax and set you up for the year ahead. 

coral-brush_icon_plus

Insurance / Risk Management

Do you, your loved ones, and your business have the appropriate level of risk protection in place? It's crucial to ensure that you are adequately prepared for any unexpected events, as one unfortunate incident could potentially have devastating consequences that might impact not only you but also those closest to you.

coral-brush_icon_plus

Business Health Assessment

Let's deep dive into your business and get you thinking about critical drivers, and flush out the main concerns/unearth your biggest priorities. Additionally, expert financial analysis is crucial for accurately assessing the health of your business and understanding the value of your intellectual property assets.

coral-brush_icon_plus

Growth strategies equation

What are the key drivers of your revenue? What little steps can you take to dramatically boost this? Seeking customised advice can help identify and leverage these growth drivers effectively.

coral-brush_icon_plus

Cashflow improvement

How can you decrease the time in between paying out for stock/labor and getting cash back through the door?

coral-brush_icon_plus

Profit improvement

What is your business investment returning for you each year? Is there sufficient profit (if this is a NO - this service is a must)

Improving profit margins is essential for running a successful business.

coral-brush_icon_plus

Critical number monitoring

Would you like to be presented with graphs and analysis of your critical numbers each month, alongside strategy and goal setting to hit these targets each month/ quarter?

coral-brush_icon_plus

Projections, Forecasts, Budgets

Do you know what level of turnover you need each month to cover anticipated expenses? Do you know how your business is performing compared to last year? Would you like to know?

Business advisers can help with projections and budgets to ensure your business stays on track.

coral-brush_icon_plus

Succession Planning

Will you sell your business down the track? Or will your children take over? What strategies need to be implemented to ensure a smooth succession and maximise your outcome?

coral-brush_icon_plus

Business Planning sessions

Where are you headed? What should your key priorities be for the next 12 months? How about a focused session to brainstorm and plot the future direction of your business?

Planning sessions can be particularly beneficial for small businesses, helping them to anticipate challenges and develop tailored strategies.

Really knowing where you are now, and exactly where you want to be is crucial to getting there. 

Business might be short lived. Maybe it’s a lifelong thing. You may be just starting out or selling out. The bottom line is it doesn’t matter to us where you are on the path because we have the questions, strategy, tools, and understanding of business structure to help you at any stage.

And as your business shifts, so does our advice. That might be helping you unclog the cashflow pipe, maybe it’s super-sizing profits or finding ways to make your business more valuable for an exit down the track.

Either way, run your own race.

What our clients say about our business advisory services

tony-tas-qpaint-client
rating star image

"I was originally only looking for an accountant to complete compliance work, all the while using business coaches to try and grow. But Trekk’s advisory services have been indispensable.

 

Real-time data, numbers-based business advice, and regular zoom calls are a potent combo. Financial advisers at Trekk provide specialized support tailored to my business's circumstances, focusing on long-term wealth creation.

 

The numbers don’t lie, so now if a business problem comes up, it’s just a phone call to Trekk."

Tas Moulis of Q Paint is Trekk Advisorys trusted client

Tas Moulis

Owner, QPaint.

Frequently asked questions about business advisory and growth

Have Questions ? We’re here to help

  • What is a "business adviser"?

    A business adviser is your strategic partner who brings a new perspective, helps make informed decisions, and ultimately drives your business growth. That's exactly who we are at Trekk. Whether you're just starting out or selling out, wherever you are on your entrepreneurial journey, we have the right tools and strategies to aid you.

    Our small business advisory services adapt as your business evolves. Whether it's streamlining cash flow, boosting profits, or planning a successful exit, we are your go-to business management advisor.

  • What does a business advisor do?

    A business advisor is like an experienced guide who helps you navigate the complexities of business ownership and entrepreneurship. They offer a fresh perspective and valuable insights to help you solve problems and uncover opportunities. At Trekk, our business advisors provide tailored strategies to optimise your operations, identify growth opportunities, and plan for long-term sustainability. With their expertise and commitment, they'll support you in achieving your business goals, even during challenging times.

  • Are business advisors worth it?

    Absolutely! As the saying goes, "a problem shared is a problem halved." When you have a trusted business advisor by your side, you not only have someone to share your business challenges with but also someone who can offer strategic solutions and support. At Trekk, our clients often tell us that having an advisor has been invaluable in helping them navigate through difficult times, make informed decisions, and ultimately achieve their business goals. So if you want to set yourself up for success, investing in a business advisor is well worth it.

  • What is the role of advisory in business?

    The role of advisory in business is to provide expert advice and guidance to help a company make informed decisions and achieve its goals. This can involve offering strategic insights, identifying growth opportunities, mitigating risks, and providing ongoing support and accountability. At Trekk, our advisory services are tailored to each client's unique needs and aim to empower businesses with the tools and strategies they need for success. From cashflow planning and budgeting to risk management and exit planning, our advisors play a crucial role in driving business growth. So if you want your business to reach new heights, having an advisor on your team is essential.

  • What is an example of a business advisory?

    An example of a business advisory is our comprehensive range of services at Trekk. We offer everything from cashflow planning and budgeting to risk management, profit improvement, business valuations, and succession planning. Our advisors provide personalised guidance and support to businesses across various industries, helping them achieve their goals and overcome challenges. Some specific examples of our advisory services include conducting systems and structure reviews, identifying areas for growth and improvement, creating strategic plans, and offering ongoing support through regular check-ins. No matter what stage your business is at, our advisors have the expertise and resources to help you succeed. So why not take advantage of our proven strategies?

  • Is business advisory the same as consulting?

    While both business advisory and consulting involve providing expert advice to help a company achieve its goals, there are some key differences. Consulting typically involves working on specific projects or tasks, whereas business advisory is more holistic and ongoing in nature. Additionally, consultants focus on solving specific problems or issues, while business advisors offer support and guidance for overall business growth and sustainability. At Trekk, our business advisors take a comprehensive approach to helping businesses succeed, offering not just solutions but also ongoing support and accountability.

    A unique advantage of working with a business advisor who is also your accountant is the wealth of numbers, data, and insights they provide. This detailed financial understanding can direct your business more specifically and effectively than a consultant might be able to. So, while similar in some ways, business advisory and consulting are distinct roles with different focuses.

  • What is the difference between a financial advisor and a business advisor?

    Though both roles involve providing financial advice, there are some key differences between a financial advisor and a business advisor. A financial advisor typically focuses on personal finance and helping individuals manage their investments and savings. On the other hand, a business advisor specialises in providing strategic guidance to help businesses achieve their goals and overcome challenges. They may offer services such as budget planning, risk management, and succession planning to support business growth and sustainability.

Still have any questions?

Can’t find the answer you’re looking for? Please contact to our team.

Get a quote or call back

Interested in reaching out? Fantastic! We're here to support you with our approachable mix of professional savvy and genuine care for your business. Kick things off with us over a coffee and some down-to-earth number talk.

Dive into our newest business insights:

Subscribe to our monthly
business insights newsletter.

Business news, industry updates, and important reminders to help any one in business (big or small)