How we help

Sharing your business journey from uncovering your goals to achieving them.

 

We've built a framework that guides you through the key stages of understanding, growth and leverage; bringing together the questions, numbers and strategy to guide you to where you want to be.
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Make a path that’s all your own.

Every business is unique and the path to success is never a straight line. That's why we've ditched the traditional list of accounting services and developed a 3 stage framework to adapt our offering and advice as your business shifts:

01 Understanding

Crunch the numbers and truly know where you're at before you venture on.

Ideal for
  • Starting a new business
  • Understanding your numbers and how you're travelling
  • Getting realtime data for better decisions
  • Migrating to the cloud for time and costs savings
  • Getting your cashflow under control

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02 Growth

Guidance to discover your desired destination, map the path and stay on track.

Ideal for
  • Planning your best business future
  • Growing your business the right way
  • Improving cashflow & profit while minimising tax
  • Building wealth outside your business
  • Getting accountability to keep you on track

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03 Leverage

Maximise the value you've created so you can reap the rewards of your efforts. 

Ideal for
  • Understanding and maximising business value
  • Putting a plan in place for successful succession
  • Preparing a business that's optimised for sale
  • Executing a successful exit
  • Getting ready to retire

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Narelle Crockett
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We didn’t think there were any ‘challenges’ or ‘problems’ as a business, but after meeting Pete at Trekk, we walked away with a different perspective. He highlighted things in numbers & showed us visually the opportunities out there.

Since then, we’ve never looked back! The ability to have an independent party invested in our business and there to help forward plan has been pretty invaluable. The off the cuff advice has been great too – having the ability to call up and run a scenario past him is critical to how we run the business. 

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

Narelle Crockett

Owner, MC Scaffolds.
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Services to support your business journey

Explore our range of support services guiding you through uncovering your goals to achieving them.

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Business accountants

Professional, timely tax returns and ATO lodgements.

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Setting up a business

Get the clarity and confidence to kick things off right.

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Xero cloud accounting

Xero makes short work the daily demands of being a small business owner.

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Accurate bookkeeping

Spend less time doing the bookkeeping, and more time doing what you love.

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Business advisory

Let's identify the opportunities for growth - not just "business as usual".

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Tax minimisation & planning

You could be paying thousands in tax that you don't need to!

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Budgeting & cashflow

Get a more agile, profitable business with tailored cash flow & budget advice.

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Accounting packages

Pay for your accounting & business growth in an easy monthly amount.

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A true partner by your side.

Running a business is f'ing hard, but it's a lot easier when you have a true partner by your side. It makes all the difference when you have someone who is willing to go that bit further - go on-site, take the odd phone call on the weekend, chat about life outside of work.. And most importantly, help you grow a business you are proud of. 

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“Trekk Advisory turned from my tax accountant to my go-to growth partner. Now, solving any business issues is as easy as making a phone call to Trekk.”

Tas Moulis of Q Paint is Trekk Advisorys trusted client

Tas Moulis

Owner, QPaint.

Working with:
  • xero platinum partner logo and certified advisor badge
  • chartered accountants member logo
  • CPA logo
  • Hubdoc logo
  • registered tax practitioners board logo

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