[ Switching advisors ]

A boring handover.
A serious first 90 days.

Most business owners wait too long to change advisor because they assume the switch is the hard part. It isn't. The handover takes a week or two of background work and almost none of your time. The work that follows is what actually matters.

[ The honest version ]

The cost of staying with the wrong advisor is almost never the fee. It's the decisions that didn't get made because no one was in the room to make them.

[ The on-ramp ]

From first call to a real
operating rhythm.

Five steps, twelve weeks. The handover is mostly invisible to you. The 90 Days to Clarity™ work is where your time goes — and where the relationship earns its keep.

01

Day 0

A 30-minute call.

Three short questions before the call so we don't waste it on context. We meet a senior advisor, talk about the business, and decide together whether we're the right fit. If not, we'll point you to who is.

[ Output ]

A clear yes / no / not yet — on the call.

02

Week 1

Engagement & ethical letter.

Fixed monthly fee agreed in writing. We send the ethical letter to your current accountant — they're required to release your records. ATO authorities are updated so we can act for you. Almost none of this lands on your desk.

[ Output ]

Engagement signed, ATO authorities live, records in transit.

03

Weeks 2–4

We rebuild the picture.

Chart of accounts cleaned, structure mapped, Xero stack tightened, prior-year positions reconciled. We surface what your previous setup hid — tax positions, cashflow timing, structuring gaps — without making you sit through it.

[ Output ]

A real, current picture of the business — financial and structural.

04

Weeks 5–10

90 Days to Clarity™ runs.

Two strategy sessions with a senior advisor. We make the decisions that should have been made months ago — structure, remuneration, tax planning, cash, distributions — and write them down.

[ Output ]

Documented strategic decisions for the next twelve months.

05

Week 12

Cadence locks in.

Twelve months of sessions booked in the calendar — monthly visibility, quarterly strategy, half-yearly tax planning, annual structure & wealth review. The relationship becomes the rhythm. No surprise invoices for phone calls in between.

[ Output ]

A twelve-month operating rhythm in your calendar.

[ What stops most business owners ]

The five reasons people
don't switch.

None of them are good reasons. All of them are real. Here's what we actually say when they come up on the call.

[ 01 ]

"Our books are a mess."

That's normal. The first 90 days assume work — chart of accounts, reconciliation, structuring. It's part of the on-ramp, not an extra invoice.

[ 02 ]

"We've been with our accountant for years."

Most of our new clients have. Loyalty is real, but a relationship that has stopped producing decisions isn't loyalty — it's friction. We'll be respectful about the handover.

[ 03 ]

"It's not the right time of year."

There's no good time. Mid-year switches often recover tax positions that would otherwise be locked in by 30 June. Waiting until next year usually costs you a year.

[ 04 ]

"We don't want to deal with the admin."

You won't. Ethical letter, file transfer, ATO authorities — we handle all of it. Your time goes into the strategy sessions, not the paperwork.

[ 05 ]

"What if the price changes after the first quote?"

It doesn't. The fixed monthly fee is the fee. If scope materially changes — new entity, new transaction — we agree the new number in writing before any work happens.

[ Your part of the work ]

What you actually
have to do.

  • 01Take the first 30-minute call.
  • 02Sign the engagement letter.
  • 03Introduce us to your bookkeeper, if you have one.
  • 04Show up to two strategy sessions in the first 90 days.
  • 05Make the decisions we put in front of you.

That's it. The handover, the records request, the ATO authorities, the chart of accounts, the rebuild — all of it sits with us.

[ Next step ]

Thirty minutes is enough to know
if this is the right move.

No pitch. No pressure. A real conversation with a senior advisor — usually within the week.

[ Start here ]

Book the introductory call.

Three short questions, then 30 minutes with a senior advisor.

Start the conversation →Read the questions