How We Actually Analyse Your Numbers
Most financial consultants will throw jargon at you and call it analysis. We don't. Our approach is built on clarity, proven frameworks, and results that show up in your bank account.
Since 2019, we've been refining a method that turns messy spreadsheets and confusing reports into actionable insights Australian businesses can actually use.
The Six Pillars We Use
Every business is different, but the fundamentals of sound financial decision-making aren't. These six areas form the backbone of every analysis we conduct.
Cash Flow Mapping
We track where money actually moves in your business. Not just what the profit and loss says, but the real timing of receipts and payments that keep you awake at night.
Cost Structure Review
Fixed versus variable costs matter more than most owners realise. We break down your expense base and identify which costs drive value and which just drain resources.
Revenue Pattern Analysis
Seasonality, customer concentration, payment terms—these patterns reveal opportunities. We map your revenue streams to find growth levers and reduce risk exposure.
Profitability Segmentation
Not all customers or products are equally profitable. We segment your business to show you where margins are healthy and where they're bleeding you dry.
Working Capital Assessment
Inventory, receivables, payables—how well you manage these determines your flexibility. We quantify your working capital needs and find improvement opportunities.
Scenario Modelling
What happens if sales drop 15%? What if a major customer leaves? We model realistic scenarios so you can make decisions with confidence instead of guesswork.
Results That Actually Matter
We don't just deliver reports. We measure success by tangible improvements in your financial position.
What Working With Us Looks Like
We've refined this process over hundreds of engagements with Australian businesses. It's structured enough to be thorough, but flexible enough to adapt to your specific situation.
Discovery Session
We spend 2-3 hours understanding your business model, current challenges, and what you're trying to achieve. No sales pitch, just questions and listening.
We'll ask for access to your accounting system, recent financial statements, and any management reports you currently use.
Data Collection and Initial Analysis
Our team pulls 12-24 months of financial data and starts building your baseline model. This usually takes us a week, depending on data quality.
Most businesses are surprised by what emerges when data is properly structured and analysed systematically.
Diagnostic Presentation
We present our findings in plain language, focusing on three to five key areas where changes could have meaningful impact. No overwhelming lists, just priorities.
This session typically runs 90 minutes and includes time for questions and discussion about implementation feasibility.
Implementation Support
Insights mean nothing without action. We work alongside your team to implement recommended changes, tracking progress monthly and adjusting as needed.
Most engagements run 6-12 months, with monthly check-ins and quarterly deep-dive reviews of progress against targets.
Who Does The Actual Work
You won't be handed off to junior staff. Our senior analysts handle every engagement personally, bringing decades of combined experience to your business challenges.
Freja Lindström
Lead Financial Analyst
Thirteen years in management accounting across retail and manufacturing. Freja specialises in cost structure analysis and has helped over 60 Australian businesses improve their operational efficiency.
Callum Brennan
Senior Business Analyst
Former CFO of a $45M distribution company, Callum brings real-world experience in working capital management and scenario planning. He knows what actually works because he's lived it.
Ready to See What Your Numbers Really Say?
We're currently scheduling discovery sessions for businesses looking to improve their financial decision-making in the second half of 2025.
Schedule a Discovery Session