How We Got Here
Every business has a story. Ours started with a simple idea—what if financial analysis didn't have to feel so complicated?
The Beginning
Founded by three analysts tired of seeing small businesses struggle with overly complex financial reports. We wanted to create something different—analysis that people could actually understand and use.
Expanding Our Reach
Opened our Pagewood office and brought on specialists in retail and hospitality sectors. These industries move fast, and we learned how to keep up while maintaining accuracy.
New Capabilities
Added cash flow forecasting and scenario planning to our services. Clients kept asking "what if" questions, so we built better tools to answer them properly.
Where We Are Now
Working with over 140 businesses across NSW and Victoria. Our team has grown, but the mission stays the same—make financial data work harder for the people who rely on it.
Our Approach to Financial Analysis
We don't believe in one-size-fits-all reports. Every business operates differently, faces unique challenges, and needs specific insights.
When we take on a new client, the first thing we do is listen. What keeps you up at night? What decisions are you trying to make? What information would actually help you run things better?
Then we dig into the data. Not to create impressive-looking charts, but to find patterns and trends that matter to your specific situation.
One retail client told us they didn't need another dashboard—they needed to know whether opening a second location would work. So that's what we focused on. Six months of revenue patterns, seasonal variations, staffing costs, and realistic projections. They opened the new store in March 2025, and it's tracking ahead of our conservative estimates.
The People Behind the Analysis
We're a mix of accountants, data analysts, and industry specialists who share one thing—we're all a bit obsessive about getting the details right.
Callum Thistlewood
Lead Financial AnalystSpent eight years at a big consulting firm before realizing he preferred working directly with business owners. Callum specializes in cash flow forecasting and has a talent for explaining complex financial concepts without the MBA speak.
Outside work, he's usually cycling somewhere around Botany Bay or trying new coffee spots in the eastern suburbs.
Industry-Specific Knowledge
Our analysts focus on particular sectors—retail, hospitality, professional services. This means we understand the specific financial challenges and opportunities in your industry, not just general accounting principles.
Practical Experience
Half our team has worked in operational roles before moving into financial analysis. They've managed budgets, dealt with suppliers, and faced the same decisions you're facing now.
Ongoing Learning
Financial regulations change. Market conditions shift. We dedicate time each month to professional development—not because we have to, but because staying current is part of doing the job properly.
Let's Talk About Your Numbers
Whether you're facing a specific financial decision or just want a clearer picture of where your business stands, we're here to help. No obligation, no sales pitch—just a straightforward conversation about what you need.