Business Advisory Services in Melbourne

Advice That Helps Businesses Succeed

At Bookkept, we offer more than just numbers. Our business advisory services provide strategic insights and practical solutions to help your small or medium-sized business thrive in Melbourne's competitive landscape. As a leading business advisory firm, we're committed to enhancing your financial health and driving business growth.

★★★★★ Rated 5/5 | Based on 89+ Happy Clients
guiding your business towards success

Comprehensive Business Solutions Melbourne, Victoria

Our experienced business advisers work closely with you to understand your business goals, challenges, and opportunities. We offer tailored advice and strategies to drive growth, improve profitability, and achieve long-term success. Our business advisory offerings are designed to support business owners at every stage of their journey.

Strategic Business Mentoring

We believe in empowering business owners with knowledge and insights:

  • One-on-one mentoring sessions

  • Industry-specific advice

  • Growth strategy development

  • Performance benchmarking

  • Risk assessment and management

Our mentoring approach focuses on practical, actionable advice that you can implement to see real results in your business. We excel in strategic business planning, helping you chart a clear path for business growth.

strategic business mentoring
cash flow management and forecasting

Cash Flow Management and Forecasting

Effective cash flow management is the lifeblood of any successful business. Our services include:

  • Detailed cash flow analysis

  • Forecasting and budgeting

  • Working capital optimisation

  • Debt management strategies

  • Cash flow improvement recommendations

We help you gain a clear understanding of your financial position, enabling you to make informed decisions and plan for future growth with confidence. Our financial analysis provides the insights you need for strategic planning.

Plans to suit your business accounting & bookkeeping needs

We don’t believe in a cookie cutter approach when it comes to billing.Our clients prefer certainty so we tailor a monthly package with defined accounting services and agree upfront. Here are some examples of what we do for our clients –

Chris - The Contractor

$220 / Per Month

Emma - The Cafe Owner

$440 / Per Month

Mick - The Well-Established Firm

$660 / Per Month

Virtual CFO Services

If your business needs high-level financial expertise without the cost of a full-time CFO, our Virtual CFO service is the ideal solution. We offer strategic financial oversight and guidance to help you navigate complex financial decisions.

This service scales with your business, providing expertise and cost-effectiveness as you grow. We deliver comprehensive financial reports to keep you informed every step of the way.

virtual cfo services
business process improvement

Business Process Improvement

We specialise in streamlining operations for maximum efficiency. Our services include analysing current business processes, identifying bottlenecks and inefficiencies, implementing cloud-based solutions, providing staff training, and offering ongoing support.

By enhancing your business processes, we help you save time, cut costs, and boost overall productivity, ensuring that every aspect of your operations aligns with your growth objectives.

What our clients are saying

Abdullah Al Ahmed
Abdullah Al Ahmed
05:14 25 Jun 24
I have been using Daniel & Bookkept Team for my personal & Business Tax purpose.They have been nothing but professional so far. And having them by our has been great so far.
Jayoun Lee (Youna)
Jayoun Lee (Youna)
04:09 19 Jun 24
Dan explained made my tax so easily, I couldn’t believe that after coming from H&R Block that this is what all those words mean! If I could tell everyone to come here I would!
Fernanda Martinez
Fernanda Martinez
00:07 29 Aug 22
Daniel is been always a pleasure to work with, always responsive and with a super fast turn around, see you next year Dan!
Molly Hickling
Molly Hickling
08:09 18 Aug 22
Brendan is absolutely incredible! He sorts out my mess of bookkeeping so fast, and I barely have to worry about anything! Tax time is so stress free, so grateful for such an amazing accountant!
Madden Lay
Madden Lay
01:16 15 Aug 22
Dan is beyond fantastic!This is now our third financial year with Bookkept and our first year as business owners.As we are newly self employed we have questions for him just about every week and he is extremely helpful and patient.Dan provides detailed explanations which help us understand the rationale behind accounting processes and ATO policy and allow us to make more informed financial decisions for our business and personal investments.Running an analytics company we are very focused on numbers and Dan understand this. He continues to provide us with suggestions to optimise our tax structures and always provides logical explanations and mathematical breakdowns to support his recommendations.As the financial year has progressed our business and income structure has unexpectedly grown more complex and Bookkept has continued to support this.I can't recommend Dan and Bookkept enough!
Jared
Jared
06:14 18 Jul 22
Have used Bookkept's services for the last 3 years, always efficient, quick, and easy to work with. Will continue to use during tax time.Highly recommend.
Bridget Mary Gallagher
Bridget Mary Gallagher
03:25 03 Dec 21
Daniel was professional in the handling of my tax returns, very quick and efficient and I will definitely be using his services again in the future. Thanks Daniel
Antony Meatchem
Antony Meatchem
02:42 12 Oct 21
Very happy with these guys! Very friendly, professional, quick to respond and happy to give advise and help. Would definitely recommend
Rowena Layzell
Rowena Layzell
12:27 05 Sep 21
Brendan was incredibly supportive and helpful in dealing with my complex tax challenges. He made the process simple, painless and quick. He also provided excellent guidance and tools to navigate the process of setting up a new business. Highly recommend him.
Lien
Lien
03:01 13 Aug 21
Brendan was very easy to communicate with and professional when working on my small business tax return, he made a tedious task a lot less stressful in my opinion. Although I took a very long time organising my end of things he never once hassled me or pressured me to hurry things along. Brendan was very patient and understanding! When it came time to submit my tax return he was very informative and answered all my questions in a way I was able to easily understand everything that was being processed. Brendan was always prompt in his response time and I'm very happy with his level of service. Will be using Bookkept moving forward for all tax lodgements and referring him to others where I can.
julie zulueta
julie zulueta
01:51 21 Jul 21
We are so relieved to have found a great accountant. Daniel has been responsive, professional and proactive. Highly recommend the Bookkept team for both business and personal accounting.
Carly Hughes
Carly Hughes
03:07 03 Jun 21
It has been an absolute breeze working with Daniel. I was looking for an accountant that could support me with my small nutrition business. I often get confused with accounting terms e.g. GST, but Daniel takes the time to explain in simple language, so I thoroughly understand and have peace of mind.To have an accountant that works with other health professionals is an added bonus, he is confident and experienced in how healthcare sales differ from general sales in other businesses, and he is familiar with operating our healthcare software. He has made suggestions to how we can run our software more efficiently, which I didn't expect from an accountant - but has happily reduced my workload.Prior to Daniel, I have had trouble getting a hold of Accountants, waiting weeks for replies to emails. Daniel is always available for a phone call and replies to my emails very quickly.As I am a small business, I was concerned about the cost to have a book keeper and accountant involved on regular basis, but I am pleasantly surprised - and having Daniel on board is has reduced staff admin wages. So its a win win for me.Thanks for your continued help and support.
Miss Poppins
Miss Poppins
07:54 07 Dec 20
Daniel is an incredible accountant who goes above & beyond to make sure my bookkeeping is in order & that I understand what I'm doing to keep my business books in order. Cannot recommend enough. Thank you Daniel!
James Crompton
James Crompton
04:57 11 Sep 20
I’ve been absolutely delighted with Daniel’s proactive service, his comprehensive know-how and his personal touch. Would absolutely recommend to any small business owner just making a start in the business world, he’s gone over and above several times for me.
Katie Turner
Katie Turner
06:42 28 Aug 20
I went to Daniel for a return with investments & rental questions, and left with advice & a nice tax refund. Would highly recommended.
Nazaret Montes
Nazaret Montes
18:40 30 Jul 20
I have working holiday visa , I started to do by myself and I had to pay, then I contact them , and they fix my tax from last year + this one and I got money back.They help you with everything.Daniel 👌🏽
Rmin Bm
Rmin Bm
02:28 28 Jul 20
Bookkept are professional, competent, friendly and caring tax agents. they make the process of tax assessments easy and relaxed. I would recommend them to anyone.
Hamish Gleeson
Hamish Gleeson
21:07 27 Dec 19
I was processing the payroll in my business manually and BAS time was a nightmare.Brendan setup Xero and we are now reporting through single touch payroll. Handing over the administration of my business to Bookkept is one of the best decisions I’ve made.I wish I had of called sooner
‹
›
js_loader

FAQ About Our Service

How can business advisory services benefit my company?

Our business advisory services provide expert guidance on strategy, finance, and operations. We help you identify growth opportunities, overcome challenges, and make informed decisions to drive your business forward. As experienced business advisers, we're committed to enhancing your business growth and overall financial health.

 

What industries does Bookkept specialise in for business advisory?

We have experience across various industries, with particular expertise in retail, hospitality, professional services, and technology startups. However, our advisory approach is adaptable to businesses in any sector. Our strategic business planning services are tailored to each business owner's unique needs.

How often should I engage with a business advisor?

The frequency depends on your business needs and goals. Some clients benefit from monthly check-ins, while others prefer quarterly strategic planning sessions. We tailor our engagement to suit your specific requirements, ensuring our business advisory offerings align with your objectives.

Can Bookkept help with business expansion plans?

Absolutely. We can assist with market analysis, financial projections, risk assessment, and strategic planning to support your business expansion goals. Our team has experience guiding business owners through various growth stages, providing the financial analysis and reports needed to make informed decisions.

 

What's the difference between your bookkeeping services and business advisory?

While our bookkeeping services focus on day-to-day financial record-keeping and compliance, our business advisory services provide strategic guidance, performance analysis, and forward-looking strategies to drive business growth and profitability. We combine financial expertise with a deep understanding of business strategy to support your success.

 

How does Bookkept stay updated on the latest business trends and strategies?

As a leading business advisory firm, we invest heavily in ongoing professional development. Our team regularly attends industry conferences, participates in workshops, and stays abreast of the latest research in business strategy and financial management. This ensures that our advice to business owners is always current and effective.

 

Can you help me understand my financial reports better?

Certainly. A key part of our business advisory services is helping business owners interpret their financial reports. We break down complex financial data into actionable insights, enabling you to make informed decisions about your business strategy and growth plans

Get In Touch Today

Get in touch by filling out the form below or simply call (03) 8568 3506!

Scroll to Top
Powered by Trust.Reviews