Feel clearer, calmer and more in control of your business
KnowBooks Consulting helps you turn messy financials and ad-hoc systems into simple, reliable foundations you can actually run your business from. With the insight you need for everyday decisions and bigger moments like valuations and future planning.
Virtual CFO support, cash flow forecasting, bookkeeping foundations and business valuations. Based in Perth, supporting clients across Australia
Numbers and systems don’t have to feel this hard
You didn’t start your business to spend your evenings worrying about BAS, overdue reconciliations or whether your workflow will fall apart if one key person gets sick.
Maybe this sounds familiar:
You’re not confident your numbers are accurate or up to date.
Bookkeeping happens in bursts, usually under deadline pressure.
Workflows live in people’s heads, not in clear systems.
You want better reporting, but you’re not sure what to ask for.
You don’t need more apps or more complexity. You need calm, clear, reliable foundations and someone who’ll walk through the numbers with you, not talk at you.
What we help you build
We work alongside you to create a finance and operations setup that actually supports your business, instead of dragging it down.
Clean, accurate numbers you can trust
We tidy up your data, keep your books current and make sure key obligations are met on time. You’ll know where your business stands, without digging through spreadsheets at midnight.
Workflows and tools that make sense for your team
We map how work really happens, then design simple, practical systems in tools like MS365 and ClickUp. Clear processes, handovers and responsibilities, so things don’t fall through the cracks.
Virtual CFO (vCFO) & valuation support that turns numbers into decisions
We help you understand your numbers, plan ahead and make decisions with more confidence. That can mean regular reporting and forecasts, or deeper work such as business valuations when you’re planning a big change, considering growth, or simply wanting a clearer picture of what you’ve built.
Simple, structured support, not more noise
We keep things straightforward, transparent and human. Here’s what it looks like to work together:
Clarity Call
A 30-minute conversation to understand where you’re at, what’s not working and what “calmer and clearer” would look like for you.
We’ll also get a sense of whether you might need bookkeeping support, systems help, vCFO support or a business valuation.
Implementation
We stabilise the essentials first, then build the rhythms, reports, systems and (where needed) valuation reports your business needs. We guide you and your team through the new way of working so it feels clear and manageable.
Scope & proposal
We take what we’ve learned and shape it into a clear written scope and pricing through our digital engagement system.
You’ll see exactly what’s included before you decide.
No surprises, no jargon.
Ongoing support
Depending on your level of support, we’re there for regular bookkeeping, vCFO sessions, system improvements, and the inevitable “can we just talk this through?” moments as your business evolves.
Deep-dive & recommendations
Once you’re on board, we review your existing setup (financials, systems and workflows) and outline the key risks, quick wins and longer-term opportunities.
For valuations, this is where we gather and analyse the detailed information we need.
Who we work best with
We’re a good fit if you:
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Want more clarity and calm around your numbers and obligations.
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Are tired of operating in “reaction mode” and would like a more predictable rhythm.
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Care about doing things properly, but don’t have the time or desire to become a finance expert.
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Are open to improving your systems and processes so your business is less dependent on one or two people keeping it all in their heads.
If you’re looking for a long-term partner to help you build steady, well-run operations and stronger financial understanding, you’re in the right place.
Not sure if we’re the right fit yet? Book a clarity call and we can talk it through.
What it feels like to work with us
"Thank you for the support you've shown us. Looking at the business now, I can see a lot of what we were doing can be refined.
We're committed to learning, improving our systems, and building our company into a stronger and more profitable business. We hope you'll continue working with us."
- Client, Managing Director