Foundations: clean, compliant financials
These services keep your day-to-day financials accurate, up to date and ready for decisions and compliance, so you’re not operating in the dark or scrambling at deadlines.
Bookkeeping & management accounting
Ongoing support to keep your books clean, current and useful. We handle the day-to-day details so you can see what’s really going on in your business without living in your accounting file.
-
Regular reconciliations and checks so your data stays accurate
-
Accounts payable and receivable processing, where required
-
Monthly profit & loss and balance sheet snapshots
-
Simple management reports that highlight what matters
-
Liaison with your tax accountant as needed
For businesses that want clean, current numbers and compliant books without hiring in-house.
Compliance, BAS & Year-end support
Support to stay on top of BAS, PAYG and year-end requirements by making sure your data is right, your activity statements are prepared and your tax/BAS agent has everything they need.
-
BAS/IAS calculations and draft activity statements based on your bookkeeping data
-
GST and PAYG review so issues are picked up early
-
Year-end reconciliations and tidy-up of key accounts
-
Workpapers and schedules packaged for your tax/BAS agent
-
Clear notes on anything that needs follow-up before lodgement
For businesses with GST/PAYG obligations that want fewer last-minute scrambles and a smoother year-end. KnowBooks Consulting focuses on the data, calculations and workpapers. Lodgements themselves are handled by a registered tax/BAS agent, either your existing accountant or our sister company, Still Good Accounting.
Not sure exactly what you need? We can look at your current setup and recommend the right level of support.
Insight & decisions: virtual CFO and valuations
When you’re ready for more than “just bookkeeping”, these services help you understand performance, plan ahead and answer bigger questions about the value and direction of your business.
You can work with us on an ongoing virtual CFO (vCFO) basis, or through focused projects like cash flow forecasts and business valuations when you just need help with a specific decision.
What is a virtual CFO (vCFO)?
A virtual CFO (vCFO) gives you access to senior finance support without hiring a full-time CFO. Helping you understand performance, plan ahead and make clearer decisions around cash flow, pricing, growth and risk.
Virtual CFO (vCFO) support
Ongoing virtual CFO (vCFO) support to turn your numbers into practical next steps, or targeted help around a specific decision. We help you see what’s really happening, plan ahead and make decisions with more confidence, without needing a full-time CFO on the payroll.
-
Regular reporting packs that highlight what matters
-
Cash flow forecasts and “what if?” scenario planning, available as standalone projects or part of vCFO support
-
Key metrics and KPIs tailored to your business
-
Monthly or quarterly vCFO sessions to talk things through
-
Support with decisions like pricing, hiring, growth and funding
For owners who want a trusted numbers partner to sit beside them, whether that’s through ongoing vCFO support or a focused piece of work like a cash flow project.
Business valuations
Independent valuation work to help you understand what your business is worth and why, whether you’re preparing for a major decision or simply want a clearer picture of the value you’ve built. Valuations can be a standalone engagement or part of a broader advisory relationship.
-
Clarifying the purpose and scope of the valuation
-
Gathering and analysing financial and non-financial information
-
Selecting appropriate valuation methods for your situation
-
Preparing a clear valuation report, in plain language
-
Walkthrough session to explain the numbers, assumptions and next steps
For owners considering succession, sale, restructuring or investment, or wanting a solid baseline for future planning.
Not sure if you need ongoing virtual CFO support, a cash flow project, a valuation, or a mix of all three? We can talk through where you’re at and what would be most useful right now.
Change & capability: projects and training
Sometimes you need more than steady-state support. You might need to change how things work or build capability in your team. These services focus on improving your systems and helping your people feel more confident with the numbers.
Advisory & implementation projects
Project-based work to design and implement better systems, processes, reporting or tech stacks. We help you move from “we know this isn’t working” to “this is clear, documented and running smoothly.”
-
Mapping how work currently happens and where it breaks
-
Designing simple, practical key workflows and handovers
-
Setting up or refining the tools you use to manage tasks, documents and communication
-
Improving reporting structures so information is easier to use
-
Documenting key processes so they don’t live in people’s heads
For businesses going through change (growth, messy periods, restructuring or new programs) that need structure and follow-through, not just ideas.
Training & programs
Practical training to help owners and teams feel more confident with financial information and the systems you use every day. The goal is always understanding and consistency, not jargon.
-
“Reading your numbers” sessions for owners and managers
-
Finance-for-non-finance workshops for teams
-
Training on key workflows or tools we’ve helped you design
-
Q&A-style sessions to walk through your own reports and questions
For owners and teams who want capability, not just “done for you” services.
Not sure if you need a one-off project, training for your team, or both? We can talk through what would make the biggest difference right now.