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Drawing on our years of experience in helping families and businesses succeed, we make your business, our business.

We are a team of accountants with real-life business experience helping clients identify what their True Position is, how they can improve it, and how to plan for the future.

True Position Accounting

Do you know what your True Position really is?

Do you have clarity on your financial commitments?

Do you know if your equity is improving month-to-month?

Do you really know what you owe and when it is payable?

Through our unique True Position accounting methodology, we help you implement the right financial processes to gain absolute clarity over your numbers so that you can:

  • Understand your True Position

    Regular financial statements

  • Improve your True Position

    Regular management reporting

  • Future-proof your True Position

    Regular forecasting

Our promise

We're...

  • Clear-cut

    You have clarity over your numbers and the direction you’re taking through the programs we provide and the associated investment.

  • Forward looking

    You are the beneficiary of a proactive financial ‘health program’, not just a post-mortem of the past.

  • Progressive

    You can be sure we’re always driving continuous improvement – not just keeping things as they’ve always been.

  • Value driven

    You know you will always be delivered tangible value through optimising performance, profit drivers, tax outcomes and equity.

  • Principals based

    You have trust that your affairs are in order and in safe hands. We believe that accounting is based on a set of sound principles applied consistently with no compromise on accuracy.

  • Responsive

    You are the centre of our business and you’ll get a response from our team within 1 day of any contact. We also believe in reciprocating this with our team proactively reaching out to you on a regular basis.

Our team

  • Lincoln thomas

    Lincoln Thomas

    Partner

    With a wealth of experience in both the public and private sector, Lincoln understands the challenges in commerce and sees the opportunity of growing small businesses from the ground up. Guided by his own years in industry and sales, he places a strong emphasis on improving systems, processes and relationships, and in turn this allows Lincoln to help clients achieve financial success and freedom.

    Qualifications:
    Registered Tax Practitioner (TPB)

  • Perry thomas

    Perry Thomas

    Partner

    With a keen focus on management reporting and strategic financial advice, Perry assists clients to know where they are right now and to implement strategies for where they want to be. This includes insights to improve performance today and increase value for the future. Coupled with this, Perry uses his technical taxation expertise to achieve optimal outcomes from his clients’ management decisions.

    Qualifications:
    Chartered Tax Advisor program (TTI)
    Registered Tax Practitioner (TPB)

  • Our successes

    Read how we’ve helped others…

    Family distribution business of 10 years succeeds in achieving financial independence

    Client:

    A family business of industrial supplies with revenues in excess of $15 million.

    Client Objective:

    To maximise profits through improved operations and achieve financial independence and improved lifestyle.

    What we did:

    Implemented a clear financial reporting system and analysis of current systems, defined the business model, and recommended new procedures around automation, reporting, processes, meeting structures and personnel.

    Results:

    Leading to confidence in the business model, decision-making was improved and a 300% increase in cash levels reduced reliance on the bank for key operations.

    Project Management business of 10 staff achieves internal clarity with regular management reporting

    Client:

    New business in commercial industry operated by one owner and running projects over multiple states.

    Client Objective:

    Confidence in the numbers to allow for better decisions on which jobs to take, which ones to decline, and better understand WIP and revenue recognition.

    What we did:

    Implemented a job-costing process to track income and expenses over 50+ concurrent jobs, and made changes to revenue model in order to collect cash faster and recognise income more consistently.

    Results:

    Profits quadrupled over a 12-month period. Profitability by project could be tracked, leading to an entire sector being discontinued from their service offering. Consistent and reliable gross profit on
    a monthly basis was seen with a 200% increase in cash holdings, consistent treatment of Work in Progress (WIP), and increased advance income.

    How to get started

    If you’re keen to take your business to the next level, this is the best place to begin.

    • Start the conversation

      Help us get to know you better by filling out this survey.

      Start survey
    • A free workshop

      A free business workshop with you to understand your needs and areas for improvement.

      Book now
    • Easy onboarding

      Move across seamlessly so you can focus your time on growing your business

      Contact us

    An open discussion

    To make sure we’re a good fit for each other we hold a free workshop to get to know each other better and understand how we can be of assistance. If we both decide to partner, we’ll then work out a tailored plan that tackles your company’s specific challenges.

    A smooth transition

    We’ll get you set up with all the tech, streamline your new accounting process, and keep you in the loop as we move forward. You’ll then meet your dedicated team of accountants who will be keen to focus on helping you grow your business.

    Sustainable growth

    We love our clients to thrive and grow successfully. When you scale, we scale with you, so that you can be confident that we’ll be with you every step along the business cycle and we can adjust the accounting process when required, freeing up you to focus on growth.