CLOUD ACCOUNTING • BUSINESS ADVISORY • BOOKKEEPING • TAX PLANNING • BAS & GST • VIRTUAL CFO • SHARE TRADING TAX RETURNS •
CLOUD ACCOUNTING • BUSINESS ADVISORY • BOOKKEEPING • TAX PLANNING • BAS & GST • VIRTUAL CFO •
We assist business owners looking for more than just the usual historical financial reports. We help Melbourne business owners turn financial reports into useful insights to plan and manage their business, helping them seize opportunities and navigate challenges. If you are planning your business’s next growth phase, dealing with cash flow problems, reviewing profitability, building a business plan, or considering a major business decision, talk to us.

THE APPROACH

Practical Business Advisory for Melbourne Business Owners

Know where you stand. Understand your options. Move forward with a plan grounded in your numbers.

Business advisory uses business information to help owners make informed decisions. RA Advisory uses accounting and business advisory skills to help Melbourne business owners review past activities and focus on future business needs.

We help Melbourne business owners understand their current financial situation, identify problem areas, and develop a clear plan for their business’s future. We determine the best course of action on a case-by-case basis and tailor our services accordingly.

If you want to partner with a business advisory firm in Melbourne, we pride ourselves on providing business owners with useful information, practical ideas, and clear direction to help them make informed decisions.

FINANCIAL CLARITY FOR PLANNING, PERFORMANCE AND BETTER DECISIONS.

Business Advisory Services in Melbourne

At RA Advisory, we support businesses with advisory services for planning, financial management, performance improvement, and better decision-making. Our advisory services can align with your accounting or tax functions and be tailored to your business’s needs

Business Planning & Strategy

A great business plan guides you. We can help with business planning and strategic thinking wherever you are now, including your goals, resources, financial performance, and expected outcomes.
This can help you start a new business or expand your current one. It can also support you at different stages of business growth, help you change your business model, or help you decide how best to allocate your resources.

Business Growth & Performance

Business growth creates opportunities, but it can also stretch your business too thin. We can assess the financial impact of growth and help you manage key performance metrics.
By considering your revenue, margins, costs, cash flow, and profitability, you will better understand the financial impact of your growth.

Ongoing Accounting Support

More sales does not necessarily mean more profit. We can review the factors affecting your profitability and efficiency, including revenue, profit, and cost margins, and help you determine what matters most in your business and deserves greater focus.
Our aim is not simply reporting. We help you understand the numbers, what they show, and where you can improve.

PLANNING AHEAD

Cash Flow, Budgeting & Financial Forecasting

For a business, cash flow is of prime concern. A business can be profitable but still struggle with cash flow when cash inflows are time-bound, and commitments or expenses increase beyond expectations.
RA Advisory will help you manage cash flow, budgeting, and financial forecasting so you can better understand your business’s future financial position.

Cash Flow Management

Managing cash in and cash out balances is vital for a business. It’s especially important when you know the timing of cash inflows and outflows. We can help you analyze your cash flow and the financial implications of your next steps.

Budgeting & Forecasting

Financial forecasts and budgets help you plan. We can develop forecasts or help you review and understand them based on your goals and assumptions.

Financial Performance Reporting

Financial reports are most valuable when they answer key questions. We can help you focus on factors that will increase the value of your reports.

WHEN THE STAKES RISE BRING FINANCIAL RIGOUR TO THE TABLE

Business Advisory for Important Business Decisions

Important business decisions need financial backing. RA Advisory offers the financial and business advisory services you need for the most important business transactions, changes, or transitions.

Buying or Selling a Business

When you buy or sell a business, there’s more than just a price to agree upon. Factors include the business’s financial performance, cash flow, assets, liabilities, future outlook, and the deal structure.
When you buy or sell a business, you can rely on RA Advisory for financial analysis and accounting support to help you evaluate a business purchase or sale. We can also help you think through the financial questions you should consider in these evaluations.

Business Restructuring

When your business has grown, undergone multiple ownership changes, faces financial pressure, or undergone major operational or strategic changes, you may need to restructure.
We can discuss restructuring and consider the accounting, financial, and tax implications of each restructuring alternative. We can also help you understand the financial implications of the various restructuring alternatives.

Succession Planning

Long before a business transition is needed, you should review and consider it to ensure a smooth, timely transition. Succession planning helps you consider the financial implications of ownership and management changes.

SENIOR FINANCIAL INSIGHT – WITHOUT A FULL-TIME CFO

Virtual CFO Support

Many businesses need more advanced financial management, but don’t need a full-time CFO. RA Advisory is your Virtual CFO resource and can help with advanced financial management, including reporting, budgeting, and cash flow, as you make more strategic financial decisions.

This service can benefit growing businesses facing more advanced financial challenges that need more financial oversight but don’t need to bring on a full-time senior finance team member.

Better Reporting

Forward budgets

Cash flow oversight

Strategic support

ONE INTEGRATED VIEW

Accounting, Tax & Business Advisory Together

Business advisory offers the most value when accurate financial data drive it. RA Advisory can provide business advisory alongside accounting and tax services to give business owners greater insight into their financial position.
In accounting, the records help you explain what happened. However, forecasts can help you understand what could happen in the future. Business advisory integrates accounting records and forecasts to inform your next steps.
 
Wherever relevant, our team can integrate advisory considerations with business accounting, tax planning, bookkeeping, BAS/GST, and other accounting services.

FROM RECORDS TO ACTION

Financial Records

What happened

Analysis & forecasts

What could happen

Advisory

What to do next

WHO WE HELP

Support matched to your stage, challenges, and ambitions.

Our business advisory services are designed for business owners who want a deeper understanding of their numbers to help them develop plans and make informed decisions. We determine the right level of support based on the business and the issues it faces.

Earned an income from the sharing economy?

Established Businesses & SMEs

Regular bookkeeping helps manage day-to-day financial information, supporting reporting, BAS and tax, and financial performance management.

Businesses Planning for Growth

Growing businesses need financial planning to consider how growth may affect working capital, staffing, business assets, and operating systems.

Business Owners & SMEs

Small and medium enterprises and business owners may need advisory support when developing growth plans or addressing financial issues, budgeting, and forecasting concerns that affect the business’s future.

Franchise Businesses

RA Advisory can assist franchise businesses, owners, and licensees with recurring financial concerns related to business operations, as well as accounting and advisory support for franchise financial performance.

WHY RA ADVISORY

Advice grounded in your real numbers, not a template.

Generic advice often doesn’t work or apply to your business’s unique circumstances. Before discussing available and applicable options, we at RA Advisory understand your business, your numbers, and your objectives.
We look beyond business advisory in isolation. Our advantage is integrating business advisory, accounting, and taxation services. Based on the facts and financial information affecting the decision, we can advise you on the strategy.
Effective business advisory is communicated in practical terms and helps you understand the situation and available options, with the confidence to proceed.

A useful advisory conversation should leave you with:

  • A clearer understanding of your current position

  • The financial implications of your options

  • Priorities that deserve your attention now

  • A practical path for the next decision

We are a team of Certified Business Advisory & Taxation Experts

We are a XERO Gold Partner, so with us you’ll get expert help with the leading accounting software. Xero reduces office admin and makes all your financials more simple and efficient.

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Get A Personal Consultation

We will take care of your business accounting and taxation administrative services.

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WHY WORK WITH US

A clear process. No guesswork

We tailor our advisory support to your business’s size, structure, and stage, so the guidance you get is grounded in your numbers, not a generic playbook.

Pricing that fits your business

Clear, upfront costs based on the scope of advice you need, so you know what you’re paying for and why.

A process built for busy owners

We fit around how your business runs: clear timelines, focused conversations, and no chasing us for updates.

Advisors backed by accountants

Your advisory sits alongside our accounting and tax team, so recommendations are grounded in your actual numbers, not assumptions.

Consistency you can rely on

The same team, the same standards, engagement after engagement, so nothing gets lost as your business grows.

Support when you need it

Direct access to your advisor for the questions that come up between meetings, not just at reporting time.

Ready to discuss your business’s next move?

HELPFUL ANSWERS

Frequently Asked Questions

Need an advise specific to you business? Call 03 9813 0883

Business advisory is a professional service that helps you understand the financial and trading implications of your business. This service helps business owners understand and make informed decisions, whether for growth or major financial decisions.

Business advisors assess a business’s position and help identify issues and opportunities. They help develop and evaluate future courses of action and determine alternative solutions. Services depend on the business’s unique needs, such as financial projections, cash flow management, budgeting, optimizing profitability, and facilitating and advising on major business transactions.

RA Advisory provides business advisory services, including planning and strategy, budgeting and cash flow management, financial forecasting, reviewing and analyzing financial performance, improving profitability, supporting business growth, advising on buying and selling businesses, succession planning, restructuring, and virtual CFO services.

Yes. Business advisory can help manage cash flow by tracking existing and planned income and expenses, as well as anticipated obligations and funding needs. RA Advisory can assist in budgeting and forecasting to provide a clear cash flow view.

 

Business advisory can help pinpoint the main drivers of profitability, including revenue, profit margins, operating costs, and liquidity. RA Advisory can evaluate financial performance and help customers improve profitability.

Yes, we can support your objectives with business planning and financial forecasting based on your business performance and scenarios.

Yes. RA Advisory can assist with financial analysis and accounting considerations when evaluating a business purchase or sale, including reviewing financial performance and considering relevant financial implications.

Yes, RA Advisory offers financial services to analyze business succession and the impact of transitioning ownership and management.

RA Advisory’s Melbourne CBD office is at Level 19, 180 Lonsdale Street, Melbourne VIC 3000.

Yes, RA Advisory has an office in Kew East, where they offer accounting, taxation, and business advice to clients in Melbourne’s eastern suburbs.

OUR MELBOURNE CBD OFFICE

Business Advisory support in the heart of Melbourne

Our Melbourne team provides business advisory, bookkeeping, accounting, and taxation services for Melbourne businesses.

Level 19, 180 Lonsdale Street

MELBOURNE VIC 3000

Talk to our Melbourne business advisory team about your goals and the challenges you are facing.

CLIENTS’ SUCCESS

Showcasing how we help businesses thrive

RA Advisory has shown a very professional and helpful approach in assisting with our Payroll project. We found Harshita was very knowledgeable about the task at hand and often updating us on progress throughout the job. Robin also provided very helpful insights explaining the options initially and also assistance, when needed, during the implementation phase.
Overall, RA Advisory was a great choice for the task at hand.

BN Bill Nankervis

Clear communication and laid out all the requirements for my specific business situation concisely. Recommend.

AH Abdul Rahman Hafda

I had a really good experience with the accountant. He answered all my inquiries and made everything clear and easy. Highly recommend!

AMAlex Mazz

We’ve had an excellent experience with RA Advisory, Robin & his team. They have handled our company, trust, SMSF, and personal taxation matters with great care and expertise since 2018. Their knowledge of tax laws is thorough, and they consistently provide clear & practical advice. The team is responsive and is always approachable. We feel confident knowing our tax matters are in safe hands. Highly recommended!

SDStewart Davis

Extremely easy and quick to deal with. Explained everything and found key things that actually saved me a lot more money than other people would’ve. I run a small healthcare business and I recommend using RA!

JJoshua

Great service. I was recommended RA Advisory by a friend for tax planning and advice. Robin was very knowledgeable with clear actionable advice. I would highly recommend

MR Michael Ruescher

Expertise you can trust

Experienced, professional Melbourne accountants with industry leading qualifications and accreditations to show for it. Learn more from a specialised business accountants.

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Send Us A Message

Maximise your returns with expert business accountants

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STILL HAVE SOME QUESTIONS LEFT?

Call us Tel: 03 9813 0883

Level 19/180 Lonsdale St, Melbourne VIC 3000, Australia

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