We started with a spreadsheet and a question

Why do smart business owners keep making decisions based on gut feelings?

Back in 2019, I was sitting in a Melbourne café watching a friend stress over whether to expand her bakery. She had all these numbers scattered across napkins and her phone calculator, but no clear picture. That's when it hit me — most businesses aren't lacking data, they're drowning in it without knowing how to make sense of it all.

So we started small. Just me and a laptop, helping local businesses in Ballarat turn their financial chaos into clear decisions. What began as weekend consulting sessions has grown into something bigger, but our core belief hasn't changed: every business deserves clarity about where their money goes and where it should go next.

Financial analysis workspace showing charts and business planning documents

How we got here

Each step taught us something new about what Australian businesses really need when making financial decisions

2019

Started with local businesses

Began helping small retailers and service providers in Ballarat understand their cash flow patterns. Spent most evenings in coffee shops, turning messy bookkeeping into actionable insights.

2021

Expanded across regional Victoria

Word spread faster than we expected. Started working with manufacturing companies and agricultural businesses, learning how seasonal variations impact decision-making in ways city consultants often miss.

2023

Developed our decision framework

After seeing the same problems over and over, we created a systematic approach that helps business owners ask the right questions before making major financial commitments.

2025

Serving businesses Australia-wide

Now working with companies from Perth to Brisbane, but still keeping that personal approach that started it all. Every analysis is tailored to the specific challenges each business faces.

What we actually do

We translate complex financial information into decisions you can act on with confidence

Business meeting discussing financial projections and growth strategies

Cash Flow Reality Checks We map out where your money actually flows versus where you think it goes. Often surprising, always enlightening.
Investment Decision Support Before you commit to that new equipment or location, we help you understand the real numbers behind the opportunity.
Pricing Strategy Analysis Figure out if you're charging enough, too much, or missing profit opportunities you didn't know existed.
Growth Planning Plan expansion that actually works with your current resources and market conditions, not against them.
Risk Assessment Identify potential financial problems before they become actual problems, with practical solutions ready to implement.

The people behind the analysis

We're not just number crunchers. We're business owners ourselves who understand the weight of every financial decision.

Caspian Thornfield

Senior Financial Analyst

Started his career at a Big Four firm but found more satisfaction helping family businesses make sense of their numbers. Has a talent for explaining complex concepts without the jargon.

Persephone Vale

Business Strategy Consultant

Brings fifteen years of experience helping regional businesses navigate growth challenges. Known for asking the questions others don't think to ask.

Our approach to financial analysis

Context matters

Every business operates in different circumstances. We don't use cookie-cutter solutions because they don't work in the real world.

Plain English reporting

You shouldn't need an accounting degree to understand your own financial situation. We explain everything in terms that make sense.

Actionable insights

Analysis without action is just expensive paperwork. Every recommendation comes with clear next steps you can actually take.

Long-term thinking

Quick fixes often create bigger problems later. We help you make decisions that benefit your business over years, not just months.

Additional business consultation content

Ready to understand your numbers?

Let's have a conversation about where your business stands and where you want it to go. No sales pitch, just honest discussion about your financial situation.

Start the conversation