Business Details
Your Trusted Accounting & Business Strategy Partner in Bathurst
At Advise Accountants, we transcend traditional accounting by combining financial expertise with strategic business advisory. Our approach centers on understanding client goals, leveraging data-driven insights, and delivering tailored solutions to foster growth. With over 15 years of experience, we specialize in virtual CFO services, self-managed super funds, and business automation, empowering clients to focus on strategic development. Our proprietary management reporting system, developed over five years, provides actionable insights for businesses across construction, hospitality, and professional sectors.We prioritize automation to enhance business agility, utilizing platforms like Xero and Dext to streamline processes. Our Summit Club programs foster peer collaboration and leadership development, while our team of chartered accountants and specialists delivers personalized coaching and compliance expertise. Rooted in values like innovation and transparency, we aim to simplify financial complexity, enabling clients to achieve greater cash flow, reduced stress, and more time for what matters most.
Services
Virtual CFO
Summit Clubs
Self-Managed Super Funds
Taxation Services
Wealth Management App
Bookkeeping Automation
Bespoke Financial Analysis
Business Strategy Consulting
SMSF Compliance
Management Accounting
Highlights and features
- We offer 15+ years of experience in accounting and business advisory.
- Our proprietary management reporting system delivers actionable financial insights.
- XERO Platinum Partners with expertise in automation and bookkeeping solutions.
- We provide specialist coaching through partnerships with leading business mentors.
- Summit Club programs foster peer-driven leadership and business growth.
Associations and certifications
- XERO Platinum Partner
Services
Virtual CFO
Our Virtual CFO service provides outsourced financial expertise tailored to SMEs. We deliver strategic planning, cash flow management, and monthly reporting packages customized to business needs. By combining regular coaching with data analysis, we help clients improve profitability and operational efficiency without the cost of a full-time executive.
Summit Clubs
Summit Clubs offer peer-led growth programs for SMEs, combining quarterly workshops, one-on-one coaching, and online resources. Members gain leadership skills, accountability frameworks, and collaborative learning opportunities. The program fosters professional development through shared experiences and expert-guided problem-solving in a supportive community environment.
Self-Managed Super Funds
We specialize in self-managed super fund setup and compliance, helping clients control retirement investments. Our services simplify regulatory requirements while optimizing tax benefits. With expert guidance on asset purchases and insurance strategies, we enable clients to build wealth through personalized superannuation solutions aligned with long-term financial goals.
Bookkeeping Automation
Our automation solutions streamline bookkeeping processes using Xero, Dext, and Deputy platforms. Real-time data analysis identifies trends early, reducing manual tasks and improving decision-making. This approach enhances business agility, freeing owners to focus on growth while maintaining accurate, up-to-date financial records.
Bespoke Financial Analysis
We create customized financial dashboards and reports that transform raw data into strategic insights. Our proprietary system tracks KPIs, forecasts profits, and evaluates business health. By integrating with industry-specific software, we provide tailored analytics that support informed decision-making across construction, hospitality, and professional service sectors.
People
Matt Sharwood
Director
A chartered accountant and Accredited Mindshop Facilitator, Matt combines technology expertise with business strategy. He specializes in helping clients grow wealth through data-driven insights and automation solutions while maintaining a focus on work-life balance.
Erin Roughley
Director & Superannuation Specialist
With over a decade of advisory experience, Erin specializes in self-managed super funds and small business growth. Her meticulous approach helps clients navigate SMSF compliance and develop wealth-building strategies tailored to individual financial goals.
David Latham
Business Advisor
David applies pragmatic solutions to tax and performance challenges across diverse industries. His experience spans small businesses to government organizations, focusing on actionable strategies that improve financial outcomes and operational efficiency.
Jacinta McDonald
Management Accountant
Jacinta specializes in business intelligence and data analytics. Her chartered accounting background supports clients in transforming financial data into strategic growth opportunities, particularly within management accounting frameworks.
Deb Field
In-House XERO Guru
Deb manages bookkeeping operations and Xero implementations, leveraging add-ons to streamline processes. Her expertise in payroll and reconciliation ensures clients maintain accurate financial records aligned with automation best practices.
Questions
What accounting services do you specialize in?
We specialize in virtual CFO services, self-managed super funds, tax strategy, bookkeeping automation, and bespoke financial analysis tailored to SMEs.
How does your Virtual CFO service benefit small businesses?
Our Virtual CFO provides strategic financial leadership without full-time costs, including cash flow management, profitability analysis, and growth-focused reporting packages.
Can you help with self-managed super fund compliance?
Yes, we simplify SMSF compliance while helping clients optimize retirement investments through personalized strategies and regulatory guidance.
Do you work with businesses outside Bathurst?
While based in Bathurst, we serve clients nationwide across construction, hospitality, agriculture, and professional sectors using digital tools.
What is your approach to business automation?
We implement Xero, Dext, and Deputy platforms to automate bookkeeping, enabling real-time financial insights and reducing manual administrative tasks.
How do Summit Clubs support business growth?
Summit Clubs combine peer workshops, accountability coaching, and online resources to develop leadership skills and strategic business practices in collaborative environments.
