Business Details
19 Years
experience
Your Trusted Accounting & Business Advisory Partner in Bathurst
At Advise, we transcend traditional accounting by combining financial expertise with strategic business advisory services. Our team of qualified professionals works closely with clients to understand their unique goals, leveraging data-driven insights to optimise business performance. With over 15 years of industry experience, we've developed proprietary systems for customised financial reporting and analysis, tailored to meet the specific needs of small and medium enterprises. Our Virtual CFO service provides scalable financial guidance, while our Summit Club programs foster peer-to-peer learning and leadership development. Specialising in self-managed superannuation funds and wealth management solutions, we empower business owners to make informed decisions that drive sustainable growth.Our commitment to innovation is evident in our digital tools, including the Advise Wealth App, which streamlines financial management. By maintaining a client-centric approach and adhering to strict professional standards, we've built long-term relationships with businesses across diverse sectors, from sole traders to large corporations. Our team's expertise in tax compliance, business intelligence, and automation ensures clients receive comprehensive support that extends beyond basic accounting functions.
Services
Virtual CFO
Summit Club Programs
Self-Managed Super Funds
Wealth Management
Taxation Services
Business Coaching
Bookkeeping Automation
Financial Reporting
Strategic Planning
Management Accounting
Details
- Year established: 2007
Highlights and features
- We offer a proprietary management reporting system tailored to individual business needs
- Our Virtual CFO service provides scalable financial expertise for growing businesses
- Specialist knowledge in self-managed superannuation fund strategies
- We combine accounting expertise with business coaching and leadership development
- Our team includes Xero-certified advisors with industry-specific experience
Associations and certifications
- Chartered Accountants Australia and New Zealand
What people say
Totally professional
Great people
Go above and beyond
Incredibly obliging
Professional and knowledgeable
Services
Virtual CFO
Our Virtual CFO service provides scalable financial leadership for growing businesses. Combining regular financial analysis with strategic coaching, we help business owners make informed decisions. This service includes cash flow management, performance reporting, and growth strategy development tailored to your specific needs.
Self-Managed Super Funds
Specialist advice on establishing and managing self-managed superannuation funds. We help clients optimise retirement strategies through property investments, tax-effective contributions, and compliance management. Our approach focuses on creating personalised super structures aligned with individual financial goals.
Summit Club Programs
Peer learning programs designed to enhance business leadership and operational effectiveness. These structured sessions combine financial education with practical business tools, helping SME owners develop strategic thinking and implement proven growth strategies through collaborative learning.
Wealth Management
Comprehensive wealth management solutions integrating the Advise Wealth App for consolidated financial tracking. Services include investment strategy, tax planning, and estate management. Our digital tools enable real-time financial oversight while maintaining compliance with regulatory requirements.
Bookkeeping Automation
Modern bookkeeping solutions leveraging Xero accounting software and add-ons. We implement automated processes for accounts payable/receivable, payroll, and financial reporting. This service improves accuracy, reduces manual work, and provides real-time business performance insights through integrated digital systems.
People
Matt Sharwood
Director
Accredited Mindshop Facilitator and Business Architect with expertise in business intelligence. Specialises in strategic financial analysis and technology implementation to support business growth through data-driven decision making.
Erin Roughley
Director & Superannuation Specialist
Chartered Accountant with over 10 years' experience in advisory services. Specialises in self-managed superannuation funds and business performance optimisation, helping clients achieve wealth-building objectives through tailored financial strategies.
David Latham
Business Advisor
Experienced advisor with expertise in tax matters and business performance solutions. Applies practical approaches to complex financial challenges across various business structures including public companies and government organisations.
Jacinta McDonald
Management Accountant
Chartered Accountant specialising in business intelligence and data analytics. Focuses on transforming financial data into actionable insights to help businesses improve performance and achieve growth objectives.
Katherine Williams
Accountant
Experienced finance professional with 11+ years in the sector. Specialises in supporting creatives, entrepreneurs, and women in business through tailored accounting solutions and financial strategy development.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive accounting services including bookkeeping automation, financial reporting, tax compliance, and business advisory. Our Virtual CFO service offers scalable financial expertise tailored to small business needs.
Do you specialise in self-managed superannuation funds?
Yes, we have specialist advisors who focus on SMSF establishment, compliance, and strategic management to help clients optimise their retirement planning through self-managed super funds.
How can your Summit Club programs benefit my business?
Our Summit Club programs provide structured business coaching, peer learning opportunities, and practical tools to enhance leadership skills and implement growth strategies through collaborative environments.
What areas do you service?
Based in Bathurst, we service clients across regional New South Wales including the Central West, working with businesses from sole traders to large corporations.
How do you combine accounting with business strategy?
Our approach integrates financial analysis with strategic planning through proprietary reporting systems, regular performance reviews, and tailored growth strategies that align with business objectives.
What technology do you use to support clients?
We utilise Xero accounting software, our proprietary Advise Wealth App, and digital tools for automation, real-time financial tracking, and secure document management to enhance client service delivery.
