LF Advisory is a premium accounting and finance solution for small and medium business owners
Most small and medium business owners don’t have access to a finance team and all the benefits that provides. A functional finance team is something that is only available to large businesses. At LF Advisory, we want to democratise the benefits having a finance team has for small and medium business owners. That’s why we offer the same service a finance team provides at a scale you can afford.
About LF Advisory
LF Advisory was started because small and medium business owners don’t have access to the financial tools that larger organisations use in their management and decision making.
We aim to deliver the services and insight that in an-house finance team would at a price point that the small or medium business owner can justify.
LF Advisory has been designed from the ground up as a service that is designed to be more sophisticated than a bookkeeping service but more cost effective than paying for outsourced CFO Advisory or paying for your tax accountant to add scope to their engagement. Business owners find that a basic bookkeeping solution is insufficient once the business reaches a certain size and level of complexity. Unfortunately for business owners, this point is often before they have the means to justify hiring a full time finance manager. This is the gap we aim to fill for our clients.
We’ve designed our business to be exclusively devoted to adding value to our clients. We don’t have a large tax lodgement program as it will distract us from our core focus. We only lodge activity statements and other minor lodgements (no tax returns) and bundle the cost these lodgements into our fees.
We have both experience in tax - having worked as a tax and business services accountant previously as well as industry experience - working for a number of years as a business’ internal accountant. Therefore, we we have a well-rounded understanding of what business owners require.
SERVICES
Tailored Management Reporting
We take the time to understand your business and build a customised reporting pack to be reviewed monthly. This reporting is specifically designed for your business from the ground up.
Bookkeeping and File Maintenance
We takeover the bookkeeping function meaning you don’t have to take time to do it and you can rely on it being reviewed to a professional standard.
Business Activity Statement and Instalment Activity Statement Lodgement
Included in your fees are the time taken to prepare the statutory lodgements required by their due dates.
Forecasting and Advisory Services
We go beyond just looking into the past. We also offer the option of working with you to design a forecast and use this to measure success in the monthly reporting pack.
Ad-hoc management accounting
Trying to make a decision on a specific problem but don’t know how to approach the decision? We can help organise your data and provide the numbers to help.
CERTIFICATIONS AND REGISTRATIONS
Let’s work together.
We’ll meet with you at no cost for an obligation free session. Get the financial help your business deserves.