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Business advisory

Your accountant sees your numbers clearer than almost anyone. That puts them in a unique position to help you think through decisions that aren't just about tax, whether you're buying a business, planning an exit, restructuring to grow, or working out whether the numbers actually support what you're planning.​

Advisory is scoped around what you need, quoted upfront and delivered by your accountant who knows your business. You'll always know what's involved and what it costs before you commit.​

Some advisory conversations take an hour, others are multi-week projects. We'll scope it honestly.​

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What we can help with

Business structuring and restructuring

The right structure for your business affects how you pay tax, how you protect assets, and how easy it is to bring in partners or exit later. We'll analyse your situation and advise on the structure that makes the most sense and help implement it.​

Buying or selling a business

Whether you're acquiring or exiting, there's a lot the numbers need to tell you first. We can provide business valuations, review financial statements, advise on deal structure and tax implications, and help you understand what you're actually buying or selling.​

Succession and exit planning

A good exit can takes years to set up properly. We can help you understand what your business is worth, what structure best supports a transition, and what needs to happen financially before you can step back.​

Strategic growth planning

Growth has a financial cost before it has a financial return. We can stress-test your growth plans against your numbers, model different scenarios, and help you understand the financial requirements of the path you're planning.​

Finance and funding support

We don't advise on whether to take on funding or which lender to use, but we can prepare the financial documentation that lenders and investors need to make a decision. Forecasts, financial statements, management reports, and anything else required to support your application.​

Property investment

Property decisions have real tax consequences such as bright-line rules, interest deductibility, how the property is owned, and whether it sits in a trust or company. We can advise on the tax implications of property investment decisions (but not on whether to invest).​

Dividend calculations

Make tax-efficient and sustainable decisions about profit distribution. We calculate dividends based on your company’s financial position, legal requirements and long-term growth plans, giving you clarity on how much can be withdrawn while keeping your business healthy.​

Pricing reviews and cost analysis

Optimise profitability with detailed pricing and cost evaluations. We analyse your current pricing model, assess competitor benchmarks, and identify cost-saving opportunities to help you strengthen your margins without compromising on quality.​

Something else entirely...

Advisory work doesn't always fit a tidy list. If you have a question or a decision in front of you that needs proper thinking and you want your accountant involved, get in touch and we'll work out how we can help.​

Advisory

Frequently asked questions

These services are exclusively for Beany clients on an existing accounting package, as we need access to your financial data in order to complete the work.
These services are custom-quoted to ensure they fit the specific needs of your business. We believe in price transparency, so will quote this work upfront so you know exactly what you'll be paying.
If you're an existing client, you can get in touch with your Beany accountant or our client support team.If you're not a client yet, book a consultation so we can discuss your business accounting and tax requirements. Feel free to ask about any of these services during that consultation.
Timelines vary depending on the service and your requirements. We will discuss this with you.For management reports and strategy meetings, we can provide these on a monthly, bi-monthly or quarterly basis.
These services are designed to be flexible to your business needs.We understand that you may need something only once (e.g. a 3-way forecast for the bank), or on a more permanent basis (e.g. quarterly reports and meetings).
If your requirement falls outside of the services listed, ask us anyway. If it's something else accounting-related, we can probably help. If we're unable to assist directly, we have a network of trusted experts and advisors across various fields, ensuring you get the support you need.