What you get
- Your books brought up to date and checked
- A cashflow forecast showing you can afford the repayments
- Numbers for the asset or project you want to borrow for
- A written summary for the bank explaining the business and what you need
- Packs for equipment, trucks and machinery
- Packs for buying or building property
- Answers to the bank's follow-up questions
- The regular reports the bank asks for after the loan is approved
Which package? Quoted as a fixed fee before we start. Compare packages
How it works
- Understand what you need
What you're buying, how much you need, and which bank or broker you're using.
- Get the books current
We make sure your numbers are up to date and stand up to questions.
- Build the pack
Forecast, numbers and a written summary, in the format banks expect.
- Help you through it
We answer the bank's questions and do the reporting after the loan settles.
Who it suits
Businesses buying equipment, opening a new site, refinancing or buying property, and anyone whose bank has asked for "management accounts and a forecast".
Common questions
Are you a broker or a lender?
No. We prepare the numbers. Your bank or broker handles the application and decision.
How up to date do my books need to be?
Usually within the last month or quarter. If your books are behind, we catch them up first.
Can you help with equipment finance?
Yes. Equipment and machinery packs are some of the most common work we do for contractors and mining services businesses.
What happens after the loan is approved?
Many banks want regular reports. We prepare them as part of your monthly reports, so there are no surprises.
Other services
- Paying your billsWe check every supplier bill, get it approved and pay it on a set day.
- PayrollWe pay your staff correctly and on time, and handle super and the ATO reporting.
- Invoicing and chasing paymentWe send your invoices and follow up customers who haven't paid.
- Monthly accounts and reportsYour books finished every month, with a short report on how the business went.
- Cashflow and weekly reportsEach week, how much cash you'll have over the next three months.
- CFO adviceHelp with big decisions: a new site, a big purchase, pricing or a partner leaving.
- Setting up a new businessThe right structure, software and processes from your first day.
Talk to us about your business
Tell us how your bills, payroll and reporting work today. We'll explain what we'd take off your hands and give you a fixed monthly price.