Expert Business Advisor Services for SME and Family Business Owners

Collaborative strategies to achieve your business goals today

Partner with us to develop a comprehensive plan that drives success and helps you achieve your goals.

Our business advisory services take the time to understand your objectives, current business performance, structure, and strategy. We tailor each of our services to your exact needs, ensuring that you receive targeted business advice and support for optimal results.

Financial Accountability for Real Growth:
Our Proactive Approach

Comprehensive solutions that go beyond traditional tax and accounting services. Propel your business forward with monthly reports designed to focus on YOUR key metrics and KPIs.

Gain valuable real-time insights to your financial performance, delivered through a user-friendly dashboard each month.
Feel empowered in your business as our team of business advisors ensure you understand and interpret the numbers to maximise growth opportunities.

Staying ahead in today’s competitive landscape requires more than just crunching numbers.
Embrace more than just tax and accounting services with our financial accountability solutions.

Our Services

Customised Budgeting & Reporting

Work closely with our expert team to create tailored budgeting and reporting solutions that align with your specific goals and financial objectives.

This personalised approach ensures you have an accurate understanding of your business’s financial performance, giving you the ability to make informed decisions.

Comprehensive 3 Way Forecasting

An all-inclusive forecasting service that covers your balance sheet, profit and loss, and cash flow statements.

This comprehensive approach, guided by our business planning expertise, enables you to anticipate future financial trends, manage risks effectively, and develop strategies to drive growth and profitability.

KPI Tracking & Analysis

Our user-friendly dashboard lets
you track and analyse key performance indicators (KPIs) relevant to your business.

By monitoring these crucial metrics,
you can confidently identify improvement areas, evaluate your strategies’ effectiveness, and make data-driven decisions to optimise your success.

Our key to improving our client’s position is with the interpretation of financial information, our understanding of you and your business goals, the marketplace your business operates in and our ability to provide real-world, practical solutions to help you achieve your goals.

Our Business Advisory Approach

Initial Meeting
& Review

We understand your group business structure, business goals, challenges, succession desires, tax position, and debt position.

We listen and ask questions.

We work to gain a deep understanding of your business group and goals, allowing us to provide recommendations and options.

Business Health
Check

  • Business strategy
  • Business Performance, Cost Analysis, Financial Ratios
  • Tax Position, Compliance and Minimisation Opportunities
  • Debt & Financing, including Inter Entity Loans
  • Asset Protection
  • Succession options, including Capital gains Tax Planning

Business Advisory Recommendations

A solution-based approach.

We bring together your goals, our initial discussions, and the health check outcomes.

Presenting you options to consider, with achieving your goals and minimising risk front of mind.

Our Business Advisory Approach

Where are you now?

  • Initial review
  • Business health check
  • Consensus on current business position

Where do you want to be?

  • Goals
  • Future business value
  • Risk minimised and wealth protected
  • Free cash flow
  • Clear succession plan

How do we get there?

  • Business coaching
  • Implementation of recommendations
  • Regular meetings with financial accountability
  • Constant strategic and goal alignment
  • Measure and monitor
  • Ongoing business advice

Bank Finance Guidance & Support:
Get Better Insights for Financial Success

Whether you're buying a business, refinancing, or seeking finance for growth or acquisitions, we are here to help you
navigate the world of bank finance.

Our Expertise includes:

Securing Finance for Business Purchases

We’ll assist you in evaluating your financial position, identifying suitable lenders, and preparing a robust application to increase your chances of securing the finance you need.

Our financial services expertise will help you navigate getting the necessary funding for buying a business.

Refinancing Options & Advice

If you’re considering refinancing your existing loans, our business advisory experts can help you explore various possibilities and determine your business’s most beneficial course of action.

We’ll advise on negotiating better terms, consolidating multiple loans, or switching to a more suitable lender to improve your financial situation.

Support for Growth & Acquisition Financing

If your business is seeking funds for growth or acquisition, our team can help you sail through the financing process.

We’ll help identify the right financial products, prepare a compelling proposal, and present your case to lenders, ensuring you have the resources you need to expand your business successfully.

Don’t Leave Your Business Success to Chance

Be guided on the path to growth and performance by our expert business advisors...

Book Your Free Business Consultation

Experience the Rogerson Kenny Difference

Whether buying a business, seeking finance, or refining your strategies, our business advisory services are here to help you succeed. Be empowered to make the best decisions for your business, we’ll be at your side every step of the way, offering expert advice and guidance.

Benefit from a customised plan designed to help your business reach its full potential. You’re not just getting a one-size-fits-all approach when you work with us. Our commitment to understanding your unique goals and challenges ensures we can offer valuable insights and tailored solutions that make a real difference to your business trajectory.

Take the first step towards business success now

Unlock your business’s potential and set on the path to lasting success. Together, we can create a brighter future for your enterprise and achieve the goals you’ve set for yourself and your business. Don’t wait any longer – book your free consultation now, and let’s begin this exciting journey together.

Best Tax Minimisation Strategies,
20 Effective Tax Strategies for Australian Businesses

Tax planning and by extension, minimising or deferring tax, is a critical aspect of running a successful business in Australia.

By implementing effective tax strategies, businesses can optimise their financial position, minimise or defer tax liabilities, and ensure compliance with ever-evolving tax laws.

In this checklist, we outline 20 key tax strategies that businesses should consider implementing to minimise or defer their tax and mitigate risks. Including how to reduce Capital Gains Tax Australia.