Refer with
confidence

Each of your clients has worked hard on their business. And you've worked hard for them. You can be sure that they’re in good hands when you refer them to our experienced team.

Our process for helping your clients is confidential, and we keep you in the loop each step of the way.

When to refer

Your client is in financial distress

It’s a common scenario: a client whose business is not profitable, they have outstanding ATO lodgements, their BAS and tax debts are piling up, and they’re struggling to see a clear path forward for their business.

Intervening sooner rather than later can help them turn things around.

Achieving your client’s best outcome

We conduct a thorough analysis of your client’s balance sheet, company performance and available options before we invite them to appoint us.

Our preliminary assessment is good for your client as they don’t part with a single cent until the strategy is clear and they can be confident of a positive outcome. It’s good for you because you know your client is in good hands. And it’s good for us, because this approach maintains our high success rates.

Whether it makes sense for your client to close their business, undertake a small business restructure (SBR), or implement a different option, we’ll guide them with clear and practical advice.

Ensuring it all runs smoothly

What you can expect

“very grateful"

Thank you for all the work done to carry us into this outcome. We are very grateful.

Kathrin, construction business

“made the process easy"

Your team made the process easy. Another advisor I spoke to before I discovered you emailed me DOZENS of pages of PDF forms to complete myself. Your team stepped me through everything.

Michael, agency owner

“very pain-free"

Very pain-free from my end! It's always stressful when these things come about but the client is relieved now to have things finalised.

Jen, accounting firm director

“so relieved"

So relieved to have this come through. Thank you all for your hard work in getting this across the line for us. We really appreciate it.

Beth, hospitality business owner - ATO debt reduction: $205K

“literally changing lives"

Thank you for everything you and the team have done for us. It’s a major weight lifted off our shoulders. You guys are literally changing lives.

T.T., arborist - ATO debt reduction: $599k

“you saved my client"

You saved my client from shutting up shop and I'm hopeful they'll learn from this and trade for many years into the future. Thanks for all your work.

Boris, accounting firm director

Why refer your struggling clients

Running an accounting or advisory firm is hard work. You’re juggling multiple clients and deadlines. Here’s why it makes sense to chat to us about your clients who are battling.