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.

Talk to us

Cash isn't flowing

Your client's business doesn't have enough money to pay debts and expenses. Leave it to us - we'll work with them to reduce their debts and get cash flowing again.

They feel lost

Your client’s financial situation has become complicated, and they’re beginning to feel uneasy. We can listen to their concerns and provide them with clear options that are tailored to their circumstances.

They've received a DPN or winding up notice

Receiving a Director Penalty Notice (DPN) signals that your client’s company debts could become personal debts. This is the last straw for the ATO, so leaving it to this stage to get help can sometimes be too late. A swift response is vital.

They can't get an ATO payment arrangement

The ATO’s lenient stance on small business tax debt is over in this post-COVID era. Being denied a payment arrangement or an extension of an existing one means your client needs to restructure their debts.

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

Confidentiality

Your client’s identity can remain anonymous to us when you first enquire on their behalf. We understand how important this is for their reputation and yours.

Honesty

At this stage in your client’s journey there’s no point sugar-coating the truth about their situation. We’ll tell them what they need to hear and help them find a solution.

Efficiency

You’re busy. So are your clients - and they're probably also feeling overwhelmed. That’s why we’ve invested in technology to make our processes as efficient as possible.

Clarity

We communicate clearly and calmly. We’ll explain the steps that lie ahead, and we’ll keep things simple for everyone involved.

“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.

They need specialised help

Financial stress is tough on your clients and demanding of you. Our team of specialists is experienced in helping business owners and their advisors navigate difficulty.

We know small business

Behind every small business is a person, their family, staff, and all the people who rely on them. We love delivering outcomes that change lives.

It's time for them to reset

We’ve given many businesses a fresh start using the highly successful small business restructure (SBR), as well as company insolvency services.

They'll thank you for it

Helping your client overcome their most difficult time in business will make them very grateful for your assistance. They’ll be a client for life.

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The referral process

Explore your client’s options discreetly

Talk to us

Initial chat

Book a time to have a chat about your client’s situation. No need to share their identity. We’ll outline their likely available options, and you decide if you’d like to take the next step.

Planning session

We share our balance sheet analysis of the company and confirm the client’s eligibility for various options. The web meeting can be with you, your client or both of you. There’s no cost for this.

Preparation

Before we invite your client to appoint us there are some essential planning steps, and we gather more detailed information so we can put forward the best possible case for your client. There's no cost for this.

Learn more