Three pillars. One partner. Every financial solution.
Joined-up financial management, accounting and tax & compliance for not-for-profits and businesses, delivered by our team with modern tools and a focus on internal controls and audit readiness.
Financial Management
Outsourced CFO: senior financial leadership and CFO advice for organisations that need strategic support but do not need, or cannot justify, a full-time CFO.
Particularly suited to organisations experiencing growth, funding complexity, regulatory scrutiny or change.
Talk to our team →Outsourced CFO advice
- Strategic financial planning and sustainability modelling
- Cash flow management and liquidity oversight
- Financial risk identification and mitigation
- Oversight of accounting, payroll and finance functions
Board & investor reporting
- Board and Finance Committee reporting
- Clear, decision-focused reporting packs
- Support through audits, reviews and regulatory engagements
Budgeting & forecasting
- Annual and multi-year budgets aligned with strategy
- Cash flow forecasting
- Budget vs actual analysis
Grant & project tracking
- Fund, project and grant tracking
- Donor income reconciliation
- Support for financial acquittals and funder reporting
Finance and governance support for not-for-profits
We work alongside Boards, CEOs and leadership teams to strengthen financial governance, compliance and accountability, proportionate to each organisation’s size and risk profile.
- ACNC-registered charities
- Not-for-profit organisations
- Community & faith-based organisations
- Boards, CEOs & senior leaders
Learn more about our financial management for charities and NFPs →
Grants & funding
- Fund, project and grant tracking
- Donor income reconciliation
- Support for acquittals and funder reporting
Boards & governance
- Board-ready reporting and financial briefings
- Financial literacy training for Boards and Committees
- ACNC Governance Standards alignment and Annual Information Statement support
Audit readiness & NFP tax
- Clean records, internal controls and documentation for audit
- Charitable GST concessions and DGR considerations
- ACFID Code of Conduct and funder expectations
“…the Guidance & Growth team brought structure and calm to our finance and compliance.”
As a growing non-profit, we needed stronger governance, clearer reporting, and systems that could stand up to Board and audit scrutiny. Their approach is practical, ethical, and genuinely tailored to how charities operate.
“Their compliance and BAS support saved us time, risk, and stress.”
We needed NFP-specific expertise, especially around BAS, GST treatment, and clean reporting for governance. The end result is stronger financial integrity, smoother reporting cycles, and a much more confident leadership team.
Accounting
Reliable, cloud-based bookkeeping and payroll that support accuracy, transparency and accountability. Everything is delivered with a focus on internal controls and audit readiness.
Request a quote →Bookkeeping
- Bank and balance sheet reconciliations
- Accounts payable and receivable processing
- Expense categorisation and review
- Month-end and year-end processing
- General ledger integrity and clean-ups
Payroll & STP
- Payroll processing and pay runs
- Leave and entitlement management
- Superannuation processing
- Single Touch Payroll (STP) reporting
- Payroll reconciliations and EOFY support
Reporting
- Monthly management and financial reports
- Budget vs actual reporting
- Reporting by business unit, program, fund or project
Tax & Compliance
Accurate, timely BAS and IAS preparation and lodgement as a registered BAS agent (26334655), with a clear audit trail and strong documentation.
Request a quote →BAS & IAS
- BAS and IAS preparation and lodgement
- PAYG withholding reporting
- Support with ATO queries, reviews and correspondence
GST
- GST reconciliation and review
- Review of GST classification (taxable, GST-free, input-taxed)
- Grant and donation GST treatment
ATO liaison
- Correspondence and queries on your behalf
- Support through ATO reviews
ACNC & charity compliance
- ACNC compliance support
- Charitable GST concessions
- Deductible Gift Recipient (DGR) considerations
- Fundraising activity compliance
Supporting services: HR, training, internal audit & governance
Practical, proportionate support to build strong people foundations, financial confidence, sound governance and audit-ready records.
HR & People Foundations
- HR systems and process design
- Position descriptions and role clarity
- Onboarding and induction frameworks
- Performance review and development frameworks
- HR policy development (in coordination with legal advisers)
Training & Capability Building
- Financial literacy for Boards, owners and managers
- Understanding financial reports and budgets
- BAS, GST and compliance fundamentals
- Governance roles and responsibilities
- Internal controls and risk awareness
Internal Audit & Governance
- Internal audit and internal controls reviews
- Governance reviews and practical recommendations
- Audit-readiness support: records, reconciliations and documentation
- Policies and procedures for financial control
External audit: by referral
We do not perform external audits. We prepare your records and reporting for audit and refer you to trusted independent auditors.
Not-for-profits and businesses, one complete partner
The same three pillars, tailored to how your organisation works.
Accounting, CFO advice and compliance for business
Clean books, on-time compliance and advice you can act on, for Sydney small businesses, startups and trades.
Clear numbers, on-time compliance
Clean books, accurate BAS and reporting that helps you run the business, not just meet deadlines.
How we help
- Cloud bookkeeping and bank reconciliations
- Payroll, super and Single Touch Payroll
- BAS/IAS preparation and lodgement, GST review
- Monthly management reports and budget vs actual
- ATO correspondence handled for you
Finance that scales with you
Systems, forecasts and CFO-level advice from early days to your next stage of growth.
How we help
- Accounting systems set-up and process design
- Cash flow forecasting and budgeting
- Outsourced CFO and strategic financial planning
- Board and investor-ready reporting
- Internal controls as you grow
Simple, affordable, no jargon
Practical bookkeeping, BAS and GST support so you can stay on the tools.
How we help
- Straightforward bookkeeping
- BAS and GST lodgement
- Payroll for your first employees
- Plain-English answers to your questions
From first conversation to ongoing partnership
Every engagement starts with a free consultation and a tailored proposal, scoped to your organisation’s size, complexity, compliance requirements and stage of growth.
Discovery
A free consultation and review of your current finances and compliance. You receive a tailored proposal with a clear scope.
Setup
We configure your chart of accounts, systems and integrations, and document clear workflows.
Implementation
Monthly bookkeeping and reconciliations, your first reporting pack, and BAS prepared and lodged.
Partnership
Regular reporting, proactive advice and CFO-level support as your organisation grows.
Clarity of scope
Clear scope and responsibilities from day one.
Proportionate support
Support aligned with your size and risk.
No hidden costs
You know what is included before we start.
Tailored proposals
Every engagement is scoped to your needs.
Not sure which services you need?
Book a free consultation and our team will recommend the right mix for your organisation, with a tailored proposal.