Business Advisory Services

We have a range of Advisory Services on offer including:

  • Business Advisory Services
  • Business Set-up and Restructuring
  • Financial Projections and Forecasts
  • Capital Budgeting and Finance Advising
  • Cash Flow and Budget Analysis
  • Part-time Director (non-executive) and CFO Services

Or check out our other services

Business Advisory Services

We focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. Our advisory services will improve information quality or its context, meaning more success for your business.

These services include, but are not limited, to:

  • Review Audits, and compilations
  • Entity selection and restructuring
  • Accounting software selection, implementation, and support
  • Business valuations
  • Financial projections and forecasts
  • Debt and finance advising
  • Mergers and acquisitions
  • Transaction structuring and negotiations
  • Business succession

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Business Set-up and Restructuring

Your business structure has a large impact on your taxes and other liabilities. From your business’s inception through its growth and development, Sherley & Sherley can advise you on choosing an entity type and later restructuring if there are benefits to you. With our knowledge and expertise, you will always be receiving the most advantageous entity structure for the operations of your business.

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Financial Projections and Forecasts

The future is uncertain, but we can all benefit from planning for it. We combine expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business goals and cash flow. Forecasting/Planning for the future is imperative to your company’s success.  Depending on your needs, our work can range from top-level reports to detailed financial models.

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Capital Budgeting and Finance Advising

Sherley & Sherley can assist you in Capital Budgeting and sorting out the different options available for financing of debt that will lower your payments and/or reduce the total amount of interest paid. Re-balancing your debts can also result in tax deductions and savings. Even if you are able to handle the payments and the amounts of your current debts, our expertise may be able to save you money, lower your payments and increase your cash flow.

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Cash Flow and Budget Analysis

Good cash management can improve a company’s liquidity, reduce costs, and increase profitability. We can help you maintain optimal cash flow levels identifying and monitoring the sources and use of cash, forecasting, advising and budgeting accordingly. To a business entity, cash is king and can make or break your business. We can analyse your spending, re-balance your budget and/or debts for an optimal cash flow to support your business’ success.

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Part-time Director (non-executive) and CFO Services

The business partner can act as a part-time non-executive director (especially if your business shares are are held by a foreign resident). We offer CFO Services where needed.

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Speak with one of our team and get the right advice for you and your business.

Call Us Now


Call us today to speak to a professional

Mondays to Fridays:  (02) 9977 7011

Mobile:  0467 390 117

Our Services


Business Advisory Services

  • Business Advisory Services
  • Business Set-up and Restructuring
  • Financial Projections and Forecasts
  • Capital Budgeting and Finance Advising
  • Cash Flow and Budget Analysis
  • Part-time Director (non-executive) and CFO Services

Tax and ASIC Compliance Services

  • Tax and Tax Compliance Services
  • International Taxation
  • Estate and Trust Planning and Tax Preparation
  • ATO and ASIC Representation

Other Services

  • Review Audits 
  • Accounting Services and Compilations of Financial Statements (both Australian Standards and IFRS)
  • Bookkeeping