Real Results from Real Clients
We've worked with businesses across Australia to transform how they approach financial planning. These stories show what happens when you commit to better budget management.
Months average engagement
Report improved forecasting accuracy
Average visibility increase
Active clients in 2025
From Quarterly Stress to Three-Year Clarity
Tamsyn Gleadhill runs a mid-sized logistics company in Melbourne. By early 2024, she was spending two weeks every quarter just trying to piece together forecasts.
She reached out to us in March 2024 after missing a critical expansion opportunity because she didn't have confidence in her cash flow projections. We spent the first month just cleaning up her data structure and understanding her actual spending patterns.
The breakthrough came around month four when she could see her entire three-year outlook in one dashboard. No more scrambling. By October 2024, she'd secured funding for a new warehouse because she could show lenders exactly where every dollar was going through 2027.
How Implementation Actually Works
Most clients work with us for 12-18 months. Here's what that journey typically looks like, with real numbers from our 2024-2025 client base.
Foundation & Data Cleanup
This is the unglamorous part. We dig through your existing systems, find where money actually goes, and build a structure that matches your business reality. Not what textbooks say you should do.
System Integration & Testing
We connect everything and run it alongside your current process. You're not flying blind – we validate against actual results before you rely on it. Most clients spot their first major insight around month four.
Team Training & Refinement
Your people need to actually use this thing. We work with your finance team until they're comfortable running scenarios without us. This phase determines whether it sticks or becomes shelfware.
Advanced Planning & Optimization
Once the basics are solid, we add complexity where it matters. Multi-year projections, scenario planning, department-specific forecasts. This is where strategic decisions start getting easier.
I was skeptical at first. We'd tried budget software before and it never matched how we actually operate. What made this different was they didn't try to force us into a template. They built something around our messy reality, and now I can plan equipment purchases 18 months out with actual confidence.
See If This Approach Fits Your Business
We're taking new clients for programs starting in September 2025. If you're tired of guessing where your money will be in six months, let's have a conversation about what better planning could look like for you.