Do you struggle to navigate complex financial challenges? Are you juggling multiple responsibilities and feeling overwhelmed? Do you find yourself burning the midnight oil trying to figure it all out?
The truth is, going it alone as a business owner is tough. Without the right support you end up feeling frazzled and frustrated no matter what stage of business you’re in.
But what if you had a team of strategic accountants & advisors who can guide you towards clarity, simplify your operations, and help you achieve your growth goals?
It’s like having a genie in a bottle for your business, but instead of granting wishes, we give you solid professional support & guidance when you need it. Business advisory services bring expertise in financial management, HR, marketing, and strategic planning to help businesses identify areas of improvement and develop solutions to overcome challenges.
If you find yourself worrying about the future of your business, struggling to make important decisions or feel like you’re not reaching your full potential then it might be time to call in some expert help. A business advisor can bring a fresh perspective, provide objective advice, and help you make informed decisions that can take your business to the next level.
We’re regional specialists who know what it takes to succeed in regional Australian settings. From farming to medical, building to manufacturing, professional services to hospitality and beyond, we’ve got the expertise to help your business thrive. We can assist you at all stages of your business’s lifecycle, from start-up and structuring to growth and succession planning. Whether you’re a solopreneur, small business owner, or running a large company, we’re here to support you with solid advice and smart solutions to suit your needs.
We’ll work with you to determine the right frequency of meetings based on your needs and preferences. Some clients prefer to meet quarterly, while others prefer less frequent check-ins. We’ll customise our approach to suit your needs and availability.
The short answer is, it depends. We do value based billing, so will take time to understand your business before preparing a custom plan and quote just for you.
There are many business advisors and consultants floating about. Some are great, some, not-so-much. What makes us different (and amazing), is our 40+ years of experience, proven track record of success, and regional business expertise. We pride ourselves on our commitment to building your wealthy life, whatever that looks like for you. Learn more about our team and our approach.
Our team helped Rural Doctors increase their profits by 30% in just one year.
Gain a refreshing new outlook as our experienced business advisor uncovers untapped potential, revealing actionable strategies that propel your business forward.
Experience unwavering confidence knowing we’re by your side with accurate and up-to-date financial reports, illuminating the true health of your business to drive informed decisions.
Experience the peace of mind that comes with knowing your business is fully compliant with tax laws and regulations.
Our skilled advisor streamlines your operations, unveils revenue-boosting opportunities, and identifies cost-cutting measures, guiding your business towards enhanced financial success.
We navigate the labyrinth of legal and regulatory requirements for your business providing you with a safety net against costly mistakes.
We look at all aspects of your business and lifestyle to create long-term, sustainable success.
Whether you need a hand with financial management, tax planning, cashflow, business structuring or another business challenge, we’re chartered accountants with the experience and expertise to guide you. And free up your time for other important things like family, creativity or recharging that entrepreneurial mind of yours.
Sure we love numbers, but we find them a whole lot more exciting when they’re connected to something meaningful. We’re committed to helping you build a business, lifestyle and legacy to be proud of.
Learn more about Lumos and our proven approach to business success.
Lumos Advisory unites the expertise of five renowned business advisory & accounting firms: Lever Group, Lever Financial Services, Enright Holmes, Grant & Brady, and Bloom Wealth & Finance.