Your wealth

Make smarter business decisions and step into a more abundant life.

Simplify operations, achieve your goals, and enhance your lifestyle with a business advisory accountant in your corner.

Fulfil your business potential.

your way

As a business owner, you're determined to achieve success and create the lifestyle you desire. However, the road to get there can be bumpy.

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?

That's where our business advisory services come in. Whether you're a sole trader, small business, or bustling company, our experienced team can provide you with a fresh perspective and actionable strategies to help you overcome obstacles and achieve your goals.

Frequently asked questions about our business advisory services

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.

Of course! If you have another question or want to get the ball rolling, please complete our enquiry form or book a free call. We’d love to learn more about your business and make sure we’re the right partner to support you.

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Dr Bronwyn trusts us with her business.

“I’m grateful for your help. You have the most wonderful team and we’re lucky to be partnering with you.”

Our team helped Rural Doctors increase their profits by 30% in just one year.

Experience the benefits of working with an experienced business advisor.

Fresh Perspective and Actionable Strategies

Gain a refreshing new outlook as our experienced business advisor uncovers untapped potential, revealing actionable strategies that propel your business forward.

Confidence in Up-to-Date Financial Reports

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.

Satisfaction in Tax Compliance and Savings

Experience the peace of mind that comes with knowing your business is fully compliant with tax laws and regulations.

More Profit through Streamlined Operations

Our skilled advisor streamlines your operations, unveils revenue-boosting opportunities, and identifies cost-cutting measures, guiding your business towards enhanced financial success.

Access to Expert Knowledge and Compliance Support

We navigate the labyrinth of legal and regulatory requirements for your business providing you with a safety net against costly mistakes.

Holistic Viewpoint

We look at all aspects of your business and lifestyle to create long-term, sustainable success.

Let’s work together to create the lifestyle and business success you deserve

Ways we can support you

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.

Tax Returns
Financial Statements
Tax Planning
Farm Advisory

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lumos advisory small business accounting tax & bookkeeping service for rural business owners, rural networking event 5
lumos advisory small business accounting tax & bookkeeping service for rural business owners, female business owners
lumos advisory small business accounting tax & bookkeeping service for rural business owners, rural networking event 5
lumos advisory small business accounting tax & bookkeeping service for rural business owners, female business owners

We’re not your regular run-of-the-mill accountants.

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.

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Our name has changed, but we're still delivering the same exceptional guidance

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.