29+ Years advising Australians
6,000+ Clients across the country
$2.5B Funds under advice
6 Offices nationally
Strategic accounting
Know your numbers.
Shape your future.
Business advisory at AGS means proactive, forward-looking engagement with the numbers that matter most to your business. It's not about reviewing history — it's about using financial information to help you make better decisions ahead of time. What does your current trajectory look like if revenue stays flat? What would a 15% margin improvement do to your take-home over five years? Is the business generating enough cash to fund the growth you're planning? These are the conversations that make a real difference to business owners, and they're conversations your accountant should be initiating — not waiting for you to ask.
The areas covered by AGS's business advisory service include cash flow management and forecasting — giving you a clear picture of what's coming in, what's going out, and where the pressure points are before they become crises. We undertake profitability analysis across business lines, cost centres or product categories where relevant, so you can see clearly where your business is actually making money. For businesses considering a structural change, acquisition, merger or entry into a new market, we provide the financial modelling and structuring advice to support that decision. Succession planning — whether you're passing a business to the next generation or preparing for an arm's-length sale — requires careful, long-term financial preparation that starts well before the transition happens.
For many business owners, the most valuable outcome of business advisory is the connection it creates to their personal financial plan. A business has a value — and for most owner-operators, it's also a significant part of their retirement plan. Understanding what that business is worth, what would need to happen to maximise that value, and how an exit or sale would interact with superannuation, tax and estate planning requires both an accountant who knows the business deeply and a financial planner who knows the owner's goals. At AGS, those conversations happen in the same building, often in the same meeting. That integration is a genuine advantage for our business clients.
What we cover
Business advisory areas we advise on
Cash flow management
Forecasting, monitoring and managing cash flow to ensure the business can meet its obligations, fund growth initiatives and provide the owner with consistent financial clarity.
Profitability analysis
Identifying where your business is genuinely making money — and where it isn't — by analysing margins, cost structures and performance across products, services or business units.
Business structuring
Reviewing your operating structure for tax efficiency, asset protection and flexibility — and advising on restructuring where the current arrangement no longer serves your goals.
Succession planning
Working through the financial, structural and tax implications of transitioning a business — whether to family members, a management buyout or an external purchaser.
Business acquisition & sale
Financial due diligence, valuation input and structuring advice for business acquisitions, and preparation and tax-effective structuring for business sales.
Management reporting
Regular financial reports — P&L, balance sheet, cash flow — presented in a format that makes sense to the business owner and supports confident, data-driven decision making.
Who this is for
Business advisory may suit you if you are…
- A business owner who wants more from their accountant than a once-a-year tax return
- Experiencing cash flow difficulty despite strong revenue and wanting to understand why
- Planning to sell, transition or exit your business in the next five to ten years
- Setting up a new business entity and wanting to structure it correctly from the start
- Wanting to understand the true profitability of different parts of your business
- Planning for retirement and needing to understand what your business is worth and what happens when you leave
Ready for an accountant who adds real strategic value?
Book a conversation with AGS Accounting to explore how business advisory could support your goals.