Business advisory & Virtual CFO
Build the base. Plan what comes next.
Understand your financials, improve how work gets done and keep track of what matters. Practical business advice, with a CPA in your corner.
Already have an accountant? Keep them. We work alongside them.
Stage 1: Understand your business
Where you make money. What needs attention.
The Business Health Check starts with your accounts, cash and costs: what the numbers say, what might be causing it and what needs more information.
Reliable books first
We flag gaps or corrections to discuss with your accountant or bookkeeper.
Numbers in context
IBISWorld industry research, suitable benchmarks and your own trading history.
Clear priorities
The findings in plain English, and what to tackle first.
Available on its own or as the start of ongoing advice. We agree scope, timing and fee before work starts.See Health Check pricing and what’s included
Business Health Check: findings
Are the books reliable?
3 corrections to discuss with your bookkeeperBefore we rely on them
How do the numbers compare?
Overheads as a share of sales
What to tackle first?
- Overheads rising faster than salesHigh
- Customers paying lateMedium
- Staff time not recorded by jobInformation needed
Stage 2: Improve how it runs
Get more from the business you already have.
Before chasing more sales, check that your pricing, costs and ways of working support the result you want.
Find what eats into profit
Look at job, product and service costs, pricing, staff time, repeated work and delays.
Cost breakdown: a typical job
- Materials38%
- Labour30%
- Overheads18%
- Rework6%
- Margin8%
Rework costs almost as much as the margin on this job.
Make the work repeatable
Document key processes and agree who does what, so less knowledge sits with one person.
Process map: quote to invoice
- QuoteSales lead
- ScheduleOps leadDelay: jobs wait for parts
- Do the jobCrew
- InvoiceOffice
Check what improved
Your team puts the changes into practice. We review the results with you and adjust the plan.
Responsibilities & results
Change Leads Result Order parts at quote Ops lead Improved Price small jobs You Review Job checklist Crew Not started Your team leads each change. We review the results with you.
Illustrative example Sample documents, not client results.
Stage 3: Stay in control
Clear visibility, with a CPA in your corner.
See which work makes money, where your team’s time goes and what needs attention. We help you understand the results and decide what to do next.
KPIs (key performance indicators) are the measures that tell you whether each important part of the business is working.
- Finance
- Sales
- Marketing
- Team capacity
- Daily operations
Each one gets a target, an owner and a reporting schedule. If information is missing, we help you capture it.
What needs my attention?
$143k27% of sales
Year to date, after business expenses
Is profit keeping up with sales?
Source: Accounting records
$99k17 invoices
Today. $43k is over 30 days late
Who needs a follow-up?
Source: Unpaid invoices
$1.26m154 quotes
Last 12 months, value of work accepted
Which work are customers choosing?
Source: Quote records
31of 270 jobs
Last 12 months. 11.5% needed repeat work
What is causing the repeat work?
Source: Job records
Stage 4: Plan your next move
A stronger business. More options for what comes next.
With clearer numbers and steadier ways of working, you can plan profitable growth, succession or a future sale.
Find your advantage
Customer feedback plus market and competitor research: why people choose you and where to focus.
Plan growth you can support
Test pricing, costs, cash and team capacity before expanding. Your team and providers carry out sales and marketing.
Get exit-ready
Find gaps in records, processes and responsibilities, and reduce how much the business relies on you, whether you’re planning succession or a future sale.
Growth plan: working draft
1Why customers choose you
- Reliable, on time46%
- Quality of work32%
- Price12%
Share of customer feedback
2Where you sit in the market
Competitors
3The plan
Grow maintenance contracts with existing customers.
Before expanding, check:
- Pricing
- Costs
- Cash
- Team capacityTo confirm
Ongoing business advisory & Virtual CFO
Someone to work through the decisions with you.
A Virtual CFO is an experienced finance professional who works with you, without you employing a full-time finance director.
Understand the result
Profit, cash and costs, and what has changed since the last review.
Think ahead
Decisions such as hiring, changing prices, taking on more work or opening a location.
Keep progress visible
Review agreed actions and results together, on a schedule agreed with you.
We advise and review. You lead the changes in your business. With your permission, we work alongside your accountant, bookkeeper and other providers.
Compare Virtual CFO optionsDecision brief
“Can we afford another person?”
Since the last review
- +12%Sales
- −2 ptsGross margin
- $84kCash on hand
Options to talk through
Your decision. We agree the actions, who leads them and what we review next time.
Separately agreed systems projects
Make the right information easier to collect and use.
When better information needs better systems, we can design and implement the setup: from recording staff time and job costs to connecting software and building your dashboard.
Systems, dashboards and optional AI assistants are separately agreed projects—not a requirement for advice. We define the work, access, ongoing support and costs before starting.
1. Capture what is missing
- Staff time
- Job costs & materials
- Customer records
2. Bring it together
3. Use it
Optional AI assistant
Ask your numbers a question.
An AI assistant can answer everyday questions from your approved business information, so you see what changed and why without digging through reports.
It points to what needs attention. Prices, payments and other actions change only when you approve them.
Which store lost margin last week, and why?
Store 4 lost 3.1 points of gross margin last week. Two causes:
| Dairy wastage (short-dated stock) | −$2,140 |
| Supplier price rise not passed on to shelf prices | −$1,380 |
| Everything else | Flat |
14 items are flagged for your review.
Which of those items should I look at first?
The three with the biggest gap between cost and shelf price:
- Full-cream milk 2L: cost up 9%, shelf price unchanged
- Greek yoghurt 1kg: cost up 7%
- Cheddar block 500g: cost up 6%
Shelf prices change only when you approve them.
What clients say
“I had a great experience with NeoRise Consulting. Armin provided clear, straightforward advice that was easy to understand and tailored to my needs. Everything was explained without confusion, helping me feel confident in my decisions. Highly professional and efficient — would definitely recommend.”
Google review “Our session with Armin was excellent, and we were able to achieve the results we were looking for with ease. Also, special thanks to Ella for her patience and for handling all the coordination so smoothly.”
Google review “We were very pleased with the business consultation session. Mr Hashemi provided excellent advices and considerations, and we were equally impressed with their professional team, especially Ella. We will definitely continue working with them and highly recommend their services.”
Google review “I had a great consultation session with the Neorise team. Their management team is highly professional and provides clear and concise guidance tailored to your specific circumstances. I especially appreciate Mr. Hashemi for his extensive knowledge and expertise in business and accounting. I would definitely recommend Neorise to anyone seeking professional advice on business establishment and accounting.”
Google review
Real Google reviews, quoted word for word. Reviewers’ names are left out.Read our reviews on Google
For established businesses across industries
Let’s talk about your business.
Tell us what feels difficult and where you want to go. We’ll discuss whether a Business Health Check is a useful first step.
The first call is a free 20-minute conversation, with no documents needed.
Call1800 714 202
Emailsupport@neorise.ai
OfficeSuite 501, South Tower
1–5 Railway St, Chatswood NSW 2067