Step 1: Meet our team and quantify your goals

  • We learn about your business and financial goals.
  • We review your systems to ensure you’re efficiently and effectively capturing business and financial data.
  • We can help you setup and integrate these cloud based systems to ensure your systems are optimised for efficiency.

Step 2: Send us your documents and data

  • Take photos of your bills and receipts and submit them to us via your smartphone or email account
  • Our team of experts maintain your books and payroll on a weekly basis. We also lodge your BAS so you can get the ATO off your back.

Step 3: Discuss your numbers on a monthly basis

  • We formulate the key numbers critical to your success in a monthly financial report
  • But we don’t just leave you hanging. Every month your dedicated financial manager will call to explain your financial results against your targets.
  • We’ll always identify ways to continually optimise your business for success.

I know this is very cliché, but I genuinely feel that SBO have become an extension of our team. I literally have SBO written on our org chart in that capacity, and the confidence that that org chart is going to stay like that for a long time is very strong.

Cameron Mitchell - COO of TradeMark Vision

View our case studies

Unsure if we’re a right fit your business?

Start with a complimentary financial review.