Your Financial Analysis Questions Answered
We get it. Financial data can feel overwhelming. That's why we've put together clear answers to the questions we hear most often from Australian businesses.
Getting Started with Analysis
What kind of data do you need from us?
Your standard accounting exports work fine. Most clients send us profit and loss statements, balance sheets, and transaction records. CSV or Excel formats are perfect. Don't stress about formatting—we clean things up on our end.
How long does a typical analysis take?
Depends what you need. A basic financial health check takes about 5-7 business days. More detailed work—like forecasting or restructuring plans—might run two to three weeks. We'll give you a realistic timeline upfront.
Do you work with small businesses or just large companies?
We work with businesses of all sizes across Queensland and beyond. Whether you're a solo operator or running a team of fifty, the data tells a story worth understanding.
Understanding Results
Will I understand the reports you create?
Absolutely. We skip the jargon and explain findings in plain language. You'll get visual dashboards, clear summaries, and actionable recommendations. If something's unclear, we walk through it together.
Can you spot specific problems in my finances?
That's what we do. Cash flow issues, margin problems, spending patterns that don't make sense—our analysis highlights what's working and what needs attention. Think of it as a financial health diagnostic.
What if I need help implementing your recommendations?
We stick around. Many clients book follow-up sessions to work through changes together. We can also coordinate with your accountant or bookkeeper to make sure everyone's on the same page.
Data Security and Privacy
How do you protect our financial information?
We use encrypted file transfers and secure cloud storage with Australian data centers. Your information stays confidential—we sign NDAs when needed and never share client data with third parties.
What happens to our data after the project ends?
We keep it securely archived for twelve months in case you need follow-up work. After that, everything gets permanently deleted unless you request extended storage. You can also ask us to delete files immediately after delivery.
Do you comply with Australian privacy regulations?
Yes. We follow Privacy Act requirements and maintain proper data handling procedures. All our systems meet industry standards for financial information protection.
Pricing and Process
How do you charge for analysis work?
Project-based pricing works best for most clients. We scope the work, quote a fixed price, and stick to it. No hourly surprises. For ongoing analysis needs, we offer monthly arrangements with predictable costs.
Can we start with something small first?
Definitely. Many relationships start with a single report or quick analysis. It's a good way to see if we're a fit before committing to bigger projects. We're happy to scale up as needed.
What if we need urgent analysis?
We can often accommodate rush requests, though they may carry an additional fee depending on our current workload. Give us a call and we'll see what we can do—sometimes things line up perfectly.
Still Have Questions?
Look, we've covered the common stuff here. But every business has unique situations and specific concerns that don't fit neatly into FAQ boxes.
Maybe you're dealing with something unusual. Maybe you just want to talk through your situation before committing to anything. That's completely fine.
Reach out and let's have a conversation. No pressure, no sales pitch—just straight answers about whether we can help with what you're facing right now.
Get in TouchHow Analysis Projects Actually Work
Initial Discussion
We talk through what you need and what's not working. This helps us understand your goals and figure out the right scope. Usually takes 30-45 minutes over phone or video.
Data Collection
You send us your financial records through our secure portal. We review everything to make sure we have what we need, then confirm the timeline and next steps.
Analysis Phase
This is where we dig into the numbers. We look for patterns, identify issues, and build out the insights that'll actually help your business. Most clients don't hear from us much during this phase—we're just working through the data.
Results Delivery
We present findings in a format that makes sense. Could be a detailed report, dashboard access, or a walkthrough session. Whatever works best for how you operate. Then we answer questions and discuss next steps.
Real Results from Recent Projects
Average days to complete standard analysis
Client satisfaction rate in 2024
Last year we worked with 47 Queensland businesses ranging from retail shops to professional services firms. The common thread? They all needed clarity on their financial position but weren't getting it from standard accounting reports.
One manufacturing client discovered they were losing money on 30% of their product line—something that wasn't obvious from their monthly P&L. Another service business found they could improve cash flow by simply adjusting their payment terms.
These aren't miracle transformations. They're practical improvements that come from looking at data properly and asking the right questions.
