Where your money works smarter.
My Money Works is led by a CPA to help businesses build stronger financial foundations — strategic planning, structure, funding and credit strategy, and hands-on operational support, all in one place.
A robust solution for:
- ✓Fast-growing businesses needing financial expertise
- ✓International businesses expanding into Australia
- ✓Under-resourced CFOs needing specific support
- ✓Businesses with a temporary gap in their finance function
Solutions built around your stage of growth
Plan for growth with confidence
Strategic plans and financial forecasts plus a full Business Health Review to see exactly where you stand.
PlanBuild a structure that scales
Systems, structure and hands-on operational support so your finance function keeps up as you grow.
StructureMake confident funding decisions
Business-level guidance on debt, credit and funding decisions, working alongside your bank or broker.
FundCPA-level expertise, delivered with care
CPA expertise
Real accounting qualifications behind every recommendation, not generic templates.
Hands-on attention
You work directly with the person doing the work — not passed between layers.
Practical & flexible
From a single Business Health Review to ongoing support — scaled to what you need.
Lasting commitment
We stay close to the business between engagements, not just for a one-off report.
Advisory services for every stage of your business
A robust solution, built around where you are today
Fast-Growing Businesses
Scaling quickly and need financial expertise to keep pace without losing control.
International Businesses
Expanding into Australia and need local structure, compliance and financial guidance.
Under-Resourced CFOs
Stretched thin and need specific, targeted support to fill capability gaps.
Temporary Finance Gaps
Covering a gap in the finance function without committing to a full-time hire.
My Money Works is led by a Certified Practising Accountant who works directly with business owners — no jargon, no generic templates, just practical advice tailored to your business.
Straightforward advice, backed by real accounting expertise
We work closely with business owners and their teams to understand what's really going on financially, then turn that understanding into a plan that's actually usable — helping your business run better and grow with confidence.
More About UsA simple path to a stronger finance function
Discovery Call
We learn about your business, goals and current financial position.
Business Health Review
A clear-eyed assessment of where things stand and where the opportunities are.
Tailored Plan
We build a strategic plan and recommend the right services for your stage.
Ongoing Support
We stay close to the business, adjusting the plan as you grow.
What clients say
“The Business Health Review was the first time anyone had actually walked us through our numbers instead of just handing over a report. We changed three things in the first month.”
Sarah T. — Owner, Retail Business
“We were growing fast and our finance function couldn't keep up. Having a CPA involved in the structure, not just the compliance, made a real difference.”
Michael R. — Founder, Trades & Services
“Straightforward, practical advice on our funding options — no jargon, no pressure, just a clear view of the trade-offs before we spoke to the bank.”
Priya K. — Director, Hospitality Group
Let's make your money work smarter
Book a free, no-obligation consult to talk through where your business is today and where it could be.
Book a Free Consult