Australian Chartered Accountants & Tax agents

We do business accounting,
tax returns and coaching for
businesses that want to grow

Are you making money but can’t build your reserves or eliminate debt

You’re a dedicated business owner with an online or service-based company, eager to scale up but financial stress is making it difficult to move to the next phase. You’re not alone. Many business owners face these challenges without the right financial tools and support.

// Financial guidance

There is usually more than one path to reach your goals. We can help you write your own map to sucess

At Sword Advisory, we specialise in helping small to medium-sized businesses navigate financial challenges. Our team brings real industry experience, an entrepreneurial mindset, and a tech-savvy approach to provide the support you need.

Understanding your problem

Each business is different and some things are the same. We are able to minimise costly and timely customisations using proven sytems and processes that work and still allow what makes you special shine through.

// Our solution

Comprensive financial services

// A Clear Plan for Your Growth

We understand the financial stress you're experiencing and offer tailored solutions to help you overcome these obstacles.

1. We bring your books and tax lodgements up to date.

Bookkeeping assistance
Lodge overdue ATO reports
Assist with tax debts and penalties
Our tax services ensure you’re taking advantage of all possible savings

2. Create a customised plan to keep you up to date.

Optimise bookkeeping
We integrate advanced bookkeeping systems to streamline your financial processes
Monitor lodgements due
Regular meetings

3. Implement plan and generate business intelligence

With our CFO services, we help you create a robust financial strategy
Our business coaching ensures you have ongoing support and advice.

Are you interested to know more?

Request a call back

Ready to take your business to the next level? Book a meeting with us and let’s discuss how we can help you achieve your goals

Book a meeting

// Business risks

Avoiding financial failure

Financial missteps can be costly. Without proper guidance, your business could face significant setbacks. By partnering with us, you’ll avoid common pitfalls and ensure your financial foundation is solid

// Achieve Success

Build a brighter future

With Sword Advisory by your side, you'll experience the peace of mind that comes with expert financial management. Our services enable you to focus on growing your business, knowing your finances are in capable hands.

// Customer reviews

What others have to

say about us

Phil Gatt

Simon has been the consummate professional since first being referred by a friend who has exacting and meticulous standards. I am grateful to her for referring Simon my way as I have just completed a year in self-employed private practise. He has been understanding of my limited knowledge of bookkeeping and accounting and has created videos and other learning tools to assist me in coming quickly up to speed. I whole-heartedly recommend him to anyone wanting bookkeeping, accounting and business advice.

https://www.philgatt.com.au/

Diana MozoAnderson

Simon helped me with my tax return, and it was great. Very professional and punctual.

// Customer reviews

Why Choose Sword Advisory

Tech-Savvy Accounting

We leverage the latest technology to provide efficient financial solutions

Personalised Service

Our approach is tailored to your specific business needs

Cost-Efficient Solutions

The automated solutions we set up produce long term savings and productivity gains

// Sucess

People we've helped Have attained the business they wanted

Small business owners who we've helped have achieved their personal and business goals.

Pay off off debts and home loan
Participate in your children's sports activities
Systematise the business, ready for sale
Build more businesses in new locations
Gave themselves a promotion to work on the business instead of in it