Strategic Growth Through Financial Accounting Advisory Services
As your business grows, your financial operations must grow with it. While basic bookkeeping and compliance are essential foundations, truly scaling a business requires deeper financial insight, proactive planning, and strategic thinking. This is where Financial Accounting Advisory Services play a crucial role.
At Rae & Associates, we deliver a hands-on, consultative approach to accounting that focuses not only on accurate numbers but also on what those numbers mean — and how they can guide better business decisions. Our accounting and advisory services are designed for ambitious business owners who want more than compliance — they want clarity, confidence, and strategic control.
What Are Financial Accounting Advisory Services?
Financial accounting advisory bridges the gap between bookkeeping and strategic finance. Rather than simply reporting on past performance, advisory services focus on interpreting your financial data, aligning it with business goals, and implementing tools and processes that make growth more sustainable.
At Rae & Associates, our services are tailored to each client’s needs and typically include:
1. Performance Monitoring & Strategic Reporting
We provide monthly and quarterly financial reporting and analysis that is meaningful and actionable — including customised KPIs, cash flow insights, and board-ready packs. This helps business owners and management teams make informed decisions in real time, not just at year-end.
2. Cash Flow Management & Forecasting
Our advisory accountants help project and monitor your cash flow, identifying gaps or surplus trends and advising on how to best use your resources. This supports smoother day-to-day operations and stronger long-term planning.
3. Budgeting & Strategic Financial Planning
We work with clients to develop dynamic budgets that align with business priorities. Our team regularly reviews budget vs actuals to ensure targets are being met and helps adjust forecasts based on performance trends. This forms the foundation of sound strategic financial planning.
4. Systems Integration & Process Optimisation
Growing businesses need scalable systems. We advise on and implement cloud-based accounting solutions like QuickBooks, Xero, Syft Analytics, PaySpace, Dext, and more. We also audit and improve internal processes to boost efficiency and accuracy — a must when you're scaling your business.
5. Audit & Compliance Preparation
When your business is growing, external audits or due diligence reviews become more common. We support clients in preparing audit-ready financials, documentation, and processes that hold up under scrutiny.
6. Internal Team Support & Outsourced CFO Services
If you have an in-house bookkeeper or financial team, we provide oversight, reviews, and high-level financial support. If you don’t, we can serve as your finance department — offering everything from reporting to outsourced CFO services.
When Should a Business Consider Financial Advisory Services?
Our business advisory solutions are ideal for:
Established businesses entering a new growth phase
Companies preparing for investment, funding or acquisition
Teams needing to formalise and professionalise their financial function
Businesses that are outgrowing spreadsheets or legacy systems
CEOs or founders who want to feel more confident in their numbers
If your financial reporting feels unclear, if you’re unsure how your business is really performing, or if you’re making big decisions without reliable data — it’s time to bring in advisory support.
Why Partner with Rae & Associates?
At Rae & Associates, we pride ourselves on being approachable, strategic, and tech-savvy. We don’t believe in overcomplicated jargon or one-size-fits-all templates. Instead, we offer:
A dedicated team of professionals with years of experience in cloud-based accounting and advisory services
Transparent pricing and clear deliverables
A collaborative approach that supports your existing team and long-term vision
Integration with the right tools — QuickBooks, Xero, PaySpace, and more
Our mission is simple: to help you understand your finances, use your data wisely, and grow with confidence.
Let’s Build a Stronger Financial Future
Rae & Associates’ Financial Accounting Advisory Services are built for businesses that are serious about growth, systems, and smart decision-making. Whether you’re navigating expansion, restructuring, or simply want clearer insight — we’re here to help.
Book a discovery call today to explore how our business advisory solutions can support your next phase of growth.
