Accountants and Business Advisory Brisbane, for owners ready to grow
Xcel Advisory is a Chartered Accounting firm for Brisbane business owners who have outgrown a once a year accountant. You get a bookkeeper, a business tax accountant and a virtual CFO in one team, for one fixed monthly fee agreed before we start.
Chartered Accountants ANZ | Registered Tax Agent | Xero Platinum Partner
One fixed monthly fee, agreed in writing before any work begins
You are never invoiced for a phone call
Chartered Accountants for Brisbane business owners, from Greenslopes to the Gold Coast.
Bookkeeping, tax and compliance, and business advisory, delivered by one experienced team for growing businesses across Brisbane, Logan, the Gold Coast, the Sunshine Coast and South East Queensland.
Every good business decision starts with accurate numbers. That is why Xcel Advisory is built on a strong foundation of bookkeeping and tax compliance, with business advisory layered on top when you are ready to plan, scale and grow. Your bookkeeper, tax accountant and virtual CFO all work from the same picture of your business, so nothing is lost between advisers and you receive proactive advice for one fixed monthly fee.
Our services
Three ways we work with you
Most businesses your size are paying three separate providers and still falling through the gaps between them. We do all three, in one team, for one fee.
About Xcel
A finance team that sees the whole picture
Large companies run bookkeeping, tax, reporting and planning as one function, led by a CFO who is involved before decisions are made. It is a model built for businesses that can carry the salaries that come with it.
Xcel Advisory was set up to bring that same level of financial oversight to small and medium businesses. One team keeps your books, manages your tax and advises on your growth, so every decision is informed by accurate numbers and a full understanding of your business.
Why Xcel
Why business owners move to Xcel
Proactive, not reactive
Discovering a problem after the financial year has closed leaves you with no options. We stay close to your numbers all year, so issues are found while there is still time to act, and tax planning happens before 30 June, not after it.
Communication you can count on
You will always know where your business stands and who to speak to. We meet with you monthly, explain your numbers in plain language and respond when you need us. With a fixed fee, you never have to think twice about picking up the phone.
Big business insight, at a small business scale
Forecasting, management reporting and strategic planning are not a large company luxury. They are how large companies grew. We bring the same discipline to small and medium businesses, scaled to suit where you are today.
What you actually get
What lands on your desk every month
Proactive is easy to claim. This is what it looks like in practice.
Where your cash actually sits.
Opening position, closing position, and what is already committed before the next BAS.
Profit against plan.
Actual against budget, with the two lines that moved and the reason they moved.
Who owes you, and who you owe.
Debtor and creditor ageing, and anything that has drifted past terms.
Every lodgement on one calendar.
What is done, what is due, and what needs a decision from you.
The one thing to act on this month.
Not a list of twenty. One thing, with a recommendation and a date.
Then thirty minutes on the phone to talk it through. Advisory clients also meet quarterly to look forward rather than back.
Monthly position
Prepared for you
Where your cash actually sits.
Profit against budget
Debtors and creditors
Lodgement calendar
Action this month
Layout mock. Bars stand in for your figures.
Social proof
What our clients say
Real reviews from Brisbane business owners. Read every one of them on our Google profile.
Our process
What happens after you get in touch
A free 15-minute consultation
Thirty minutes, no cost and no pitch. We look at where your finances actually sit, what is overdue, and what it would take to bring it current. You leave with a plain summary whether or not you engage us. There is no version of the mess we have not seen before.
A clear proposal and a fixed fee
We set out the services you need and one fixed monthly fee, agreed in writing before any work begins. No hourly rates and no surprise invoices. If we are not the right fit, we will tell you at this stage.
We handle the handover
We contact your current accountant, request your files, manage the ATO agent transfer and reconcile everything before we take over. Your part is one signature, and there is no awkward conversation for you to have.
Your ongoing support begins
Your books are kept current, your lodgements are tracked and your reporting arrives on schedule. We meet with you monthly to walk through your numbers and, for advisory clients, to plan ahead.
Most handovers are completed within two to three weeks.
Insights
Things worth knowing before they cost you
Practical answers to the questions business owners ask us most.
Accounting, Bookkeeping & Internal finance
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Service area
Where we work
We are based in Greenslopes and work with businesses right across Brisbane, including Coorparoo, Camp Hill, Holland Park, Mount Gravatt, Carindale, Woolloongabba, Bulimba, Morningside and the Logan corridor. We also work with clients on the Gold Coast, the Sunshine Coast and throughout South East Queensland.
Bookkeeping, compliance and reporting are delivered in Xero, so most clients meet us by video and see us in person when the conversation warrants it. Virtual CFO work is delivered remotely as standard, which is why we take on advisory clients well beyond Brisbane.
ADDRESS
138 Juliette Street, Greenslopes QLD 4120
Hours
9am to 5pm, Monday to Friday
Phone
FAQ
Questions we get asked before people call
How does your pricing work?
One fixed monthly fee, agreed in writing before we start. The fee depends on the size of your business, the state of your records and the services you need, so we quote it after your free consultation rather than from a price list. No hourly rates, no surprise invoices, and no hesitation about picking up the phone.
How much work is it to change accountants?
Very little on your part. We contact your current accountant, request your files, manage the ATO agent transfer and reconcile everything before we take over. All you need to do is sign one form. You can also start with bookkeeping only and move your tax work across when you are ready.
What is a virtual CFO, and do I need one?
A virtual CFO gives you the forecasting, reporting and decision support a full-time Chief Financial Officer would provide, without the salary. You are usually ready for one when the decisions in front of you are bigger than the information you have: a second site, a major contract, an equipment purchase, or a profitable year with no cash in the bank.
How often will I hear from you?
Every month, and always before it matters. Your books are kept current, your reporting arrives on schedule and we meet with you monthly to walk through what the numbers mean. For advisory clients, that meeting also looks ahead to the decisions in front of you. Between meetings, call or email whenever you need us. Discovering a problem after the financial year has closed leaves you with no options, which is why we work this way.
What size businesses do you work with?
We work with small and medium businesses at every stage, from new businesses setting up the right structure through to established companies planning for growth, succession or sale. Our services scale with you, so you only take on the support your business needs today.
What areas do you service?
We are based in Greenslopes, Brisbane, and work with businesses across South East Queensland, including Logan, the Gold Coast and the Sunshine Coast. Because we work in the cloud with Xero, we also support clients Australia-wide. All of our services can be delivered by video and phone, and we meet in person whenever the conversation calls for it.
Know where your business stands. Then decide where it goes next.
In 15 minutes, a Chartered Accountant will look at where your business is today and tell you honestly what would make the biggest difference. No cost, no obligation and no sales pitch.
Or call 07 2101 9070, 9am to 5pm weekdays.