About NexStep Advisory?
At NexStep Advisory, we help small to medium businesses grow, scale, and succeed with expert financial guidance. With over 20 years of experience, we go beyond tax returns and compliance, offering tailored strategies, Virtual CFO services, and bookkeeping to support businesses Australia-wide. Whether you're navigating challenges or planning for growth, we provide the clarity and confidence to take your next step forward.
At NexStep Advisory, we’re passionate about supporting small businesses because we’re business owners too. We understand the unique challenges you face and are here to help you navigate the complexities of running a business—from tax and cash flow management to gross margins, superannuation, and debtors. We simplify the process, ensuring you have the financial clarity to focus on what truly matters.
We’re Dedicated to Small Businesses
Are you facing cash flow issues, struggling with ATO debt, or spending long hours managing confusing accounts and uncertainty? Running a business isn’t always smooth sailing, and things may not be going as planned. At NexStep Advisory, we’re here to provide the support and guidance you need to overcome these hurdles and get your business back on track.
Business Challenges? We Understand
And that’s okay—business is tough, and success often comes after a long, bumpy journey. To succeed, you need more than just hard work; you need a solid plan and the right coaching to help you execute it. All successful businesses have a plan, and the best leaders rely on coaches and mentors to guide them. Why should you be any different? When you get it right, the rewards are truly immeasurable.
Specialised Support When You Need It
We understand that business isn’t always smooth sailing, and sometimes your plans don’t unfold as expected. Our passion at NexStep Advisory is to help you get your business back on track and keep it there, so you can experience the personal freedom and financial success that come with being a thriving business owner. We’ll help you gain a deeper understanding of your business operations, so you can focus on what truly matters.
We’re Committed to Being Your Mentors
Our 5 NexSteps to Reclaiming Financial Control
While NexStep Advisory is a trusted name in Parramatta, our expertise supports businesses across Australia. Success takes hard work, dedication, and a clear vision for the future. That’s where we come in.
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Our proven 5-Step Process has helped thousands of business owners not only reach but exceed their goals. With practical guidance and valuable insights, we empower you to make informed decisions and achieve long-term success.
Clarify Your Vision
People start businesses for many reasons—whether it's personal satisfaction, creative freedom, or financial independence. Ultimately, it all comes down to one thing: freedom. We’ll help you reflect on your high-level goals, your vision for the next ten years, and, most importantly, what you want to improve. At NexStep Advisory, we work alongside you to
uncover what truly matters for you and your business, so you can
build something that enhances your life.
Evaluate Practicality
Now that we’ve established your business purpose, it’s time to get practical. We assess whether your current business setup can realistically help you reach your goals. At NexStep Advisory, we take a close look at your financial blueprint—identifying what’s really working and what’s holding you back. We analyse your cash flow, pricing strategies,
debtor issues, and ATO debts to pinpoint where you’re
making money and where you’re losing it. With our
guidance, we’ll help you turn things around and build
a stronger financial foundation.
Focus on Key Priorities
What are the key issues that need attention right now? Is it cash flow, your financial blueprint, debtors, long hours, disorganised accounts, poor communication, lack of systems, or ATO debt? Now that we understand your purpose and have assessed what’s practical, we focus on what needs to be addressed first. You can’t solve everything at once,
so we create a clear plan and strategy to guide you
through it. At NexStep Advisory, we help you prioritise
the most critical tasks to get your business back on track
—putting you in control every step of the way.
Execute the Plan
Now’s the time for us to work on your business. We implement systems to streamline the admin and accounting tasks that take up your time, including managing your transition to cloud-based accounting if needed. We provide the tools and strategies you need to take control and enjoy the financial and personal rewards of success. With
a solid financial blueprint, you’ll be back to enjoying
your business—and making it to the kids’
sports on Saturdays.
Track Progress and Adjust
We believe a successful business relationship is built on ongoing communication, mentoring, and accountability. Your success is our success, so in this phase, we track your progress and plan for future growth. We meet regularly, with many of our clients describing these sessions as valuable mentoring. We focus on measurable results and
proactive growth strategies, rather than just reacting
to issues. At NexStep Advisory, we’re dedicated
to helping businesses grow, thrive, and succeed.