Business advisory services to drive improvement and growth

Get practical advice to improve your business, achieve your strategic goals, and drive business growth.

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Tailored and strategic advice to reach your financial goals

Managing or owning a business can be challenging, especially in today’s competitive environment. Whether you’re just starting out and need business structure advice, you’ve been in business for years and need to expand, or you feel your business is stuck in the weeds, our business advisory services can give you the advice and tools you need.

As a business advisor, we work in partnership with you to understand your challenges, needs and goals and create tailored action plans to meet your objectives. This collaborative approach means you not only get real-time advice but also the tools and guidance you need to create long-lasting value.

Personalised action plans and strategic advice

Identify business risks and growth opportunities

Gain competitive insights and improvement feedback

How healthy is your business?

Take our free business health check and assess the health and sustainabilty of your business.

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Business advisory services

Business planning and structuring services

Regardless of your stage of business, sometimes you need an experienced ear to help you reach your goals. Your business structure can also play a strategic role in your tax, reporting and operational obligations.

Taking the time to understand your business, we’ll provide strategic business planning and structure advice to better position your business. Our business advisory services will provide you with the skills and tools you need to reach your goals.

Cashflow forecasting and budgeting

Feel like your cashflow is out of control? Perhaps you set budgets that never work or continuously blow out?

Make more informed business decisions and feel more in control of your finances with detailed cashflow forecasts and accurate budget setting. All of which is driven on real insights and cashflow data from your business.

Business performance, reporting and financial goal setting

Whether you need support for financial or taxation reporting, setting financial goals, or to simply better understand your overall performance, our business advisory services can get you there.

Working in partnership with you, we’ll help you get more insight into your business and meet your financial reporting obligations easily. We’ll also help you create data-driven financial goals and provide advice on how to get you there faster.

Business health check reviews

Our business heath check services provide you with a comprehensive review of your business and provides insights into:

  • Financial performance and sustainability
  • Business structure effectiveness
  • Areas of improvement, risks, opportunities and strengths
  • Recommendations to enhance your business and reduce risks

Each health check is tailored to your business, with a dedicated action plan and next steps.

Not sure what service you need?

Book 1:1 time with our team to talk through your business challenges, goals and needs. We’ll then recommend the right service to get you where you need to be.

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Why use a business advisor?

Running or owning a business can be a challenging and lonely journey. Feeling like all the responsibilities and decisions fall on your shoulders can also be a stressful experience. Add employees into the mix along with limited time and the pressure can feel overwhelming.

Similar to a business coach, a business advisor provides tailored business advice specific to a challenge, need or goal. While a business coach might focus more on you as an individual, a business advisor uses financial, commercial and competitive insights to provide strategic advice specific to your business as a whole.

Chat to us about your business

Helping your business grow with value in mind

Growing your business is great, but are you growing in a way that adds long-lasting value and creates business sustainability?

Over the last 18 years, McNamara and Company has been supporting Australian business unlock real business value and drive long-term growth. All founded on our value-focused approach to business advisory, taxation and wealth services.

Together, we’ll help you grow with value in mind and get more from your business.

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Creating value for your business

Growth is great, but continuously improving and adding value to your business creates long-term profitability. At McNamara and Company, we don’t just focus on better business. We focus on giving you business advice, services and tools you need to continuously add value and unlock long-term sustainable growth.

Working with your business advisor, you’ll identify opportunities, define new strategies, and build a stronger business foundation. In turn, giving you the confidence and insights to drive better, more profitable business.

Thanks McNamara and Co you are the first accountant service I have used and it has taken the stress out for me completely. So I will be sure to come for you for advice again.

Ben Cooper - Pixelrodeo

I have been working with Tanya and Liam for quite a few years now after having several accountants before hand I am so glad I was put on to them. I run a medium size business and they have saved me endless amounts of stress. They are extremely helpful and at the top of their field which allows me to operate at the peak of my business. Whenever I have a question they are there straight away to help things run so smoothly. They came highly recommended to me and I highly recommend them to anyone that wants to make life easier and stress free.

Russell McSly - King of Courts

The team at McNamara & Company have looked after my organisation for several years and have been extremely helpful and generous with their time and services provided. The entire team is very friendly and professional and we couldn't recommend them more. They are always quick to help and are very easy to get in touch with. We use them for our financial statements and tax requirements.

IASRB Coordinator

We changed to McNamara and Co earlier this year, at a time when we needed our finances up to date, with the added pressure of a limited deadline.  Liam, Tanya and Fatma delivered, and continue to support.
• Continual up-dates on all COVID 19 business advice
• Pre- end of financial year meeting
• Ongoing assistance maintaining our accounting system.
We are very pleased to have made the move; I would highly recommend the team at McNarmara & Co. Accountancy.

Jenny Cassidy

Innovative, progressive Accountants who educate their clients along the way. Highly recommended.

M Borg

We have been clients of McNamara and Co for over 10 years. They have assisted us with both tax planning and business advisory. Our business has expanded and so have our assets.

Megan Harrison

You will not find anyone as dedicated to their work and as knowledgeable about taxation as Liam from McNamara & Co. Liam provides services far beyond simply completing tax returns. He really thinks about the business he works with to streamline and maximise their ongoing growth.

Luke Kelty

We have multiple investments and businesses with McNamara and Co. Their initial structuring advice and ongoing advice has put us in a strong financial position.

Daniel – Richmond

McNamara and Co helped set up our Self Managed Superannuation Fund (SMSF). Their attention to detail and timely advice keeps the fund running smoothly with minimal fuss.

Ivan - Essendon

We have our business; investments and Self Managed Super Fund with McNamara and Co. Their guidance over the years has helped improve our financial position. They meet with us on a regular basis to assist with the setting of goals and to ensure that we are achieving them.

Chris and Anne-marie

We changed to McNamara and Co in 2015. Liam and the team took the time to understand our business and have taken the stress out of managing our taxation obligations. Through the Business Advisory Service Liam assists us to analyse the performance of our business and challenges us to set goals and implement strategies to achieve them. The support we receive from Liam, Tanya and Fatma is always professional and prompt and has been invaluable to growing our business. It's a great working relationship.

Mandy Hean

McNamara and Co have been invaluable in assisting us with taxation and accounting compliance, particularly with enabling us to navigate the complexities and specifics of the R&D Tax Incentive on three yearly returns. Without their work, the process of registering for and ultimately receiving our tax concessions would have been daunting. Their efforts have allowed us to concentrate on our core business, comfortable that our accounting requirements are being taken care of.

Fenn Bailey and Tom Howard

Prior to McNamara and Co our accounting systems were messy. They meet with us on a regular basis to keep things under control. We have also used them to grow - increasing the cashflow, profitability and revenue of our business.

Laura and Adam

We have commercial property in both our Super Fund (SMSF) and in our joint names. Using Xero McNamara and Co have made the administration and tax side easy.

D and L White

McNamara and Co have been our accountants since 2016. Since then our business has experienced large growth in both its revenue and profit. Liam meets with us to ensure we minimise our tax bills and looks for ways to improve the business and cash flow.

B and M Kennedy, Melbourne

I have used McNamara and Co for over 10 years, they take care of all my tax and accounting problems, allowing me to concentrate on my business. I have always found Liam and his team professional and dedicated in providing me with all the service I require. I can not recommend McNamara and Co highly enough to any individual or company for all of their accountancy needs.

Trent – Electrician

Liam helped me to establish my SMSF and provides me with the accounting services I need to ensure I meet my statutory and tax obligations. Liam, Tanya and Fatma have helped me to navigate the complex tax and accounting requirements of buying the properties inside my SMSF. They also liaised with my lawyers and Lender to ensure the process was seamless.


I've been very happy with Liam and the team at McNamara & Co over the last few years and would recommend them.

Chris Northwood

Liam and his team have helped our business tremendously. He has given us an amazing insight to our business which has increased our profit and given as a lot of clarity overall. I find Liam professional, concise and very responsive and would highly reccomend his services.

Ben Castelluccio

Scared of Accountants? Do numbers freak you out? No really. Would you rather stick pins in your eyes than do tax? Fear no more.. as my Accountants for the last 5 years (after moving away from a large firm) both Tanya and Liam take the stress out of every aspect of your business - the day to day and growth strategies if that is your thing. Not to mention they have a great network of amazing people to help you every step of your financial journey. It helps that they are both all round lovely people that genuinely want to see the success of their clients. Now I do not 'refer' people lightly and UNLESS they fit my profile of pure awesomeness and i believe in this instance it would simply be unfair of me (utter selfishness actually) if i didn't share my thoughts and refer them. You can thank me later :)

Briony Kennedy, Founder & CEO - Adorn Cosmetics

Frequently asked questions

What businesses can access your business advisory services?

While we specialise in business advisory services for small to medium sized businesses, we support businesses of all sizes (including sole traders). Our business advisory services are available to businesses across Melbourne and wider Victoria as well as across Australia.

How does a business advisor work?

We’ll meet with you one on one to provide tailored business advice specific to your business challenges, needs and goals. Depending on your requirements, these sessions can be one a month, quarterly or every year. To get the most from the service, we recommend meeting with your business advisor on a regular basis.

Do you do financial reporting?

As a chartered accountant, McNamara and Company offers full financial reporting and taxation services. Not sure what financial reporting you require? We can provide direction on your financial reporting and taxation obligations.

What business advisory services do you provide?

Our business advisory services include a number of services, including financial planning, cashflow forecasting, business health check assessments, strategic goal setting, financial reporting, budgetting and much more. Chat to us to discuss a business advisory service for your business.

How can I access your business advisory services?

We provide business advisory services in person to Melbourne businesses or virtually anywhere across Australia. Business advisory sessions can be booked as often as you need, from monthly up to annually. However, to get the most from the service we recommend booking regular sessions aligned to your specific business goals.

News & Insights

The latest news and insights

21 July 2024

Cash flow versus profit?

A common issue that we hear is how can I be making a profit but yet I have no cash to pay myself and my bills.The first thing to remember is that your profit do…
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17 July 2024

What is my Break Even Point?

The Break Even Point is a crucial measurement for business and is often over looked.Your Break Even Point is essentially: 1.    The point of zero…

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30 June 2024

Time for a Business Plan.

A business plan should ultimately be tailored to your particular situation, be concise and easy to understand and follow.  While completing your business p…

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22 June 2024

New Year’s Resolutions. Goal Setting. 2025 Financial Year.

Most businesses would like to improve and therefore set goals in the following areas:Revenue GrowthProfit ImprovementCash flow ImprovementIt is then a matter of…
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Ready to take your first step to better business and unlock opportunities for true business value?

Together we'll help you evolve and thrive.