Advisory

April 24, 2025

Business Advisory

We’re here to make a real difference to our clients.

Our advisory service is designed to help you refocus, reset, and move forward with purpose.

We take the time to understand your business and your personal vision, offering a space to explore ideas, work through challenges, and make confident decisions. Whether you need a one-off strategy session, ongoing performance check-ins, or executive coaching, we’ll tailor a plan that works for you.

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Tailored Advisory Services For Business Owners

Evaluate Your Business is our dedicated advisory service, designed to support business owners with clarity, strategy, and momentum.

Through structured Business Planning Sessions, tailored Consulting, and ongoing Coaching & Accountability, we help you set clear goals, overcome roadblocks, and keep your business moving forward. Whether you’re navigating challenges or planning for growth, Evaluate Your Business gives you access to experienced advisors who take the time to understand your goals and provide the strategic support you need to move forward. Success is about planning. We want to help you achieve success.

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Business Planning Sessions

Success is about planning. We want to help you achieve success.

Strategic, collaborative sessions to help build a practical roadmap for success.

We work closely with you to define your goals, clarify your direction, and create a practical, step-by-step plan that aligns with your vision. Whether you’re just starting out or evolving your operations, we’ll help you turn ideas into actions and give you the structure to stay focused and accountable.

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The best business decision made for years was joining Jigsaw Tax in 2025. Not only did Jigsaw get on top of our complex tax work quicker than expected, the quality of advice, professional approach and the way all staff correspond is nothing short of brilliant.

To top it off, the bookkeeping service offered has freed up important time. Nothing is a hassle for Jigsaw. Highly recommend.

 

Shane Burgess

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Cash Flow Forecast

A healthy cashflow is the backbone of a strong business.

We help you gain visibility over your finances with accurate cash flow projections – where your money is going, what’s coming in, and what’s around the corner— so you’re prepared for what’s ahead, not caught off guard.

Our cash flow forecasts provide clear insight into your financial position, helping you prepare for growth, avoid shortfalls, and make informed decisions with less stress.

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Accountability

It’s like having a coach in your corner who’s committed to helping you succeed.

We offer regular check-ins—monthly, quarterly, or at a pace that suits you—to help you stay focused on your goals, track progress, make adjustments when needed, and hold you accountable to what you’ve set out to achieve. It’s about keeping momentum, with the support of a trusted advisor by your side.

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Proactive Accounting Meetings

Your chance to get ahead of the numbers, spot opportunities, and plan with confidence.

Our proactive meetings are all about staying ahead. Regularly to look at your financial performance, identify opportunities, and make timely, strategic decisions. It’s your chance to get advice before problems arise, not after, so your business keeps moving forward with purpose.

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Cloud Solutions

The right technology can save you hours.

We’ll help you find and implement smart cloud-based systems to streamline your operations and give you real-time insights into your business. Whether it’s bookkeeping, invoicing, payroll, or reporting.

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Estate Planning

Planning for the future isn’t always easy—but it is essential.

We work with you to ensure your business and personal affairs are structured in a way that protects your legacy and provides for the people who matter most. From succession planning to collaborating with legal advisors, we take a practical, thoughtful approach to helping you plan with confidence and care.

Let’s Talk

Get in contact and discuss your accounting and bookkeeping options with our team.

Can’t wait? Speak to us right away call us on 1800 JIGSAW