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Your External Finance & Operations Partner

Who we are

Founded by an accountant/ entrepreneur with experience in Operations and communication. 

Your competitors go faster as they larger teams and more resources.. BUT what if you can automate your processes and have the same without the cost?

 

We help growing businesses turn their numbers into clear decisions.
By combining accounting, advisory, and operational support, we help you improve cashflow, streamline processes, and scale with confidence. 

We also connect you with trusted specialists when your business needs extra expertise.

 

KEY VALUE POINTS 

  • Clear financial visibility in real time

  • Smarter decisions backed by accurate data

  • Automated processes that save time and reduce errors

  • Ongoing strategic support, not just compliance

Gain Financial Clarity & Business Control

Problems we solve

“Lack of Financial Visibility”

Know exactly where your business stands.
 

“Cashflow Uncertainty”

Forecast and manage cashflow proactively.

“Too Much Manual Work”

Automate systems and reporting.

“No Strategic Direction”

Get ongoing financial guidance.

“No Real-Time Reporting”

Access live KPI dashboards.

The road to success

Businesses who Grow, PLANNED it.

WHO WE HELP

Startups

Need structure, forecasting, systems

E-commerce

Inventory + margins + automation

Hospitality

Cashflow + payroll + margin control

Professional Services

Growth planning + KPI reporting

Trades & Construction

Job profitability + BAS + forecasting

Growing Businesses

Need CFO support without hiring internally

The road to success

Why we do it

We believe that success is acheved thrugh service. And that growth is achieved bringing together people; the right ones. And we are focused on providing value, wheter this being standard or giving you a call while on your daily run. We think we should participate in the success of our clients by getting to know them personally and as a business. We love help by setting future plans and goals, not looking at past transactions we had nothing to do with. We believe that Accountants and finance managers should be an ongoing support for businesses by looking at their day to day trade, individuating weaknesses and opportunities on time, not only looking at their returns at the end of the year when it's too late to tackle potential life threatening problems. Based on the inability to find in the market an accountant who would be proactively involved in our previous businesses and advice us on what would have been the best solutions we started RELATE. We manage your finances externally and collaborate with a number of professionals such as accountants, advisors, lawyers, financial institutions, mediators to provide the best outcomes for our clients. We do this by providing financial informations and actionable insights that make decisions easy. Always looking for the best tools for our clients we integrate with multiple softwares which help us smooth processes and keep our costs down.  

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Finance and Operations

Our Strength

Advisory

Strategic Guidance

Fractional CFO 

Financial Expertise

Business Growth

Progressive Approach

Our services base their foundations on helping businesses creating strong corporate structures and learning about their businesses to provide the best strategic direction for client's goals. After evaluating the strengths and weaknesses of their businesses we work hard on advising the best business tools to optimise their smooth operation and automation of data flow. Being involved in the day of the business and with regularly analysing and tracking performance we are able to deliver results in the medium run. 

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Let's get to work

​​​OUR PROCESS

 

  1.              You fill the form. 
  2 . We contact you within 2 days to organise a brief call to discuss if we are a good fit for you.  
 
 
 3 . If you're happy with that, you sign up and keep rolling paying one subscription, ours. 
 
 
 4 . You will have an onboarding session during which we will make sure our softwares a correctly integrated and we can work on the background.
 
 5 . After that, based on the services we discussed  we'll slide into your workflow with less disruption as possible. 
And, of course, in the meantime you can also give us a call if in need. 
My legal entity is ..
Business Turnover
I'm looking for ..

475 New South Head rd, Double Bay 2028, Sydney

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