Business Advisory

At CBSW Tax & Business Advisors we have a range of business advisory services which are designed to support the growth of your business. We are a boutique professional chartered accounting practice, with many years of experience and a customer focused team who truly care about the success of your business. Located in West Leederville, WA we have built our reputation on having long term relationships with our satisfied clients.

Business Advisory Services

Our qualified and experienced team are able to offer assistance in the following areas:

  • Business Restructuring
  • Asset Protection
  • Budgeting
  • Cash Flow Management
  • Debt Management
  • Benchmarking
  • Strategies for Growth
  • Financial Modelling
  • Succession Planning
  • Business Start-up
  • Business Plan Preparation
  • Business Development
  • Strategic Planning

Support for Start-ups

In starting up a new business, our experience is that many key issues are often overlooked, but there are a range of strategies which can be implemented to make the start-up process run smoothly. One of these issues is to ensure you have the right structure for your specific needs, especially when multiple people are coming together to start the business.  In this case, the right planning can save a lot of time and money as the business grows.

CBSW Tax & Business Advisors can support your new venture from the initial planning process, through the launch and beyond. A business plan is essential to any business to determine goals, funds and a vision for the future, and our team are able to assist with both the planning and development of your business projections. Understanding finance and taxation is critical to your success, and we can help by identifying the most appropriate strategies for the management of cash flow, while offering information on the most appropriate ways to manage any debt.

Growing Your Business

All businesses are at differing stages of the growth cycle and we can assess your individual circumstances while helping you to discover new strategies for enhancing growth and expansion. Implementing financial modelling will forecast the future financial standing of your business, and we can use the results to identify potential key areas for growth. When this is combined with budgeting and strategic planning you will have a better overview of where you currently stand and what is achievable. We can assist you in benchmarking by comparing the businesses performance to best practices and the processes used by other similar companies, as well as develop financial projections to help with the decision making process by assessing the impact of certain decisions.  To complement our business advisory service, we offer direction on other enhancements to your business including accounting software and educate you on any relevant taxation compliance issues.

Planning for the Future

Over time businesses evolve, and the original goals and team members may change. At CBSW Tax & Business Advisors we can support you to ensure you are adequately structured, for asset protection purposes and tax effectiveness.  Formal succession planning is essential for any business, especially where there is an expectation that the business will, some day, be handed down to the next generation. Through our many years of experience, we have found that early planning is fundamental for effective succession planning. Alternatively, if your plan is to sell your business, we recommend you have a look over our Business Improvement & Growth service page.

Contact Us

CBSW Tax and Business Advisors are a boutique firm based in Western Australia. Our team has extensive experience and knowledge while still being friendly and approachable. We offer a range of professional services, and are equipped with the skills to assist you with any business advisory needs.If you would like to discuss our business advisory services or enquire about any of our other services, please contact one of our specialist Directors today.

Our Business Advisory Team

Stephen Spry


Matthew Walsh


Mark Nailer


Robert Casamento

Business & Private Client Advisor

Lyall Bear

Consultant - Business Advisory

Anna Casamento

Senior Manager

Tatiana Mills

Senior Manager

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