Our approach is relationship focussed, we invest time in gaining a deep understanding of our client’s businesses and their future goals which enables us to provide high value, proactive services.
We offer a range of advisory services to match your size and stage. Every service starts with conversation and connection, so it can be tailored to you.
Business Start-Up
Starting a business can be a daunting task. With everything from compliance requirements, funding opportunities and business structure to establish, it can be beneficial to have an expert on your team to identify opportunities and mitigate risk.
Our Business Start-up package does just that, providing your new venture with Humanee’s decades worth of business knowledge. Ensuring that systems, processes and compliance regulations are structured for success.
What’s included in your Business Start-up package:
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Business structure advice
including assistance with establishing this structure or restructuring
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An experienced advisor
to assist you navigate the early stage of business. Including to consider funding decisions, grant access etc.
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Business registration assistance
providing insight to understand and meet your compliance obligations
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Regular meetings
monthly, bi-monthly or quarterly, facilitated by an experienced advisor. This includes preparing Agendas, Minutes & Action Items
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Financial performance management
support meetings with in depth analysis of key profit, cash flow and value drivers. Actual versus budget reporting, benchmarking, KPI reporting and cashflow forecasting
Set your new business on a path to success with support from Humanee. We’ll support you in structuring a business designed for growth and compliance.
Virtual CFO Support
Successful business decisions are backed by financial data, but we understand that not all businesses can justify a full time financial officer to support this need.
That’s why we designed Humanee’s Virtual CFO Support. This bespoke service can be used in isolation or to compliment your existing finance team, providing high level assistance with both compliance requirements and strategic goals.
What’s included in your Virtual CFO Support package:
- Develop and provide strategic financial management
- Cash flow and working capital management, including preparation of cash flow forecasts
- Relationship management with your bank
- Annual budgeting and forecasting
- Development of relevant KPIs to help you drive business performance
- Preparation of month end reports tailored to relevant stakeholders including board reports if required
- Assistance with month end close procedures
- Assistance with the development of month end close procedures and workpapers if required
Virtual CFO services allow you to receive tailored reporting and financial support specific to your business needs, without the overhead of a full time senior staff member.
Board of Advice
Many business owners tell us they’d love more time to focus on strategy and growth, but the day-to-day demands of running their business make it difficult to step back and see the bigger picture.
Our Board of Advice offering is the best way to access Humanee’s expertise and insights for your business. Think of it as having seasoned advisors in your corner – providing structure, challenge and support exactly when and how you need it. Every engagement is tailored to your specific goals, whether they’re professional, personal, or family-focused.
What’s included in all Board of Advice programs:
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Structured meetings with built-in accountability
Monthly, bi-monthly, or quarterly sessions following our proven framework, with agendas and documented action plans that keep you on track
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Ongoing advisory support
Between meetings, we’re available as a sounding board for decisions and challenges as they arise
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Expert network access
Introductions to our extensive network when additional expertise or collaboration opportunities are needed
Additional services as required:
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Business value assessment
We start by understanding what your business is worth and identifying clear opportunities for value improvement
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Strategic performance analysis
In-depth review of profit, cash flow and value drivers, budget vs actual reporting, benchmarking, and cash flow forecasting
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Governance and operational improvements
Implementation of processes that minimise business risk, provide clarity, and ensure focus on priority activities that drive growth
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Business structure planning
We can help you navigate the complexities of starting, expanding or acquiring a business by providing expert guidance on risk management, asset protection, taxation and funding
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Succession & exit planning
Our team guides you through complex succession planning — whether selling your business, transferring assets, or transitioning to your children — ensuring all stakeholders are engaged to achieve your family’s goals
Our framework creates the structure you need to move from reactive management to proactive strategic thinking, with the accountability to ensure your goals become reality.
We provide you with expert advice to guide and support you, plus the accountability you need to achieve your business goals.
Through our structured Board of advice framework, we work alongside you as trusted advisors who understand your business. You’ll have access to experienced guidance while retaining complete control over your decisions, supported by the accountability that ensures real progress happens.
General Services
Accounting & Taxation
We operate in a complex business environment that includes a complex tax system. Our approach is to gain a deep understanding of your business so that we can not only meet your obligations but maximise outcomes by thinking differently and proactive tax planning.
We can assist your business and your family to manage the following obligations:
environment that includes a complex tax system. Our approach is to gain a deep understanding of your business so that we can not only meet your obligations but maximise outcomes by thinking differently and proactive tax planning.
We can assist your business and your family to manage the following obligations:
- Financial statements
- Annual tax returns
- Fringe benefits tax
- Business activity statements
- Capital gains tax
- Wine equalisation tax and excise
- Film tax offset
Business planning
Whether you’re starting a new business, considering an expansion or exploring exit opportunities, having a documented plan is an essential part of achieving your goals and maximising opportunities. Humanee can assist with facilitated strategic planning sessions, assist you document or review business plans or prepare a feasibility analysis for a new project.
Business Valuation
Do you have an idea of what your business is currently worth? Our team can prepare a business value assessment that will not only show this value but also identify growth areas to improve this figure.
Succession & exit planning
Are you considering selling your business or assets, or transitioning them to your children? These are often significant events and as such benefit from significant planning and engagement from all relevant stakeholders. Succession plans are complex and no two scenarios are the same. At Humanee we can help guide you through the consideration of both ownership and management succession to achieve your families goals.
Cashflow forecasting, budget, financial modelling
We can assist you prepare the critical forward looking information that can allow you to plan, consider different scenarios and allow good decisions to be made. Our three-way financial model (Profit & loss, balance sheet & cashflow) provides you a holistic forecast of your financial position to ensure you are considering the full picture.
Business structuring
There is a lot to think about when setting up a new business. Whether you’re starting a business for the first time, expanding into a new area or location, or considering an acquisition, there are a lot of factors to consider. Our specialists in areas such as risk management, asset protection, taxation and funding implications can assist you to understand all of your options and ensure you are well informed to make good decisions.