How it works
NeoRise offers two separately scoped forms of support. Use either on its own, use both, or keep your existing accountant. This page helps you pick a path and shows what happens next.
Business Health Check, improvement priorities, forecasting, KPIs, Virtual CFO support and optional systems.
See the advisory pathRecords, bookkeeping, BAS, GST and PAYG, tax guidance, lodgements, agreed monitoring and year-end work.
See the accounting & tax pathA free 20-minute intro call to work out which path fits. No obligation.
Help me chooseBusiness advisory is provided by NeoRise Consulting Pty Ltd. Accounting, tax and compliance services are provided by NeoRise Advisory Pty Ltd, a registered tax agent, under separate terms. You may use either service independently and may keep your existing accountant.
Path A · Business advisory & Virtual CFO
Provided by NeoRise Consulting Pty Ltd. We start with your financials, turn the findings into a plan and help you track what improves.
Review your financials and compare results with similar businesses.
Review summary
Gross margin
Find changes to pricing, costs and daily work. Give each action an owner.
Action list
Agree measures and targets, then review them in one useful view.
Measures
Growth, succession or a future sale. Use customer feedback and market research to choose your direction.
Growth plan
Illustrative example Sample documents, not client results.
Start with a standalone Business Health Check ($4,500 AUD, excluding GST). It creates no obligation to continue. Ongoing Virtual CFO support and any systems, dashboard or AI assistant work are separately agreed projects, never a prerequisite, and never a guaranteed outcome.
We advise and review progress. You and your team lead the changes in your business.
Path B · Accounting, tax & compliance
Provided by NeoRise Advisory Pty Ltd, a CPA public practice and registered tax agent, under its own engagement terms.
We look at your entities, registrations, the state of your records and any existing accountant or bookkeeper arrangements, and agree what you need.
We set out who keeps the records, what NeoRise Advisory will lodge or monitor and what stays with you or another accountant. With your permission, we request records from your current accountant.
Bookkeeping, BAS, GST and PAYG, tax guidance and lodgements, year-end accounts and returns, and employer reporting, to the extent included in your engagement.
Tax planning, structures and registrations, catch-up and ATO support, and separately scoped SMSF work. Monitoring means agreed checks on agreed information, not constant supervision, audit or assurance.
Business accounting from $1,500 per month, AUD, excluding GST. Bookkeeping clean-up, catch-up and SMSF work are quoted separately.
Each service runs under its own engagement. Nothing passes between the two practices, and no second engagement starts, without your agreement and authority.
NeoRise Consulting Pty Ltd can flag it. With your authority, we coordinate with your existing accountant, or NeoRise Advisory can offer a separate engagement. Advisory work does not correct records, lodge obligations or provide tax agent services.
NeoRise Advisory Pty Ltd can point it out. If you want forecasting, an improvement plan, Virtual CFO advice or a custom dashboard, NeoRise.ai can offer a separate engagement. You decide whether to start it.
Already have an accountant? Keep them. We work alongside them.
Not sure which path?
A free 20-minute intro call, answered within one business day. We’ll suggest a path; there’s no obligation either way.
For accounting, tax or SMSF questions, use the NeoRise Advisory enquiry form so the right practice responds.
Call1800 714 202
Emailsupport@neorise.ai
OfficeSuite 501, South Tower
1–5 Railway St, Chatswood NSW 2067