Strategic Business Planning & Reporting for Sustainable Growth

Access expert business planning and reporting to drive informed decisions and sustainable growth.

Small firm. Strategic insights. Data-driven solutions.

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What we do

Diverse experience working with businesses and investors of all sizes and industries

Small to medium sized businesses

High net wealth individuals and family groups

Portfolio companies of private equity funds

Who we are

Tullastone provides expert business planning and reporting support to small and mid-market business owners across Australia.

Our mission is to deliver accessible and reliable strategic planning and financial reporting solutions at every stage of your business journey. We are committed to building long-term, meaningful relationships with our clients, helping them develop clear business strategies, track performance, and make data-driven decisions for sustainable growth.

We appreciate the trust our clients place in us and are proud to be part of their success story.

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What we do

We partner with businesses across diverse industries, typically generating revenues between $2M and $50M, at various stages of their growth. From family-owned private groups to private equity-backed portfolio companies, we deliver tailored business planning and reporting solutions to support their unique needs.

Leveraging the power of cloud-based technology, we go beyond standard reporting—providing strategic insights, performance tracking, and financial planning that empower our clients to make informed decisions and drive their businesses forward.

Strategic Business Planning

Developing clear business objectives, growth strategies, and financial roadmaps to guide long-term success.

- Bookkeeping and Xero management
- Cloud accounting set up, transition and App integrations
- Accounts payable & receivable reconciliations
- Payroll processing (Xero Payroll) and Single Touch Payroll
- Financial Statements
- ASIC company secretarial matters

Financial Reporting & Analysis

Providing accurate financial statements, performance metrics, and data-driven insights to support informed decision-making.

- Tax returns (companies, trusts and individuals for family groups)
- Business activity statements and GST compliance
- Structuring, entity set ups and implementation
- R&D tax concession assistance
- Tax advice

Budgeting & Forecasting

Creating detailed budgets and financial forecasts to manage cash flow, optimize resources, and plan for future growth.

- Customised monthly management & board reporting
- Assistance with budgeting and cash flow forecasting
- Assistance with preparing for capital raising and debt financing

Performance Tracking & KPI Management

Monitoring key performance indicators (KPIs) and operational benchmarks to ensure businesses stay on track toward their goals.

- Project work for M&A transactions and other initiatives
- Tax-effect accounting and reporting assistance for portfolio companies
- Assistance with ATO reviews and audit matters

Hear from some of our clients

“It’s been great to have Lewis and his team on board to help manage the accounting and tax for our group. We appreciate Lewis’ skillset and responsiveness. We would happily continue to recommend Tullastone to other business owners looking for a different approach with their accountant.”

Nicole and David Dowsett
Founders, PRS Support

“Tullastone’s support over the last few years has been fantastic and made a big difference in how we keep on top of our finances. We are grateful to have Lewis and his team working with us!”

Dr Mahi Paquette, CEO and
Executive Environmental Manager Seabin Foundation