Strategic Financial Management for Sustainable Business Growth

Access expert financial management and strategic support to strengthen your business and investments.

Small firm. Comprehensive financial expertise. Adaptive 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 financial management support to small and mid-market business owners across Australia.

Our mission is to deliver accessible and reliable financial solutions at every stage of your business journey. We are committed to building long-term, meaningful relationships with our clients, helping them optimize cash flow, improve financial efficiency, and drive 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 financial management solutions to support their unique needs.

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

Cash Flow & Liquidity Management

Ensuring businesses maintain healthy cash flow, manage working capital, and optimise liquidity for operational stability.

- 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 Planning & Forecasting

Developing strategic financial plans, budgeting, and forecasting to guide business growth and mitigate risks.

- 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

Risk Management & Compliance

Identifying financial risks, ensuring regulatory compliance, and implementing strategies to safeguard assets and operations.

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

Profitability & Performance Optimisation

Analyzing financial data, improving cost efficiency, and enhancing profitability through strategic decision-making.

- 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