Data-Driven Financial Modelling & Forecasting for Strategic Growth

Access expert financial modelling and forecasting services to drive strategic decision-making, optimise cash flow, and support sustainable business growth.

Small firm. Data-driven insights. Future-focused 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 modelling and forecasting services to small and mid-market business owners across Australia.

Our mission is to deliver accessible and reliable financial insights to help businesses plan for growth, optimise cash flow, and make data-driven decisions. We are committed to building long-term, meaningful relationships with our clients, ensuring they have the right financial models in place to support sustainable success.

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 provide tailored financial modelling and forecasting services to enhance financial planning, optimise cash flow, and support long-term business success.

Leveraging the power of cloud-based technology and industry expertise, we go beyond basic financial projections—offering dynamic modelling, scenario analysis, and data-driven insights that empower our clients to make informed decisions and drive their businesses forward.

Cash Flow & Revenue Forecasting

Developing detailed cash flow projections and revenue forecasts to help businesses manage liquidity and plan for future growth.

- 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

Scenario & Sensitivity Analysis

Creating dynamic financial models to assess different business scenarios, evaluate risks, and prepare for market changes.

- 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 & Performance Tracking

Building structured budgets and financial models to monitor business performance, track KPIs, and improve financial decision-making.

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

Investment & Valuation Modelling

Providing financial models for business valuation, capital raising, and investment analysis to support strategic planning and funding decisions.

- 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