Data-Driven Management Reporting & Strategic Insights for Business Growth

Access expert management reporting and strategic advisory services to gain valuable insights, improve performance, and drive business growth.

Small firm. Data-driven reporting. Strategic 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 management reporting and strategic advisory services to small and mid-market business owners across Australia.

Our mission is to deliver accessible and reliable financial insights that help businesses track performance, refine strategies, and make data-driven decisions. We are committed to building long-term, meaningful relationships with our clients, ensuring they have the right reporting frameworks in place to support 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 provide tailored management reporting and strategic advisory services to enhance decision-making, improve financial performance, and support long-term business success.

Leveraging the power of cloud-based technology and industry expertise, we go beyond standard reporting—offering real-time financial insights, KPI tracking, and strategic guidance that empower our clients to make informed decisions and drive their businesses forward.

Financial Performance Reporting

Providing real-time financial reports, profit and loss statements, and balance sheet analysis to track business health and performance.

- 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

KPI Tracking & Business Analytics

Identifying key performance indicators (KPIs), analysing trends, and delivering actionable insights to support strategic 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

Developing structured budgets and financial forecasts to align business strategy with financial goals and improve resource allocation.

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

Strategic Planning & Decision Support

Offering data-driven insights, scenario analysis, and strategic advisory to guide business growth, optimise operations, and mitigate risks.

- 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