Started with a Different Approach to Partnership

We began in early 2019 with something that felt obvious but was rarely done well—actually listening to what businesses needed rather than pushing packaged solutions. Five years later, that simple idea has shaped everything we do.

Our founders spent their careers in corporate finance, watching good businesses struggle because partnership models were built around vendor convenience instead of client outcomes. They wanted to create something that worked differently from the start.

How We've Grown Since 2019

2019

Foundation and First Partnerships

Launched with three founding clients in Brisbane. We spent most of that year just talking to businesses—understanding their finance operations, where things got stuck, what actually mattered to them day-to-day.

2020

Refined Our Service Model

The pandemic forced everyone to rethink how they worked. We helped fifteen businesses adapt their finance operations remotely. That experience taught us which tools actually delivered value and which just looked good in demos.

2022

Expanded Throughout Queensland

Opened our Gold Coast office and began working with manufacturing and logistics clients. These industries showed us how finance partnerships need to flex around operational realities, not the other way around.

2024

Built Integrated Service Framework

Developed our current partnership approach based on what we'd learned from 47 client relationships. We focused on making transitions smooth and maintaining continuity when businesses grow or restructure.

2026

Looking Forward

We're working with 62 businesses across Queensland and northern New South Wales. Our focus this year is helping clients navigate regulatory changes coming in late 2026 while keeping their operations running smoothly.

What We've Accomplished Together

These numbers represent real partnerships with businesses across Queensland. They reflect work done over time—not promises, just results from consistent collaboration.

62 Active Partnerships

Businesses we currently work with across Queensland and northern NSW, from startups to established operations

7 Years Average Partnership

Most clients stick around because the relationship works—we grow alongside their business needs

28 Days Average Implementation

Typical time from initial consultation to full integration of finance partnership framework

94% Client Retention

Partnerships that continue year over year—we measure success by how long relationships last

Financial planning session with business partners reviewing quarterly reports
Collaborative workspace where finance teams work alongside client operations

Built Around Your Business

We don't operate from a headquarters that feels disconnected from your reality. Our team splits time between our Bundall office and your workspace—because you can't understand someone's business from conference calls alone.

The partnership model we've developed gives you direct access to people who know your operations. When questions come up or things need adjusting, you're talking to someone who already understands the context.

Lorelai Voss

Partnership Director

Spent twelve years in corporate finance before joining us in 2021. She focuses on making sure partnerships actually work for clients—not just on paper, but in daily practice.

Saskia Pemberton

Operations Lead

Coordinates between our team and client operations. She's the person who makes sure nothing falls through gaps when systems get integrated or processes change.

Strategic planning meeting discussing long-term business finance goals
Business review session analyzing operational efficiency and financial workflows