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put your wealth in our hands'We're not just Accountants, we're a lot more than that. We work with ourclients to understand their goals, apply powerful analysis to assess theirperformance, and recommend the best path forward, helping them grow and achieve their wildest dreams.' - Matt Sharwood & Erin Roughley -

We're a littleunconventionalWe live by our values of hard work and accountability and apply our 'out of the box'thinking to client and business challenges. We're proud to say that once clients switch toworking with us, they tend to stay with us for the long haul.Led by Matt Sharwood and Erin Roughley,our team at Advise are knowledgable andapproachable, residing and working in theBathurst area. Harvey Sherlock WESTCO DISTRIBUTORS "I’ll never leave them! "They areincredibly obliging and nothing’s evera problem. Not only are they totallyprofessional and knowledgeable butthey’re great people people." Sam BaumbergerSCOTT BUILD "As the owner of a locally based buildingbusiness, there is only one place I trustmy accounting, financial and businessservices with. Matt and the team at Adviseare professional, friendly and go aboveand beyond to keep my business movingforward" We believe every business and business leader can flourish.There are key elements every business needs to get right – strategy, profit, marketing,recruitment & financial management. When these elements are all working together, it canproduce great results. Whether you're a Sole Trader or a business with hundreds of employees, the key to growthlies in your ability to use financial analysis to harness these elements.We're passionate about empowering businesses to automate financial processes, so theycan concentrate on strategic development.We employ our proven strategies and systems to help clients grow greater wealth.Greater wealth means more cash flow; more cash flow means more choice, less stress &more time with family & friends.

analysis & reportingAt Advise we have developed ourown adaptable and customisableproprietary managementreporting system.our servicesFar beyond one-dimensional tax discussions, our services extend to individualcoaching & the creation of group support networks known as Summit Clubs. We offerguidance on self-managed Super Funds & we've even created an App that keeps all ofyour financial records in one place.virtual CFOsummit club self managed superwealth management specialist coaching automationtaxationThe Advise Virtual CFO is a suiteof financial services packaged upwith coaching and a regularcadence loop to facilitate regularreporting and analysis. Our Summit Club Programs aredesigned to support SMEs andoffer opportunities to developsales, business and leadershipcapabilities and capacity. Whether you're building yoursuper balance to purchase a newasset, or drawing on your superin retirement, we can help you.The Advise Wealth App allowsyou to easily see all of yourpersonal financial information inone spot handling tasks in onesimple location.At Advise we have partnered withsome of Australia's leadingbusiness coaches, delivering ourclients the best coach at the righttime, to help lift results.We believe in automating asmuch of your bookkeepingprocesses as possible, allowingus to spot problems sooner byidentifying emerging trends. Our Tax Gurus will make sure allof your numbers are in orderand will keep them up-to-date sothey’re available whenever youneed them.

We have a strict 'anti-stuffed-shirt'policy at Advise, and all our staff areapproachable, open and willing tohelp. We may be tertiary qualifiedAccountants, Strategists & Coaches,but we'd rather work alongsideclients to understand their businessthan direct them from behind adesk.And at the risk of soundingcheesy, our clients make uswho we are. We work with people and businessesfrom diverse industries but confesswe have a soft spot for Tradies andpeople working in the constructionand logistics industries. More recently, we have beenengaged by clients working inAgricultural and Viticulture, and weare proud of the support we havebeen able to provide to ourHospitality clients during COVID-19.clientscontactLocated: First Floor, 291 Stewart Street, Bathurst NSW 2795 Phone: +61 2 6333 760Email: admin@adviseaccountants.com.au www.adviseaccountants.com.au