Industry expertise
Accounting and advice for consultants, agencies and engineering firms.
Understand what drives profit, keep cash flow under control and plan the next stage of your firm, with advice that connects business ownership and personal wealth.
Business performance and personal wealth
Turn expertise into a stronger business.
Professional services businesses are built on people, expertise and client relationships. Behind that work sit decisions about fee income, project margins, cash flow, team capacity and ownership. EFS brings these decisions together with the personal financial goals of the owners.
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- Business structures and ownership arrangements
- Tax planning and compliance
- Project profitability and management reporting
- Cash flow and working capital
- Payroll, bookkeeping and outsourced finance
- Partner buy-ins, acquisitions and succession
- Finance for growth and business investment
- Private wealth, superannuation and retirement
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Depth of support
Support from establishment to partner succession.
Business structure & tax
Entity and ownership structures, tax planning and compliance that support the way your business operates and where it is heading.
Performance & cash flow
Management reporting, project margins, budgets and cash-flow forecasts to help owners make informed commercial decisions.
People & financial operations
Payroll, bookkeeping and financial administration that provide dependable information and support a growing team.
Ownership & personal wealth
Advice around partner entry and exit, acquisitions, succession and the wealth built through business ownership.
Who we support
Advice for consultants, agencies and engineers.
We support consultants, creative and marketing agencies, engineering practices and other businesses whose value rests on their people and expertise.
Some clients come to EFS for one area, such as accounting or finance. Others draw on our wider team as the business grows and ownership, team and personal wealth decisions become more connected.