Elephant Advisory's all-in-one service lets Melbourne business owners combine accounting, bookkeeping, mortgage broking, advisory, digital marketing and offshore staffing with one team. The order matters: clean books and the right structure come first, forecasting and pricing next, then marketing, staff and finance to scale and build wealth.
Led by Shehan Wijayasinghe, Managing Director and founder of Elephant Advisory (est. 2016)
Ads, new hires and new loans all multiply whatever is underneath them. If the books are messy or the structure is wrong, growth just makes the mess bigger and more expensive.
Clean bookkeeping gives your adviser real numbers. Real numbers give your broker a stronger loan application. A clear forecast tells you when to hire or spend on marketing.
Your accountant, bookkeeper, broker and marketer sit in the same office, work from the same numbers and agree the order with you, so nothing gets done twice or out of sequence.
Most businesses move through these stages in order. Find yours, and that's where we start. You can skip ahead, but the earlier stages tend to catch up with you.
You're setting up, or you've outgrown being a sole trader.
Signs you're hereRevenue is coming in, but the admin is eating your week.
Signs you're hereThe business works. Now you want it to work harder.
Signs you're hereDemand is there. Capacity and capital are the limits.
Signs you're hereThe business pays you properly. Time to turn profit into assets.
Signs you're hereIllustrative examples, not client case studies. Your mix depends on your numbers, your goals and what's slowing you down today.
Who: A consultant leaving a salaried job to contract through their own business.
Why this order: Set up the right structure first, then Xero and a simple bookkeeping routine, so the first tax return isn't a surprise.
Who: A tradie with a full schedule, behind on BAS and wanting to buy a home.
Why this order: Get the books current and BAS on time, tidy up the tax position, then apply for the loan with numbers a lender can actually assess.
Who: A clinic or professional practice at capacity, with the owner doing admin at night.
Why this order: Forecast first to prove a hire is affordable, place an offshore team member to free up the owner, then use content to fill the new capacity.
Who: An e-commerce or service brand ready to spend on marketing.
Why this order: Fix pricing and margin first so every sale is worth having, set up monthly reporting, then put money into video and ads with a clear return target.
Who: A profitable business owner wanting a first investment property.
Why this order: Check how income is paid and held before borrowing, then structure each loan with the next purchase in mind, planned alongside tax.
Not sure you need more than one service? Read single vs multiple services: how to choose.
What business owners ask before they bring more than one service to us.
General information only. It does not take into account your objectives, financial situation or needs. Credit services are provided by Elephant Financial Pty Ltd, authorised credit representative 487962 of Yellow Brick Road Aggregation Pty Ltd, Australian Credit Licence 390261.
