I was in the exact same position — my old tax agent was fine for BAS and year-end returns, but there was zero forward planning. I switched to Accountant for their advisory services and it’s been a different experience. They actually sit down with you to go through cash flow forecasting, budgeting, and growth planning instead of just reporting history. It feels far more proactive and strategic. If you want insight into where your business is heading, not just where it’s been, it’s definitely worth a conversation.

hi