Finness Advisory is an accounting and advisory firm located in Western Australia. We faced typical challenges of running an accounting firm—being time-poor, experiencing burnout, and earning only modest profits. Our advisory services were ad hoc, lacking any real framework or systems. Working with Brad has provided us with a clear plan and focus. We have acquired better clients and now possess the tools to deliver advisory services in a consistent, systematic way. This has resulted in happier clients, a more satisfied team, and improved profits. The addition of a fantastic new team member has freed me up to concentrate on more value-added advisory work. For me, the best aspect of Brad’s coaching is having a sounding board and being constantly challenged in my thinking. I have seen tremendous growth in myself as a director and leader over the past 12 months. 2024 has been our biggest year to date, and as I approach Christmas, I feel incredibly proud of all our achievements. This sense of accomplishment, coinciding with the start of my coaching with Brad in early 2024, is no coincidence. Thank you, Brad. I look forward to achieving even greater goals in 2025 with your support and mentorship

Tom Simic - Simic Financial As a new firm owner, I needed support to know what I was doing was moving me in the right direction. Working with Brad has helped me skip several steps in my business journey as he's already tried and tested what works/doesn't and can speak from experience. It's been hugely beneficial in moving my CFO Services firm forward!

Thank you Brad for your valuable input assistance & advice It was practical,well delivered and well received by all members of our team

We came across Brad when we signed up for a CAANZ online advisory course last year. I liked the clear and authentic way he got his message across. There are some great courses and material out there which encourage you take the leap into the modern age, but there is also the tendency to shelve the information and not get around or not know how to implement change. This has always been my issue, so I engaged Brad to analyse the practice, spend a day here talking to the team and make specific recommendations to us. Sometimes it is a lot clearer from the outside looking in and Brad has the benefit of having evaluated practices of all shapes and sizes. His recommendations were clear and logical and tailored to our situation. We are already implementing some of them and are confident they will make a big difference to the coming financial year in terms of profit, efficiency, client retention and team motivation. Don't be frightened by the Ned Kelly beard. The good news is that Brad's fees are reasonable to the extent that he can't fit the crocodile skin boots into his own budget. Please feel free to contact me to discuss our story. We are a very typical suburban accounting practice likely facing the same challenges that you are.

My name is Rakesh and my firm is Daxcel Financial. I was front loading a lot of value (giving it away) to people who were not yet clients and spending way more than allocated time in discovery and client meetings. There's a lot of work that we've done lately where we did not charge a fee. Chatting with Brad made me realise that we should be charging for everything. We're now adjusting our approach to new client meetings and framing work that's outside an existing engagement as a project that we can bill separately.

We have been working with Brad for over 3 years, and it has been a game changer for our business. Whilst we have a great business, there were certain aspects particularly around systems, process & the team makeup that were definitely holding us back from going to the next level. Brad has given us a lot of great ideas & support, but most importantly has kept us accountable to the goals that we set together during his business planning program. The next 12 months are shaping up as our biggest and best ever, and we wouldn’t be doing as well as we are without being part of Brad’s coaching program. Brad is brilliant and lining up like minded businesses to work together, and his program is built around a supportive environment. I would strongly recommend anyone wanting to take their business to the next level have a chat to Brad, it is definitely once of the best decisions we have made a business

The increase in fees earned will be greater that we have ever done before, and a focus on the different roles in the business with a documented organisational structure meant that I now spend less time in the office and am able to focus on my areas of responsibility. If you have a desire to develop and improve your business, please call Brad and tell him what you want to achieve and Brad will help you get there – guaranteed.

Finness Advisory is an accounting and advisory firm located in Western Australia. We faced typical challenges of running an accounting firm—being time-poor, experiencing burnout, and earning only modest profits. Our advisory services were ad hoc, lacking any real framework or systems. Working with Brad has provided us with a clear plan and focus. We have acquired better clients and now possess the tools to deliver advisory services in a consistent, systematic way. This has resulted in happier clients, a more satisfied team, and improved profits. The addition of a fantastic new team member has freed me up to concentrate on more value-added advisory work. For me, the best aspect of Brad’s coaching is having a sounding board and being constantly challenged in my thinking. I have seen tremendous growth in myself as a director and leader over the past 12 months. 2024 has been our biggest year to date, and as I approach Christmas, I feel incredibly proud of all our achievements. This sense of accomplishment, coinciding with the start of my coaching with Brad in early 2024, is no coincidence. Thank you, Brad. I look forward to achieving even greater goals in 2025 with your support and mentorship

Tom Simic - Simic Financial As a new firm owner, I needed support to know what I was doing was moving me in the right direction. Working with Brad has helped me skip several steps in my business journey as he's already tried and tested what works/doesn't and can speak from experience. It's been hugely beneficial in moving my CFO Services firm forward!

Thank you Brad for your valuable input assistance & advice It was practical,well delivered and well received by all members of our team