Set Yourself Up for Success in the 2026 Financial Year
- sarah34943
- Mar 26
- 2 min read
A fresh financial year is just around the corner—are you ready to make 2026 the year you actually reach your business goals?
If you’ve found yourself saying, “This year I’ll get on top of things”… only to end up reacting instead of planning, it might be time to bring in a different kind of support. And that’s where advisory services come in.
You’ve likely heard the term advisory accounting before—maybe even from us—but if you haven’t yet explored what it could do for your business, the new financial year is the perfect time to start.
More Than Just Tax Returns
Most business owners know they need an accountant for tax and compliance. But a good accountant can do much more than just tick the legal boxes. There are three key areas we support clients in:
Compliance work – bookkeeping, end-of-year financials and tax returns. This work is essential, but it’s all about the past. It shows you where you’ve been.
Financial performance work – this helps improve the financial health of your business. It includes managing cashflow, controlling costs, and forecasting. It connects the past to the future.
Advisory work – this is where the real growth happens. It’s strategic, forward-thinking, and tailored to your business goals. Whether you want to grow, scale back, or prepare for a sale, this is where we lay out the map.
whats the difference
Why Does Advisory Work Matter for the New Year?
The 2025 financial year might not have gone quite how you planned. That’s okay—many businesses experienced setbacks, distractions, or simply got caught up in the day-to-day. But the 2026 financial year offers a clean slate.
By working with us on advisory services, you’ll:
Set clear goals for the year – and have someone keep you on track to reach them.
Understand your numbers each month – not just at year-end.
Make confident, informed decisions – based on data, not guesswork.
Actively manage cashflow and profitability – so you’re not caught off guard.
Identify opportunities – whether that’s increasing pricing, trimming costs, or launching something new.
Have an adviser in your corner – with regular check-ins, accountability, and strategic input.
What’s the Difference Between a Financial Accountant and an Advisory Accountant?
A financial accountant focuses on the past. They file your taxes and make sure everything’s in order.
An advisory accountant helps you plan, grow, and succeed.
They ask:
What are your goals for the next 12 months?
Where are the gaps between where you are now and where you want to be?
What actions will actually move the needle?
Ready to Do Things Differently in 2026?
We’re encouraging our clients to book in for advisory support now—because waiting until halfway through the year often means it’s too late to make meaningful change.
Let’s talk about what you want out of 2026, and how we can help make it happen.
Don’t leave another financial year to chance. Let’s build the business you actually want—starting now.
Get in touch to talk with Shelley about how our advisory services can get you the business you want in 2026.
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