Business Advisory +

As a Business owner, you may be working more in your business, than on your business.

It can be hard to focus on your ‘Big Goal’ when the day-to-day operations command your constant attention.

Much like a coach, we draw on our extensive experience and skills to keep you stay fixed on your business targets.

Our Business Advisory services form a 360° support network around your business as you focus on running it.

Together, these specialist services:

  • empower you with knowledge
  • inform your decisions
  • guide your direction, and
  • drive you to achieve your business goals.
Businesswoman in office


Our services +

business owner hand writing in a notebook at work desk

Financial Statements

When you start a business, it’s essential to have a well-conceived business plan – that’s where we come in.

We listen to your business ambitions and develop them into a comprehensive business plan that will give you the best chance for success. If your circumstances or requirements are more specific, we engage specialists to ensure you have the right team supporting you.

A Business Plan is part roadmap for your operations, and part requirement for investors and financing.

We craft plans that include all you need to operate professionally: an executive summary, market analysis, competitor analysis, management and operations plan, financial statements and information on assets, expenses and liabilities.

Every Halo Tax + Accounting business plan also includes strategies for managing financial risk and disaster recovery. 

Business is better with a plan.

Sydney harbour potts point

Performance monitoring and evaluation

As the leader of your organisation, you have the ultimate power to support your business and employees to perform better…you just need to identify where you can help the most.

Performance evaluation and monitoring is the method to highlight and course-correct the sluggish activities in your business.

As you operate, we evaluate your business and report our findings.

Then, we help you craft performance standards, advise on how to guide underperforming employees, projects or product lines, and correct the systems and structures that negatively affect performance.

Ongoing, you will experience the boost that comes with eliminating underperformance, and amplifying your best performers.

Reap the rewards of optimal performance.

Management consulting

Greg Bartels delivers expert advice to help CEOs manage and operate their organisation more effectively.

With a wealth of experience in business management across a variety of industries, Greg works with you to build a complete picture of where you are now, where you could be in the future, and what you need to do to get there.

Every consultation is packed with recommendations that help drive you to achieve your business goals, including:

  • Creating and implementing budgets and forecasts
  • Incremental improvement strategies for sustainable development
  • Technology Assessment: software + data security solutions, and project management software services to save time and enhance performance.
  • Best practices recommendations
  • Business strategy
  • Disaster recovery planning
  • Financial statement analysis
  • Inventory management
  • Operational and productivity analysis
  • HR and recruiting process improvement

Whether your business is just starting out or you’re looking for ways to optimise, Greg is there as your management consultant to provide you with the tools you need to succeed.

Industry comparisons

Industry comparison reports are a useful tool to better understand where your business sits in relation to others in the same industry.

We undertake research into your industry’s history, trends, customers and stakeholders, and identify your competitors, to create an industry analysis document. This evaluation becomes a rich information source of your business strengths, weaknesses, opportunities and threats in relation to your industry. 

Know where your business sits.

Business valuations

Halo Tax + Accounting offers independent valuations of businesses and entities.
We’re able to deliver timely, professional valuation reports for the purposes of:

  • sale or purchase
  • due diligence
  • corporate restructures

Know what it’s worth.

Advice and direction +

There is so much you can learn about your business when you see it through an accountants lens.
Understand your business better…get in touch today.


Other Financial Services +


Reporting, analysis, budgeting and projections – all the information you need, in one place.


Services for all incorporated private and public listed companies.


Tools and guidance that can help you achieve goals and be mindful of opportunities available to you.


Reporting, analysis, budgeting and projections – all the information you need, in one place.