90-Day Business Advisory
Transform Your Business in 90 Days
Walk away with management reporting that runs itself, a clear picture of your financial position, and a 12-month roadmap to keep you on track. Not a subscription — a structured program with a defined start, middle, and end.
What's Included
A structured 90-day program across four phases — each with clear goals, actions, and a branded deliverable.
Business Health Check
We start with a comprehensive Business Health Check — reviewing your Xero setup, bookkeeping, receivables, payables, pricing, cash flow, and compliance status. You get an honest assessment of where your business stands, with a prioritised action plan.
Build & Implement
We set up management reporting in Xero, deliver quick-win technology recommendations, and implement structural fixes to your financial operations.
Optimise & Train
We review your tax position, build a cash flow forecasting model, document your processes, and train your team on the new systems.
Handover & Forward Plan
We deliver final recommendations, transition you to an ongoing Foundation or Growth tier, and provide a 12-month roadmap with key dates and review triggers.
The 4 Deliverables
Every engagement produces four branded deliverables — tangible assets you keep and use long after the program ends.
Business Health Report
A comprehensive review of your financial health, systems, and operations — covering Xero effectiveness, bookkeeping, cash flow, receivables, payables, pricing, and compliance. Comes with a prioritised action list so you know exactly where to focus first.
Management Reporting Pack
Monthly P&L, balance sheet, cash flow statement, and tax forecast — configured and automated in Xero so you have real-time visibility.
90-Day Action Plan Review
A comprehensive review of what was done, what changed, and measurable outcomes achieved — proof that the investment paid off.
Forward Plan
A 12-month roadmap with key dates, financial targets, and review triggers — so you stay on track long after the program ends.
Is This Right for You?
Who This Is For
- Businesses that have outgrown their current systems
- Owners who know they need better financial visibility but don't know where to start
- Companies preparing for growth, investment, or a major business change
- Businesses that want to stop reacting and start planning
Direct Access to Jono
For the full 90 days, you get direct access to Jono — not a junior, not a call centre. You work with the person who built this firm, understands your business, and is accountable for the results.
After the 90 Days
What Happens Next?
You transition to our Foundation, Growth, or Strategic tier with your new reporting and systems already set up. Everything we built during the program carries forward — no wasted effort, no starting over.
For ongoing strategic work beyond the monthly tiers, we offer consulting at $350+GST/hr.
What Our Clients Say
Don't just take our word for it — hear from the businesses we work with.
What Our Clients Say
Don't just take our word for it — here's what our clients say on Google.
Formerly trading as Lloyd-West Tax & Advisory
“I have worked with Lloyd-West Tax & Advisory initially as a sole trader (contractor) and now as a medium sized business owner and their accounting and advisory expertise are unparalleled. I would highly recommend them to anyone who is wanting assistance with general accounts or advise on how to expand and grow as a company.”
Henry Boyhan
May 2024
“I reached out to Jono for accounting advice, and I'm extremely satisfied with the service I received. Jono was able to simplify the accounting advice to tailor to my specific needs and understanding. Jono's responsiveness was amazing and solved my questions in a very timely manner. Thanks so much.”
Katy Blaikie
Jul 2023
“Jono goes over and above what I would typically expect from an accountant to provide a top service. I enjoy his proactive nature and highly recommend him to any other business looking for a new accountant!”
Liam Emery
Apr 2021
“I would highly recommend Jono to anyone looking for an accountant and advisor. He took on the challenge and diligently cleaned up two years of business transactions and found that I had significantly overpaid tax which he claimed back on my behalf. He also guided me through the mortgage process, managing the complexities of being self-employed. I am looking forward to our future dealings!”
Alex Ward
Property Brokers
Mar 2021
“I heard about this company from word of mouth from a friend as I was in the process of starting my own business off shore and needed solid business advise around business structure, tax and importing/duty implications. I made an appointment, spoke with Jono by phone, talked through my ideas and questions and received a comprehensive professional report about all my business options. I can not stress enough how amazing the report was for me in making business decisions. Service is definitely good value for money and affordable!”
Faisy Lewis
Mar 2021
“Jono’s a great guy and really helped me understand the basic fundamentals of GST & tax. Would happily recommend his services.”
Andrew Kinchella
Jun 2023
Your Investment
$3,000+GST
A one-time investment that pays for itself in better decisions, fewer surprises, and a business that runs tighter.
Includes all four deliverables, direct access to Jono for 90 days, and a clear transition to ongoing support.
Book Your Discovery Call