Clear Cashflow Services - Smarter Decisions.
Transform your financial data into actionable insights with our Cashflow Service. Leveraging advanced financial software, we provide a clear narrative of your profit, cash flow, and business value. Through strategic meetings and data-driven storytelling, we help you understand the key drivers of your business performance, enabling smarter decisions and sustainable growth.
Why Choose Our Cashflow Services?
Clear Financial Insights
Turn complex numbers into simple stories that reveal where your business stands and where it can go. This empowers you to make informed decisions using real-time financial clarity.
CFO-Level Guidance
Receive strategic financial support comparable to a Chief Financial Officer, but without the full-time cost. Ideal for growing businesses needing expert insight and scalable guidance.
Profit & Growth Focused
Identify actionable ways to boost cash flow, increase profit, and maximise long-term business value. Our approach ensures your business remains resilient, focused, and prepared for growth.
Streamlined Online Cashflow Process Tailored
for Australian Small Businesses
1
Financial Story Discovery
We begin by connecting your business to the Cashflow Story platform and gathering key financial data. This step establishes a clear view of your cash flow, profitability, and business value, setting the foundation for meaningful analysis and decision-making.
2
Insight & Strategy Session
In a CFO-style session, we guide you through a tailored financial narrative, turning your numbers into clear, actionable insights. We identify your business’s key performance drivers, uncover financial gaps, and collaborate with you to develop targeted improvement strategies.
3
Action Plan & Ongoing Support
You receive a practical action plan to implement insights and drive results. With ongoing access to expert financial advice and regular check-ins, we ensure you stay on track to improve profitability, cash flow, and overall business growth.
What Our Clients Say About Our Bookkeeping Services?
.
James Carter
Carter Engineering Group
"Their cashflow insights helped us finally understand where our money was going. The strategic meetings and reports gave us the confidence to plan ahead with clarity."
Olivia Bennett
Bennett & Partners Consulting
"Working with their team felt like having a part-time CFO on board. The data-driven storytelling and personalised advice have made a huge difference in how we manage growth."
Raj Patel
Urban Market Solutions
"I used to struggle with interpreting my numbers. Their cashflow analysis turned confusing data into simple actions. We've already seen a boost in profitability."
Choose Your Package
Basic
$250
+GST
✔ Transaction Volume: 0 - 50 per month
✔ Weekly Reconciliation
✔ Quarterly BAS Reporting
✔ Annual Tax Return
✔ Receipt Processing
✔ Unlimited Tax Advice
✔ Annual Compliance
✔ Software Included: Keeper & Link My Books
✔ Annual Tax Planning
✖ Strategic Meetings
✖ Cashflow Story Planninga
✖ Sustainable Reporting
✔ Ideal For: Small businesses needing essential accounting
✔ Key Benefit: Stay on top of finances & tax requirements
Advance
$500
+GST
✔ Transaction Volume: 50 - 100 per month
✔ Weekly Reconciliation
✔ Quarterly BAS Reporting
✔ Annual Tax Return
✔ Receipt Processing
✔ Unlimited Tax Advice
✔ Annual Compliance
✔ Software Included: Keeper & Link My Books
✔ Annual Tax Planning
✔ Strategic Meetings: Quarterly catch-up meetings
✔ Cashflow Story Planning
✖ Sustainable Reporting
✔ Ideal For: Businesses wanting to free up time
✔ Key Benefit: Focus on business while we handle finances
PRO
$700
+GST
✔ Transaction Volume: 100+ per month
✔ Weekly Reconciliation
✔ Quarterly BAS Reporting
✔ Annual Tax Return
✔ Receipt Processing
✔ Unlimited Tax Advice
✔ Annual Compliance
✔ Software Included: Keeper & Link My Books
✔ Annual Tax Planning
✔ Strategic Meetings: Monthly CFO-level meetings
✔ Cashflow Story Planninga
✔ Sustainable Reporting
✔ Ideal For: Businesses focused on strategic growth
✔ Key Benefit: Strategic financial planning for growth
Frequently Asked Questions About Our Virtual Bookkeeping
A cashflow overview helps you understand how money moves in and out of your business. At La Source Advisory, we turn your financial data into a clear narrative that highlights your current cash position, profitability, and business value—empowering you to make confident, growth-driven decisions.
We connect your financial data to platforms like Cashflow Story, then guide you through a structured process: discovery, strategic insights, and an actionable plan. This service is fully online, making it easy for Australian business owners to access CFO-level guidance without added complexity.
Pricing depends on your business size and the depth of analysis needed. Our packages are tailored for Australian small businesses and are designed to deliver high-value insights at an affordable rate—ideal for startups, consultants, and growing businesses.
Traditional reports show what happened. Our cashflow service explains why it happened and how to improve it. We focus on real-time financial storytelling, helping you uncover the key drivers behind profit, performance, and sustainable growth.
Yes. Forecasting is a core part of our strategy sessions. We help you project future cash inflows and outflows based on past performance, market trends, and strategic goals—so you can plan ahead with clarity and reduce financial uncertainty.
Absolutely. Whether you’re a solo founder, freelancer, or scaling SME, our service adapts to your business model. You’ll gain meaningful insight into your cash position, spending patterns, and growth levers—without the need for complex software or a full-time CFO.