SERVICES

Strategic Advisory for Adelaide Businesses Ready to Grow

Business Performance aaPractical forward-looking advice to improve performance, cash flow and business valuend Planning for Adelaide Businesses

Vitas works with growth-minded business owners with ambitious goals, who have outgrown reactive accounting. More than a report at the end of the year, we bring together accounting, tax, succession planning and commercial advice to help you understand what is happening in your business, act sooner and move forward with a clear plan.
How We Help

Advice that helps move your business forward

More than accounting, we provide advice tailored to the current state of your business and where you want to be

Vitas’ range of accounting services tell you what has happened, and how to stay compliant in business. Business Advisory helps you understand what it means and what to do next to maintain a healthy growing business.

Think of our Business Advisory services as the cream top that will ultimately help you support better decisions around growth, profits, and investment planning into the future, spanning three pillars.
Business Performance & Planning
Helping you determine the current state of your business and pin point where you want to get to.
  • Improve Profitability: Understand what is driving     revenue and profit, and where value may be leaking from the business.
  • Growth Strategy: Develop strategies for growth and expansion whether that is working toward a revenue target, profit improvement or exit plan.
  • People Strategy: Be able to make financially sound decisions about your workforce
Profit, Budgeting, and Forecasting
Identifies the levers the business needs to pull in order to get there.
  • Budgeting: Develop a realistic budget tailored specifically to your business and goals.
  • Cashflow Clarity: Remove debt and create a healthy cashflow so you can plan for payroll, tax and major commitments.
  • KPIs and Accountability: Set targets, track progress and     stay focused on the actions that will move the business forward.
Wealth, Succession and Exit Planning
Creates clarity on how to build and protect your wealth and lifestyle.
  • Build greater business value: Develop a stronger, more     resilient business that is less dependent on you.
  • Business Structure: Ensure you have the right business structures in place for the future.
  • Create Freedom: Whether you’re looking to exit in 5 years, or 20, we will help you builda business that supports your personal, family and wealth goals.
At Vitas, we do not give you generic dashboards or reports without context. We help you make sense ofthe numbers and focus on the decisions that matter most.
Who We Work With

We work with business ready for the next stage

The advisory businesses for founders, entrepreneurs and business owners who have moved beyond basic accounting

Vitas works with established, owner-led businesses that have moved beyond basic compliance and want a proactive financial partner.

You may be a founder, managing director or family business successor with a growing team, regular payroll and a business that is becoming more complex to run. You may have multiple revenue streams, projects, inventory, seasonal cash flow, trusts or several entities, a bookkeeper but no CFO-level support.

Whatever your situation and your goals, our business advisory services are designed for owners who want high-touch service and support grounded in their business.
How We Do It

What it is like to work with Vitas

It starts with understanding your business

We start by understanding your business, your numbers and what you are trying to achieve. From there, we identify the areas where better financial visibility, a clearer plan or stronger accountability could make the greatest difference.
Understand your current position
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We review your business performance, cash flow, reporting, tax position and the commercial pressures you are facing.
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Identify the priorities
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We focus on the decisions, risks and opportunities most likely to have a meaningful impact on your business.
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Build a practical plan
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We develop clear actions, targets, forecasts and performance measures that support your goals.
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Review progress regularly
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We meet regularly to track results, discuss changes, address issues early and keep momentum moving.
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Adapt as your business changes
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Your plan should not sit in a drawer. We help you adapt it as your business, market and priorities evolve.
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You get clear communication, commercially minded advice and a trusted advisor who can connect the numbers to the decisions in front of you.
Why Work With Us

We are an advisory-led accounting firm

High-touch people-first advice enabled by technology

Advisory-led, not compliance-only
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We look beyond the tax return and financial statements to help you make better commercial decisions throughout the year.
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Clear and practical
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We explain the numbers in plain language and focus on the actions that will make a difference.
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Connected advice
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Your accounting, tax and advisory considerations work together, giving you a more complete view of the business.
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Human support
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You get a responsive advisor who takes the time to understand your business context, ambitions and concerns.
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Technology-enabled
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We use efficient systems, cloud-based tools and useful reporting to make your financial information more accessible and actionable.
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Deeply Community-driven
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Deeply local with a strong professional network
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What Clients Say

Joe and his team at Vitas Advisory have been a vital part of our business's success. As trusted Adelaide accountants, they've provided us with valuable insights and professional service. As a small business owner managing finances can often feel overwhelming, but Joe and his team have consistently brought clarity and efficiency to our financial landscape. Thanks to Vitas Advisory we have peace of mind knowing our finances are in excellent hands.
Trevor Kelly
Managing Director, Oakleigh Civil Pty Ltd
I've had the pleasure of directly working with Joe Maurici at Vitas Advisory as well as having referred many of my clients, all of whom have been extremely satisfied with the expert business advice provided. Joe's expertise and dedication stood out, significantly contributing to the success of any goals a business owner may have in planning. His sharp analytical skills and insightful guidance were instrumental in helping not just my clients but myself navigate complex financial matters. I highly recommend Joe Maurici for his proven ability to deliver exceptional service.
Ben Williams
Director, Loan Market
We've partnered with Vitas Advisory for 2.5 years, and they've always gone above and beyond to ensure our tax and financial matters are handled efficiently. They're the go-to accountants in Adelaide. Joe's professionalism, expertise and dedication to our financial well-being truly set him apart. His proactive approach has saved both time and money, allowing us to focus on growing our business with confidence. Not only does he provide services for all our business tax needs, he also goes above and beyond by offering scheduled monthly meetings to help grow our business.
Sonya Storic
Director, S and J Steel Fixing Pty Ltd

Frequently Asked Questions

What is business advisory?

Business advisory is proactive financial and commercial support that helps business owners make better decisions about profit, cash flow, tax, growth and business value. It goes beyond historical accounting and compliance by using reporting, forecasting, planning and regular advice to help you understand performance and act earlier.

What is the difference between business advisory and accounting?

Accounting focuses on accurate records, reporting, tax and compliance. Business advisory uses that financial information to help you look ahead, plan for important decisions and improve business performance. At Vitas, the two work together. Your accounting provides the foundation, while advisory turns the numbers into practical insight and action.

Is business advisory right for my business?

Business advisory is usually most valuable for established businesses with employees, growing complexity and meaningful decisions to make. It may be right for you if you have outgrown reactive accounting, want greater visibility over profit and cash flow, or need more regular support with growth, tax, pricing, hiring or investment decisions.

What is involved in your strategic planning process?

We begin by understanding your business, financial performance, operations, goals and current challenges. We then assess strategic options, identify priorities and develop a practical plan. This may include financial modelling, budgets, cash flow forecasts and key performance indicators to help track progress.

Can you help with budgeting and cash flow forecasting?

Yes. We can help develop budgets, cash flow forecasts and scenario plans so you can better understand upcoming commitments and make confident decisions around tax, payroll, hiring, funding and investment.

Can you help improve pricing and profit margins?

Yes. We can review job costing, pricing, margins and cost drivers to identify opportunities to improve profitability and strengthen decision-making.

Do you provide tax planning as part of business advisory?

Yes. Tax planning can form part of your broader advisory relationship. We help you understand your expected tax position, consider legitimate planning opportunities and connect tax decisions with your cash flow, business structure and future goals.

What happens in the first consultation?

We will discuss your business, current challenges, goals and the decisions you are facing. From there, we can outline where advisory support may be useful and recommend an appropriate next step.

How much does business advisory cost?

The cost depends on the size and complexity of your business, along with the level of support you need. We will discuss your priorities before recommending an appropriate engagement structure.

Business Performance & Planning
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Business consultancy and advisory services designed to support your business through planning, performance improvement, growth and expansion.
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Profit, Cash Flow and Forecasting Advisory
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Gain clearer visibility across your numbers, improve cash flow, and make more confident business decisions with practical financial advisory support from Vitas.
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Wealth & Succession Planning
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Helping business owners, family groups, and high net worth individuals plan for long-term value, stronger structures, and future transition.
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