For Accountants
You're usually the first to know.
The BAS that's slipping, the ATO payment plan that's about to lapse, the client who's gone quiet because they're embarrassed about the numbers.
You can see the storm building long before your client is ready to admit it - and it's not your job to run the restructuring conversation. It's ours.
We exist for exactly this moment. We work alongside accountants, not around them - so you can hand off the part of the conversation that sits outside your expertise, without handing off the relationship.
You see it before anyone else does. We're who you call next.
A referral partner for the clients whose problems have outgrown a tax return.
Why Accountants Refer to Us
You stay in the picture. We keep you informed at every stage - you're not cut out of a relationship you've often spent years building.
You usually keep the mandate. Most of our clients need continued accounting and tax support through a restructure. Referring in doesn't mean referring away.
Your client gets a real answer, not a guess. Our directors have run insolvency appointments, structured private credit, and sat inside distressed businesses - this isn't generalist advice dressed up as specialist advice.
Earlier means better. The sooner we're in the room, the more genuine options your client has -restructuring, refinancing, negotiation - instead of the shortlist that's left once a creditor has already acted.
What Happens When You Refer
A quiet word or a warm introduction - however you're comfortable making it.
A confidential, no-obligation conversation between us and your client.
A clear assessment of their position and the options actually available to them.
You're kept informed throughout, and typically remain engaged on the accounting side.
The Bottom Line
We're not trying to become your client's accountant. We're trying to be the person you call when the conversation moves beyond the numbers and into what to do about them.