Our Services

Business Advisory Newcastle

How We Help

Running a growing business comes with bigger decisions and more complexity, not just more revenue. As a business advisory firm based in Newcastle, we help business owners understand the numbers behind those decisions, so you can move forward confidently instead of guessing.

Good business advice isn’t a once-a-year strategy session. It’s an ongoing partner who knows your business well enough to offer advice before a problem shows up, not after. 

Whether you’re a small business finding your feet or an established company planning your next stage of growth, our business advisors start with your actual goals, not a generic framework. We work alongside our tax planning and structure advice teams, so business advisory decisions are never made in isolation from your wider tax position.

What We Do

What business advisory services actually cover

Strategic business planning starts with understanding where your business stands today, not just where you want it to go. We help you build a business plan grounded in real financial data, covering everything from cash flow forecasting to inventory management, so decisions are based on relevant information instead of a hunch.

Management reporting and key performance indicators matter here, too. We help you track the numbers that actually reflect your business performance, so you can identify opportunities and risks early rather than finding out at tax time. Financial analysis and clear financial reports turn your accounting system into something you can actually use to run the business, not just something you hand over once a year.

As your business grows, so do your compliance obligations, your risk management needs, and often your team. We help you think through succession planning early, well before it becomes urgent, and if digital transformation feels like a big first step, we can help you start with the basics and build from there.

Every business faces different challenges, so our advice is shaped around your industry, your stage of growth and your goals, not a template applied to every client.

Why Choose Us

Why local business owners choose us

Business owners choose us because we offer advice that’s built around helping your business succeed, not around selling you another report.

A genuine advisory partner, not a once-a-year advisor.

We stay focused on your business throughout the year, so we can offer advice before decisions are made, not just review them afterwards.

Practical, not just innovative-sounding.

We favour practical solutions over ideas that look good on paper but don’t fit how your business actually runs day to day.

One team across tax and advisory.

Because we handle business advice, tax planning, and compliance under one roof, your strategy stays joined up rather than split across separate providers.

Advice that scales with your business.

Whether you’re a small business establishing your first proper accounting system or a larger company managing a growing team, our support grows with you.

A family-owned firm with real industry knowledge.

We bring decades of experience across a range of industries, and we treat your business goals like they matter, because they do.

Testimonials

Hear from the clients who have worked closely with us for our strategic advice

Posted on Google
The Allens
Google star 1Google star 2Google star 3Google star 4Google star 5
Incredible accountants. They just care so much, they go above & beyond. They welcomed us as business rookies, and patiently continue to go beyond the scope of what’s expected to help us. Huge thank you to Heather, Katie and Tea!
Posted on Google
Caitlyn Tremble
Google star 1Google star 2Google star 3Google star 4Google star 5
John, Heather and the entire team at the Garis group have been incredible to deal with. John took the time to sit down with me one on one to help set up as a sole trader and answer all my questions. The team helped me get set up with Xero and are always incredibly responsive and informative when I have queries. They have made my tax returns painless. Thanks for all your help over the past 2 years Garis Team.
Posted on Google
Grace Brayne
Google star 1Google star 2Google star 3Google star 4Google star 5
I scheduled an appointment with The Garis Group for a few weeks out but noticed some issues I might face with *individual* deductions for the upcoming financial year (I was super stressed!). I asked if I could see them sooner, and John responded after hours to fit me in as a new client the next day. Their service exceeded all expectations, and I’ll definitely continue using them.
Posted on Google
Anthony Jovceski
Google star 1Google star 2Google star 3Google star 4Google star 5
Best accounting firm in Newcastle. I've used John and his team for over 5 years with my personal finances and business finances. The Garis Group always exceed my expectations. I'd recommend The Garis Group to anyone looking for a professional firm that go the extra mile. Anthony.
Posted on Google
Dave Le Breton
Google star 1Google star 2Google star 3Google star 4Google star 5
John, Heather and the team have been looking after our growing company with the highest standards of care and attention over the last 4 years. Extremely knowledgeable, friendly and great communicators, they really go above and beyond with their level of service and we have always felt extremely well looked after for all our accounting needs. I would highly recommend them to any individual or business.
Posted on Google
Katarina McNamara
Google star 1Google star 2Google star 3Google star 4Google star 5
Paul's Tennis Academy has been working with Jim, John, Heather and the team for many years now. TGG have always been there for us, ready to answer any questions and provide the level of support we need. The Garis Group rocks! I would not hesitate recommending them.
Posted on Google
Leesa Brown
Google star 1Google star 2Google star 3Google star 4Google star 5
Super knowledgeable and always helpful. They have guided and helped build our successful business. The team at The Garis Group go above and beyond to ensure we understand the figures, offering friendly advise and guidance on business decisions. Can not thank them enough. Couldn't do it without John and his team.
Posted on Google
Chris and Jaclyn
Google star 1Google star 2Google star 3Google star 4Google star 5
John explains things clearly and he’s incredibly knowledgeable. We see him not only as a trusted advisor – using his business acumen to be candid about when we should and shouldn’t do something – but also as an extension to our team. Essentially John allows us get on with running our business, so we can sleep at night knowing we’re not going to get caught out by the tax man.

Frequently Asked Questions

FAQs about our business advisory services

Do you have any further questions about our accounting services? Please don’t hesitate to get in contact with our friendly team.

An accountant typically focuses on compliance, your tax return and your financial reports. A business advisor goes further, helping you interpret that financial data to make decisions about growth, cash flow and risk before they become urgent.

We help you identify opportunities and risks early, using real financial analysis rather than guesswork. That includes cash flow forecasting, management reporting and practical solutions for whatever’s holding your business performance back.

Often, yes, and earlier than most owners expect. Getting your accounting system and financial management right while you’re small saves a lot of complexity later, especially once you’re taking on staff or planning for growth.

Yes. Succession planning works best when it’s planned years in advance, not decided in a hurry, so we build it into the broader advice we give as your business matures.

Both. Our business advisory services range from small business owners just establishing their systems to larger companies managing complex growth, risk, and compliance obligations.

It varies by business, but typically includes regular check-ins, management reporting reviews and proactive conversations about upcoming decisions. We stay in contact throughout the year rather than waiting for you to call us with a problem.

It depends on your business and how fast things are moving, but most of our clients find regular check-ins throughout the year work better than one annual meeting. We’ll help you find a rhythm that fits your business, not a fixed schedule that doesn’t.

Generally your current financial reports, a sense of your business goals, and an honest picture of what’s working and what isn’t. We’ll guide you through exactly what’s useful in that first conversation, so you’re not stuck trying to prepare a perfect package beforehand.

Reach Out Today

Let's find out where your business could go with the right advice behind it

Most business owners don’t need another report telling them what already happened. They need someone who’s paying attention now, so the next decision is an easier one. That’s what business advisory should actually feel like, not a once-a-year check-in, but a partner who knows your business well enough to say something useful before you ask.

Talk to The Garis Group

If you’re ready for advice that actually keeps pace with your business, call The Garis Group on (02) 4969 4699 or book a free consultation. Let’s talk about where your business is headed, and what it’ll take to get there with confidence.