Business Advisory for Professional Services

Clear Financial Guidance for Professional Services Firms

  • Margin analysis and pricing support based on your services and cost structure
  • Forecasting and KPI reporting for better-informed business decisions
  • Practical tax planning based on your circumstances and current rules
Enquire now Call (08) 6373 2562
Professional services business owners receiving financial and business advisory support

Our credentials

Registrations, Certifications, Partnerships and Recognition

Supply Nation Certified
MYOB Certified
National Tax and Accountants' Association
Registered with the Tax Practitioners Board
Xero Gold Partner
Australian Accounting Awards winner in 2026 and 2024

About Our Professional Services Business Consultants

Business advisory for professional services is accounting, tax and strategic support shaped around the needs of consultants, engineers, architects and advisory firms. At Origin, we help professional services businesses understand their financial position, assess margins, prepare forecasts, improve reporting and plan for their tax obligations.

Running a professional services firm comes with competing demands. You may be balancing client delivery, project deadlines, employee utilisation, pricing, cash flow, tax obligations and decisions about when to hire or expand. We’re here to help take the weight off your shoulders.

Our team provides practical accounting and business advisory support, helping you make better-informed decisions while you focus on serving your clients, managing your team and building a stronger practice.

Enquire now Call (08) 6373 2562
Older gentlemen in board room smiling while conducting accounting for medical professionals

What makes professional services finances complex?

Practical Business Advisory Support for Professional Services Firms

Professional services firms need to manage profitability across clients, projects and team members while maintaining service quality. Financial decisions may involve pricing, employee capacity, project costs, cash flow, tax obligations and the systems needed to monitor performance. Origin helps you understand the numbers and assess practical next steps based on your circumstances.

Margin Analysis and Pricing Decisions

Revenue growth does not always result in stronger profitability. Your margins may be affected by employee costs, contractor expenses, project overruns, unbilled work, discounting and the time required to deliver each service.

We help you review service, project and client margins so you can better understand which areas of the business are contributing to profit and which may require attention.

Pricing decisions should also consider your positioning, capacity, delivery costs, contractual obligations and broader commercial objectives.

Forecasting, Capacity and Cash Flow Planning

Professional services firms often commit to salaries, software, premises and other ongoing expenses before client revenue is received.

We help you prepare financial forecasts that consider expected revenue, project pipelines, employee capacity, operating expenses, tax obligations and cash requirements.

Forecasts rely on assumptions and the information available at the time. Actual results may differ as client demand, project timing, costs and other circumstances change.

Kpi and Management Reporting

Key Performance Indicators, or KPIs, are measures used to assess how your firm is performing against its financial and operational objectives.

We help you develop reporting that may include revenue, gross margin, employee utilisation, project profitability, work in progress, debtor days, cash flow and performance against budget.

The most useful KPIs will depend on your services, team structure, billing model, systems and business objectives.

Tax Planning and Business Structure Reviews

Tax planning can help you understand your expected obligations, available options and important actions before the end of the relevant financial year.

We help you review your business structure, projected taxable income, cash flow requirements and potential tax planning opportunities based on your circumstances and the rules applying at the relevant time.

No single structure or tax strategy suits every professional services firm. Legal or licensed financial advice may also be required for ownership agreements, asset protection, succession planning, investments or personal financial decisions.

Clear financial thinking for stronger practices. The support that may be suitable will depend on your practice structure, records, objectives and the rules applying at the relevant time.

Discuss your practice

How we help

Business Advisory Services for Professional Services Firms

Origin Business Consultants provides accounting, tax and business advisory support for consultants, engineers, architects and advisory firms. We help you understand your financial position, meet your obligations, monitor margins and plan practical next steps for your business.

Business Structures

We help you compare and review structures such as companies, trusts, partnerships and sole trader arrangements based on your ownership plans, tax position, reporting obligations and future objectives.

Legal advice may also be required for partnership agreements, shareholder arrangements, professional liability matters, ownership changes and asset protection.

Explore business structures

Financial Modelling

We develop financial models that may assist with revenue forecasting, employee planning, pricing decisions, cash flow, business expansion and different growth scenarios.

Financial models rely on assumptions and available information. Actual business performance may differ from projected results.

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CFO Services

Our outsourced Chief Financial Officer services can assist with budgeting, cash flow, management reporting, financial modelling, margin analysis and strategic financial decisions without employing a full-time finance executive.

The scope of support will depend on your firm’s size, existing finance team, systems, reporting needs and available records.

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Business Systems Integration

We help you review and connect accounting platforms, time-tracking systems, project management tools, reporting processes and internal workflows so financial information can move through the business more efficiently.

Software recommendations depend on your existing systems, service model, team, reporting needs and operational requirements.

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Tax Planning

We help you estimate upcoming tax obligations, review your current position and assess planning options before the end of the relevant financial year.

Tax outcomes depend on your structure, transactions, records, timing and the rules applying at the relevant time.

Explore tax planning

Business Advisory

We help you interpret your numbers, review margins, assess performance, manage cash flow and plan practical next steps for your professional services firm.

Recommendations depend on your objectives, financial position, business structure, assumptions and the completeness and timing of your records.

Explore business advisory
Support shaped around your practice. The services and strategies that may be suitable depend on your circumstances, structure, records and objectives.
Origin Business Consultants Team
Experts you can count on

Why Choose Us?

Origin Business Consultants is a business consulting agency that
offers a variety of expertise. We specialise in taxation and accounting matters, bookkeeping, corporate secretarial and business advisory in all key areas to achieve better outcomes for your business.

Here are the reasons why we’re confident we are the best choice for you:

  • We have achieved a significant milestone by becoming a certified and registered member of Supply Nation.
  • Being Supply Nation-certified means we went through rigorous audit and evaluation. By hiring us, you can count on our high-level service that meets strict standards as required by the organisation.
  • We take pride in providing employment opportunities for Indigenous Australians.
  • Origin Business Consultants is a tried and tested business grower.
  • We help you with the present needs of your company while focusing on achieving longevity for the future.
  • We have a solid strategy that’s driven by results.
  • Business advisory consultations aim to create measurable systems so that you can reach your objectives within the desired timeframe.
Enquire now Call (08) 6373 2562

Our awards

Australian Accounting Awards Recognition

Origin Business Consultants is a two-time winner of Indigenous Accountant of the Year at the Australian Accounting Awards, recognised in 2024 and 2026.

Australian Accounting Awards 2026 Winner, Indigenous Accountant of the Year
Australian Accounting Awards 2024 Winner, Indigenous Accountant of the Year
Australian Accounting Awards 2025 Finalist, Indigenous Accountant of the Year
Australian Accounting Awards 2025 Finalist, Diversity and Inclusion Program or Initiative

Meet the Team

Origin Business Consultants delivers a specialised business advisory service focusing on accounting and taxation, research and development, and business support. Led by Jeremy Wolf and supported by a group of talented professionals, we strive to deliver high-quality service with excellent results for any business.

Frequently Asked Questions

Find clear answers to common questions. Contact Origin Business Consultants if you need help understanding how these matters may apply to your professional services firm.

What types of professional services firms does Origin support?

Origin provides accounting, tax and business advisory support for consultants, engineers, architects and advisory firms. The services that may be suitable will depend on your firm’s size, structure, billing model, financial position, records and objectives.

How can business advisory help improve the margins of a professional services firm?

Business advisory can help you understand how revenue, employee costs, contractor expenses, utilisation, project overruns, write-offs and pricing affect your margins. Origin can help you review financial information by service, project or client, subject to the quality and detail of your available records.

What should be included in a financial forecast for a professional services firm?

A financial forecast may include expected client revenue, project pipelines, employee costs, contractor expenses, software, premises, tax obligations and other cash requirements. Forecasts rely on assumptions, and actual results may differ if project timing, client demand, staffing or costs change.

Which KPIs should a professional services firm monitor?

The most useful Key Performance Indicators, or KPIs, depend on your services, billing arrangements and objectives. Common measures may include:

  • Revenue and gross margin
  • Employee utilisation and billable hours
  • Project and client profitability
  • Work in progress and unbilled revenue
  • Debtor days and outstanding invoices
  • Cash flow and performance against budget
When should a professional services firm begin tax planning?

Tax planning is commonly undertaken before the end of the relevant financial year so there is time to estimate obligations, review available options and complete any required actions. The appropriate timing and strategies depend on your structure, transactions, records and circumstances. Tax planning should involve lawful arrangements and should not be confused with tax avoidance.

Any Questions?

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