BUSINESS ADVISORY
Make Smarter decisions with cash flow forecasting, goal tracking, and proactive guidance.
Spotlight Report & Budget tracking
Track actuals against budget & monitor KPI
3-Way forecasting (Cash Flow, Profit & Loss, Balance Sheet)
Review and track a 3-way forecast for 3 years ahead
Scenario Planning or what if analysis
Create a good, bad and ugly report to test business risk with certain scenarios or what if analysis.
ESG reporting (Environmental Social Governance)
Monitor your carbon footprint.
Cash Flow Forecasting & 3-Way Budgets
Scenario planning for funding, expansion, or lean periods
Visual reports via Spotlight Reporting
Budgeting & Performance Monitoring
Actual vs budget variance reporting
KPI dashboards tailored to your goals
Strategic Advisory & Growth Planning
Goal setting and accountability
Advisory support for scaling, hiring, pricing or pivoting
Management Reports & Decision Support
Board-ready reports with commentary
Client dashboards powered by Xero + Spotlight
Business Health & Risk Reviews
Compliance and sustainability assessments
Recommendations for structure, tax efficiency, and automation
See What Your Financial Future Could Look Like
Get a clear picture of how Spotlight Reporting helps businesses like yours track performance, forecast cash flow, and make smarter decisions — all in one powerful dashboard.
Business Advisory – FAQs
Accounting shows you where your business has been. Business advisory helps you plan where it’s going. At Mitax, we use tools like Spotlight Reporting and Xero Budget Manager to turn your numbers into real strategies — so you can grow with clarity and confidence.
If your accountant only files returns and reconciles books, you’re missing out. Business advisory goes beyond compliance — it’s about cash flow forecasting, setting goals, tracking KPIs, and helping you make better decisions month-to-month. Mitax offers all of this in one place.
Yes. We use 3-way forecasting (Cash Flow, Profit & Loss, Balance Sheet) to help you understand and predict your financial future. Whether you’re applying for funding, planning for growth, or managing costs — we’ll build a clear, custom plan with you.
We use Spotlight Reporting for forecasts and KPI dashboards, Xero Budget Manager for real-time budget updates, and your existing Xero data for insights. This allows us to track your business health and provide proactive advice — not just once a year.
Most of our advisory clients meet quarterly, but we tailor the schedule to your needs. Meetings include performance reviews, goal check-ins, and updated forecasts. You’ll always leave with clear action points — and a team holding you accountable.