Our Services
We provide outsourced accounting, compliance and venture support for Australia’s most ambitious startups. From bookkeeping to board reporting, R&D to investor readiness, we help founders stay in control of their numbers.
Accounting
From essential bookkeeping through to strategic financial leadership, our service scales with your business - delivering the right level of support at each stage of growth. Our outsourced accounting solutions are tailored for startups and high-growth businesses.
We coordinate all core financial operations, including accounts payable and receivable, payroll processing, bank and credit card reconciliations, and month-end close.
As your business matures, we provide controller-level support to oversee financial processes, implement scalable systems, develop budgets, and improve internal reporting. Our focus is on creating a reliable financial backbone that supports operational excellence and investor confidence.
For businesses requiring high-level financial insight, we offer fractional CFO services. These engagements include forecasting, scenario planning, board and investor reporting, capital raise support, and bespoke financial modelling. We act as strategic partners, bringing deep startup experience and financial leadership to your executive team.
The main objective of outsourced accounting services is to give founders the financial clarity and operational support they need to make informed decisions, extend runway, and drive growth with confidence.
Compliance
We ensure that financial, tax, and regulatory obligations are handled accurately, efficiently, and in a way that supports long-term scalability.
We partner with trusted tax professionals and R&D consultants to ensure your business stays compliant with confidence. Our role is to maintain rigorous financial records and prepare complete, audit-ready work papers that reduce the cost and complexity of downstream compliance tasks.
Our compliance support covers all the essential areas required by fast-moving businesses:
Preparation of year-end financial statements
Coordination with tax agents for company and fringe benefits tax returns and BAS/IAS lodgements
Support for R&D tax incentive claims, including accurate financial reporting and collaboration with specialist consultants
Employee-related compliance guidance, such as superannuation and PAYG withholding.
Preparation for capital raising, grant acquittals, and financial due diligence
Systems and process reviews to ensure compliance readiness at scale
By focusing on accuracy, clarity, and coordination, Record Advisory helps you avoid costly surprises and maintain the trust of your stakeholders. Whether you’re preparing for an audit, raising capital, or simply meeting your obligations, we ensure your compliance function is always investor-ready.
Venture
We believe in backing the founders we serve - not just with financial guidance, but with financial commitment. As a Firm we participate in our clients’ capital raises with small cheques to demonstrate belief and help build investor confidence.
We know that early-stage fundraising is one of the most challenging moments for high-growth startups. The presence of a trusted financial partner on the cap table - one who knows your business inside and out - can help validate your trajectory and strengthen the story you’re telling future investors. That’s why we often invest alongside lead investors on commercial terms to support the round and signal conviction in the founders we work with.
In most cases we choose to forgo a portion of our professional fees in exchange for equity participation. This flexibility allows us to align even more closely with the success of our clients and the long-term growth of their business.
Our venture activity is not about operating a fund or chasing short-term returns - it’s about actively contributing to the development of Australia’s tech ecosystem. We believe that helping high-potential founders secure early backing is critical not just for their own success, but for the broader innovation economy.
Participation is always selective and driven by alignment - when we invest, it’s because we genuinely believe in the people, product, and potential. And when we do, we bring more than capital. We bring experience, credibility, and long-term partnership.
Contact us
Interested in working together? Fill out the form or contact us directly. We can’t wait to hear from you!
info@recitadvisory.com.au
+61 7 3555 5544