People Who Actually Understand Financial Calendars
We built our careers helping Australian businesses and individuals make sense of tax deadlines, reporting schedules, and financial milestones. No fancy jargon—just practical advice from people who've been doing this for years.
What We Bring to Your Financial Planning
Most of us stumbled into financial calendar work because we saw how many businesses missed important dates or scrambled at the last minute. Over time, we realized that good planning isn't about complex systems—it's about understanding what matters and when.
Our team works with sole traders, small business owners, and growing companies across Australia. Some of us came from accounting backgrounds, others from business operations. What connects us is a genuine interest in helping people avoid the stress that comes with poor financial timing.
Tax Year Navigation
We map out quarterly reporting dates, PAYG obligations, and annual lodgement windows so you're never caught off guard by ATO deadlines.
Business Cycle Alignment
Your cashflow peaks and valleys don't happen randomly. We help you sync financial obligations with your actual revenue patterns.
Compliance Tracking
Super guarantee dates, BAS submissions, FBT returns—we keep tabs on the regulatory calendar so you don't have to memorize it all.
Strategic Planning Windows
Knowing when to review expenses, when to invest, or when to hold back often depends on timing within the financial year. We guide those decisions.
Meet Two of Our Financial Calendar Specialists
We're a small team, which means you'll probably work directly with one of these people. Here's a bit about who they are and what they actually do day-to-day.
Lachlan Birchwood
Senior Financial Calendar Advisor
Lachlan spent eight years in corporate accounting before realizing most businesses struggle with timing, not calculations. He started focusing on financial calendar management in 2019 and hasn't looked back. These days, he works mainly with construction and trades businesses—industries where cashflow timing can make or break a quarter.
He's not big on consultancy speak. If you ask him about something, you'll get a straight answer about whether it's worth your time or not. His clients tend to stick around because he remembers their specific situations without needing to check notes.
- Quarterly BAS planning and deadline management
- Multi-entity financial coordination for business groups
- Seasonal cashflow analysis for project-based companies
- Year-end tax preparation timeline development
Deklan Rafferty
Financial Operations Strategist
Deklan came from retail operations management, which taught him how important timing is when you're managing inventory, staffing, and seasonal demand. When he moved into financial planning in 2020, he brought that operations mindset with him—thinking about financial calendars as systems that need to work with your actual business rhythm.
He works particularly well with retail and hospitality clients who deal with seasonal variations. Deklan's approach is about building flexibility into your financial schedule rather than treating every month the same way.
- Seasonal business financial calendar customization
- Payroll cycle optimization and super guarantee scheduling
- Growth-phase financial timeline restructuring
- Compliance calendar integration for franchises
How We Actually Work With Clients
We don't have a one-size-fits-all system. Instead, we spend time understanding your specific situation—revenue patterns, expense cycles, team structure—and build a financial calendar that works for your reality, not some theoretical ideal.
| Service Area | What This Means | Typical Timeline |
|---|---|---|
| Initial Assessment | We review your current financial obligations, past deadline issues, and upcoming requirements | 2-3 weeks |
| Calendar Development | Building a customized schedule that accounts for your business cycle and compliance needs | 3-4 weeks |
| System Integration | Setting up reminders, documentation workflows, and coordination with your accountant | 2 weeks |
| Quarterly Reviews | Checking in to adjust for business changes and upcoming obligations | Ongoing |
| Year-End Planning | Preparing for EOFY requirements and setting up the next financial year's calendar | April-June annually |
Want to Talk About Your Financial Calendar?
Whether you're dealing with missed deadlines, confusing obligations, or just want a better system, we're happy to have a conversation about what might help.
Get In Touch