Board of Advice Program

Most business owners make their biggest decisions alone. The Board of Advice Program changes that.

Strategic guidance at director level
Structured accountability, year-round
Business valuation and performance monitoring
For owners turning $2M and above

At Toohey Reid, the Board of Advice Program is designed for established business owners who want ongoing strategic guidance at a level most accountants simply cannot provide. It is a structured advisory engagement that gives you the clarity, accountability, and outside perspective to make better decisions throughout the year, not just at year end.

The Board of Advice Program fills that gap. It gives you the strategic oversight of a board without the cost or complexity of one. Every engagement is led by a Toohey Reid director who understands your business, your numbers, and where you are trying to go.

20 +
Years of Advisory Experience

Trusted by Brisbane’s most established business owners and high-income professionals to structure, protect, and grow what they have built.

Memberships

That is what the Board of Advice Program provides. Not generic advice. Not a template. A structured relationship built around your specific business, your goals, and the decisions that matter most.

Most business owners are too close to the day-to-day to see where the real opportunities are. We provide the outside perspective and the financial clarity to close that gap.

Strategic Advisory & Governance

A structured program of regular advisory meetings with a Toohey Reid director. We review your financial performance, challenge your strategic assumptions, identify risks you may not have seen, and hold you accountable to the goals you have set. The meetings are structured, the agenda is prepared in advance, and the outcomes are documented and tracked.

What’s Included:

Quarterly strategic advisory meetings
Agenda preparation and documentation
Goal setting and progress accountability
Strategic risk identification and planning

Business Valuation & Performance Monitoring

Understanding what your business is worth and what is driving that value is one of the most important things a business owner can know. We provide structured business valuations, financial benchmarking, and KPI frameworks that give you real visibility over your performance and a clear picture of where the value in your business actually sits.

Services Included

Business valuation and benchmarking
Financial performance monitoring
KPI design and reporting frameworks
Board-level reporting and documentation

Turning good businesses into great ones through structured strategic oversight.

We combine financial precision, governance experience, and deep advisory relationships to give business owners the outside perspective and the accountability structure they need to perform at the level their business demands.

What is the Board of Advice Program?
It is a structured advisory engagement where a Toohey Reid director works alongside you on an ongoing basis meeting regularly, reviewing your performance, challenging your strategy, and holding you accountable to your goals. It fills the role of a board for business owners who do not have one.
Who is this program designed for?
It is designed for established business owners turning $2M and above who are making significant decisions about growth, structure, capital, or succession and want a trusted senior advisor involved in those decisions on an ongoing basis. It is not a one-off engagement. It is a sustained relationship.
How often do we meet?
Most clients in the program meet with their director quarterly as a minimum. Some meet more frequently depending on the complexity of the business and the decisions being worked through. The meeting frequency is agreed at the start of the engagement and reviewed regularly.
How is this different from standard accounting advice?
Standard accounting advice is transactional. The Board of Advice Program is relational and strategic. We are not waiting for you to bring us a problem. We are actively involved in your business, reviewing what is happening, anticipating what is coming, and giving you the counsel to navigate it well.

Think differently about your business.

The best decisions are rarely made alone. The Board of Advice Program gives you the outside perspective and the accountability to make them well.

Work where the advice is actually worth giving.

Join a firm where precision, strategy, and genuine accountability define every client relationship.

Let’s Talk About Your Business.

If you are making significant decisions without a trusted sounding board, or if you want the strategic oversight of a board without the cost or complexity of one, start here. The first conversation is direct, free, and worth having.

Toohey Reid is a boutique chartered accounting firm for business owners who have outgrown a compliance-first accountant.

Call Us : (07) 3221 1055

Email Us: differentthinking@tooheyreid.com.au

Address Company:

1234 Elmwood Avenue, Suite 500 Atlanta, GA 30308, United States.