Valkyrie Accountants & Advisors

Valkyrie Accountants & Advisors We're redefining what it means to be your accountant. Say hello to a new era of business advice.

Lots of coffees and chats happening for us this week as we approach EOFY, and a lot of the convos have highlighted the i...
25/06/2026

Lots of coffees and chats happening for us this week as we approach EOFY, and a lot of the convos have highlighted the importance of looking after your mental heath as a business owner.

We love it when our clients are real with us about how they’re feeling, so we’re bringing the convo to socials.

Running a small business is a rollercoaster, and this season of business for a lot of people hasn’t been smooth sailing. Rising costs, economic uncertainty, and slower consumer spending has meant that a lot of business owners are feeling a bit flat.

While it is normal in business to have huge highs, there’s also sometimes periods of very low lows. When this happens, it’s so important to put your hand up and say that you’re not having a good time.

If you’re experiencing a not so great season right now; there’s services available for business owners who need them:
🌻NewAcces by Beyond Blue - 6 free confidential mental health coaching programs for business owners via phone or video
🌻 Small Business Debt Helpline - confidential advice is available if you’re struggling with debt - call 1800 413 828
🌻 Emergency and Crisis Support - call Lifeline on 13 11 14
🌻 Visit your GP and get a mental health treatment plan - Medicare subsidises up to 10 therapy sessions a year.

Remember, just because being in business is hard sometimes, doesn’t mean you need to struggle through it in your own! Here’s your reminder before we kick off the new financial year that you’re allowed to ask for help when you need it.

We’re also here to support you if you’re needing some help understanding your numbers, need a hand outsourcing some financial tasks that are causing you stress, just need a financial reset, or need to put an exit strategy in place for you to get out of your business.

Look after yourselves, and remember social media is a highlight reel, not the full story 🧡

So, we've been keeping a little secret, and it's finally time to share it!We are absolutely thrilled to introduce the ne...
16/06/2026

So, we've been keeping a little secret, and it's finally time to share it!

We are absolutely thrilled to introduce the newest addition to the Valkyrie team - Sophie.

Soph is a powerhouse consultant with over 15 years of executive management, bookkeeping, and CFO experience. She has a passion for helping businesses thrive and empowering business owners to understand their numbers.

With her expertise in business strategy and planning, cash flow management, and operations, Soph has already assisted more than 150 small businesses across Australia.

Soph excels at guiding business owners at all levels and stages of business. She also knows firsthand what it takes to build something from the ground up, having successfully run her own business for the past eight years.

Now, Soph is joining the Valkyrie team and bringing you the tools, knowledge, and real-world experience you need to take your business to the next level. Whether you're just starting out or ready to scale, she's here to help you make it happen.

We couldn't be more excited to have Soph working as part of the Valkyrie team, and we know you will be too!

We’ve been the office a lot this month, having some big business chats with our clients before EOFY. We’re talking a lot...
12/06/2026

We’ve been the office a lot this month, having some big business chats with our clients before EOFY.

We’re talking a lot about the year that has been, settings some lofty goals for 2026/27, and also letting our clients know about some cool new developments that are happening within the Valkyrie universe as well.

We are absolutely loving this season of business right now, and we can’t wait to share our exciting news with you all! 🌻

We’re in the office today and in between some fantastic EOFY client meetings, we’ve been reflecting on what we got up to...
01/06/2026

We’re in the office today and in between some fantastic EOFY client meetings, we’ve been reflecting on what we got up to last month. May is always a massive month for accountants, and we are no different!

Huge shout out to our team and support network for helping us get through the busiest month of the year.

If you’re wondering what our world looks like during busy season, here are the stats for May:
✅ 3 major ATO deadlines (income tax, BAS & FBT)
✨ 21 new client enquiries + 9 new client groups onboarded
📅 16 tax planning / EOFY meetings
📞 129 phone calls
🎉 1 new service offering launched
☕️ 52 coffees consumed
📱 1 newsletter, 1 federal budget review, and 3 social posts
📧 Too many emails to count
🐶 Unlimited puppy cuddles

We cannot wait to see what the last month of the financial year has in store for us, but something tells us it’s going to be great!

What was your month like in your business? Let us know!

Hot take: business owners should pay themselves first. Most business owners are told they won't make any money in their ...
26/05/2026

Hot take: business owners should pay themselves first.

Most business owners are told they won't make any money in their first few years of business, and that they need to constantly reinvest any profits back into the business for it to grow.

To us, that sounds like a really fast way to burn yourself out and lose passion for the business you've just built from the ground up.

By paying yourself enough regularly, and as a priority, you'll be able to ensure your business is viable, cashflow is more regular, and that you don't burn out as fast.

The one thing we ask our business owners all the time is "how much do you need to take from the business in order to live your life?". Most people don't know the answer to this question, and it is the reason they end up with no cash in their business bank accounts.

Not understanding how much money you actually need to support your lifestyle translates into drawing random extra funds from your business bank account to compensate for personal spending, not being able to pay the ATO come tax or BAS time, and having to rely on consumer credit to support your business.

But it's not all bad news! Once we know what funding your lifestyle actually costs (no judgement here - it's always more than you think!), then we can give you sales targets to aim for so your revenue supports your lifestyle and your business goals. How good is that?

Do you pay yourself regularly as a business owner? Let us know!

Absolutely delighted to announce we’ve been named a finalist for the 31st Annual Hunter Region Business Excellence Award...
29/04/2026

Absolutely delighted to announce we’ve been named a finalist for the 31st Annual Hunter Region Business Excellence Awards!

Ever heard the phrase "revenue is vanity, profit is sanity"?If your sales (revenue) are increasing, but your cashflow st...
28/04/2026

Ever heard the phrase "revenue is vanity, profit is sanity"?

If your sales (revenue) are increasing, but your cashflow still feels tight, this one's for you.

Generally, when sales increase, costs will also increase. The trick is to make sure the costs are not growing faster than the revenue.

Here are the 5 steps we use in our sessions with our clients to make sure their profit margins don't decrease as their sales grow:

1. Work out what amount of revenue you need to bring in each month to cover your costs (overheads + COGS)

2. Review your expenses to see where you can cut unnecessary spending without compromising on the quality of your product or service.

3. Review your personal spending and lifestyle habits. Figure out what it costs you to live your life for 12 months, and add that to your costs. Ensure you're consistently paying yourself (this is a non-negotiable).

3. Ensure your bank accounts are structured so money flows easily. We recommend having an operating account, an income tax/gst savings account, and a profit savings account

4. Stop investing into the business without being clear on what the return on investment is. This doesn't have to be money; it can be time.

5. Price for profit. You're not running a charity, so stop acting like you're a bad person for making money in your business.

If you're not sure how to work out your pricing, then we're here to help!

Creating space for moments like this is so important when you’re running a business. Small business owners make a thousa...
20/04/2026

Creating space for moments like this is so important when you’re running a business.

Small business owners make a thousand decisions every day, and making those decisions without the right information can take a toll.

The right information? It’s in the numbers.

Numbers tell us a story. They tell us what business line is making you money, where you’re bleeding cash, if your structure is still right for you, how to save on tax, and where you should spend your time so you achieve your goals without burning out.

Right now, we are doing tax planning for our clients who want to leverage their numbers and be proactive in their spending.

Tax planning isn’t about just saving money at tax time. If your business is successful, you’re going to pay tax. But being proactive and having a plan in place (with enough time to implement it) means that your money is working for you. The added bonus is that you also save on tax.

Tax planning time is now. If you want to be proactive this year, the first step is sending us a DM.

Yesterday the RBA announced that they're banning the passing of surcharges on when consumers elect to pay by card. This ...
01/04/2026

Yesterday the RBA announced that they're banning the passing of surcharges on when consumers elect to pay by card. This comes into effect on 1 October 2026.

Sounds like a win, right?

Unfortunately, it's just not that simple when you run a small business.

Businesses will still incur the cost of providing the facilities for customers to pay via card, and that cost needs to be considered when pricing goods and services so profit margins aren't impacted.

Costs will be lowered, but the cost of providing card payment facilities will still be there.

As a business owner, here's what you can do now to prepare for this change:

🌻Don't panic! The only way you're going to lose money from this announcement is by ignoring it. The savvy business owners will take this as a sign to review their numbers and get out in front of this before it's a problem.

🌻Review your per-item profitability. Ensure all products and services you sell are profitable and make enough margin to cover your overheads + owner pay (with some to spare for reinvestment).

🌻Consider your costs to provide card payment services and pay attention to which providers are offering good deals in the weeks & months following this announcement. Might be time to change who you use for card payment processing!

🌻Review and update your pricing. You now need to absorb the cost of providing payment services to your customers, so it's a great opportunity to review your pricing and make sure you're pricing appropriately. You were probably due for a price rise anyway!

🌻 Communicate with your customers. Give people enough notice that prices are changing, and re-communicate the value of your product or service. This proactive approach ensures that customer satisfaction remains high.

If you're not sure about how to understand if you're charging correctly, reach out, and we can point you in the right direction!

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Newcastle, NSW
2298

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