Our Team
Financial modelling, business automation, and data analytics for Australian businesses — delivered by a team that understands both the numbers and the systems behind them.
James Xu, CA
Principal Consultant — Chartered Accountant & Automation Specialist
James is a Chartered Accountant (CA ANZ) with 15 years of experience building financial frameworks, data systems, and automated workflows that help business owners and executives make better decisions — faster.
He partners with SMEs and their leadership teams to bring clarity to complex financial data, turning spreadsheets and raw numbers into actionable business insights, scenario-ready models, and systems that actually keep up with how a business runs.
His approach combines professional accounting discipline with practical technical execution — spanning financial modelling, AI agent workflows, software engineering, and automation systems. Financial rigour that doesn't get in the way of getting things done.
Chartered Accountant (CA ANZ)
Master of Financial Analysis (UNSW)
Bachelor of Commerce (University of Melbourne)
Kate Cui, CPA
Senior Accountant — Financial Modelling & Analytics
Kate is a Certified Practising Accountant (CPA Australia) with 10 years of experience building financial models, data workflows, and reporting systems that give business owners the numbers they actually need to run their business.
She works closely with clients to understand their financial data and translate it into clear, well-structured models and reporting systems — whether that's budgeting and forecasting frameworks, management reports, or connecting Xero data into something decision-ready.
Her work is grounded in the same principle: financial data should be a tool for better decisions, not something to fight with every month.
Certified Practising Accountant (CPA Australia)
Master of Financial Analysis (UNSW)
Bachelor of Commerce (University of Melbourne)
Principles behind every build
Professional Rigour
Every engagement is built on professional accounting standards, not guesswork. Dual CA and CPA accredited.
Financial & Technical Depth
We pair accounting rigour with automation engineering. The same team that structures your model also builds the systems around it — no handoffs, no translation gaps.
Systems That Last
Every model, dashboard, and workflow is designed to survive staff changes and scale with your business. Built for the long term, not the quick fix.
Practical Collaboration
We work inside your tools and train your team so they own the system after we go. Documentation, walkthroughs, and a warranty period for adjustments.
Industries We Serve
From boutique accounting firms to government councils - we work across sectors.
Ready to Build Something That Works?
Free initial consultation to scope your project and identify the highest-impact work.