Making Financial Statements Actually Make Sense
We started kaleveentis back in 2019 because too many smart business owners were drowning in financial data they couldn't use. Spreadsheets everywhere. Numbers that told stories nobody could translate.
Six years later, we're still doing the same thing—helping Australian businesses turn their financial statements into practical insights they can actually apply.
Started Small, Stayed Focused
The whole thing began in a cramped office in Brisbane. Just me and a laptop, helping a handful of local businesses figure out what their balance sheets were trying to tell them.
No fancy software at first. No big plans to scale. Just conversations with business owners who needed someone to explain why their profit and loss statement looked nothing like their bank account.
That disconnect still drives most of what we do today. Financial statements should inform decisions, not just satisfy compliance requirements. When they don't, something's broken in how we're presenting the information.
What We Actually Do
Financial statement analysis sounds technical. And it is. But the real work is about translation—taking complex financial data and turning it into clear information that helps you make better calls about your business.
Cash Flow Reality Checks
Your P&L says one thing, your bank account says another. We dig into cash flow statements to show you where money actually moves in your business. Most surprises come from timing differences nobody explained properly.
Balance Sheet Breakdowns
Assets, liabilities, equity—these aren't just accounting categories. They tell you about business health, leverage capacity, and where you're vulnerable. We translate balance sheets into plain language that connects to real decisions.
Profit Margin Analysis
Not all revenue is created equal. We look at margin by product line, service type, and customer segment. Sometimes the business you're chasing hardest is the least profitable. The numbers usually show it before you feel it.
How We Work With Clients
Every business has different financial challenges. But the process for understanding them is pretty consistent. We follow the same basic steps whether you're a small retail operation or a mid-sized manufacturing business.
Data Collection and Context
We start by gathering your financial statements—typically three years if you have them. But numbers without context are just numbers. We also need to understand your industry, business model, and what questions you're actually trying to answer.
Pattern Recognition
This is where experience matters. We look for trends, anomalies, and relationships between different parts of your financial statements. Sometimes the interesting stuff is in ratios nobody calculates by default.
Comparative Benchmarking
Your numbers mean more when compared to industry standards and your own historical performance. We show you where you're outperforming expectations and where there might be room for improvement.
Plain-Language Reporting
The final deliverable isn't packed with jargon. We write reports that explain what we found, why it matters, and what options you might want to consider. No ambiguous consultant-speak.
Theron Quilby
Senior Financial AnalystTheron joined kaleveentis in early 2022 after spending eight years at a mid-tier accounting firm. He got tired of producing reports that clients filed away without reading.
Now he focuses on making financial analysis actually useful. Most of his time goes into understanding what clients really need to know, then figuring out how to present it clearly.
He's based at our Crestmead office and works primarily with manufacturing and distribution businesses across Queensland. Outside work, he's usually hiking somewhere in the Scenic Rim or attempting to improve his terrible golf game.
If you want to discuss a potential project, Theron's usually the first person you'll talk to. Reach him at info@kaleveentis.com or call our main line at +61409865003.