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Your client stays your client.

If you are an accountant, lawyer, liquidator or finance broker and a client needs numbers beyond your scope, introduce them to us. We build the models, reports and calculations. You keep the relationship and the advice.

Introduce a client → The one-page summary (PDF)

The scope and fee are agreed with your client in writing before work starts.

DATA DYNAMICSAUSTRALIAFor advisers
What stays with you
  • The relationshipThe client remains yours, and we report to you as much or as little as you choose.
  • The adviceWe do not prepare tax returns or statutory accounts, or give tax, legal or financial product advice.
  • The financeWe do not lend, broker or arrange finance. A lender pack goes to market through you or the broker the client chooses.
  • The decisionOur work is the numbers. The client decides, with you.
Scope and fee agreed in writing firstSydney, and remote

When to introduce a client.

The work sits between your scope and the client’s own capacity: specialist modelling, reporting and calculation that cannot be bought off the shelf.

Accountants

A client whose spreadsheet no longer runs the business and whose board or bank wants a model they can trust. A family group that wants one report across every adviser, platform and entity, net of fees. An investor with thirty years of trades that need rebuilding before you can work from them.

Lawyers

A loss to quantify head by head, a proof of debt to build line by line, or a payroll underpayment to calculate on the reading of the award you set. Prepared as working papers for your matter, with every figure tied to its source.

Liquidators and receivers

Recovery by creditor class under each realisation scenario, cost to complete on a distressed site, and the figures behind each option you weigh, when the books are incomplete.

Finance brokers

A developer or buyer whose numbers need a feasibility or acquisition model and a credit paper before you take the deal to lenders. We prepare the pack for the borrower; you take it to market.

Introduce a client.

A few lines is enough. We contact your client within the scope you describe, and we keep you informed as you ask.

Prefer email? Copy your client in so they know to expect us.

Open a ready-made introduction email

We use these details only to contact your client and to keep you informed. Privacy policy

For your file, or to forward.

One page on what we do, who it is for and what stays with you. Download the one-page summary (PDF).

Tell us what you need.

  1. Tell us what you are working on.It may be a deal, a business, a portfolio, a claim or a remediation.A few lines is enough.
  2. We reply with how we would approach it.If it is not work we do well, we say so.
  3. You receive a written scope and fee.It is free and carries no obligation.We suggest a call only if it helps.
Tell us what you need → Prefer to talk? Book a 30-minute call

Or email

Tell us what you need.

We use these details only to reply to you. Privacy policy

Prefer to talk? Book a 30-minute call