Home / Referrers

Your specialist numbers team.

If you are an accountant, lawyer, liquidator or finance broker, bring us in when a client’s money gets complex. That may be a deal whose numbers have to hold up, a model or calculation that needs a second review, or work your team does not do in‑house. 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.
A referral fee applies where your professional rules allow it.

Data Dynamics AustraliaFor referrers
What stays with you
  • The relationshipWe work as your numbers team.
    Our work adds to yours and never overlaps it.
  • 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.
The client stays yours.Sydney and remote

When to bring us in.

Each profession meets the need at a different point.

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

An employer that may have underpaid its staff and needs to know by how much. We check each pay run on your reading of the award or enterprise agreement and calculate what each employee is owed, with superannuation and interest on your method. We then recheck later pay runs, so any new shortfall is found early. Where privilege matters, your firm engages us directly on the client’s behalf and the work is prepared under your instruction.

Liquidators and receivers

An appointment where creditors want to know what each class could recover under each way of selling the assets. A proof of debt where every invoice, payment and interest charge has to be checked before you decide the claim. A company whose books are incomplete, so the figures have to be rebuilt from bank records before any option can be weighed.

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 lender pack for the borrower, and you take it to market.

If this sounds like one of your clients, introduce them.

Introduce a client.

A few lines is enough. We contact your client within the scope you describe.

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. Privacy policy

For your file, or to forward, 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 contact@datadynamicsau.com

Tell us what you need.

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

Prefer to talk? Book a 30-minute call