Let's put a plan to your ambition

About

Self-made stories

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About

Self-made stories

Schedule a Call

Starting up

Starting up

Let’s form the right financial foundations
from day get-go.

Let’s form the right financial foundations
from day get-go.

Let’s form the right financial foundations
from day get-go.

Covering the obvious accounting essentials, as well as the
‘not so obvious’ advisory support to guide your decision-making.

Covering the obvious accounting essentials, as well as the ‘not so obvious’ advisory support to guide your decision-making.

Covering the obvious accounting essentials, as well as the
‘not so obvious’ advisory support to guide your decision-making.

How it works

Our packages

Are numbers not your strong suit, either? We’ve got you covered.

Beyond simply ‘neatening’ your numbers…

Lean on us to understand the difference between being busy and being profitablethe difference between being busy and being profitable

Lean on us to understand the difference between being busy and being profitablethe difference between being busy and being profitable

How it Works

Your numbers talk. But, before
we translate, we listen.

Your numbers talk. But, before we translate, we listen.

Your numbers talk. But, before we translate, we listen.

Aside from reviewing your initial numbers, we dive into your — why, who, and what; the intricacies that underpin your business. Getting to know what matters most to you and how you define 'self-made', on your terms.

Aside from reviewing your initial numbers, we dive into your — why, who, and what; the intricacies that underpin your business. Getting to know what matters most to you and how you define 'self-made', on your terms.

These decisions then follow:

These decisions
then follow:

These decisions
then follow:

01

Business Structure

Decision One

1). What’s the best way to
structure your business

1). What’s the best way to structure your business

Together we weigh up:

  • risk mitigating (ensuring business risks can’t impact personal assets, such as your home)

  • which is most tax efficient

  • your family scenario

  • your plans for the future

  • your plans for reach (do you have eyes on international expansion, for example?)

Outcome:

We'll advise on the most appropriate structure for your personal circumstances.

02

Goals / Feasibility / Priorities - Alignment

Decision Two

2). How do we ensure your numbers stack up

2). How do we ensure your numbers stack up

2). How do we ensure your
numbers stack up

Together we examine:

  • industry insights; everything thing from ave. profit margins to head count (for benchmarking)

  • expected expenses and finance needed (for potential, equipment, refurbishing, etc)

  • your ideal earnings to fund your ‘todays lifestyle’ demands 

  • ideal flexibility terms (hours and number working weeks in the year)

  • are you charging by product, hour or fixed fee

  • your mindset; are you wanting a ‘lifestyle sustaining’ or ‘scaling business’

Outcome:

Together, we’ll determine your priorities. Weighing up if you’d like to sacrifice today’s penny for tomorrow's progress (i.e. reinvesting the profits into the business to fund growth). Or if you’re happy ticking along with a good income. Furthermore, we’ll align your goals with a feasibility budget to continually refer to and update, as we make progress.

Together, we’ll determine your priorities. Weighing up if you’d like to sacrifice today’s penny for tomorrow's progress (i.e. reinvesting the profits into the business to fund growth). 
Or if you’re happy ticking along with a good income. Furthermore, we’ll align your goals with a feasibility budget to continually refer to and update, as we make progress.

03

Education

Decision Three

3). Which ‘know-how’ gaps
do we need to fill for you

3). Which ‘know-how’ gaps do we need to fill for you

With our support, we’ll get you:

  • set-up on Xero

  • up-to-speed on financial lingo: BAS, STP,  PAYGW, IAS, GST, Income Tax, Payday Super, etc

  • deciding who’s doing your bookkeeping

  • % of profit to be set aside for tax and super

  • how to structure your bank account and track your expenses

  • set-up on Xero

  • up-to-speed on financial lingo: BAS, STP,  PAYGW, IAS, GST, Income Tax, etc

  • deciding who’s doing your bookkeeping

  • % of profit to be set aside for tax and super

  • how to structure your bank account and track your expenses

Outcome:

Starting a business can be so overwhelming. We’ve not only got your back, we’ve got the education ready to get you feeling confident. As fast or as steady as you require.

Our Monthly Packages

Get financial admin & advice within an all-in-one, annual package.

Get financial admin & advice within an all-in-one, annual package.

Get financial admin & advice within an all-in-one, annual package.

We can help guide you to which self-made solution is best for your scenario.

We can help guide you to which self-made solution is best for your scenario.

Starter

Suitable if it’s just you

Suitable if it’s just you

One-time setup + accounting essentials (advisory support can be added ad hocly)

One-time setup + accounting essentials (advisory support can be added ad hocly)

Steady

Suitable if you want steady growth

Suitable if you want steady growth

One-time setup + accounting essentials
+ advisory essentials

One-time setup + accounting essentials + advisory essentials

Scale

Suitable if you want growth, fast

Suitable if you want growth, fast

One-time setup + full accounting support
+ full advisory support

One-time setup + full accounting support
+ full advisory support

Initial Set Up (Once Off)

Structure Review (Sole Trader/Trust/Company)

Structure Review (Sole Trader/Trust/Company)

Feasibility study (do your numbers stack up)

Feasibility study (do your numbers stack up)

Goals/Lifestyle/Priorities - Workshop

Goals/Lifestyle/Priorities - Workshop

Xero file audit

Xero file audit

Annual

Goals Workshop

Goals Workshop

Tax planning (April-May)

Tax planning (April-May)

Annual Budget Preparation

Annual Budget Preparation

Fin. Statements & Tax Return

Fin. Statements & Tax Return

ASIC

ASIC

STP

STP

FBT

FBT

—

—

—

—

—

—

Quarterly

BAS

BAS

Xero file audit

Xero file audit

Numbers + KPI Review Meeting (1hr)

Numbers + KPI Review Meeting (1hr)

—

—

Bi-Annual

Xero file audit

Xero file audit

Numbers + KPI Review Meeting (1hr)

Numbers + KPI Review Meeting (1hr)

—

—

—

—

Monthly

Xero file audit

Xero file audit

Financial Performance - Report

Financial Performance - Report

—

—

—

—

Optional Add-Ons

  • TPAR

  • Payroll & Super (if you have staff)

  • Bookkeeping

  • Business Valuations

  • Business Restructure

  • TPAR

  • Payroll & Super (if you have staff)

  • Bookkeeping

  • Business Valuations

  • Business Restructure

Starter

Suitable if it’s just you

One-time setup + accounting essentials (advisory support can be added ad hocly)

Steady

Suitable if you want steady growth

One-time setup + accounting essentials
+ advisory essentials

Scale

Suitable if you want growth, fast

One-time setup + full accounting support
+ full advisory support

Initial Set Up (Once Off)

Structure Review (Sole Trader/Trust/ Company)

Feasibility study (do your numbers stack up)

Goals/Lifestyle/Priorities - Workshop

Xero file audit

Annual

Goals Workshop

Tax planning (April-May)

Annual Budget Preparation

Fin. Statements & Tax Return

ASIC

STP

FBT

—

—

—

—

—

—

Quarterly

BAS

Xero file audit

Numbers + KPI Review Meeting (1hr)

—

—

Bi-Annual

Xero file audit

Numbers + KPI Review Meeting (1hr)

—

—

—

—

Monthly

Xero file audit

Financial Performance - Report

—

—

—

—

Starter

Steady

Scale

Starter

Suitable if it’s just you

One-time setup + accounting essentials (advisory support can be added ad hocly)

Initial Set Up (Once Off)

Structure Review (Sole Trader/Trust/ Company)

Feasibility study (do your numbers stack up)

Goals/Lifestyle/Priorities - Workshop

Xero file audit

Annual

Goals Workshop

Tax planning (April-May)

Annual Budget Preparation

Fin. Statements & Tax Return

ASIC

STP

FBT

—

—

—

Quarterly

BAS

Xero file audit

Numbers + KPI Review Meeting (1hr)

—

—

Bi-Annual

Xero file audit

Numbers + KPI Review Meeting (1hr)

Monthly

Xero file audit

Financial Performance - Report

—

—

Optional Add-Ons

  • TPAR

  • Payroll & Super (weekly - if you have staff)

  • Bookkeeping (weekly)

  • Business Valuations

  • Business Restructure

FAQ’s

FAQ’s

FAQs from other business starters in your shoes.

FAQs from other business starters in your shoes.

FAQs from other business starters in your shoes.

Find answers to your most pressing questions.

Find answers to your most pressing questions.

What's the best business structure for someone just starting out?

Do I need to register for GST straight away?

How much should I set aside for tax as a new business owner?

What is a BAS and when do I need to lodge one?

What's the difference between a bookkeeper and an accountant — and do I need both?

Do I need accounting software like Xero, or can I just use a spreadsheet?

How do I know if my business idea is financially viable?

When's the right time to bring an accountant on board?

Self-made stories

Meet some of the business owners we're proud to partner with.

Real people, building real businesses. Self-made style.

Self-made

Plumber

Meet Rene from Bellarine Plumbing Group who's rightfully excited about some new contracts just won.

Self-made

Real-Estate Agent

Meet Michael Loutakis, who knows full well how people’s lives are shaped by the communities they live in.

Self-made

Bike Fitting Specialist

Hear from Ken and Leigh who relish in their craft of servicing bikes to be performance machines.

Hear more stories

Self-made stories

Meet some of the business owners we're proud to partner with.

Real people, building real businesses.
Self-made style.

Self-made

Plumber

Meet Rene from Bellarine Plumbing Group who's rightfully excited about some new contracts just won.

Self-made

Real-Estate Agent

Meet Michael Loutakis, who knows full well how people’s lives are shaped by the communities they live in.

Self-made

Bike Fitting Specialist

Hear from Ken and Leigh who relish in their craft of servicing bikes to be performance machines.

Hear more stories

Self-made stories

Meet some of the business owners we're proud to
partner with.

Real people, building real businesses. Self-made style.

Self-made

Plumber

Meet Rene from Bellarine Plumbing Group who's rightfully excited about some new contracts just won.

Self-made

Real-Estate Agent

Meet Michael Loutakis, who knows full well how people’s lives are shaped by the communities they live in.

Self-made

Bike Fitting Specialist

Hear from Ken and Leigh who relish in their craft of servicing bikes to be performance machines.

Hear more stories

Ready to kick-start your
self-made journey?

Schedule a call

Explore

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Starting Up

Switching Accountants

Resources

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Connect

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Our Partners

© 2026 Denari Advisory. Liability limited by a Scheme approved under Professional Standards Legislation.
Strategy and Site by Touching Base

Ready to kick-start your self-made journey?

Schedule a call

Explore

About

Self-Made Stories

Privacy Policy

Terms of service

We support those

Starting Up

Switching Accountants

Resources

Handy Tracking Tools

Handy Links

Handy Downloads

Handy Listening

Handy Learning

Connect

Find Chris on Linkedin

Our Partners

© 2026 Denari Advisory. Liability limited by a Scheme approved under Professional Standards Legislation.
Strategy and Site by Touching Base

Ready to kick-start your
self-made journey?

Schedule a call

Explore

About

Self-Made Stories

Privacy Policy

Terms of service

We support those

Starting Up

Switching Accountants

Resources

Handy Tracking Tools

Handy Links

Handy Downloads

Handy Listening

Handy Learning

Connect

Find Chris on Linkedin

Our Partners

© 2026 Denari Advisory. Liability limited by a Scheme approved under Professional Standards Legislation.
Strategy and Site by Touching Base