Let's put a plan to your ambition
Swapping to Better
Many accountants are number strong. Very few get strategy.
Many accountants are number strong. Very few get strategy.
Most accountants can save you some tax dollars. But an advisor that
can help you make good coin, that’s who you want.
Most accountants can save you some tax dollars. But an advisor that
can help you make good coin, that’s who you want.
What You Get
Total visibility over your financial performance.
Total visibility over your financial performance.
Think of us as part business advisor, part strategic partner. Able to manage your financial admin, while giving you data-backed-advice to make decisions confidently.
Think of us as part business advisor, part strategic partner. Able to manage your financial admin, while giving you data-backed-advice to make decisions confidently.
Annual Goals & Priority Planning
Each year - we’ll sit down (over good coffee) & unpack what ideal progress resembles & in what order
Quarterly Progress Reporting/Review
We’ll review your figures (i.e. sales, expenses, etc) & compare it to your goals/budget
ATO compliance, sorted
All year round - we’ll help you manage your ATO obligations & payment deadlines
Tax Planning, Prep. & Filing
In April/May - we'll estimate your earnings & strategise ways to optimise your tax/finance position
Who We Help
We’ve coined our clients as
lifestyle seekers & long-term scalers.
We’ve coined our clients as
lifestyle seekers & long-term scalers.
Some business owners want to make good coin to fund their lifestyle today, choosing to focus on maximising personal income and assets. Others choose to sacrifice today’s penny for tomorrow's progress, reinvesting the profits to fund growth. Our support is unwavering and our advice is tailored to this differing mindset.
Some business owners want to make good coin to fund their lifestyle today, choosing to focus on maximising personal income and assets. Others choose to sacrifice today’s penny for tomorrow's progress, reinvesting the profits to fund growth. Our support is unwavering and our advice is tailored to this differing mindset.
‘Lifestyle’ Business
Important advice:
Understanding the difference between being busy & being profitable, as well as what’s impacting your take-home income
Understanding the difference between being busy & being profitable, as well as what’s impacting your take-home income
‘Scaling’ Business
Important advice:
Understanding current & short-term cashflow, can you afford to hire help, the odd business valuation & how to get access to $$
Understanding current & short-term cashflow, can you afford to hire help, the odd business valuation & how to get access to $$
What You Can Expect
Have full confidence in your
financial decision-making.
Have full confidence in your financial decision-making.
See where your profit stems from
See where your profit stems from
See where your profit stems from
Examining your data & the hours you’re putting in, we’ll show you where your money is coming from, where you’re spending it & where there’s opportunity to improve profit potential.
Examining your data & the hours you’re putting in, we’ll show you where your money is coming from, where you’re spending it & where there’s opportunity to improve profit potential.
Get clear on cashflow in advance
Get clear on cashflow in advance
Get clear on cashflow in advance
We’ll help you monitor your cashflow to ensure you have full visibility and time if we need to cover any shortfalls.
We’ll help you monitor your cashflow to ensure you have full visibility and time if we need to cover any shortfalls.
Know if you can afford to hire help
Know if you can afford to hire help
Know if you can afford to hire help
Whether you have plans to grow steadily or rapidly,
we’ll help you map out the costs of hiring help to ensure
your decision is a confident one.
Whether you have plans to grow steadily or rapidly, we’ll help you map out the costs of hiring help to ensure your decision is a confident one.
Whether you have plans to grow steadily or rapidly,
we’ll help you map out the costs of hiring help to ensure
your decision is a confident one.
Access finance or expert assistance
Access finance or expert assistance
Access finance or expert assistance
Whether you need lending advice to fund your equipment, legal advice to protect your operations or marketing advice to acquire new clients, we’ll introduce you to our trusted partners.
Whether you need lending advice to fund your equipment, legal advice to protect your operations or marketing advice to acquire new clients, we’ll introduce you to our trusted partners.
We make switching
to us a cinch.
We make switching
to us a cinch.
We will liaise directly with your previous accountant to get all the information required, & migrate your accounting software subscription & data all in one go.
We will liaise directly with your previous accountant to get all the information required, & migrate your accounting software subscription & data all in one go.
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.
Steady
Scale
Steady
Suitable if you want steady growth
One-time setup + accounting essentials
+ advisory essentials
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
—
—
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
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.
How do I know if my current accountant is actually adding value?
Is it complicated to switch accountants mid-year?
What does proactive tax planning actually look like in practice?
How do I know if I can afford to hire someone?
As a professional, what should I actually be paying myself?
What’s the difference between cashflow and profit — and why does it matter for service businesses?
How often should I be reviewing my business numbers?
I run a lifestyle business — do I really need strategic advisory support, or just compliance?
Can I switch to Denari if I’m not using Xero?
Got questions?
Maybe it’s time for a
macchiato with Chris.
Got questions?Maybe it’s time for a macchiato with Chris.
Got questions?
Maybe it’s time for a
macchiato with Chris.
Ready to kick-start your
self-made journey?
© 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?
© 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?
© 2026 Denari Advisory. Liability limited by a Scheme approved under Professional Standards Legislation.
Strategy and Site by Touching Base
