At Abacus Advisory, we help business owners and decision makers – no matter where they are on their journey – take control of their finances with simple, practical accounting, risk and governance support.

We give you the clarity, structure and confidence to run your business properly.

Our Services

  • Set your business up properly from day one. We help you choose the right structure, register for GST, set up Xero, and establish simple financial systems so you begin clean, compliant and organised.

    Includes:

    • Xero/QuickBooks setup

    • Chart of accounts customisation

    • Invoicing + quoting workflows

    • Expense management systems

    • Cashflow organisation

    • Receipt/document processes

    • Basic compliance roadmap (non-tax)

    • Owner training session

  • We take care of the day-to-day financial admin so you can focus on running your business.

    Includes:
    • Bank reconciliations
    • Accounts payable & receivable organisation
    • Receipt and bill management
    • Monthly reconciliations
    • Categorising transactions

  • Good decisions come from good information.
    We transform your financial data into clear, simple insights you can understand at a glance.

    Includes:
    • Monthly or quarterly P&L reports
    • Cashflow forecasts
    • Budget vs actual analysis
    • KPI dashboards
    • Cost reviews (materials, COGS, spend leakage)
    • Practical, easy-to-understand recommendations

  • Real-world guidance for growth, pricing and systems.
    We help you strengthen the commercial side of your business with practical advice and simple processes.

    Includes:
    • Pricing & margin analysis
    • Cashflow cycle improvement
    • Systems and workflow optimisation
    • Business model refinement
    • Tech stack recommendations
    • Cost reduction strategies
    • Industry benchmarking
    • Owner planning sessions

  • We help you put in place simple, scalable frameworks that protect your business, support better decision-making and improve operational discipline.

    Includes:
    • Basic risk register creation (financial, operational, compliance)
    • Internal controls review (payments, approvals, reconciliations)
    • Policy and procedure development (simple, plain-English)
    • Business continuity essentials
    • Fraud & error prevention processes
    • Governance frameworks for small teams
    • Owner/manager accountability systems
    • “Health check” on recordkeeping, controls and financial oversight

  • Get financially organised, improve your money habits, and prepare confidently for major life decisions like buying a home.

    This service helps individuals take control of their personal finances with clear, practical guidance. Whether you're preparing to buy a home, rebuilding stability, or simply want your financial life in order, we help you create structure, confidence and clarity.

    What’s included:
    • Personal finance health check
    • Clear snapshot of income, spending and savings
    • Cashflow and budgeting plan tailored to your lifestyle
    • Deposit planning and homebuyer readiness review
    • Preparing your finances for banks and brokers (non-advice)
    • Credit score and debt overview with practical clean-up steps
    • Organisation of financial documents and systems
    • High-level strategies to improve financial habits and stability

Contact Us