Business Advisory

What Business Advisory does

Business Advisory (operating as DAB Financial Group, DAB Financial Solutions, Business Adviser, and Outsourced Accountant) is an Australian boutique financial consultancy headquartered in Parramatta, NSW. Founded by Mark Bonney and in operation for over 30 years, the firm offers more than 45 professional services spanning core accounting and bookkeeping, business and corporate advisory (M&A, capital raising, exit strategy, franchise advisory), compliance (BAS/IAS, audit, ATO liaison, ASIC coordination), virtual CFO/CEO/COO support, valuation, insolvency, wealth planning, insurance guidance, and digital marketing. Delivery is human-led, supported by cloud-based financial software platforms for remote bookkeeping and management reporting, with a collaborative model that project-manages specialist partners across finance, legal, and insurance domains.

The firm operates offices in Parramatta (two floors on Hunter Street), Barangaroo (Sydney CBD), Melbourne (140 William Street), and an offshore operations support office in Manila. It is structured as an Authorised Adviser/Representative of Weraton Consulting Pty Ltd (Licensee No. 001310144, since 2024), and holds regulated credentials including Tax Agent, Registered Company Auditor, Registered Business Agent, External Examiner of the Law Society of NSW, and Self-Managed Super Fund Auditor.

Commercially, Business Advisory runs a horizontal SMB-focused model with diversified revenue streams: recurring monthly/quarterly accounting and bookkeeping subscriptions, project- or retainer-based advisory engagements, managed outsourced financial staff placements, and professional-services compliance work. Pricing is quote-based and not publicly disclosed; client acquisition is sales-led, anchored by a free 45-minute discovery session that includes a $1,800 business appraisal at no cost, supported by SEO-optimized website content, a blog archive, email newsletters, and published case studies. The customer base is primarily Australian small and medium-sized businesses, with secondary focus on family-owned businesses needing succession planning and established enterprises requiring virtual executive advisory.

Name

Business Advisory

Legal name

Business Adviser

Website

https://business-adviser.com.au

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Business Advisory (DAB Financial Group) is an Australian boutique financial consultancy offering 45+ services including accounting, bookkeeping, business advisory, compliance, virtual CFO support, and wealth planning. It serves primarily SMB and family-owned businesses across Australia through offices in Parramatta, Sydney, Melbourne, and Manila.

Ownership category

akta.pro rank

Product category

Financial Advisory and Accounting Services

NAICS

Other Management Consulting Services (541618), Management Consulting Services (54161), Offices of Certified Public Accountants (541211), Portfolio Management and Investment Advice (523940)

SIC

Services-Management Consulting Services (8742), Investment Advice (6282)

akta.pro primary industry

SME Relationship Management & Advisory (Credit, Growth, Succession) (FSABABAJ)

akta.pro secondary industry

Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)

Keywords

• Outsourced accounting services
• Business advisory consulting
• Tax compliance services
• Bookkeeping and payroll
• Virtual CFO services

Headquarters

HQ city

Parramatta

HQ country

Australia

HQ region

Oceania

Offices5 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Business Advisory and Consulting Services: Professional advisory services including business strategy, financial planning, tax advisory, and management consulting delivered on a project or retainer basis
2. Accounting and Bookkeeping Services: Ongoing accounting, bookkeeping, and financial reporting services typically billed on a recurring monthly or quarterly basis
3. Outsourced Financial Staff: Provision of permanent outsourced financial staff including junior accountants to senior director-level accounts personnel
4. Specialist Compliance Services: Audit services, BAS/IAS preparation, tax returns, and ATO liaison services

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Business Advisory (DAB Financial Group) is a boutique Australian financial consultancy delivering 45+ professional services including accounting, bookkeeping, tax compliance, BAS/IAS, audit, valuation, virtual CFO/CEO/COO advisory, business acquisition/sale advisory, wealth planning, and outsourced financial staffing. Services are sold on a project, retainer, or recurring monthly/quarterly basis to Australian small, medium, and established enterprises through relationship-based advisory engagements.

Product overview

Business Advisory (also operating as DAB Financial Group) is a comprehensive financial services firm offering over 45 different professional services. The company operates as a service-based advisory practice rather than a software product company. Their portfolio includes core accounting and bookkeeping services (Accounting Services, Bookkeeping Services, Outsourced Accounts Department), business advisory services (Business Advisory Services, Compliance Services, Virtual Financial Controlling), specialized financial services (Valuation Services, Business Finance Services, Wealth Planning and Strategy), and supplementary services (Marketing Services, Insolvency Services, Insurance Services, Financial Technology Platform Training). The services are delivered through a collaborative model where they project manage specialist providers to deliver integrated outcomes across finance, legal, insurance and other areas.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting Services Comprehensive year-end, quarterly, and monthly accounting services delivered to Australian businesses by an accredited Tax Agent, Registered Company Auditor, Registered Business Agent, External Examiner Law Society of NSW, and Self-Managed Super Fund Auditor.
• Bookkeeping Services Qualified bookkeeping services covering data entry, debtors, creditors, payroll, account clean-ups, reconciliations, and month-end financial and management reporting for Australian businesses.
• Business Advisory Services Strategic business advisory services including business acquisition and sale advice, capital raising strategy, due diligence support, exit strategy, franchise advisory, go-to-market strategy, M&A, process improvement, and strategic plan development for Australian businesses.
• Compliance Services Complete compliance services covering ATO liaison, BAS/IAS preparation, audit services, tax compliance, director penalty notices management, trust establishment, entity registration, and ASIC coordination.
• Virtual Financial Controlling Outsourced virtual CFO/CEO/COO support providing board and management advisory services on a remote-delivery basis to Australian businesses.
• Outsourced Accounts Department Full outsourced accounting department for businesses, including management reports, financial accounting, month-end reconciliation, and comprehensive bookkeeping services, plus provision of permanent outsourced financial staff from junior accountants to senior director-level personnel.
• Valuation Services Business valuation services providing fair market value assessments for purposes such as selling a business, raising capital, and strategic planning.
• Business Finance Services Finance strategies and finance acquisition services designed to support sustainable business growth and profitability, including cash flow analysis and finance sourcing support.
• Wealth Planning and Strategy Wealth planning and strategy services including estate planning, superannuation strategies, and asset protection for personal and business interests.
• Marketing Services Digital marketing services delivered through associated experts, including SEO, Google AdWords, Google Local Listings, social media strategies, content marketing, and data-driven insights and reporting for Australian businesses.
• Insolvency Services Advisory services to help businesses navigate financial distress and insolvency matters.
• Insurance Services Business insurance guidance and risk assessment services, connecting clients to insurance professionals for property, liability, and workers' compensation coverage.
• Financial Technology Platform Training Training services for financial technology platforms and IT software integration support for clients adopting finance and accounting platforms.

Quantifiable outcome

• Client grew to $15M turnover in 4 years with strategic guidance

Named customers7 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• Weraton Consulting Pty LtdcoreOthersBusiness Advisory operates as an Authorised Adviser/Representative of Weraton Consulting Pty Ltd (Licensee No. 001310144). This licensing arrangement enables the provision of regulated financial and advisory services under appropriate regulatory oversight.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• RSM Australia: Mid-tier accounting and advisory firm in Australia offering audit, tax, business advisory, and consulting to SMEs and mid-market — overlaps closely on service breadth, credentials, and SMB client profile.
• Pitcher Partners: Australian accounting, advisory and business services firm serving SMEs and mid-market clients with accounting, tax, business advisory, and wealth services — directly comparable service mix and target market to Business Advisory.
• HLB Mann Judd: Australian mid-tier accounting and advisory firm with strong SME and family-business practice offering audit, tax, business advisory, and wealth planning — directly comparable on client type and service offering.
• William Buck: Australian accounting and business advisory firm focused on SMEs, family businesses, and mid-market with audit, tax, advisory, and wealth services — directly comparable in service mix and SMB orientation.
• Pilot Partners: Boutique Australian accounting, tax, and business advisory firm serving privately owned SMEs and family businesses — comparable in scale, service mix, and SMB/family-business positioning.
• Kreston International (Australia): International accounting network of independent member firms with Australian presence — comparable boutique-to-mid-tier advisory, tax, and outsourced finance offerings to SMB and mid-market clients.

Broad incumbents

• Mazars Australia: Global accounting and advisory network with Australian operations serving SMEs through large corporates — broader portfolio, but overlapping on audit, tax, business advisory, and outsourced finance services.
• Crowe Australasia: Major accounting and advisory network in Australasia offering audit, tax, business advisory, and consulting — broader scale and resources, but competes in the same SMB/mid-market advisory space.
• BDO Australia: Large national accounting and advisory network offering audit, tax, consulting, and business advisory across all segments — broader portfolio and deeper resources, but directly competes in the same SME advisory space.

Regional players

• Partridge Partners: Australian accounting, tax, and business advisory firm serving owner-managed and family businesses — comparable boutique positioning with similar advisory and outsourced finance offerings.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Business Advisory