GreenSlate Accounting & Advisory

What GreenSlate Accounting & Advisory does

GreenSlate Accounting & Advisory is a privately held, boutique accounting and advisory firm founded in 2017 in Melbourne, Australia by Director Justin Araco, with Kyle Taylor joining as a senior tax specialist in 2022. The firm provides an integrated service stack to Australian small businesses, startups, and funded high-growth companies: cloud-based bookkeeping (weekly packages from A$60/week), end-to-end payroll (from A$10 per payslip), accounting and tax compliance, CFO strategic advisory (budgeting, forecasting, scenario modelling, cash flow optimisation, business health checks), Cloud Solutions (Xero setup, POS and ecommerce integration, automated debtor collection), and bespoke Dashboarding built on Google Data Studio and Microsoft PowerBI over Xero, POS, and CRM data sources.

The technology stack is anchored by Xero (the firm holds Gold Partner status) with Dext for invoice and receipt capture, and PowerBI or Google Data Studio for real-time reporting. Delivery is fully direct-to-client, with unlimited phone and email support bundled into engagements and services delivered remotely via cloud platforms. The firm operates under Australian regulatory credentials including Chartered Accountants Australia New Zealand membership and Tax Practitioners Board registration, and serves clients across Victoria in industries including entertainment, retail, construction/property, e-commerce, and media.

The business model is a hybrid of recurring unit-priced subscriptions (bookkeeping weekly packages, per-payslip payroll) and bespoke professional services fees for tax, CFO advisory, and implementation work. The go-to-market is sales-led, relying on website content, LinkedIn presence, an email newsletter, and direct inbound via phone and contact form. The firm is bootstrapped with no disclosed external funding, parent company, or M&A activity, and the team comprises six core members.

Name

GreenSlate Accounting & Advisory

Legal name

GREENSLATE ACCOUNTING & ADVISORY

Website

https://greenslate.com.au

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Short description

Boutique Melbourne-based accounting and advisory firm founded in 2017 serving Australian small businesses, startups, and funded high-growth companies with integrated bookkeeping, payroll, tax compliance, CFO advisory, and bespoke Xero-based cloud dashboarding services.

Ownership category

akta.pro rank

Product category

Accounting & Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)

SIC

Finance Services (6199)

akta.pro primary industry

Outsourced Finance & CFO Services (BPAHABAE)

akta.pro secondary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

Keywords

• Accounting services
• Cloud bookkeeping
• Tax advisory
• CFO advisory
• Payroll services

Headquarters

HQ city

Melbourne

HQ country

Australia

HQ region

Oceania

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Bookkeeping Services: Weekly bookkeeping packages providing ongoing cloud-based bookkeeping, cashflow monitoring, payroll services, debtor management, and supplier invoice management. Revenue generated through recurring weekly package fees.
2. Payroll Services: End-to-end payroll services charged per payslip. Recurring per-transaction revenue model.
3. Accounting and Tax Advisory: ATO compliance, business structuring, tax planning, management reporting, profit analysis. Full-service finance outsourcing for growing small businesses.
4. CFO Advisory: Strategic financial advisory services including profit coaching, advanced budgeting, forecasting, scenario modelling, cash flow optimisation, finance assistance, and business health checks.
5. Cloud Solutions Implementation: Technology implementation and automation services including Xero setup, POS integration, ecommerce integration, automated debtor collection, and repetitive task automation.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels5 records

Core offering

GreenSlate Accounting & Advisory is a Melbourne-based boutique firm that provides outsourced cloud bookkeeping, accounting and tax, payroll processing, CFO advisory, and management dashboarding services to Australian small businesses, startups, and high-growth companies. The firm operates as a Xero Gold Partner and delivers its services through cloud-based accounting platforms, enabling clients to outsource their finance function rather than hire in-house staff. Pricing is published transparently, with bookkeeping starting from $60 per week and payroll from $10 per payslip.

Product overview

GreenSlate Accounting & Advisory is a boutique accounting and business advisory firm offering a unified suite of professional services for small businesses. Their core offerings include Accounting + Tax (ATO compliance, tax planning, business structuring), Cloud Solutions (Xero-based cloud accounting and automation), CFO Advisory (strategic financial leadership), Dashboarding (real-time business intelligence), and Bookkeeping (ongoing financial record management). The services are delivered as an integrated package with technology-enabled processes, leveraging cloud platforms like Xero and analytics tools like PowerBI to provide proactive, forward-looking advisory rather than reactive compliance-only services.

Differentiator

Problem solved

Functional benefit

Products and services

• Cloud Bookkeeping
• Accounting and Tax Services
• Payroll Services
• CFO Advisory Strategic CFO-level advisory service covering cash-flow planning, growth decision support, and financial strategy for SMB and high-growth clients, layered on top of the firm's compliance services.
• Cloud Solutions / Dashboarding Cloud-based financial dashboarding and reporting services giving SMB clients real-time visibility into their financial position, built on top of cloud accounting platforms.

Quantifiable outcome

• Onboarded 150+ employees in less than 2 weeks for Quiz Meisters Group during business restructure
• +4 more outcomes

Named customers4 records

Segments5 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

Feature4 records

Partnerships

One partnership is on record.

• XerocoreTechnology or IntegrationXero Gold Partner status - advanced certification demonstrating deep expertise in Xero cloud accounting platform. Xero is the primary cloud accounting software used for client bookkeeping, payroll, and financial management. Partnership provides access to partner discounts for clients.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Emerging players

• Found: Banking, bookkeeping and tax service for self-employed and small business owners with built-in automation. Overlaps with GreenSlate on bookkeeping + tax compliance for SMB and startup clients, differentiated by its embedded banking product.
• Botkeeper: AI-augmented bookkeeping and accounting service combining machine learning with human accountants. Comparable as a tech-forward competitor targeting the same recurring bookkeeping and SMB market that GreenSlate serves.

Regional players

• Carbon Accountancy: Australian boutique chartered accounting firm offering bookkeeping, tax, BAS and advisory to small businesses. Direct comparable to GreenSlate in services, customer segment and Australian geography.
• Annexa: Australian cloud-focused accounting and advisory firm specialising in Xero, MYOB and technology integration for growing businesses. Comparable on cloud-accounting specialisation, Xero expertise, and CFO advisory for SMBs in Australia.

Broad incumbents

• MYOB: Long-standing Australian accounting software provider serving SMBs and the accountants who serve them. Comparable as a broad incumbent in the Australian cloud/SMB accounting market where GreenSlate competes for advisory relationships.
• Xero: Global cloud accounting platform that GreenSlate builds on as a Gold Partner. Relevant because Xero is both a strategic partner and a broad incumbent increasingly embedding advisory and bookkeeping features that compete with GreenSlate's service layers.
• RSM Australia: Mid-tier Australian accounting and advisory network providing bookkeeping, tax, and CFO advisory to SMEs. Comparable as a larger-scale provider of the same outsourced finance, tax and advisory stack that GreenSlate sells.
• BDO Australia: Large Australian accounting and advisory firm serving SMEs through to mid-market, including bookkeeping, tax compliance and CFO advisory. Relevant as an established incumbent competing for the same growing-business clients.

Direct peers

• Bench: Subscription bookkeeping service for small businesses combining dedicated bookkeepers with proprietary software. Comparable because it sells recurring monthly bookkeeping to SMBs using cloud accounting platforms, mirroring GreenSlate's weekly subscription model.
• Pilot.com: US-based tech-enabled bookkeeping, accounting and CFO services firm targeting SMBs and startups with subscription-based pricing and software integrations. Highly comparable business model, customer segment and tech-enabled delivery approach to GreenSlate.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/greenslate-accounting-advisory

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 GreenSlate Accounting & Advisory