Kelly+Partners

What Kelly+Partners does

Kelly+Partners is a privately held Australian accounting and advisory firm founded in 2006 by Brett Kelly and headquartered in Sydney. It provides a multi-disciplinary service stack spanning business accounting, tax advisory and tax expert witness services, bookkeeping and payroll, business advisory, HR consulting, wealth management, insurance, finance and mortgages, estate planning, and FIRB foreign investment services. The firm targets private business owners and their families across more than 20 industry verticals — including McDonald's franchisees, agriculture, medical, hospitality, professional services, and crypto businesses — with the proprietary Kelly+Partners Financial Progress System™ serving as its structured four-stage engagement methodology.

The firm operates on a fully cloud-based infrastructure that supports remote service delivery and combines this with a physical office network across five countries: Australia (Sydney HQ), the United States (eight offices spanning California, Florida, North Carolina, and Texas), Ireland (Wexford), Hong Kong, and India. Its go-to-market is enterprise field sales anchored on a discovery meeting booking motion, complemented by a content and events engine including the Be Better Off Show podcast, branded publications, Federal Budget events, and the Hell's Kitchen Dinner. Revenue is generated through fee-based professional services engagements, with wealth and finance delivered through affiliated entities (Investment Office, K+P Care, Kelly+Partners Scholars Foundation).

Kelly+Partners differentiates itself through integrated multi-disciplinary advice under a single partnership, deep vertical specialization (notably McDonald's franchisees), cross-border US expansion expertise, and a documented NPS of +77. Strategic alliances with GGI (Geneva Group International), Forum of Firms, and Kudos International extend its global referral capability. The firm holds multiple regulatory accreditations including Tax Practitioners Board registration, SMSF Association Specialist status, MFAA finance broker accreditation, and Chartered Accountant (CA ANZ) designation, which collectively gate market entry and reinforce professional credibility.

Name

Kelly+Partners

Legal name

Kelly+Partners Accountants

Website

https://kellypartners.com.au

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

251–500 employees

Short description

Kelly+Partners is an Australian-headquartered, multi-disciplinary accounting and advisory firm serving private business owners across 20+ verticals with integrated tax, accounting, wealth, and estate services delivered through cloud-based operations and nine offices in five countries.

Ownership category

akta.pro rank

Product category

Professional Accounting Services

NAICS

Portfolio Management and Investment Advice (52394), Insurance Agencies and Brokerages (52421), Portfolio Management and Investment Advice (523940)

SIC

Services-Management Consulting Services (8742), Investment Advice (6282), Mortgage Bankers & Loan Correspondents (6162)

akta.pro primary industry

Business Owner & Executive Financial Planning (FSAEAAAO)

akta.pro secondary industry

Corporate Finance & Capital Advisory (BPAHADAB)

Keywords

• Accounting services
• Tax advisory
• Business advisory
• Wealth management
• Estate planning

Headquarters

HQ city

Sydney

HQ country

Australia

HQ region

Oceania

Offices9 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Services - Accounting & Tax: Core accounting and tax services including business accounting, crypto accounting, bookkeeping, payroll, specialist tax advisory, tax expert witness, and FIRB foreign investment services.
2. Business Advisory Services: Business advisory and HR consulting services for private business owners.
3. Wealth & Finance Services: Wealth management, insurance, and finance/mortgage services delivered through affiliated entities.
4. Estate Office Services: Estate planning and succession planning services.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels8 records

Core offering

Kelly+Partners is a multi-disciplinary accounting and advisory firm offering business accounting, tax advisory, bookkeeping, payroll, business advisory, HR consulting, wealth management, insurance, finance/mortgage broking, and estate planning services for private business owners. Its proprietary Kelly+Partners Financial Progress System™ integrates these services through a four-stage methodology (Place, Profile, Plan, Progress) for holistic financial control, growth, and protection.

Product overview

Kelly+Partners is a multi-disciplinary accounting and advisory firm offering a comprehensive suite of services for private business owners. The core offering is the Kelly+Partners Financial Progress System™ — a four-step methodology (Place, Profile, Plan, Progress) that integrates accounting, tax advisory, business advisory, wealth management, insurance, and estate planning services. The firm operates as a fully cloud-based practice with offices across Australia, the United States, Ireland, Hong Kong, and India, serving clients in 20+ industry verticals including McDonald's restaurants, agriculture, medical, hospitality, and professional services. Key service lines include Business Accounting, Crypto Accounting, Specialist Tax Advisory, Business Advisory, Wealth Management, Insurance, Finance & Mortgages, and Estate Office. The company also provides complementary services through sub-brands including K+P Care (audit protection), Investment Office, and Kelly+Partners Scholars (community program).

Differentiator

Problem solved

Functional benefit

Brands

• Investment Office: Kelly+Partners Group entity managing investment services
• Kelly+Partners Scholars Foundation
• Kudos International

Products and services

• Business Accounting Core accounting services for businesses including financial statement preparation, BAS/IAS returns, and ongoing compliance.
• McDonald's Accounting
• Crypto Accounting
• Bookkeeping & Payroll
• Specialist Tax Advisory
• Tax Expert Witness
• FIRB Services
• Business Advisory
• HR Consulting
• Wealth Management
• Insurance
• Finance & Mortgages
• Estate Office
• K+P Care (Audit Protection)
• Investment Office
• Kelly+Partners Financial Progress System™ A structured four-stage methodology (Place, Profile, Plan, Progress) that helps private business owners define goals, map their financial position, create tailored strategies, and track performance through regular monthly or quarterly reporting.

Quantifiable outcome

• NPS: +77

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Three partnerships are on record, tiered core and minor.

• GGI (Geneva Group International)coreStrategic or Co-development PartnerGGI is a global network of independent accounting and consulting firms. Kelly+Partners participates as an independent member, enabling international referral relationships and access to global expertise for cross-border client needs.
• Kudos InternationalminorStrategic or Co-development PartnerInternational accounting and consulting network partnership for global referral relationships and knowledge sharing.
• Forum of Firms (FOF)minorStrategic or Co-development PartnerInternational association of accounting firms focused on audit quality and standards. Membership indicates commitment to high-quality audit and assurance practices.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• BDO Australia: Top-tier global accounting network with Australian mid-market and private client practice; broader portfolio than Kelly+Partners but overlapping in accounting, tax, and advisory for private business owners.
• Grant Thornton Australia: Mid-tier global advisory firm with Australian operations serving private and growth-stage businesses; comparable advisory and tax offering at slightly larger scale.
• Mazars Australia: Global accounting and advisory firm with Australian presence; broader portfolio and global reach, but overlapping mid-market private client work.

Direct peers

• RSM Australia: Mid-tier global accounting network serving private businesses with audit, tax, and advisory; comparable to Kelly+Partners in size, scope, and SME client base.
• PKF Australia: International accounting network with Australian mid-market focus on private clients, advisory, and wealth — closely comparable in positioning and client profile.
• Pilot Partners: Boutique Australian mid-market chartered accounting firm specialising in private business owners, advisory, and tax — comparable in client profile and service breadth though smaller in headcount.
• HLB Mann Judd: Australia-based accounting, tax, and advisory network with international HLB affiliation; comparable in scale and mid-market private business owner focus.
• William Buck: Australian mid-tier accounting and advisory firm with a similar owner-manager client base, multi-disciplinary service offering, and presence across Australia and New Zealand.
• Pitcher Partners: Australian mid-market accounting and advisory network offering accounting, tax, business advisory, and wealth services to private business owners — directly comparable to Kelly+Partners' mid-market, multi-disciplinary, owner-focused model.
• Baker Tilly Australia: Mid-tier advisory and accounting firm with Australian mid-market SME focus; overlapping services in tax, advisory, and wealth for private business owners.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xtwitter.com/kellypartnersau
• LinkedInlinkedin.com/company/kelly-partners-group

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 Kelly+Partners