What McKinley Plowman does

McKinley Plowman is a Perth-based full-service accounting and financial advisory firm founded in 1997 that has grown from a two-person operation into a mid-sized practice operating two offices in Joondalup and West Perth, Western Australia. The firm serves individuals, families, small-to-medium businesses, property investors, and self-managed superannuation fund (SMSF) holders, with international coordination provided through its MSI Global Alliance membership covering the UK, France, New Zealand, and Singapore.

The firm operates four core service lines—Tax and Accounting, Wealth Management, Business Improvement, and Finance (broking)—supplemented by specialized offerings including CFO2GO (outsourced CFO), SMSF administration, UK State Pension transfer services, estate and succession planning, Brand Plus (an in-house marketing agency), and the proprietary "Life Plan" financial planning methodology. The underlying technology stack consists of cloud accounting platforms integrated with client services, online financial calculators (loan repayment, borrowing power, income tax, stamp duty), and an online booking system for client intake; no proprietary technology platform or AI/ML capabilities are disclosed.

The business model is fee-based professional services revenue, with new client acquisition driven by a complimentary 15-minute consultation funnel, referral-based growth, content marketing through a bi-monthly newsletter, seminars, and community engagement via the MP+ Community Fund. Financial planning services are delivered through MP Financial Planning Pty Ltd, a wholly-owned subsidiary that operates as a Corporate Authorised Representative under Fortnum Private Wealth Ltd's Australian Financial Services Licence, while Brand Plus operates as an internal agency serving both clients and external marketing needs.

Name

McKinley Plowman

Legal name

McKinley Plowman

Website

https://mckinleyplowman.com.au

Company type

Private

Founded year

1997

Operating status

Operating

Headcount range

11–50 employees

Short description

McKinley Plowman is a Perth-based full-service accounting and financial advisory firm serving individuals, families, and SMBs in Western Australia. It offers integrated tax, wealth management, business improvement, and finance broking services with international coordination through the MSI Global Alliance.

Ownership category

akta.pro rank

Product category

Accounting and Financial Advisory Services

akta.pro primary industry

Outsourced Finance & CFO Services (BPAHABAE)

akta.pro secondary industries

Tax Operations Support (Indirect Tax, Withholding, Compliance Admin) (BPAAAGAI), General Ledger & Close (Journal Entries, Month-End Close, Reconciliations) (BPAAAGAC)

Keywords

• Accounting services
• Tax advisory
• Wealth management
• Business advisory
• Finance broking

Headquarters

HQ city

Perth

HQ country

Australia

HQ region

Oceania

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Professional Advisory Services: Fees for comprehensive accounting, taxation, wealth management, business improvement, and finance broking services delivered through integrated advisory relationships with individuals, families, and businesses

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

McKinley Plowman is a full-service Perth-based accounting and financial advisory firm delivering integrated tax and accounting, wealth management, business improvement, and finance broking services to individuals, families, and small-to-medium businesses. Its offerings are unified under a proprietary "Partners For Life" model anchored by the Life Plan program, supported by specialised lines such as CFO2GO outsourcing, SMSF administration, UK State Pension transfers, and an in-house Brand Plus agency.

Product overview

McKinley Plowman is a full-service accounting and financial advisory firm offering integrated services across four core areas: Tax and Accounting, Wealth Management, Business Improvement, and Finance. The firm provides a comprehensive portfolio of specialized services including CFO2GO (outsourced CFO), bookkeeping, property services, UK State Pension transfer, estate and succession planning, SMSF management, and Brand Plus (in-house advertising agency). They offer proprietary tools including the Life Plan program for holistic financial planning and a suite of online financial calculators. Their approach combines these services to serve individuals, families, businesses, and investors throughout their financial lifecycle.

Differentiator

Problem solved

Functional benefit

Brands

• Brand Plus: Internal boutique advertising agency providing marketing strategy development, social media strategy and creative, branding and logo development, web build project management, collateral and stationery design, content marketing, digital advertising, and reporting and reviewing services
• MP Financial Planning
• CFO2GO
• MP+ Community Fund

Products and services

• Tax and Accounting

Named customers5 records

Segments4 records

Ideal customer profiles4 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.

• MSI Global AlliancecoreStrategic or Co-development PartnerInternational association of independent legal and accounting firms providing McKinley Plowman clients access to coordinated financial services across overseas jurisdictions including UK, France, New Zealand, Singapore and other countries where clients have international interests
• Star Gallery Picture Framing & MemorabiliaminorGTM or Marketing PartnerClient partnership for charity auctions, collaborating on sports memorabilia events to raise funds for MP+ Community Fund recipients
• Fortnum Private Wealth LtdcoreOthersCorporate Authorised Representative arrangement where MP Financial Planning Pty Ltd and its advisers operate under Fortnum's AFSL 357 306 to provide financial planning services. Fortnum provides regulatory licensing while MP advisers deliver services

Scale indicators3 records

Recent moves8 records

Expansion highlights4 records

Direct peers

• HLB Mann Judd: Long-established Australian mid-tier accounting network offering tax, audit, business advisory, and wealth services to SMEs, family groups, and individuals. Directly comparable service mix and client profile to McKinley Plowman.
• PKF Australia: Australian mid-tier accounting and business advisory firm serving SMEs and family businesses with tax, audit, and advisory services. Comparable integrated service offering and target market to McKinley Plowman.
• RSM Australia: Mid-tier Australian accounting firm providing audit, tax, consulting, and wealth advisory to SMEs and mid-market clients. Comparable integrated advisory model and target customer base to McKinley Plowman.
• William Buck: Australian mid-tier accounting and advisory firm specializing in SME and family business clients with services across tax, business advisory, wealth, and superannuation. Similar integrated offering and target segment to McKinley Plowman.
• Crowe Australasia: Australasian mid-tier accounting and advisory network serving SMEs, family businesses, and mid-market clients with tax, audit, wealth, and consulting. Comparable service breadth and customer profile to McKinley Plowman.
• Pitcher Partners: Australian mid-tier accounting and advisory firm offering integrated tax, business advisory, wealth, and finance services to SMEs and individuals across multiple states. Closely comparable business model and client segment to McKinley Plowman, with broader geographic footprint.
• Count Limited: Australian accounting and business advisory network serving SMEs and family groups with tax, business advisory, audit, and wealth services across regional and metropolitan Australia. Comparable integrated service offering and customer segments to McKinley Plowman.
• Findex: Large Australian-owned accounting and wealth advisory firm focused on SMEs, individuals, and rural businesses with integrated tax, business advisory, and wealth services. Closely comparable integrated model and target customer base to McKinley Plowman.

Broad incumbents

• Mazars Australia: International mid-tier accounting and advisory firm with Australian operations providing audit, tax, advisory, and wealth services to SMEs and mid-market clients. Comparable service lines to McKinley Plowman but broader geographic and segment coverage.
• BDO Australia: Major global mid-tier accounting network with significant Australian presence offering audit, tax, advisory, and wealth services across all major Australian cities. Overlaps with McKinley Plowman on SME and mid-market advisory but at materially larger scale and broader geographic reach.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks1 record

Key highlights6 records

Customer concentration

• Instagraminstagram.com/mpplus_wa

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Subsidiaries1 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 McKinley Plowman