O'Brien Accountants & Advisors

What O'Brien Accountants & Advisors does

O'Brien Accountants & Advisors is a privately held professional services firm based in Ivanhoe, Australia, founded in 1976 by Mark O'Brien, who continues to serve as Founder, Principal, Accountant & Business Advisor. The firm provides personalized accounting, financial planning, investment, lending, and business advisory solutions to its clients, spanning both individual wealth management and business consulting engagements. The practice operates as a multi-disciplinary financial services provider, bundling core compliance work (accounting) with adjacent advisory services to capture additional wallet share from each client relationship.

The firm employs between 11 and 50 people, positioning it as a small-to-mid-sized regional practice rather than a large-scale corporate services firm. Its go-to-market is relationship-driven, anchored by the founder's long tenure and the firm's 48-plus-year operating history in the Ivanhoe (Melbourne) market. No productized technology platform, proprietary software, or technology stack details are disclosed in the source material, indicating a traditional professional services delivery model rather than a tech-enabled practice.

Revenue mechanics are not disclosed in the available data. The absence of pricing information, customer segmentation, or contract structure details means the firm's monetization model — whether predominantly fee-for-service accounting, recurring advisory retainers, commission-based investment/lending revenue, or a mix — cannot be confirmed from the input. The breadth of services, however, suggests multiple revenue streams across compliance, advisory, and financial product distribution.

Name

O'Brien Accountants & Advisors

Website

https://obbc.com.au

Company type

Private

Founded year

1976

Operating status

Operating

Headcount range

11–50 employees

Short description

O'Brien Accountants & Advisors is a privately held Australian professional services firm founded in 1976 in Ivanhoe, providing personalized accounting, financial planning, investment, lending, and business advisory solutions to individuals and businesses.

Ownership category

akta.pro rank

Product category

Accounting & Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Other Accounting Services (541219)

SIC

Investment Advice (6282), Services-Engineering, Accounting, Research, Management (8700), Services-Management Consulting Services (8742)

akta.pro primary industry

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

akta.pro secondary industries

Fee-Based Advisory (FSAEAAAM), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Accounting services
• Tax advisory
• Financial planning
• Business advisory
• Investment advisory

Headquarters

HQ city

Ivanhoe

HQ country

Australia

HQ region

Oceania

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Core offering

O'Brien Accountants & Advisors delivers personalized accounting, tax, financial planning, investment, lending, and business advisory services to clients from its Ivanhoe, Australia office. The firm functions as a multi-discipline professional services practice, combining core accounting with adjacent wealth, lending, and advisory offerings under a single relationship.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting Services Personalized accounting services delivered to clients, encompassing core bookkeeping, financial reporting, and accounting support functions for SMB and individual clients in the Ivanhoe/Melbourne area.
• Tax Advisory Tax advisory and compliance services provided as part of the firm's core professional offering, supporting clients with tax planning and lodgement obligations.
• Financial Planning Personalized financial planning services aimed at helping individual and business clients structure their financial affairs and plan for future goals.
• Investment Advisory Investment advisory services offered to clients as part of the firm's wealth-related offering, providing guidance on investment decisions alongside accounting and financial planning.
• Lending Services Lending-related advisory and broking support provided to clients, complementing the firm's accounting and wealth offerings.
• Business Advisory Business advisory services delivered to SMB clients, including strategic and operational advice, led personally by the firm's principal Mark O'Brien.

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves1 record

Broad incumbents

• Mazars Australia: Global accounting and advisory firm with an Australian presence, competing in tax, advisory, and business services for similar client segments.
• BDO Australia: Large mid-tier accounting and advisory network in Australia offering the same core services (accounting, tax, advisory) but at significantly greater scale and geographic breadth.
• Grant Thornton Australia: Global mid-tier audit, tax, and advisory network with Australian presence, competing for the same SME and private-client advisory mandates.
• Crowe Australasia: Mid-tier accounting, audit, and advisory network with Australian offices, overlapping with O'Brien on SME and private-client work.
• KPMG Australia: Big 4 firm offering full-spectrum audit, tax, and advisory in Australia — a much larger competitor that influences pricing and talent availability in O'Brien's market.

Direct peers

• Hall Chadwick: Australian chartered accounting and advisory firm serving private businesses, HNW families, and SMEs — comparable in clientele and integrated advisory model.
• William Buck: Australian accounting and business advisory network focused on SMEs, HNW individuals, and family groups — highly comparable in multi-service accounting + advisory positioning.
• RSM Australia: Mid-tier accounting and advisory firm in Australia providing audit, tax, and consulting to SMEs — comparable service breadth to O'Brien's accounting + advisory offering.
• Pitcher Partners: Australian mid-tier accounting, advisory, and wealth management firm of comparable boutique-to-mid scale, offering accounting alongside business advisory — directly comparable in service mix and target market.
• Bentleys: Australia-wide accounting, audit, and advisory network serving private clients and SMEs, similar in scope to O'Brien but with broader geographic coverage.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights4 records

Customer concentration

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 O'Brien Accountants & Advisors