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Smith Coffey

Full company profile

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Namestring
Smith Coffey
Company typeenum
Private
Founded yearint
1972
Ownership categoryenum
Headcount rangeband
101–250
akta.pro rankint
HeadquartersSubiaco, Australia
HQ citystring
Subiaco
HQ countrystring
Australia
HQ regionstring
Oceania
Markets served

Serves global market

Keyword5 values
medical accounting services, tax advisory, financial planning, professional services, insurance advisory
Industry3 codes
1Comprehensive Financial Planning
CodeFSAEAAAAPrimaryYes
2Family Office Administration & Operations (Accounting, Reporting, Payroll)
CodeFSAAADADPrimaryNo
3Family Office Advisory (Single/Multi-Family)
CodeFSAEAAAIPrimaryNo
NAICS code3 codes
  • Offices of Certified Public Accountants541211
  • Insurance Agencies and Brokerages52421
  • Portfolio Management and Investment Advice523940
SIC code2 codes
  • Insurance Agents, Brokers & Service6411
  • Loan Brokers6163
Product category
Accounting & Financial Advisory Services
Social media profiles1 record
Cost components4 values
Personnel, Operations, Marketing or Sales, Technology or R&D
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

Smith Coffey is an accounting firm that delivers tax, loan, insurance, financial planning, and consulting services. Its client base is concentrated in the medical sector, serving practitioners and healthcare-related entities with integrated financial and advisory solutions.

Differentiator
Functional benefit
Problem solved
Product and service5 records
1Accounting and Tax Services
CategoryAccounting and Tax
Description

Accounting and tax compliance and advisory services tailored to medical professionals and healthcare practices.

2Loan Advisory
CategoryLending
Description

Advisory and arrangement of loan products for medical practitioners and practices, covering practice acquisition, equipment finance, and personal borrowing needs.

3Insurance Services
CategoryInsurance
Description

Insurance advisory and placement for medical professionals, addressing personal and practice-related risk cover.

4Financial Planning
CategoryWealth Advisory
Description

Wealth and financial planning services for medical practitioners, integrating superannuation, investment, and retirement planning.

5Consulting Services
CategoryConsulting
Description

Business and financial consulting for medical practices, supporting practice management and strategic decisions.

Recent move3 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight2 records

Each record includes

Type, Description

Market position
Competitive moat3 records

Each record includes

Type, Details

Key highlights5 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles1 record

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

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

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

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

Smith Coffey

Accounting & Financial Advisory Servicessmithcoffey.com.au

Smith Coffey firmographics

Firmographics
Name
Smith Coffey
Website
https://smithcoffey.com.au
Company type
Private
Founded year
1972
Headcount range
101–250 employees
Ownership category
akta.pro rank

Smith Coffey industry classification

Industry
Product category
Accounting & Financial Advisory Services
NAICS
Offices of Certified Public Accountants (541211), Insurance Agencies and Brokerages (52421), Portfolio Management and Investment Advice (523940)
SIC
Insurance Agents, Brokers & Service (6411), Loan Brokers (6163)
akta.pro primary industry
Comprehensive Financial Planning (FSAEAAAA)
akta.pro secondary industries
Family Office Administration & Operations (Accounting, Reporting, Payroll) (FSAAADAD), Family Office Advisory (Single/Multi-Family) (FSAEAAAI)

Keywords

  • Medical accounting services
  • Tax advisory
  • Financial planning
  • Professional services
  • Insurance advisory

Where Smith Coffey is headquartered

Location

Headquarters

HQ city
Subiaco
HQ country
Australia
HQ region
Oceania

Markets served

Smith Coffey business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Technology or R&D

Smith Coffey product offering

Product offering

Core offering

Smith Coffey is an accounting firm that delivers tax, loan, insurance, financial planning, and consulting services. Its client base is concentrated in the medical sector, serving practitioners and healthcare-related entities with integrated financial and advisory solutions.

Differentiator

Problem solved

Functional benefit

Products and services

  • Accounting and Tax Services Accounting and tax compliance and advisory services tailored to medical professionals and healthcare practices.
  • Loan Advisory Advisory and arrangement of loan products for medical practitioners and practices, covering practice acquisition, equipment finance, and personal borrowing needs.
  • Insurance Services Insurance advisory and placement for medical professionals, addressing personal and practice-related risk cover.
  • Financial Planning Wealth and financial planning services for medical practitioners, integrating superannuation, investment, and retirement planning.
  • Consulting Services Business and financial consulting for medical practices, supporting practice management and strategic decisions.

Companies that use Smith Coffey

Customer profile

Ideal customer profiles1 record

Smith Coffey technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Smith Coffey partnerships and signals

Strategic signal

Recent moves3 records

Expansion highlights2 records

Smith Coffey competitors and assessment

Company assessment

Market position

Competitive moat3 records

Key highlights5 records

Customer concentration

Smith Coffey social profiles

Digital presence

Smith Coffey financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Smith Coffey leadership team

Management profile

Number of profiles

Profiles1 record

Smith Coffey funding detail

Funding detail

Funding overview

Funding rounds

Investors

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

Smith Coffey M&A and investment

M&A and investment

M&A

Investments

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

Frequently asked questions about Smith Coffey

What does Smith Coffey do?

Smith Coffey is an accounting firm that delivers tax, loan, insurance, financial planning, and consulting services. Its client base is concentrated in the medical sector, serving practitioners and healthcare-related entities with integrated financial and advisory solutions.

When was Smith Coffey founded?

Smith Coffey was founded in 1972. It employs 101 to 250 people.

Where is Smith Coffey based?

Smith Coffey is headquartered in Subiaco, Australia, in the Oceania region.

Does Smith Coffey have an API?

No public API is recorded for Smith Coffey.

What industry is Smith Coffey in?

Smith Coffey's product category is Accounting & Financial Advisory Services. Its primary akta.pro industry code is FSAEAAAA, Comprehensive Financial Planning, with a secondary code of FSAAADAD, Family Office Administration & Operations (Accounting, Reporting, Payroll). Its NAICS code is 541211 and its SIC code is 6411.

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