HK Partners

What HK Partners does

HK Partners is a Sydney-based, founder-led accounting, tax and advisory practice established in 2002 by Scott Kelly (CEO) and Jeremy Hoffmann (Head of Advice). The firm serves successful SME business owners, high-net-worth families, multi-generational family offices, senior executives and inbound Australian subsidiaries of international companies, delivering integrated services across tax compliance, business advisory (M&A, divestments, valuations, succession, exit planning), outsourced CFO, SMSF administration, wealth management, estate planning and family office operations.

The technology stack is deliberately lean and partner-led rather than platform-built: Xero is the core accounting system (with migration services from legacy platforms such as MYOB), supplemented by a purpose-built specialised reporting tool for shareholder wealth portfolio monitoring used in quarterly family board meetings, HubSpot for marketing automation and Google Analytics for web analytics. The firm has invested in a Head of AI and Innovation function covering Agentic AI, AI governance, Secure by Design and quantum risk readiness, but there is no proprietary software product, public API or marketplace offering.

The business model combines recurring subscription revenue from quarterly/annual tax and compliance engagements (fixed pricing for transparency) with project-based professional services fees for advisory work, plus ongoing family office managed services. Pricing is quote-based, disclosed after a structured discovery process (introductory meeting, discovery session, proposal, onboarding). GTM is direct, consultative, enterprise-field-sales style targeting long-tenured advisory relationships; the firm lists no resellers or marketplace channels and operates exclusively from Sydney across the Australian market.

Name

HK Partners

Legal name

HK Partners

Website

https://hkpartners.com.au

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

11–50 employees

Short description

HK Partners is a Sydney-based accounting, tax and advisory practice serving SME owners, high-net-worth families and inbound Australian subsidiaries with integrated tax compliance, advisory, outsourced CFO, family office and wealth management services delivered via dedicated client teams.

Ownership category

akta.pro rank

Product category

Accounting and Advisory Services

NAICS

Management Consulting Services (54161), Funds, Trusts, and Other Financial Vehicles (525)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Family Office Services (Single & Multi-Family Office) (FSABADAF)

akta.pro secondary industry

Affiliate Marketing & Partner Networks (BPAMALAI)

Keywords

• Accounting services
• Tax advisory
• Business advisory
• Wealth management
• Family office services

Headquarters

HQ city

Sydney

HQ country

Australia

HQ region

Oceania

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations

Revenue model

1. Accounting and Compliance Services: Ongoing tax and compliance obligations managed quarterly and annually, including financial statement preparation, income tax returns, and BAS preparation
2. Advisory Services: Strategic advisory services covering M&A, divestments, management buy-outs/ins, due diligence, valuations, exit strategies, and succession planning
3. Family Office Services: Comprehensive family CFO services, investment management support, estate planning facilitation, and wealth management for high-net-worth families
4. Fixed-Price Engagements: Transparent fixed pricing for tax and compliance requirements, providing clients with certainty in service delivery costs

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

HK Partners is a progressive accounting, tax, and advisory practice based in Sydney, Australia, serving successful business owners and high-net-worth families. The firm delivers business services (accounting, tax compliance, business advisory, asset protection, succession/exit planning, M&A support) and family services (wealth management, estate planning, family office, inter-generational wealth transfer), augmented by outsourced CFO services, SMSF administration, and an internal Head of AI and Innovation function. Each client is supported by a dedicated team comprising a Client Adviser, Associate Adviser, and Client Relationship Manager.

Product overview

HK Partners is a progressive accounting, tax, and advisory practice that provides a unified suite of services to businesses and families. Their offering combines core accounting and tax services with higher-value advisory capabilities including outsourced CFO services, wealth management, estate planning, and specialized reporting. They serve clients through dedicated teams comprising Client Advisers, Associate Advisers, and Client Relationship Managers, with access to a broad network of professional partners. The practice uses Xero-based accounting systems and specialized reporting software to deliver services, and has an internal Head of AI and Innovation role. Services are delivered across business services (planning, taxation, asset protection, management accounting, business advisory) and family services (family office, wealth management, estate planning), connected through their 'Advice Connections' network of specialist partners.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Services Comprehensive accounting, tax, and advisory services for business owners and private companies, including business planning (KPIs, budgeting, cash flow), business taxation and structuring, asset protection, management accounting, accounting systems implementation, cashflow/finance planning, and higher-value advisory on M&A, divestments, valuations, exit strategies, and succession planning.
• Family Services Holistic wealth and family office services for high-net-worth families, including family office management, wealth management with impartial investment advice, income taxation, asset protection, and estate planning covering inter-generational wealth transfer, wills, enduring powers of attorney, and enduring guardianships.
• Outsourced CFO Services External CFO services for clients, including cash payments oversight, monthly shareholder meetings, detailed management reports covering profitability, cashflow, and tax obligations, and management of audit processes with external auditors. Targeted at financial services businesses, ultra-high-net-worth shareholder groups, and family offices requiring ongoing strategic financial leadership.
• SMSF Administration Services Self-managed super fund compliance and administration services, including facilitating acquisition of investment properties within SMSFs, ensuring regulatory compliance, and supporting wealth-building strategies for clients with SMSF structures.

Quantifiable outcome

• Family wealth grew from less than $2M to over $11M through comprehensive advisory services
• +2 more outcomes

Named customers5 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature3 records

Partnerships

Six partnerships are on record, tiered core and minor.

• Specialist Tax and Estate Planning LawyerscoreStrategic or Co-development PartnerHK Partners works closely with specialist tax and estate planning lawyers to develop comprehensive restructuring strategies, prepare wills, enduring powers of attorney, and enduring guardianships, and ensure tax-efficient structures for clients.
• Institutional Investment AdvisorscoreStrategic or Co-development PartnerHK Partners introduced families to three institutional investment advisors with whom they have strong working relationships, managing comprehensive asset allocation reviews and ongoing investment portfolio administration.
• Financial PlannerscoreStrategic or Co-development PartnerCollaborated with financial planners to develop comprehensive wealth-building plans for clients, including establishing self-managed super funds (SMSFs) and facilitating investment property acquisitions.
• External Risk Advisory SpecialistscoreStrategic or Co-development PartnerEngaged external risk advisory specialists to conduct thorough reviews of personal insurance requirements, identify policy improvements, achieve premium savings, and implement appropriate coverage.
• External AuditorsminorImplementation/ SI/ Consulting PartnerAs clients obtained their own financial services licences, HK Partners engaged external auditors and managed the annual audit process on behalf of the business.
• Asset Finance SpecialistsminorImplementation/ SI/ Consulting PartnerWorked closely with asset finance specialists to facilitate procurement of finance facilities and streamline acquisition of new equipment for business clients.

Scale indicators5 records

Recent moves1 record

Expansion highlights6 records

Direct peers

• Pitcher Partners: Australian mid-market accounting, tax and advisory network with similar SME and HNW family focus, multi-office presence across Australia, and comparable service breadth including business advisory and succession planning.
• BDO Australia: Mid-tier international accounting network providing audit, tax and advisory services to private businesses and HNW clients in Australia; directly comparable service mix and target segments to HK Partners.
• Grant Thornton Australia: Mid-tier accounting and advisory firm serving privately held businesses and family enterprises across Australia, with similar advisory-led and tax/compliance capabilities.
• RSM Australia: International mid-tier network offering accounting, tax and business advisory to Australian SMEs and family-owned enterprises, structurally comparable to HK Partners in size band and service scope.
• Bentleys Australia: Australian advisory and accounting network focused on privately held businesses, family groups and HNW individuals; closely comparable professional services model and client profile.
• Crowe Australasia: Mid-tier accounting and advisory firm serving SMEs and family enterprises across Australia and New Zealand, with overlapping tax, advisory and outsourced finance capabilities.
• William Buck (Nexia Australia): Australian mid-market advisory firm providing accounting, tax, wealth and advisory services to privately owned businesses and HNW families, similar in scale and offering to HK Partners.

Broad incumbents

• KPMG Australia: Big-Four affiliate providing audit, tax and advisory services across Australia; overlaps with HK Partners in tax and private business advisory, but operates at substantially larger scale and broader scope.
• EY Australia (Ernst & Young): Big-Four affiliate with dedicated private tax and family office advisory practices; competes for the same HNW and family-owned enterprise clients as HK Partners, but from a global platform perspective.

Regional players

• Capstone Financial Planning: Australian wealth advisory firm offering family office, SMSF and intergenerational wealth services to a similar HNW clientele, though narrower in scope without the full accounting and tax practice that HK Partners provides.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/hk-partners-accounting

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

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 HK Partners