What Orb360 does

DFK Orb360 O'Halloran is a New Zealand-based chartered accounting and business advisory firm founded in 2014, headquartered in Auckland (Newmarket) with additional offices in Auckland (Rosedale) and the Wellington region (Petone, Lower Hutt). The firm operates as a member of DFK International, a global accounting network spanning 93+ countries, 229+ member firms, and 441+ offices, which provides cross-border referral capacity and international advisory reach that an independent NZ firm could not replicate alone. Headcount is reported in the 11-50 band, and the business is privately held with no disclosed funding, ownership, or revenue figures.

The firm delivers a broad professional services portfolio organized around accounting and reporting, tax advisory (including crypto tax correction, GST services, and IRD audit defence), corporate compliance, outsourced/virtual CFO services, SMSF administration, cloud accounting support, succession planning, and legal services delivered via a partnership model. Revenue mechanics are primarily professional-services-based, quote-based, and pay-as-you-go, with a recurring component from SMSF administration. Distribution is sales-led through direct in-person consulting at three physical offices, supplemented by phone and email remote service delivery across New Zealand. The go-to-market is supported by content marketing, SEO-optimized blog content on NZ tax topics, and free initial consultations as a top-of-funnel conversion mechanism.

The primary customer segment is New Zealand SMEs, with documented vertical specializations in healthcare professionals, franchise businesses, not-for-profits, retail, property/real estate, construction, and manufacturing. A newer "AI Automation Specialist" service line, launched in 2026, extends the firm beyond traditional compliance into technology advisory, helping clients implement AI and automation tools across finance and operations. Underlying technology is built around cloud accounting platforms rather than proprietary software, and the firm has no documented patents, proprietary models, or formal certifications.

Name

Orb360

Legal name

DFK Orb360 O'Halloran

Website

https://orb360.co.nz

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

11–50 employees

Short description

DFK Orb360 O'Halloran is a New Zealand-based chartered accounting and business advisory firm founded in 2014, serving SMEs and franchises with accounting, tax, outsourced CFO, SMSF administration, and AI automation services from offices in Auckland and the Wellington region.

Ownership category

akta.pro rank

Product category

Chartered Accounting and Business Advisory Services

SIC

Finance Services (6199)

akta.pro primary industry

Outsourced Finance & CFO Services (BPAHABAE)

akta.pro secondary industry

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

Keywords

• Chartered accounting services
• Tax advisory services
• Business advisory consulting
• Outsourced CFO services
• SMSF administration

Headquarters

HQ city

Auckland

HQ country

New Zealand

HQ region

Oceania

Offices3 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 Advisory Services: Ongoing accounting, tax advisory, bookkeeping, corporate compliance, and outsourced CFO services delivered on a retainer or project basis for businesses and individuals.
2. SMSF Administration: Full-service SMSF administration provided on a recurring basis for self-managed super fund clients.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Orb360 (trading as DFK Orb360 O'Halloran) is a New Zealand chartered accounting and business advisory firm delivering outsourced accounting, financial reporting, tax advisory, corporate compliance, bookkeeping, SMSF administration and outsourced CFO services to SMEs, franchises, healthcare professionals and other sectors. The firm supplements local advisory with international capability through its membership in the DFK International network spanning 93+ countries, and also offers AI-driven process automation services for finance functions.

Product overview

DFK Orb360 O'Halloran is a New Zealand-based chartered accounting and business advisory firm offering a comprehensive portfolio of professional services. The firm provides an integrated suite of offerings including core accounting and reporting, tax advisory (covering general tax, crypto tax correction, and GST services), outsourced CFO services, cloud accounting support, and business advisory services (succession planning, strategic planning, business review and improvement). Specialized sector services include retail accounting, charity/not-for-profit accounting, healthcare professional accounting, franchise specialist services, and international business services through the DFK International network. The firm also offers AI automation specialist services for business process optimization, as well as IRD audit support and legal services partnerships. Services span from compliance-focused offerings (IRD tax help, corporate compliance, SMSF administration) to growth-focused advisory (strategic planning, succession planning). The portfolio is delivered through multiple office locations in Auckland and Wellington, with access to global resources via DFK International's network of 93+ countries.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting and Reporting Core accounting and financial reporting services for businesses, covering financial statement preparation and compliance reporting.
• Tax Advisory Expert tax advisory services including tax planning, compliance, and strategic tax advice for individuals and businesses.
• Crypto Tax Correction NZ Specialized service to fix crypto tax errors and ensure IRD compliance for cryptocurrency transactions in New Zealand.
• Retail Accounting NZ Specialized accounting services for retail businesses including GST management, inventory tracking, and cash flow support.
• Charity Accounting NZ Financial and compliance support services tailored for not-for-profit organisations and charities in New Zealand.
• IRD Tax Help NZ Expert assistance with IRD audits, tax issues, penalty resolution, and responses to Inland Revenue inquiries.
• Accountant for Healthcare Professionals NZ Specialized accounting and tax services for doctors, dentists, specialists, and medical practices in New Zealand.
• IRD Audit Support NZ Professional support for businesses and individuals facing IRD audits or tax investigations.
• Outsourced CFO Services Virtual CFO services providing financial leadership, strategic planning, and financial management support for businesses.
• Cloud Accounting Support Support and advisory services for cloud-based accounting platforms and digital accounting tools.
• International Business Services Advisory services for businesses operating internationally or expanding into global markets, leveraging the DFK International network.
• Succession Planning Strategic planning services to help business owners prepare for ownership transition and leadership succession.
• Franchise Specialist Specialized advisory services for franchise businesses covering compliance, financial management, and growth strategies.
• SMSF Administration Full-service self-managed super fund administration covering compliance, reporting, and tax obligations.
• AI Automation Specialist AI-powered automation service that helps businesses streamline operations by implementing artificial intelligence tools and automation systems to reduce manual tasks and improve efficiency.

Named customers6 records

Segments9 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability1 record

Feature1 record

Partnerships

One partnership is on record.

• DFK InternationalcoreStrategic or Co-development PartnerDFK Orb360 is a proud member of DFK International, a global accounting network spanning 93+ countries, 229+ member firms, and 441+ offices worldwide. This membership provides the firm with access to world-class expertise, advanced tools, and international connections, enabling them to support clients with local, national, and global business needs. The partnership enables DFK Orb360 to offer international business services and cross-border advisory capabilities.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Crowe New Zealand: Mid-tier accounting and advisory firm operating across NZ with similar SME/mid-market focus and global Crowe network affiliation — competes head-to-head for advisory, tax, and outsourcing mandates.
• BDO New Zealand: Mid-tier international accounting and advisory firm with full NZ presence across audit, tax, advisory, and outsourcing — directly competes with Orb360 for SME and mid-market clients, with comparable international network affiliation.
• RSM New Zealand: Mid-tier international accounting network member in NZ serving SMEs and mid-market across audit, tax, and advisory — directly comparable positioning and service breadth to Orb360.
• Baker Tilly Staples Rodway: NZ-headquartered chartered accounting firm with multiple regional offices, providing SME tax, advisory, and audit services — directly comparable size, geography, and service offering to Orb360.
• Grant Thornton New Zealand: International mid-tier accounting firm with NZ offices, targeting growth-oriented SMEs and mid-market — directly comparable service mix and customer segment to Orb360.
• PKF New Zealand: International accounting network member firm in NZ offering accounting, tax, and advisory services to SMEs and mid-market — overlaps Orb360's positioning and global-network-driven value proposition.

Broad incumbents

• EY New Zealand: Big 4 firm providing audit, tax, and advisory services across NZ — overlaps with Orb360 on mid-market advisory and international expansion support for NZ-headquartered businesses.
• Deloitte New Zealand: Big 4 firm offering full-service audit, consulting, tax, and advisory in NZ — overlaps with Orb360 on tax advisory, outsourced finance, and international expansion services at the larger end of the market.
• KPMG New Zealand: Big 4 firm with comprehensive NZ presence across audit, tax, and advisory — competes for the upper end of Orb360's mid-market and international cross-border mandates.
• PwC New Zealand: Big 4 firm with broad NZ practice across audit, tax, and advisory — competes with Orb360 for mid-market and cross-border mandates, particularly succession planning and outsourced CFO work.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/Orb360nz
• LinkedInlinkedin.com/company/accountsicon

Revenue estimate

Valuation estimate

Number of profiles

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 Orb360