Hood Sweeney

What Hood Sweeney does

Hood Sweeney is a full-service accounting, business advisory and financial planning firm headquartered in Dulwich (Adelaide), South Australia, operating since 1976 through a group of wholly-owned subsidiaries held under One Hood Sweeney Pty Ltd. The firm serves small-to-medium enterprises, family enterprises, agribusinesses, healthcare practices, food & hospitality operators, wine industry businesses, and not-for-profits across South Australia via five offices (Adelaide/Dulwich headquarters plus Whyalla, Clare, Kadina, and Port Augusta), and reports $600 million in funds under advice and $10 million+ in insurance premiums under advice through Hood Sweeney Securities Pty Ltd (AFSL No. 220897).

The technology stack is cloud-based, built around Xero integrations, Microsoft 365 with Copilot, and proprietary sub-brands Blue Jam (growth advisory) and Orlo One (technology solutions); the firm has also disclosed use of OpenAI ChatGPT, Anthropic Claude, and Google Gemini with human-in-the-loop oversight for fact-finding and advisory work. Client-facing distribution includes a financial planning portal (myfinance-hub.com.au), a technology services portal (connect.hstechnology.com.au), phone/email enquiry channels, and content marketing.

Revenue is generated via professional services fees (accounting, tax planning/compliance, outsourced CFO, M&A and succession advisory), tiered financial planning fees (one-off advice preparation $440-$11,000, implementation $550-$1,100, ongoing 0.40%-0.88% of AUM or $1,100-$16,500 fixed, brokerage 0.55% per trade), and life risk insurance commissions (0-60% upfront, 0-20% ongoing). The firm operates under a sales-led enterprise field motion targeting SMEs and family enterprises, supplemented by referral channels including an inaugural partnership with Family Business Association South Australia (Feb 2024), Count network membership, and technology integrations with Xero, Microsoft, FNZ Securities, Mailchimp, and Humanitix.

Name

Hood Sweeney

Legal name

Hood Sweeney Pty Ltd

Website

https://hoodsweeney.com.au

Company type

Private

Founded year

1976

Operating status

Operating

Headcount range

51–100 employees

Short description

Hood Sweeney is a 50-year-old, privately held South Australian accounting, business advisory and financial planning firm serving SMEs, family enterprises and agribusinesses across five offices under AFSL No. 220897.

Ownership category

akta.pro rank

Product category

Accounting and Business Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Finance and Insurance (52)

SIC

Finance Services (6199), Investment Advice (6282)

akta.pro primary industry

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

akta.pro secondary industry

Business Owner & Executive Financial Planning (FSAEAAAO)

Keywords

• Accounting and advisory
• Financial planning services
• Tax compliance
• Succession planning
• Business advisory

Headquarters

HQ city

Whyalla

HQ country

Australia

HQ region

Oceania

Offices5 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Financial Planning Advice Fees: Advice preparation fees (fixed $440-$11,000 or hourly), implementation fees ($550-$1,100), ongoing advice fees ($1,100-$16,500 fixed or 0.40%-0.88% of assets under management), and brokerage fees at 0.55% per trade (minimum $14.50)
2. Life Risk Insurance Commissions: Upfront commission of 0-60% of first year annual premium, ongoing annual commission of 0-20% of annual premium for life risk insurance policies recommended to clients
3. Accounting & Business Advisory Services: Accounting, tax planning, tax compliance, outsourced CFO, financial accounting, merger and acquisition support, succession planning, and business advisory services for SMEs and family enterprises

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels6 records

Core offering

Hood Sweeney is a full-service South Australian accounting and financial advisory firm delivering accounting, tax, business advisory, financial planning, personal insurance, growth advisory (Blue Jam), and technology services (Orlo One) primarily to small-to-medium enterprises, family enterprises, agribusinesses, healthcare professionals, food and hospitality operators, and not-for-profits. Financial planning and investment services are operated under Australian Financial Services Licence No. 220897 via subsidiary Hood Sweeney Securities Pty Ltd.

Product overview

Hood Sweeney operates as a full-service accounting and advisory firm offering a portfolio of integrated services under a unified brand. The core offerings span Accounting & Business Advisory (including Cloud Accounting, Tax Planning, Tax Compliance, Outsourced CFO, Budgeting/Forecasting, Financial Accounting, M&A Support, Succession Planning, Self-Managed Super Funds, and Xero Integrations), Financial Planning (under AFSL No. 220897 including Retire Smiling), Personal Insurance & Risk, Finance, Growth Advisory (including Blue Jam), and Technology Services (including Orlo One). For the wine industry, Hood Sweeney offers specialized solutions including Integrated Winery Management, Xero for the Wine Industry, and eCommerce for the Wine Industry. The firm is organized as the Hood Sweeney Group comprising Hood Sweeney Accounting & Business Advisory, Hood Sweeney Securities, Hood Sweeney Finance, Hood Sweeney Consulting (Blue Jam), Hood Sweeney Technology (Orlo One), and Hood Sweeney Corporate Services.

Differentiator

Problem solved

Functional benefit

Brands

• Blue Jam: Growth advisory services for businesses, offered through Hood Sweeney Consulting Pty Ltd.
• Orlo One
• Retire Smiling

Products and services

• Accounting & Business Advisory

Quantifiable outcome

• $600M in funds managed for clients
• +1 more outcomes

Named customers6 records

Segments6 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

AI capability2 records

Feature3 records

Partnerships

Five partnerships are on record, tiered core and minor.

• Family Business AssociationcoreStrategic or Co-development Partner · 1 February 2024Hood Sweeney and Family Business Association partnered in South Australia in an inaugural state partnership to serve family businesses with specialised advisory services including succession planning, governance, and intergenerational wealth transfer.
• Count / CountplusminorOthersMember of Count network, a professional services network for accounting and business advisory firms
• XerocoreTechnology or IntegrationXero cloud accounting software integrations offered as part of accounting and business advisory services. Xero add-ins vetted against minimum-security standards.
• FNZ SecuritiescoreTechnology or IntegrationSecurities trading platform used for listed investment trades with brokerage fee of 0.55% per trade (minimum $14.50)
• MicrosoftcoreTechnology or IntegrationMicrosoft 365 Copilot and associated AI systems used to assist in providing products and services. Data may be stored using Microsoft cloud infrastructure.

Scale indicators4 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• William Buck: William Buck is an Australian mid-tier accounting and advisory firm with a strong presence in SME, family business, and agribusiness advisory, closely mirroring Hood Sweeney's service mix and client base.
• BDO Australia: BDO Australia is a mid-tier accounting and advisory network with a national footprint and strong regional office presence. It competes directly with Hood Sweeney for SME, family business, and agribusiness clients across accounting, tax, and advisory services.
• Crowe Australasia: Crowe Australasia is a mid-tier accounting and advisory network with a multi-office national presence serving SMEs and mid-market clients with accounting, audit, and advisory services.
• RSM Australia: RSM Australia is a mid-tier accounting network providing audit, tax, and business advisory to SMEs and mid-market clients. Its full-service model and mid-market positioning are closely comparable to Hood Sweeney's.
• Pitcher Partners: Pitcher Partners is an Australian association of accounting and advisory firms with strong family business and SME focus. It directly overlaps with Hood Sweeney's core segments and full-service advisory offering.
• Pilot Partners: Pilot Partners is a Brisbane-based mid-tier accounting and advisory firm serving SMEs, family businesses, and not-for-profits with accounting, tax, and wealth services, similar in size and service mix to Hood Sweeney.
• Grant Thornton Australia: Grant Thornton Australia is a global mid-tier network with significant presence in SME and mid-market accounting, tax, and advisory. It is a structural peer competing for similar client segments.
• Mazars Australia: Mazars Australia is a mid-tier accounting and advisory firm offering audit, tax, and business advisory to SMEs and mid-market clients, comparable in service breadth to Hood Sweeney.
• Bentleys: Bentleys is a network of Australian accounting and advisory firms serving SMEs, family businesses, and not-for-profits with accounting, tax, and business advisory services comparable to Hood Sweeney's.

Broad incumbents

• KPMG Australia: KPMG Australia is a Big 4 firm with a dedicated mid-market and private enterprise practice. It competes with Hood Sweeney for larger SMEs and family enterprises with broader resources and brand recognition.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/hoodsweeney
• LinkedInlinkedin.com/company/hood-sweeney
• Xx.com/hoodsweeney

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries5 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 Hood Sweeney