Megra

What Megra does

Megra Steuerberatungsgesellschaft eGbR is a partnership-owned tax advisory firm headquartered in Troisdorf, Germany, serving self-employed individuals, entrepreneurs, and small-to-medium enterprises (SMEs) nationwide. Founded in 2011 by co-founding partners Martin Grau LL.M. (Rechtsanwalt, Steuerberater, Wirtschaftsprüfer) and Frank Weinberg (Dipl.-Betriebswirt, Steuerberater), the firm operates under the legal form eingetragene Gesellschaft bürgerlichen Rechts (eGbR) with no institutional or external ownership and employs approximately 15 staff across tax advisory, payroll, financial accounting, IT, and client coordination functions. Its positioning is built on a 100% digital, cloud-based delivery model anchored in the Köln/Bonn region but serving clients Germany-wide.

The firm's core technology layer is the milia.io client collaboration portal, integrated with DATEV Unternehmen Online for accounting data exchange, Microsoft Bookings for scheduling, fastdocs for HR document management, and additional partnership integrations with sevDesk (Gold partner), Lexware, and moss for cloud accounting and expense workflows. Productized service lines include tax advisory under transparent monthly fixed-price packages, 'Accounting as a Service' (outsourced bookkeeping), 'HR as a Service' (outsourced payroll), and two sub-brands: 'entrepreneur buddy' for tax-adjacent strategic consulting and 'DiGiTAXperts' for B2B firm-organization consulting, workshops, and coaching to other tax firms. The technology posture is process-automation-led rather than AI-led: the firm markets automated bookkeeping, master data management, and a paperless office, but discloses no proprietary AI/ML models, training pipelines, or research activity.

Megra runs a digital-first, sales-led go-to-market targeting German entrepreneurs and SMEs through its website, content marketing (Steuernews), regular webinars via Microsoft Teams, and organic social presence on LinkedIn, Facebook, Instagram, and Xing. Distribution is direct and bifurcated: a self-service funnel via the milia portal for smaller clients and a consultative direct-sales channel for mid-market clients supported by free initial consultations and customized packaged offers. Revenue is largely recurring, driven by subscription-style monthly fixed-price service packages, supplemented by professional-services revenue from one-time filings, advisory projects, and B2B coaching engagements. Credibility is anchored by the DATEV Siegel Digitale Kanzlei 2023, the milia 'Kanzlei der Zukunft' designation, and Gold status with sevDesk.

Name

Megra

Legal name

megra Steuerberatungsgesellschaft eGbR

Website

https://megra-beratung.de

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

11–50 employees

Short description

Megra is a Troisdorf-based digital tax advisory partnership providing bookkeeping, payroll, tax filing, and strategic consulting to self-employed individuals and SMEs across Germany via a cloud-based, monthly fixed-price delivery model.

Ownership category

akta.pro rank

Product category

Tax Advisory Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Payroll Services (541214)

SIC

Services-Management Services (8741)

akta.pro primary industry

Payroll & Employment Tax Services (BPAHABAD)

akta.pro secondary industries

Revenue Systems, E-Filing & Digital Tax Administration (BPAIADAO), Indirect Tax (VAT/GST/Sales & Use) Services (BPAHABAJ)

Keywords

• Digital tax advisory
• Outsourced accounting services
• Payroll processing services
• Business tax consulting
• SME tax planning

Headquarters

HQ city

Troisdorf

HQ country

Germany

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Tax Advisory Services: Recurring monthly fixed-price packages for tax advisory, accounting, and payroll services targeting entrepreneurs and SMEs
2. Accounting / HR as a Service: Outsourced complete accounting or payroll processing as monthly service
3. Business Consulting (entrepreneur buddy): Tax-adjacent business consulting brand for strategic business decisions and company development
4. DiGiTAXperts Training & Coaching: B2B consulting services for other tax firms on office organization, leadership workshops, and staff development

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels7 records

Core offering

Megra is a digital tax advisory partnership that delivers outsourced financial accounting, payroll processing, tax filing, and strategic business consulting for German entrepreneurs, self-employed professionals, and SMEs. Services are delivered through cloud-based collaboration tools (notably the milia client portal) with fixed monthly pricing packages, automated workflows, and integrations to DATEV, sevDesk, Lexware, and Fastdocs.

Product overview

Megra is a digital tax consulting firm offering a unified suite of services centered around digital collaboration with clients. The core offerings include milia (a client portal for secure document exchange and communication), combined with outsourced Accounting as a Service and HR as a Service. The company operates two sub-brands: entrepreneur buddy for tax-adjacent business consulting, and DiGiTAXperts for B2B firm organization consulting, workshops, and coaching services. All services are delivered through automated, cloud-based processes with monthly fixed-price packages.

Differentiator

Problem solved

Functional benefit

Brands

• entrepreneur buddy: Brand for tax-related business consulting services.
• DiGiTAXperts

Products and services

• milia Client Portal

Quantifiable outcome

• Switching process completed within 4-6 weeks from initial meeting to complete data transfer
• +1 more outcomes

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

AI capability1 record

Feature5 records

Partnerships

Five partnerships are on record, tiered core and minor.

• milia.iocoreTechnology or IntegrationStrategic partnership with milia.io providing the digital client collaboration platform. Enables legally binding digital signatures, automated workflows, and efficient client communication. Integral to the firm's 'Kanzlei der Zukunft' (Tax Firm of the Future) positioning.
• DATEVcoreTechnology or IntegrationCertified DATEV partner with 'Digitale Kanzlei' status. Provides accounting software integration for client data exchange and compliance with German tax authorities.
• Microsoft (Bookings/Office 365)coreTechnology or IntegrationUses Microsoft Bookings for appointment scheduling and Office 365 for internal operations and client communication.
• Heskamp-medien.de (heskamp-medien)minorOthersExternal website hosting provider. Website is hosted externally by Heskamp-medien.de based in Coesfeld.
• heskamp-medien / newgen AGminorImplementation/ SI/ Consulting PartnerWebsite design and implementation partner. newgen AG listed as the agency that realized the website.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Taxfix: Berlin-based digital tax filing app targeting consumers and self-employed. Comparable to Megra's entrepreneur/Selbstständige segment, but competes on a self-serve, lower-price, software-led model rather than a full-service advisory relationship.
• Smartsteuer: Digital tax return product from Wolters Kluwer, targeting German consumers and self-employed with online tax filing. Competes with the lower end of Megra's tax advisory offering for the same entrepreneur segment.
• Steuerbot: Digital tax assistant for German income tax returns, focused on employees and self-employed. Represents the same end-customer digital disruption risk to Megra's tax return and advisory services.

Broad incumbents

• Lohnsteuerhilfe Bayern (Lohi): Tax aid association serving employees and self-employed with income tax returns. Competes for the same entrepreneur/Selbstständige segment with a low-cost, membership-based model that pressures advisory pricing.
• DATEV eG: Germany's dominant cooperative provider of accounting and tax software, and Megra's core technology partner. Comparable as a major ecosystem player in the German tax/accounting stack, but operates at vastly larger scale as a software and services cooperative.
• ETL AG: Large German tax advisory, audit, and consulting network with hundreds of partner firms. Comparable as a multi-service tax/accounting/HR provider for SMEs, but at national-network scale rather than a single local firm.
• Allgeier (Tax & Accounting): Mid-sized German tax and accounting advisory group. Comparable service mix (tax, accounting, payroll) for SME clients, with broader geographic reach and more capacity than Megra.
• Haufe-Lexware (Lexware): Major German provider of Lexware accounting, payroll, and tax software for SMEs. Megra is a certified Lexware partner; Lexware's products compete with Megra's Accounting-as-a-Service and HR-as-a-Service bundles at the SMB end.

Others

• sevDesk: Cloud bookkeeping and invoicing SaaS for small businesses; Megra is a sevDesk Gold partner. Indirectly comparable as an enabler/competitor for SME bookkeeping workflows that Megra's Accounting-as-a-Service bundles.

Emerging players

• valantic: European consulting and technology firm with tax, finance, and digital transformation practices. Comparable in combining tax advisory with technology enablement, but operates in enterprise/mid-market rather than SME entrepreneur niche.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/megra.Steuerberatung
• LinkedInlinkedin.com/company/megra-steuerberatung-digitaxperts
• Instagraminstagram.com/megra_beratung

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 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 Megra