What Northcorp does

Northcorp Accountants + Financial Services is a privately-held chartered accounting firm headquartered in Port Macquarie, New South Wales, Australia, founded in 1953 and operating a secondary office in Wauchope. The firm provides a full suite of professional services including accounting and taxation (for individuals and businesses), audit and assurance (statutory, internal, SMSF, and trust account audits), financial planning and wealth management (through NorthCorp Wealth Management), and self-managed superannuation fund establishment, administration, and compliance. Its client base spans individual taxpayers, small-to-medium businesses, not-for-profit organisations (including registered clubs, aged care facilities, and Aboriginal medical services), and SMSF trustees, with named enterprise relationships including Bushland Health Group Limited and Hokubee Australia Pty Ltd (a client since 2008).

The firm's technology stack is built around partner integrations rather than proprietary systems: it works with major cloud accounting platforms (MYOB, Xero as a Silver Partner, QuickBooks, Reckon), operates a secure client portal for document exchange and digital signatures, runs a mobile application launched in 2017 with push notifications and portal access, and integrated the FuseSign digital signature platform in July 2023 to enable remote signing of tax returns, financial reports, and BAS documents. NorthCorp Wealth Management operates as a Corporate Authorised Representative (No. 438452) of PGW Financial Services Pty Ltd under AFSL 384713, which is the regulatory vehicle enabling the firm to deliver licensed financial advice.

The business model is a partner-led, sales-driven professional services firm monetised through fee-for-service arrangements across compliance and advisory engagements, with no disclosed pricing or revenue figures. The firm is independently owned by its partners, has 11-50 employees, manages over 200 SMSF funds annually through a dedicated superannuation team, and has no external institutional investors, no funding rounds, no M&A activity, and no disclosed AI or machine-learning capabilities. GTM relies on direct partner-led client relationships, referrals, website content marketing on ATO and regulatory updates, and the client portal/app for ongoing engagement.

Name

Northcorp

Legal name

Northcorp Accountants + Financial Services

Website

https://northcorp.com.au

Company type

Private

Founded year

1953

Operating status

Operating

Headcount range

11–50 employees

Short description

Northcorp Accountants + Financial Services is a chartered accounting firm founded in 1953 in Port Macquarie, Australia, providing taxation, audit, financial planning, and SMSF services to individuals, small-to-medium businesses, and not-for-profit organisations in the Port Macquarie/Wauchope region.

Ownership category

akta.pro rank

Product category

Accounting & Financial Services

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Finance Services (6199)

akta.pro primary industry

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

akta.pro secondary industries

Family Office Advisory (Single/Multi-Family) (FSAEAAAI), Family Office Administration & Operations (Accounting, Reporting, Payroll) (FSAAADAD)

Keywords

• Accounting services
• Taxation services
• Audit services
• Financial planning
• Self-managed super funds

Headquarters

HQ city

Port Macquarie

HQ country

Australia

HQ region

Oceania

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Accounting and Taxation Services: Professional services for individuals and businesses including tax return preparation, tax planning, financial reporting, GST, capital gains tax, fringe benefits tax, and compliance services
2. Audit and Assurance Services: External statutory audits, internal audits, SMSF audits, trust account audits, financial report preparation, risks and governance reviews
3. Financial Planning and Wealth Management: Retirement and wealth creation strategies, wealth protection, pre and post retirement planning, estate planning, tax effective planning, Centrelink advice
4. Self Managed Superannuation Fund Services: SMSF establishment, administration, compliance with Superannuation Industry (Supervision) Act 1993, annual financial statements, tax returns, member statements, investment reports, trustee meeting minutes

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

Northcorp Accountants + Financial Services delivers integrated accounting, taxation, audit, financial planning, and self-managed super fund (SMSF) administration services from its offices in Port Macquarie and Wauchope, NSW Australia. The firm operates a multi-disciplinary practice structured around four service lines — Tax + Accounting for Business, Tax + Accounting for Individuals, Audit + Superannuation, and Financial Planning — supported by a cloud-accounting technology stack including Xero and an in-house mobile app.

Product overview

Northcorp is a firm of chartered accountants offering a comprehensive suite of professional services centered around accounting, taxation, audit, and financial planning. The core offerings include Accounting + Taxation Services (covering both business and individual clients), Audit + Assurance Services, Financial Planning through NorthCorp Wealth Management, and Self Managed Superannuation Funds (SMSF) management. Additional services include Northcorp Express (quick turnaround tax returns) and a Client Portal for secure document sharing and digital signatures. The firm works with major accounting software platforms including MYOB, Xero (Silver Partner), QuickBooks, and Reckon. Services are delivered through offices in Port Macquarie and Wauchope, NSW.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax + Accounting for Business
• Tax + Accounting for Individuals Personal taxation and accounting services for individual clients, led by Founding Partner Alison McKinnon. Covers individual tax returns, personal advisory, and related compliance work for individuals and families.
• Audit + Superannuation Audit and self-managed superannuation fund (SMSF) administration service line led by Founding Partner Bart Lawler. The firm administers 200+ SMSFs annually and provides audit services to SMSF and other clients.
• Financial Planning Financial planning and wealth advisory service delivered by Founding Partner and financial planner Adam Easter. Targeted at clients seeking integrated advice alongside accounting and tax services.
• Cloud Bookkeeping (Xero) Cloud-based bookkeeping service delivered as a Xero Silver Partner, supporting business clients with day-to-day record-keeping, reconciliation, and software-supported reporting workflows.
• Northcorp Mobile App In-house mobile application launched in 2017 to give clients on-the-go access to documents, communication, and account information with the firm.

Quantifiable outcome

• Manages over 200 SMSF funds each year
• +2 more outcomes

Named customers2 records

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature2 records

Partnerships

One partnership is on record.

• PGW Financial Services Pty LtdcoreStrategic or Co-development PartnerNorthCorp Wealth Management is a Corporate Authorised Representative (No. 438452) of PGW Financial Services Pty Ltd. This is the firm's financial services licensee, enabling them to provide financial planning and wealth management advice under their AFSL 384713.

Scale indicators3 records

Recent moves8 records

Expansion highlights5 records

Regional players

• Pilot Partners: Australian accounting and financial advisory firm providing tax, audit, superannuation and wealth services. Comparable in offering breadth and SMB/HNW client focus, with similar mid-tier scale.
• Prosperity Advisers: Regional Australian accounting and advisory firm with strong NSW presence, offering accounting, audit, tax and financial planning to SMEs and individuals. Comparable in regional positioning and service mix.

Direct peers

• William Buck: Australian mid-tier accounting and advisory firm with offices across metro and regional areas, providing tax, audit, advisory and wealth management. Comparable in service breadth and regional Australian positioning.
• RSM Australia: Mid-tier accounting and advisory firm with a strong regional Australian presence offering audit, tax, consulting and wealth services. Comparable in scale, geographic spread and full-service SMB focus.
• HLB Mann Judd: Australian mid-tier accounting and advisory network offering tax, audit, business advisory and wealth services across regional and metro offices. Closely comparable to Northcorp in service mix (accounting/audit/wealth) and regional Australian positioning.
• Crowe Australasia: Mid-tier Australian accounting and advisory firm delivering audit, tax, risk and consulting services, including SMSF and wealth advisory. Comparable service portfolio and target client segments to Northcorp.
• Pitcher Partners: Australian mid-tier chartered accounting firm providing accounting, audit, tax, financial planning and business advisory to SMEs and high-net-worth individuals. Directly comparable in offering breadth and SMB/HNW client focus.

Broad incumbents

• Mazars Australia: International accounting and advisory firm with Australian presence, offering audit, tax, consulting and wealth services. Comparable in service mix though broader and larger than Northcorp.
• Grant Thornton Australia: Global mid-tier accounting firm with Australian offices providing audit, tax and advisory services. Overlaps with Northcorp in audit, tax compliance and business advisory for mid-market clients.
• BDO Australia: International mid-tier accounting network with substantial Australian footprint across tax, audit, advisory and wealth. Larger and broader than Northcorp but overlaps directly on SMB accounting, audit and SMSF services.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 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 Northcorp