Malloch McClean

What Malloch McClean does

Malloch McClean (operating as Malloch McClean +MORE) is a chartered accountancy and business advisory firm headquartered in Invercargill, Southland, New Zealand, with a second office in Gore. The firm services two primary segments: Southland farmers (particularly sheep/beef and dairy operators) requiring farm accounting, benchmarking, succession planning, and tax advice, and SME business owners across trades, retail, hospitality, automotive, and professional services requiring compliance, reporting, and growth advisory. Core offerings span annual financial statements, bookkeeping, tax consulting and preparation, payroll, GST/IRD management, and companies office administration on the accounting side, and business planning, virtual CFO advisory, coaching, corporate governance, succession and exit planning, and organizational review on the advisory side. The firm also delivers agribusiness-specific services including farm budgeting, variance reporting, and multi-year farm benchmarking reports.

The technology stack is anchored on cloud accounting platforms: Xero (Platinum Partner), plus Figured, Hubdoc, Tradify, Farm Focus, Fathom, and Cashmanager for sector and workflow specialization. The firm's sole disclosed proprietary technology product is the AI Business Planning Tool ("Smarter Business Blueprint"), a generative AI workflow that guides clients through structured business plan creation, available as self-serve or advisor-facilitated. The firm also maintains a suite of business diagnostic tools covering leadership, culture, resilience, sales, marketing, and innovation dimensions.

Revenue is generated entirely through customized professional services engagements — quote-based, multi-year contract pricing with no publicly disclosed rates or packaged tiers. Customer acquisition is primarily relationship-led and community-led: local sponsorships (Southland Stags, Southland Dairy Industry Awards), business workshops, case study content via the FUEL blog platform, and government-channel referrals through Regional Business Partners. Distribution leverages two network affiliations: the +MORE Group (18+ locally owned member firms across New Zealand) and MGI Worldwide (a top-20 international network of independent accounting firms), enabling cross-referrals for multi-region and international client needs without geographic capital deployment.

Name

Malloch McClean

Legal name

Malloch McClean +MORE

Website

https://mmca.co.nz

Company type

Private

Founded year

1933

Operating status

Operating

Headcount range

51–100 employees

Short description

Malloch McClean +MORE is a New Zealand chartered accountancy and business advisory firm serving Southland farmers and SME business owners with accounting, tax, virtual CFO, business planning, and agribusiness advisory services from offices in Invercargill and Gore.

Ownership category

akta.pro rank

Product category

Accounting & Business Advisory Services

akta.pro industry

PRIMARYAFACAJAC

Farm Financial Management & Recordkeeping Services

Agriculture & Food Production/Agricultural Services (Custom Farming, Agronomy, Veterinary)/Farm Management & Operational Advisory Services

SECONDARYAFACAJAA

Whole-Farm Business Management & Budgeting Advisory

Agriculture & Food Production/Agricultural Services (Custom Farming, Agronomy, Veterinary)/Farm Management & Operational Advisory Services

SECONDARYAFACAJAO

Succession, Governance & Ownership Transition Advisory

Agriculture & Food Production/Agricultural Services (Custom Farming, Agronomy, Veterinary)/Farm Management & Operational Advisory Services

Keywords

• Accounting services
• Business advisory
• Agribusiness consulting
• Tax consulting
• Bookkeeping services

Headquarters

HQ city

Invercargill

HQ country

New Zealand

HQ region

Oceania

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Accounting Services: Comprehensive accounting services including annual financial statements, bookkeeping, tax preparation and filing, payroll management, and management reporting. Services are customized to each client's specific needs rather than standard packages.
2. Business Advisory Services: Strategic advisory services including business planning, CFO advisory, coaching, corporate governance, succession planning, exit solutions, and organizational review. Revenue generated through consulting engagements and ongoing advisory retainer arrangements.
3. Agribusiness Services: Specialized services for farmers including farm accounting, tax advice, business and succession planning, farm budgeting and variance reporting, and benchmarking services.
4. Software Training and Integration: Training and implementation services for cloud accounting software platforms including Xero, Figured, Hubdoc, Tradify, Farm Focus, and Fathom.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Malloch McClean provides chartered accountancy, tax, and business advisory services to businesses and farmers across the Southland region of New Zealand. Core offerings include annual financial statements, bookkeeping, payroll, income tax returns, and management reporting, alongside higher-margin advisory services such as business planning, CFO advisory, succession planning, and exit solutions. The firm has a dedicated agribusiness practice specializing in farm accounting, farm budgeting, benchmarking, and rural succession planning.

Product overview

Malloch McClean +MORE is an accounting and business advisory firm that offers a comprehensive suite of professional services, primarily operating as a service-based practice rather than a software product company. The core offering consists of traditional accounting services (annual financial statements, bookkeeping, tax preparation, payroll management) combined with business advisory services (business planning, CFO advisory, succession planning, corporate governance). The firm also provides specialised agribusiness services for Southland farmers, including farm accounting, tax advice, and succession planning. Additional offerings include an AI Business Planning Tool powered by Smarter Business Blueprint, virtual CFO advisory services, and integration partnerships with accounting software platforms including Xero (Platinum Partner), Figured, Hubdoc, Tradify, Farm Focus, and Fathom.

Differentiator

Problem solved

Functional benefit

Products and services

• Annual Financial Statements Preparation and filing of accurate financial statements that meet compliance standards, providing a comprehensive overview of a business's financial status.
• Apps & Software (Cloud Accounting Setup) Cloud-based accounting software solutions including Xero, Figured, Hubdoc, Tradify, Farm Focus, and Fathom, with recommendation, setup, and training services for clients.
• Bookkeeping Services Expert bookkeeping services keeping financial records accurate and up to date, including GST management, PAYE payroll services, and secretarial services.
• Business Planning Collaborative business planning sessions to assess past performance, define future direction, establish realistic goals, and create a one-page business plan.
• CFO Advisory (Virtual CFO) Virtual CFO service embedding a financial expert into the business to provide strategic oversight, financial management, cashflow forecasting, budgeting, and decision-making support.
• Tax Consulting Solutions Expert tax advice including tax planning, compliance and filing support, audit assistance, tax efficiency reviews, estate and inheritance tax planning, and ongoing guidance.
• Agribusiness Services Specialised accounting and advisory services for farmers including farm accounting, tax advice, business and succession planning, coaching, farm budgeting, and variance reporting.
• Payroll Services Payroll management services for client businesses, typically delivered as part of broader bookkeeping and PAYE offerings.
• Management Reporting Regular financial management reporting to give business owners clarity on their numbers and support decision-making.
• Income Tax Returns Preparation and filing of income tax returns for businesses and individuals.
• IRD Communications Management of communications and filings with New Zealand's Inland Revenue Department on behalf of clients.
• Companies Office Management Secretarial and statutory management services related to the New Zealand Companies Office, including annual returns and corporate filings.
• Tax Planning Proactive tax planning services to minimize tax liability and optimize structures for clients.
• Succession Planning Advisory services for business and farm succession, helping owners transition ownership and management to the next generation.
• Exit Solutions Advisory support for business owners planning to exit or sell their business, including valuation, structuring, and transaction support.
• Coaching Business coaching services for owners and leadership teams to support growth, accountability, and execution.
• Cashflow Forecasting Cash flow forecasting services to help businesses plan liquidity and manage working capital.
• Corporate Governance Corporate governance advisory including board support, governance structures, and best-practice frameworks.
• Organisational Review Organizational review services covering structure, roles, processes, and operational efficiency.
• Buying or Selling a Business Advisory and due diligence services supporting business acquisitions and divestments.
• Estate Planning Estate and inheritance planning services to structure wealth transfer alongside succession and exit planning.
• Core Values Session Facilitated sessions to define company core values and align culture with business strategy.
• Integrated Forecasting Integrated financial forecasting combining profit, cash flow, and balance sheet projections for scenario planning.
• Trifecta Advisory Service A bundled advisory program combining planning, financial reporting, and accountability support.
• Farm Benchmarking Reports Agricultural benchmarking services providing 3-year summary reports covering sheep, beef, and dairy farms with industry comparison data.

Named customers10 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration8 records

AI capability2 records

Feature4 records

Partnerships

Five partnerships are on record, tiered core and minor.

• MGI WorldwidecoreStrategic or Co-development PartnerInternational network of independent accounting and advisory firms ranked in the top-20 globally. Membership provides Malloch McClean clients with access to global expertise, international tax advice, market expansion support, and connection to trusted professionals worldwide. All member firms are independently assessed for quality.
• MGI AustralasiacoreStrategic or Co-development PartnerRegional arm of MGI Worldwide covering Australasian markets. Provides strategic leadership within the global network and facilitates cross-border advisory services between New Zealand, Australia, and international markets.
• XerocoreTechnology or IntegrationPlatinum Partner status for Xero cloud accounting software. The firm provides implementation, training, and ongoing support for Xero to clients. Platinum status indicates highest partnership level with extensive certifications and client volume.
• Regional Business PartnersminorGTM or Marketing PartnerGovernment-supported network that connects businesses with advisors and resources for growth. Partnership provides referral pathway and access to growth tools for clients.
• Graham Dingle FoundationminorOthersCharitable organization empowering young New Zealanders through life-changing leadership programs. Firm supports foundation through sponsorship and involvement.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• BDO New Zealand: BDO New Zealand is a mid-tier accounting and advisory network with a dedicated agribusiness practice serving farmers and rural SMBs. Comparable to Malloch McClean in client segment (SMB and agribusiness), service mix (accounting, tax, advisory), and New Zealand market focus.
• Findex: Findex is a New Zealand accounting and advisory firm with strong SMB and agribusiness focus. Comparable to Malloch McClean in target market (regional SMBs, farmers), service offering (compliance plus advisory), and New Zealand regional delivery model.
• Crowe New Zealand: Crowe New Zealand is a mid-tier accounting and business advisory firm serving SMB and agribusiness clients across New Zealand. Comparable service portfolio (accounting, tax, advisory) and similar SMB/agribusiness client base to Malloch McClean.
• Baker Tilly Staples Rodway: Baker Tilly Staples Rodway is a New Zealand-based accounting and advisory firm with multiple regional offices. Comparable to Malloch McClean in scale, regional accounting focus, and full-service accounting/advisory offerings including agribusiness.
• AgriFocus: AgriFocus is a New Zealand-based specialist agribusiness advisory firm focused on farming and rural business clients. Highly comparable to Malloch McClean's agribusiness specialism in target market, farm financial advisory, and succession planning services.

Broad incumbents

• PwC New Zealand: PwC New Zealand is a Big 4 firm with tax, advisory, and audit practices including agribusiness and family business succession. Comparable in advisory capabilities but serves enterprise clients at much larger scale than Malloch McClean's regional SMB focus.
• Deloitte New Zealand: Deloitte New Zealand is a Big 4 firm providing audit, consulting, tax, and advisory services including agribusiness and succession planning. Operates in adjacent advisory segments but at substantially greater scale and broader scope than Malloch McClean.
• EY New Zealand: EY New Zealand is a Big 4 firm with tax, transaction, and advisory services spanning agribusiness and succession planning. Comparable advisory overlap with Malloch McClean but targets larger enterprises with broader service portfolios.
• Grant Thornton New Zealand: Grant Thornton New Zealand is a mid-tier international accounting and advisory firm serving SMB and mid-market clients including agribusiness. Comparable scale and SMB/agribusiness focus to Malloch McClean, with broader national coverage.
• KPMG New Zealand: KPMG New Zealand is a Big 4 firm offering audit, tax, and advisory services with a dedicated agribusiness practice. Overlaps with Malloch McClean in agribusiness advisory and general business services, but operates at significantly larger scale and broader scope.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/MMCA.NZ
• LinkedInlinkedin.com/company/malloch-mcclean

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Malloch McClean