McKenzies

What McKenzies does

McKenzies is a chartered accountancy firm established in 1977 and headquartered at 2 Station Road, West Oxted, Surrey, United Kingdom. The firm provides accounting, tax, payroll, and advisory services to individual clients, sole traders, limited companies, partnerships, and SMEs, organized across three service tiers: Compliance (annual accounts, audit, corporation tax, Making Tax Digital, partnership tax, P11ds, self-employment tax, capital gains tax, inheritance tax, and tax investigation protection), Outsourcing (bookkeeping, payroll, VAT returns, company secretarial, management accounts, and new company setup), and Advisory (budgets and forecasts, monthly/quarterly review meetings, tax planning reviews, business valuations, VAT health checks, and PAYE health checks). It also offers a Monthly Credits prepaid time-banking model and a free one-hour initial consultation as a customer acquisition mechanism.

The firm's technology stack is built on third-party cloud accounting and payroll platforms rather than proprietary systems. McKenzies is a Platinum Xero Partner and is MTD (Making Tax Digital) compliant, with integrations across Xero, QuickBooks, FreeAgent, Sage Accounting, Stripe, PayPal, GoCardless, and Brightpay for payroll delivery. The firm is ICAEW-regulated for audit work and investment business activities, and is a member of The CharterGroup Partnership, a national network of independent accountancy firms. In June 2024, McKenzies joined Bailey Ahmad Holdings Group, a diversified professional services platform offering Commercial Finance, Debt Recovery, Credit Control, and Insolvency Solutions under the BABR brand, while retaining its own brand and leadership under Head of Firm Colin McCoy.

McKenzies operates a professional services fee-based revenue model with quote-based, non-publicly-disclosed pricing. Customer acquisition is primarily referral-driven, with the firm stating that most new clients come from recommendations of existing clients, supplemented by content marketing (a topical blog), organic social media (LinkedIn, Facebook, Twitter/X), local SEO, and the CharterGroup Partnership referral network. Service delivery is conducted both remotely and on-site, enabling the firm to serve clients across the UK and internationally despite its single Oxted office and 1-10 employee scale.

Name

McKenzies

Legal name

McKenzies ATS Ltd

Website

https://mckenziesgroup.com

Company type

Private

Founded year

1977

Operating status

Operating

Headcount range

1–10 employees

Short description

McKenzies is a chartered accountancy firm founded in 1977 in Oxted, Surrey, serving UK SMEs, limited companies, sole traders, and individuals with compliance, outsourcing, and advisory services delivered via Xero and other cloud platforms. Since June 2024 it has operated within Bailey Ahmad Holdings Group.

Ownership category

akta.pro rank

Headquarters

HQ city

Oxted

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Revenue model

1. Professional Accounting Services: Full-service accountancy firm providing compliance, outsourcing, and advisory services. Revenue is generated through professional service fees for ongoing accounting, tax, and payroll services. The firm offers a free 1-hour initial consultation as a customer acquisition tool.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

McKenzies is a chartered accountancy firm offering a comprehensive suite of services across three tiers: Compliance Services (annual accounts, audit, corporation tax, personal tax returns), Outsourcing Services (bookkeeping, payroll, VAT returns, company secretarial, management accounts), and Advisory Services (budgets and forecasts, tax planning reviews, business valuations, health checks). The firm serves individuals, sole traders, and SMEs primarily across the UK, leveraging cloud platforms such as Xero and QuickBooks to deliver MTD-compliant accounting and payroll.

Product overview

McKenzies is a chartered accountancy firm offering a comprehensive suite of services organized into three tiers: Compliance Services (historical accounting and tax filing), Outsourcing Services (ongoing operational support), and Advisory Services (strategic planning). The firm provides bookkeeping, payroll, VAT, audit, tax preparation, and business advisory services. McKenzies is a Platinum Xero Partner offering cloud-based bookkeeping and accounting through the Xero platform, along with managed payroll services. The service delivery model combines in-house expertise with cloud technology partnerships, serving SMEs across Surrey and the UK.

Differentiator

Problem solved

Functional benefit

Products and services

• Annual Accounts Preparation and filing of annual financial statements for businesses, ensuring compliance with statutory requirements.
• Audit Statutory audit services to examine financial records and provide independent verification of business financial statements.
• Corporation Tax Calculation and filing of corporation tax returns for limited companies on profits before dividends.
• Making Tax Digital Assistance with digital record-keeping and quarterly reporting requirements mandated by HMRC for VAT and income tax.
• Partnership Tax Tax return preparation and planning services for business partnerships.
• P11ds Reporting of employee benefits and expenses to HMRC at year-end for calculation of National Insurance contributions.
• Self-Employment Tax Tax return services for sole traders and self-employed individuals.
• Capital Gains Tax Advisory and reporting services for capital gains from asset disposals including property and investments.
• Inheritance Tax Planning and compliance services for inheritance tax obligations on estate transfers.
• Tax Investigation Protection Insurance and support services to protect businesses during HMRC tax investigations.
• Bookkeeping Day-to-day financial record keeping including invoice management, expense tracking, and bank transaction recording, delivered via cloud platforms such as Xero.
• Payroll Full payroll management including wage processing, PAYE deductions, National Insurance contributions, pension auto-enrolment, and RTI submissions.
• VAT Returns Preparation and submission of VAT returns including Making Tax Digital compliant digital record keeping.
• Company Secretarial

Quantifiable outcome

• Most new clients come from recommendations of existing clients, indicating high client satisfaction.
• +1 more outcomes

Named customers4 records

Segments5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration8 records

Feature3 records

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Kreston Reeves: Regional UK chartered accountancy firm offering similar full-service compliance, outsourcing, and advisory to SMEs and individuals, with comparable Platinum-tier cloud accounting partnerships.
• Streets Chartered Accountants: East Midlands chartered accountancy firm offering compliance, outsourcing (bookkeeping, payroll, VAT), and advisory services to SMEs — closely aligned with McKenzies in service catalogue and target segments.
• Duncan & Toplis: East Midlands chartered accountancy firm with comparable SME-focused compliance, outsourcing, and advisory services and similar relationship-led GTM.
• Scrutton Bland: East Anglian chartered accountancy firm providing comparable accounting, tax, payroll, and advisory services to SMEs and private clients across multiple offices.
• French Duncan: Scottish chartered accountancy firm with similar SME and individual client focus, full compliance/outsourcing/advisory offering, and partner-led service model.
• Bishop Fleming: Top 30 UK chartered accountancy firm with multi-office regional coverage, serving SMEs and individuals across compliance, outsourcing, and advisory services — directly comparable to McKenzies in service mix and target client base, though operating at larger scale.
• PKF Francis Clark: Southwest UK chartered accountancy firm providing the same compliance-tax-bookkeeping-payroll-advisory mix to SMEs and owner-managed businesses, with comparable cloud-accounting tooling.

Broad incumbents

• Mazars UK: Major international UK firm offering the same core compliance, tax, and advisory services as McKenzies, but as part of a much broader portfolio serving mid-market and enterprise clients.
• Crowe UK: Larger UK chartered accountancy firm offering overlapping compliance, outsourcing, and advisory services but at significantly greater scale and broader geographic reach, serving mid-market and larger SME clients.
• MHA: Top 20 UK chartered firm (MacIntyre Hudson Association) with similar core service categories but at materially greater scale, headcount, and geographic coverage.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks7 records

Key highlights6 records

Customer concentration

• Xx.com/mckenziesgroup
• Facebookfacebook.com/Mckenziesgroup
• LinkedInuk.linkedin.com/company/mckenzies-group

Compliance2 records

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 McKenzies