DFK Oswin Griffiths Carlton

What DFK Oswin Griffiths Carlton does

DFK Oswin Griffiths Carlton is a privately held, partner-owned chartered accountancy firm headquartered in Auckland, New Zealand. Founded as the successor to Oswin Griffiths Carlton and operating since 2011 under the current branding, the firm delivers a comprehensive suite of professional services—accounting and bookkeeping, tax planning and compliance (GST, PAYE, provisional tax, income tax), payroll, business advisory, virtual CFO services, business valuations, outsourced financial management, and commercial property accounting. It serves a diversified client base of New Zealand SMEs, Australian businesses expanding into New Zealand, business owners planning exit or succession, property investors, and growth-stage startups, supported by four named partners (Anit Patel, Mike McNab, Sanjay Kumar, Shane Browning) and a team of 11–50 employees. The firm is an independent member of the DFK Australia and New Zealand (DFK ANZ) and DFK International affiliations, which provide referral exchange, cross-border advisory reach, and joint content platforms.

The technology stack is anchored on Xero, where DFK OGC holds Platinum Champion Partner status—the highest tier of Xero's advisor certification—with MYOB used as a secondary accounting platform. The firm does not develop proprietary technology; instead it packages higher-value advisory offerings (Virtual CFO Program, Board of Advice Program, Better Business Program) around real-time cloud-based financial dashboards. Distribution is primarily direct partner-led client engagement, augmented by DFK network referrals and a sustained content-marketing program that includes the Insights blog, Tax Facts resource center, educational webinars, and the Less Than 15 podcast co-produced with DFK ANZ.

Revenue is generated through professional services fees billed on engagement scope (accounting, tax, advisory, valuation), supplemented by recurring managed-service contracts (Outsourced Financial Services, Virtual CFO, bookkeeping retainers) and ongoing compliance engagements. The firm does not publicly disclose pricing; new client relationships are initiated through a complimentary 1-hour consultation. The primary customer segment is New Zealand SMEs, with secondary reach into Trans-Tasman and international markets through DFK affiliations.

Name

DFK Oswin Griffiths Carlton

Legal name

DFK Oswin Griffiths Carlton Limited

Website

https://dfkogc.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

11–50 employees

Short description

DFK Oswin Griffiths Carlton is an Auckland-based chartered accountancy firm providing accounting, tax compliance, business advisory, virtual CFO, and valuation services to SMEs and Trans-Tasman clients across New Zealand and Australia.

Ownership category

akta.pro rank

Headquarters

HQ city

Auckland

HQ country

New Zealand

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Accounting and Bookkeeping Services: Comprehensive accounting and bookkeeping services provided to diverse clientele locally and internationally, including Xero-based cloud accounting solutions
2. Tax Services and Advice: Tax planning, compliance, and advisory services covering New Zealand tax obligations including GST, PAYE, provisional tax, and business tax
3. Business Advisory Services: Advisory services including Virtual CFO Program, Board of Advice Program, Better Business Program, and Business Valuation Services
4. Outsourced Financial Services: Outsourced financial and accounting functions for businesses seeking to reduce internal overhead
5. Commercial Property Management: Specialized accounting and advisory services for commercial property investments and management

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

DFK Oswin Griffiths Carlton is a chartered accountancy firm in Auckland providing comprehensive accounting and bookkeeping, tax planning and compliance, and business advisory services to SMEs, property investors, and Trans-Tasman clients. Offerings span day-to-day accounting packages, payroll, outsourced finance functions, Virtual CFO and Board of Advice programmes, business valuations, and commercial property management, delivered through Xero-enabled cloud accounting workflows and supported by the DFK ANZ and DFK International affiliations.

Product overview

DFK Oswin Griffiths Carlton is a chartered accountancy firm offering a comprehensive suite of accounting and business advisory services. The core offering centers on Accounting Packages (bookkeeping, payroll, financial records) and Tax Services, supplemented by Business Advisory Services including the Virtual CFO Program, Board of Advice Program, and Business Valuation Services. The firm also provides specialized Outsourced Financial Services and Commercial Property Management. Educational content offerings include the Less Than 15 business podcast, webinars, and Tax Facts resource library.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting Packages Comprehensive accounting and bookkeeping services covering day-to-day financial records, accounts payable/receivable, financial reporting, and payroll processing for New Zealand businesses.
• Tax Services and Advice Tax planning, compliance, and advisory services covering New Zealand tax obligations including GST, PAYE, provisional tax, income tax, and international/Trans-Tasman tax considerations.
• Business Advisory Services Strategic business guidance incorporating the Better Business Program, Board of Advice Program, and operational consulting to help business owners improve performance and decision-making.
• Virtual CFO Program On-demand chief financial officer services providing financial leadership, strategic guidance, dashboards, and reporting for businesses that do not require or cannot justify a full-time CFO.
• Board of Advice Program Structured advisory board engagement providing business owners with experienced external perspective, strategic input, and accountability beyond day-to-day advisory.
• Better Business Program Programmatic business improvement advisory that helps owners identify gaps, prioritise changes, and implement operational and financial improvements.
• Business Valuation Services Professional business valuation assessments supporting succession planning, sales, acquisitions, mergers, and other strategic decision-making by business owners.
• Outsourced Financial Services Complete outsourced accounting and financial management functions for businesses seeking to reduce internal overhead and access full finance-team capability without in-house hires.
• Commercial Property Management Accounting and Advisory Specialised accounting and advisory services for commercial property investments and management, covering entity structuring, tax planning, depreciation, and ongoing compliance.

Quantifiable outcome

• Long-term client retention demonstrated through testimonials of 10+ year relationships
• +1 more outcomes

Named customers6 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature4 records

Partnerships

Three partnerships are on record, tiered core and flagship.

• XerocoreTechnology or IntegrationXero Platinum Champion Partner - highest level certification in the Xero advisor partner program. The partnership enables DFK OGC to provide cloud-based accounting solutions to clients with certified expertise in Xero implementation, training, and ongoing support.
• DFK Australia and New Zealand (DFK ANZ)flagshipStrategic or Co-development PartnerDFK ANZ is a network of privately owned, specialist accounting firms connected nationally and globally through the DFK network. The affiliation enables referral exchange, shared expertise, and collaborative service delivery across Australia and New Zealand, including joint content initiatives like the Less Than 15 podcast.
• DFK InternationalcoreStrategic or Co-development PartnerInternational accounting firm network providing global reach and enabling DFK OGC to serve multinational clients and provide cross-border advisory services through the global affiliation.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Deloitte New Zealand: Big 4 firm providing audit, consulting, tax, and advisory in NZ. Competes in adjacent advisory and tax segments while operating at significantly larger scale than DFK OGC.
• KPMG New Zealand: Big 4 firm in NZ offering full-service audit, tax, and advisory. Overlaps with DFK OGC on tax and business advisory but serves a much broader enterprise and mid-market portfolio.
• EY New Zealand: Big 4 firm operating across NZ with broad audit, tax, advisory, and consulting capabilities. Competes for enterprise and larger mid-market clients but does not specialize in the SME segment DFK OGC targets.
• PwC New Zealand: Big 4 firm with full NZ presence across audit, tax, and advisory. Overlaps with DFK OGC on tax compliance and business advisory but targets larger enterprise clients.

Direct peers

• Baker Tilly Staples Rodway: NZ mid-tier accounting and advisory firm providing compliance, tax, and business advisory to SMEs and growing companies. Comparable to DFK OGC in scale, service breadth, and customer segment focus.
• PKF New Zealand: NZ member of PKF International providing accounting, tax, and business advisory. Closely comparable mid-tier network-affiliated firm targeting NZ private businesses.
• William Buck New Zealand: NZ affiliate of the William Buck network providing accounting, tax, and advisory services to SMEs and family businesses. Comparable mid-tier positioning with similar SME advisory focus.
• BDO New Zealand: Mid-tier global accounting network operating across NZ with similar SME and mid-market advisory, tax, and bookkeeping offerings. Closely comparable in tier, service mix, and target customer profile to DFK OGC.
• Crowe New Zealand: Member of the Crowe Global network offering accounting, audit, tax, and advisory in NZ. Similar mid-tier positioning with network-driven cross-border reach, directly comparable to DFK OGC's DFK ANZ/International model.
• Grant Thornton New Zealand: Mid-tier accounting and advisory firm in NZ serving private businesses, SMEs, and growth-stage companies with audit, tax, and advisory services. Direct peer in tier, customer profile, and service offering.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/dfkogc
• LinkedInlinkedin.com/company/dfk-oswin-griffiths-carlton

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 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 DFK Oswin Griffiths Carlton