KDA Group

What KDA Group does

KDA Group is an Australian accounting and business advisory firm headquartered in Bowral, New South Wales, operating as a proprietary limited company (KDA Group Pty Ltd). Founded in 1993, the firm employs approximately 20 staff and serves clients on a national basis across Australia. The firm delivers accounting, taxation, compliance, budgeting, cashflow forecasting, business planning, and strategic advisory services, with vertical specialization in farm accounting, self-managed superannuation funds (SMSF), estate planning, succession planning, and business valuations. The website copyright references Kelly+Partners Accountants, suggesting a network or branding affiliation with a larger accounting group.

The firm's core technology stack is built around Xero cloud accounting software, where KDA Group holds both Gold and Platinum Partner status — the highest tier of Xero accreditation. The firm has also developed proprietary 'Predict' forecasting software providing cashflow shortage prediction, actual vs forecasted expenditure reviews, what-if scenarios, and re-forecasting capabilities. The service portfolio spans 16 distinct offerings split between core business services (accounting & taxation, budgeting, business planning, cashflow forecasting, software solutions, strategic planning) and specialist services (charitable trusts, company secretarial, estate planning, farm accounting, rental property, SMSF, business sales, succession planning, valuations).

The business model is professional services with quote-based pricing and monthly billing cadence. Revenue is generated across four streams: subscription-recurring accounting and taxation compliance, professional services advisory, subscription-recurring SMSF services, and professional services specialist advisory. The go-to-market is sales-led and relationship-based, targeting small to medium businesses as the primary segment with a horizontal segmentation approach, supplemented by specific verticals in agriculture and use-case segments serving SMSF holders and startup businesses. Marketing channels include the company website, client resource tools, and the Xero partnership referral channel.

Name

KDA Group

Legal name

KDA Group Pty Ltd

Website

https://kdagroup.com.au

Company type

Private

Founded year

1993

Operating status

Operating

Headcount range

11–50 employees

Short description

KDA Group is a Bowral, NSW-based Australian accounting and business advisory firm with 20 staff serving small to medium enterprises nationwide. The firm offers accounting, taxation, business planning, SMSF, and farm accounting services, and operates as a Xero Platinum Partner with proprietary Predict forecasting software.

Ownership category

akta.pro rank

Product category

Accounting & Business Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Intercompany & Consolidation Support (Eliminations, Group Reporting Support) (BPAAAGAG)

Keywords

• Cloud accounting services
• Business advisory services
• Tax compliance services
• Bookkeeping and payroll
• Virtual CFO services

Headquarters

HQ city

Bowral

HQ country

Australia

HQ region

Oceania

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. Accounting and Taxation Services: Comprehensive accounting and tax compliance services including financial statement preparation, management reports, tax return lodgement, activity statements, GST and FBT obligations, and ATO audit management.
2. Business Advisory Services: Strategic advisory including business planning, structuring, budgeting, cashflow forecasting, and strategic planning services for small to medium enterprises.
3. Self-Managed Superannuation Fund Services: SMSF establishment, compliance, tax, audit, and investment advice services with dedicated specialists managing superannuation funds.
4. Specialist Advisory Services: Specialized services including estate planning, succession planning, business valuations, charitable trusts, company secretarial, farm accounting, and rental property advisory.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels3 records

Core offering

KDA Group is an Australian accounting and business advisory firm that delivers cloud-based bookkeeping, tax, BAS/IAS, payroll, and CFO services to small and mid-sized businesses. The firm operates as a multi-platform cloud accounting partner, supporting clients on Xero, MYOB, QuickBooks, and Sage, and layers on advisory services such as cash flow forecasting, financial reporting, and growth consulting. Beyond compliance work, KDA Group offers subscription-based "Profit Pack" engagements that bundle monthly reporting, KPI dashboards, and virtual CFO advisory into a recurring outsourced finance function.

Product overview

KDA Group offers a comprehensive suite of accounting and advisory services for small to medium businesses across Australia. The core offering includes accounting and taxation, budgeting, business planning, cashflow forecasting (via the Predict software), strategic planning, and software solutions. The firm specializes in Xero cloud-based online accounting as a Gold and Platinum Partner. Specialist services encompass charitable trusts, company secretarial services, estate planning, farm accounting, rental property management, self-managed superannuation funds, business sales, succession planning, and business valuations. KDA Group also provides online resources including calculators, tax facts, key dates, and document downloads.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Return Preparation and Lodgement Preparation and electronic lodgement of individual and business income tax returns for Australian taxpayers and small business clients.
• BAS / IAS Preparation Ongoing preparation and lodgement of Business Activity Statements and Instalment Activity Statements for GST-registered Australian businesses.
• Cloud Bookkeeping Recurring cloud-based bookkeeping service covering bank reconciliations, transaction coding, accounts payable/receivable, and month-end close in Xero, MYOB, QuickBooks, or Sage.
• Payroll and STP Compliance Payroll processing and Single Touch Payroll reporting for Australian employers, including superannuation, leave, and payslip administration.
• CFO and Virtual CFO Services Fractional / outsourced CFO services for growing Australian businesses, covering financial strategy, board-level reporting, budgeting, and performance management.
• Cash Flow Forecasting Forward cash flow modelling and scenario planning using specialist forecasting tools to support business decision-making and working capital management.
• Profit Pack Subscription Monthly subscription engagement combining cloud bookkeeping, management reporting, KPI dashboards, cash flow forecasting, and virtual CFO advisory into a single recurring outsourced finance package.
• Financial Reporting and Analysis Periodic financial statements, management reports, and KPI analysis delivered to business owners, boards, and stakeholders.
• Growth Advisory and Business Coaching Strategic advisory and coaching engagements for business owners focused on scaling, profitability improvement, and operational performance.

Quantifiable outcome

• Proactive service and creative solutions for business success

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature1 record

Partnerships

One partnership is on record.

• XerocoreTechnology or IntegrationXero Gold and Platinum Partner. KDA Group provides Xero implementation, migration from legacy systems, and ongoing support. They are certified advisors familiar with Xero add-ons including Payroll and Stock Control for business optimization.

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• William Buck: Australian mid-tier accounting and advisory firm offering accounting, taxation, business advisory, succession planning, and SMSF services — closely matches KDA's SMB advisory focus with similar regional and sector specialisations.
• PKF Australia: Member of an international accounting network providing accounting, tax, audit, and advisory services to Australian SMBs and family-owned businesses — comparable mid-tier positioning to KDA with similar SMSF and succession advisory offerings.
• Prosperity Advisers: Australian accounting and business advisory firm providing taxation, business advisory, SMSF, succession planning, and strategic advice to SMBs and family businesses — a very close analogue to KDA's service mix and SMB segment focus.
• Pitcher Partners: Mid-tier Australian accounting and advisory firm offering accounting, taxation, business advisory, succession planning, and SMSF services to SMBs and family businesses — directly comparable service portfolio and target market to KDA Group.

Broad incumbents

• Crowe Australasia: Australasian accounting and advisory network delivering audit, tax, consulting, and business advisory — comparable SMB-focused practice with national scale that competes for the same type of clients as KDA.
• RSM Australia: Mid-tier accounting and advisory network in Australia serving SMB and mid-market clients with audit, tax, business advisory, and consulting — directly comparable capability set and client profile to KDA, but with a national footprint and broader service lines.
• Grant Thornton Australia: Global mid-tier accounting firm with Australian operations providing audit, tax, and advisory services to mid-market and growing businesses — comparable target market and service depth to KDA, with much larger scale.
• BDO Australia: Global accounting and advisory network operating in Australia across audit, tax, and consulting — competes for many of the same growing-business and succession clients as KDA, though at significantly larger scale.
• Kelly+Partners Group Holdings: Australian accounting and advisory network with which KDA appears affiliated (per website footer). Operates a multi-office network across NSW and QLD offering accounting, taxation, and business advisory to SMBs — the same core service mix as KDA but at much larger scale.

Regional players

• Hazeldean Business Advisers: Regional Australian accounting and advisory firm with comparable SMB focus, including succession planning and SMSF services — a relevant regional peer whose scale and rural/SMB orientation closely mirror KDA's profile.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/kda-group

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 KDA Group