Donnelly & Co. LLP

What Donnelly & Co. LLP does

Donnelly & Co. LLP is a chartered professional accounting partnership headquartered in Edmonton, Alberta, operating under the Donnelly name in the local market for over 60 years (company history references indicate founding around 1966). The firm provides assurance and accounting, taxation, wealth management, business advisory, and cross-border tax services to small and mid-sized businesses and individuals in the Edmonton/Alberta region. Its client base spans multiple verticals including construction, utilities/energy, industrial, retail, and manufacturing, with several named testimonials describing engagements of 24 to more than 60 years in duration.

The firm's technology stack consists of cloud-based accounting platforms and the iFirm secure client portal for document exchange and remote service delivery, implemented in part to maintain continuity during the COVID-19 period. The firm supplements core compliance work with content resources, a "Coffee & a Chat" free consultation offering, and an active LinkedIn presence as low-friction acquisition channels. Cross-border tax is delivered through a dedicated specialist on staff.

The business model is a fee-for-service professional services partnership: revenue is generated from recurring compliance engagements (audit, personal and corporate tax filings), advisory mandates, and wealth management fees, with cross-border tax commanding a specialty premium. The firm is privately held as an LLP, with 19 employees, and grows primarily through long-tenured client relationships, partner referrals, and incremental new client acquisition rather than acquisitions or geographic expansion.

Name

Donnelly & Co. LLP

Legal name

Donnelly & Co. LLP

Website

https://donnellyco.ab.ca

Company type

Private

Founded year

1966

Operating status

Operating

Headcount range

11–50 employees

Short description

Donnelly & Co. LLP is a 60-plus-year Edmonton, Alberta chartered accounting partnership serving small and mid-sized businesses and individuals with assurance, tax, wealth management, advisory, and cross-border tax services, sustained by long-tenured client relationships and cloud-based service delivery.

Ownership category

akta.pro rank

Headquarters

HQ city

Edmonton

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Professional Services (Accounting, Tax, Advisory): Donnelly & Co. LLP generates revenue through professional service fees for accounting, taxation, wealth management, business advisory, and cross-border tax services. Services are provided to individuals, families, and businesses on a fee-for-service basis, typically billed for specific engagements or ongoing retainer arrangements.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Donnelly & Co. LLP is a chartered professional accounting firm that provides assurance and accounting, corporate and personal taxation, wealth management, business advisory, and cross-border/international tax services to small and medium-sized businesses, individuals and families, and clients with cross-border activities in the Edmonton and Alberta market. Service delivery is supported by cloud-based accounting technology and a secure client portal that enables both in-person and remote engagement. The firm earns revenue on a fee-for-service and ongoing retainer basis.

Product overview

Donnelly & Co. LLP is a chartered professional accounting firm offering a unified suite of professional services. The core offerings include Assurance and Accounting, Taxation (corporate and personal), Wealth Management, Business Advisory Services, and Cross-border Tax services. Supporting these core services are digital tools including the iFirm Client Portal for secure client access and the E-Courier system for electronic document transfer, along with a comprehensive Resources section providing tax forms, worksheets, and guidance materials.

Differentiator

Problem solved

Functional benefit

Products and services

• Assurance and Accounting Professional auditing, bookkeeping, and financial statement preparation services for businesses and individuals, delivered as part of the firm's chartered professional accounting practice.
• Taxation Corporate and personal tax preparation, tax planning, and tax compliance services provided by the firm to businesses and individuals.
• Wealth Management Financial planning and wealth management services to help individual and business-owner clients achieve their financial goals.
• Business Advisory Services Strategic business consulting, planning, and advisory services for SMB clients, covering areas such as shareholder structure, dividend distribution planning, financing expansions, and business development.
• Cross-border Tax

Named customers5 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators2 records

Recent moves1 record

Expansion highlights5 records

Direct peers

• Crowe MacKay LLP: Western Canadian accounting firm headquartered in Edmonton, providing audit, tax, advisory, and wealth management services to SMBs and individuals. Closely comparable in size, geographic focus, and service mix to Donnelly & Co. LLP.
• Baker Tilly Alberta: Mid-tier Canadian accounting firm with offices in Alberta offering assurance, tax, and advisory services to privately-held businesses. Comparable to Donnelly & Co. in scale, target client profile, and integrated service offering.
• MNP LLP: One of Canada's largest accounting and business advisory firms with a strong presence in Western Canada including Edmonton. Offers a comparable full suite of accounting, tax, advisory, and cross-border services to SMBs and individuals, making it the most direct competitor for Donnelly & Co.'s target market.

Broad incumbents

• Grant Thornton Canada: International accounting firm with offices across Canada including Alberta. Provides audit, tax, and advisory services to mid-market businesses and individuals, comparable to Donnelly & Co.'s core offerings but at significantly larger scale.
• PwC Canada: Big Four professional services firm with Edmonton office providing audit, tax, and advisory services. While serving larger clients than Donnelly & Co., it competes for the same Edmonton-based businesses and high-net-worth individuals, particularly for cross-border tax work.
• BDO Canada: National accounting and advisory firm with significant Edmonton presence serving SMBs, individuals, and cross-border clients. Competes directly with Donnelly & Co.'s assurance, tax, and advisory offerings but with materially greater scale and geographic reach.
• Deloitte Canada: Big Four firm with full-service Edmonton office covering audit, tax, advisory, and consulting. Represents a competitive threat for larger clients in Donnelly & Co.'s portfolio seeking broader professional services capabilities.
• KPMG Canada: Big Four professional services firm with substantial Edmonton practice serving mid-market and enterprise clients. Competes for the upper end of Donnelly & Co.'s client base with broader capabilities and brand recognition.

Regional players

• Wilkins & Company LLP: Edmonton-based chartered accounting firm serving local SMBs and individuals with audit, tax, and advisory services. Comparable in geographic focus and SMB client base to Donnelly & Co., operating in the same competitive set.
• Avor Foster LLP: Edmonton-based accounting and advisory firm serving owner-managed businesses and individuals. Closely comparable in target market, service mix, and regional footprint to Donnelly & Co. LLP.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/donnelly-&-co-llp

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 Donnelly & Co. LLP