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Equals Three

Full company profile

uuid004d5fo

Namestring
Equals Three
Legal namestring
Equals Three Pty Ltd
Company typeenum
Private
Founded yearint
1996
Descriptiontext

Equals Three Pty Ltd is an Australian professional services firm headquartered in Sydney, NSW, that delivers an integrated suite of accounting, cloud-based bookkeeping, mortgage broking, and Self-Managed Superannuation Fund (SMSF) administration services to family-owned businesses, investors, executives, and self-employed individuals across New South Wales. Founded in 1996 (formerly operating as Prs Partners before rebranding in 2023), the firm operates through two legal entities — Equals Three Pty Ltd for accounting, bookkeeping, and SMSF, and Equals Three Loans Pty Ltd for mortgage broking — supported by approximately 25 staff across offices in Sydney CBD, Woolooware, Thirroul/Wollongong, and a Taren Point mailing address. The firm is a Xero Platinum Champion Partner and Certified Advisor, using Xero as its primary cloud accounting platform alongside MYOB and QuickBooks, and holds an Australian Credit Licence arrangement with Connective Credit Services to deliver home, investment, and business loans.

The business model is relationship-led professional services billing, with quote-based or fixed-fee engagements typical of the accounting industry, supplemented by loan broking commissions and SMSF compliance fees. The go-to-market is sales-led: a 15-minute phone or online-booked consultation (via Calendly/Outlook) qualifies fit, followed by in-person or virtual meetings at one of four NSW offices. Marketing channels are primarily organic — the company website, SEO, and social presence on Instagram, Facebook, and LinkedIn — with no disclosed performance marketing or external investment. Competitive differentiation rests on multi-decade client relationships, integrated cross-service delivery (loans coordinated with accounting teams), and vertical specialization in Health, Construction, Professional Services, and Hospitality family businesses. No revenue, funding, headcount growth, or M&A data is publicly disclosed.

Short descriptiontext

Equals Three is an Australian accounting, bookkeeping, mortgage broking, and SMSF services firm serving family businesses, investors, and individuals across NSW through four offices, with Xero Platinum Partner status and integrated cross-sell offerings.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
1–10
akta.pro rankint
HeadquartersSydney, Australia
HQ citystring
Sydney
HQ countrystring
Australia
HQ regionstring
Oceania
Markets served

Serves global market

Offices4 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
accounting services, bookkeeping services, mortgage broking, self-managed super funds, tax advisory
Industry1 code
1Family Office Administration & Operations (Accounting, Reporting, Payroll)
CodeFSAAADADPrimaryYes
NAICS code2 codes
  • Insurance and Employee Benefit Funds5251
  • Trusts, Estates, and Agency Accounts52592
SIC code2 codes
  • Finance Services6199
  • Mortgage Bankers & Loan Correspondents6162
Product category
Accounting & Financial Advisory Services
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model4 records
1Accounting Services
TypeProfessional Services
Description

Professional accounting services including tax planning, compliance, business advisory, and结构 optimization for family businesses, investors, and executives

equalsthree.com.au
2Bookkeeping Services
TypeProfessional Services
Description

Cloud-based bookkeeping services using latest technologies to manage client financial records, invoicing, expenses, and bank reconciliation

equalsthree.com.au
3Loan/Mortgage Broking Services
TypeProfessional Services
Description

Home loans, investment loans, and business loans facilitated through Equals Three Loans. Credit Representative 536248 authorised under Australian Credit Licence 389328

equalsthree.com.au
4Self-Managed Superannuation Fund Services
TypeProfessional Services
Description

SMSF management including annual financial accounts preparation, tax return lodgement, and annual audit organisation

equalsthree.com.au
Marketing channels6 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels3 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
GTM typeB2B and B2C
B2B and B2C
Offering typeServices
Services
Core offering1 text field

Equals Three is an Australian financial services firm providing integrated accounting, cloud-based bookkeeping, mortgage broking, and self-managed superannuation fund (SMSF) services. The firm primarily serves family businesses, investors, and individual executives across NSW, with deep specialisation in Health, Construction, Professional Services, and Hospitality industries. Operations are anchored by a Xero Platinum Champion Partner relationship, multiple NSW office locations, and a 28+ year operating history.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 value
  • Additional 4 weeks (8 weeks total) for BAS lodgement through their services
Product overview1 text field

Equals Three is an Australian financial services firm offering a unified suite of advisory and service offerings across four core areas: Accounting, Bookkeeping, Loans (mortgage broking), and Self-Managed Superannuation Funds (SMSF). The firm operates as a one-stop shop for family businesses, investors, and individuals seeking integrated financial advice, combining cloud-based accounting software expertise (particularly Xero as a Platinum Partner) with loan broking and SMSF management services.

Product and service2 records
1Accounting
CategoryAccounting & Tax Advisory
Description

Business accounting services including tax planning, structuring advice, financial reporting, and ongoing advisory support for family businesses, investors, and executives across NSW, Australia.

2Bookkeeping
Scale indicator3 records

Each record includes

Type, Value, Description, Source

Partnership2 partners
Strategic tierCoreTypeTechnology or Integration
Description

Equals Three is a Xero Platinum Champion Partner and Xero Certified Advisor. They have a team of Xero-certified accountants and bookkeepers who help clients set up, support, and train on Xero accounting software. Xero is their primary accounting software platform and key differentiator.

Strategic tierCoreTypeTechnology or Integration
Description

Equals Three Loans operates under Australian Credit Licence 389328 held by Connective Credit Services Pty Ltd (ABN 51 143 651 496). Credit Representative 536248 is authorised under this licence for loan/mortgage broking services.

Recent move6 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight4 records

Each record includes

Type, Description

Market position
Competitive moat4 records

Each record includes

Type, Details

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment5 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile4 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

Integration3 records

Each record includes

Title, Type, Description, Source

AI maturity
App detail

Has app

Feature1 record

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles10 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

Subsidiaries1 record

Each record includes

Name, Acquired on, Relationship type, Type, Business focus

No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Equals Three

Accounting & Financial Advisory Servicesequalsthree.com.au

Equals Three is an Australian accounting, bookkeeping, mortgage broking, and SMSF services firm serving family businesses, investors, and individuals across NSW through four offices, with Xero Platinum Partner status and integrated cross-sell offerings.

What Equals Three does

Equals Three Pty Ltd is an Australian professional services firm headquartered in Sydney, NSW, that delivers an integrated suite of accounting, cloud-based bookkeeping, mortgage broking, and Self-Managed Superannuation Fund (SMSF) administration services to family-owned businesses, investors, executives, and self-employed individuals across New South Wales. Founded in 1996 (formerly operating as Prs Partners before rebranding in 2023), the firm operates through two legal entities — Equals Three Pty Ltd for accounting, bookkeeping, and SMSF, and Equals Three Loans Pty Ltd for mortgage broking — supported by approximately 25 staff across offices in Sydney CBD, Woolooware, Thirroul/Wollongong, and a Taren Point mailing address. The firm is a Xero Platinum Champion Partner and Certified Advisor, using Xero as its primary cloud accounting platform alongside MYOB and QuickBooks, and holds an Australian Credit Licence arrangement with Connective Credit Services to deliver home, investment, and business loans.

The business model is relationship-led professional services billing, with quote-based or fixed-fee engagements typical of the accounting industry, supplemented by loan broking commissions and SMSF compliance fees. The go-to-market is sales-led: a 15-minute phone or online-booked consultation (via Calendly/Outlook) qualifies fit, followed by in-person or virtual meetings at one of four NSW offices. Marketing channels are primarily organic — the company website, SEO, and social presence on Instagram, Facebook, and LinkedIn — with no disclosed performance marketing or external investment. Competitive differentiation rests on multi-decade client relationships, integrated cross-service delivery (loans coordinated with accounting teams), and vertical specialization in Health, Construction, Professional Services, and Hospitality family businesses. No revenue, funding, headcount growth, or M&A data is publicly disclosed.

Equals Three firmographics

Firmographics
Name
Equals Three
Legal name
Equals Three Pty Ltd
Website
https://equalsthree.com.au
Company type
Private
Founded year
1996
Operating status
Operating
Headcount range
1–10 employees
Short description
Equals Three is an Australian accounting, bookkeeping, mortgage broking, and SMSF services firm serving family businesses, investors, and individuals across NSW through four offices, with Xero Platinum Partner status and integrated cross-sell offerings.
Ownership category
akta.pro rank

Equals Three industry classification

Industry
Product category
Accounting & Financial Advisory Services
NAICS
Insurance and Employee Benefit Funds (5251), Trusts, Estates, and Agency Accounts (52592)
SIC
Finance Services (6199), Mortgage Bankers & Loan Correspondents (6162)
akta.pro primary industry
Family Office Administration & Operations (Accounting, Reporting, Payroll) (FSAAADAD)

Keywords

  • Accounting services
  • Bookkeeping services
  • Mortgage broking
  • Self-managed super funds
  • Tax advisory

Where Equals Three is headquartered

Location

Headquarters

HQ city
Sydney
HQ country
Australia
HQ region
Oceania

Offices4 records

Markets served

Equals Three business model

Business model
GTM type
B2B and B2C
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

  1. Accounting Services: Professional accounting services including tax planning, compliance, business advisory, and结构 optimization for family businesses, investors, and executives
  2. Bookkeeping Services: Cloud-based bookkeeping services using latest technologies to manage client financial records, invoicing, expenses, and bank reconciliation
  3. Loan/Mortgage Broking Services: Home loans, investment loans, and business loans facilitated through Equals Three Loans. Credit Representative 536248 authorised under Australian Credit Licence 389328
  4. Self-Managed Superannuation Fund Services: SMSF management including annual financial accounts preparation, tax return lodgement, and annual audit organisation

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Equals Three product offering

Product offering

Core offering

Equals Three is an Australian financial services firm providing integrated accounting, cloud-based bookkeeping, mortgage broking, and self-managed superannuation fund (SMSF) services. The firm primarily serves family businesses, investors, and individual executives across NSW, with deep specialisation in Health, Construction, Professional Services, and Hospitality industries. Operations are anchored by a Xero Platinum Champion Partner relationship, multiple NSW office locations, and a 28+ year operating history.

Product overview

Equals Three is an Australian financial services firm offering a unified suite of advisory and service offerings across four core areas: Accounting, Bookkeeping, Loans (mortgage broking), and Self-Managed Superannuation Funds (SMSF). The firm operates as a one-stop shop for family businesses, investors, and individuals seeking integrated financial advice, combining cloud-based accounting software expertise (particularly Xero as a Platinum Partner) with loan broking and SMSF management services.

Differentiator

Problem solved

Functional benefit

Products and services

  • Accounting Business accounting services including tax planning, structuring advice, financial reporting, and ongoing advisory support for family businesses, investors, and executives across NSW, Australia.
  • Bookkeeping

Quantifiable outcome

  • Additional 4 weeks (8 weeks total) for BAS lodgement through their services

Companies that use Equals Three

Customer profile

Segments5 records

Ideal customer profiles4 records

Equals Three technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Integration3 records

Feature1 record

Equals Three partnerships and signals

Strategic signal

Partnerships

Two partnerships are on record, tiered core.

  • XerocoreTechnology or IntegrationEquals Three is a Xero Platinum Champion Partner and Xero Certified Advisor. They have a team of Xero-certified accountants and bookkeepers who help clients set up, support, and train on Xero accounting software. Xero is their primary accounting software platform and key differentiator.
  • Connective Credit Services Pty LtdcoreTechnology or IntegrationEquals Three Loans operates under Australian Credit Licence 389328 held by Connective Credit Services Pty Ltd (ABN 51 143 651 496). Credit Representative 536248 is authorised under this licence for loan/mortgage broking services.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Equals Three competitors and assessment

Company assessment

Market position

Competitive moat4 records

Key highlights6 records

Customer concentration

Equals Three social profiles

Digital presence

Equals Three financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Equals Three leadership team

Management profile

Number of profiles

Profiles10 records

Equals Three subsidiaries and ownership

Company hierarchy

Subsidiaries1 record

Equals Three funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Equals Three M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Equals Three

What does Equals Three do?

Equals Three is an Australian financial services firm providing integrated accounting, cloud-based bookkeeping, mortgage broking, and self-managed superannuation fund (SMSF) services. The firm primarily serves family businesses, investors, and individual executives across NSW, with deep specialisation in Health, Construction, Professional Services, and Hospitality industries. Operations are anchored by a Xero Platinum Champion Partner relationship, multiple NSW office locations, and a 28+ year operating history.

Is Equals Three a public or private company?

Equals Three is a private company. It is classified as management employee owned and is currently operating.

When was Equals Three founded?

Equals Three was founded in 1996. It employs 1 to 10 people.

Where is Equals Three based?

Equals Three is headquartered in Sydney, Australia, in the Oceania region.

How does Equals Three make money?

Four revenue lines are on record. Accounting Services are the primary driver. The others are bookkeeping Services, loan/Mortgage Broking Services and self-Managed Superannuation Fund Services.

Does Equals Three have an API?

No public API is recorded for Equals Three.

What industry is Equals Three in?

Equals Three's product category is Accounting & Financial Advisory Services. Its primary akta.pro industry code is FSAAADAD, Family Office Administration & Operations (Accounting, Reporting, Payroll). Its NAICS code is 5251 and its SIC code is 6199.

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