Henson Lloyd Accountants Pty Ltd

What Henson Lloyd Accountants Pty Ltd does

Henson Lloyd Accountants Pty Ltd is a privately held Australian chartered accounting and financial planning firm headquartered in Dulwich, South Australia, founded in 1994 and operating with 17 employees across two offices in Adelaide and Port Lincoln. The firm offers an integrated suite of professional services including taxation, bookkeeping (with BAS preparation and payroll), business advisory and consulting, self-managed super fund administration, and financial planning, alongside a specialised Business Valuation add-on service that uses industry benchmarks and 'What If' scenario analysis.

The firm’s technology stack is built on standard accounting platforms (MYOB, Xero) supplemented by the ATOmate document automation tool, which automates ATO correspondence delivery, monitors MyGov accounts, and redacts tax file numbers. No AI or proprietary model components are deployed; all advisory and compliance work is delivered by qualified staff holding CA, CPA, and Public Practice credentials. The product portfolio is a human-delivered service catalogue rather than a software platform.

Henson Lloyd operates a relationship-driven, sales-led go-to-market model serving a horizontal mix of small to medium enterprises, professional individuals, SMSF trustees, and not-for-profit organisations across South Australia. Revenue is generated through professional service fees on a quote basis, with a free initial consultation as the top-of-funnel offer. Marketing relies on content (newsletters, blog), organic social media, occasional earned media (AFL Sunday Show), and word-of-mouth referrals. Leadership comprises CEO Kirstie Bateup, Directors Lachlan Smyth and Emma Gesuato, and Consultant Wayne Henson, with no external investment or parent company ownership.

Name

Henson Lloyd Accountants Pty Ltd

Legal name

Henson Lloyd Accountants Pty Ltd

Website

https://hensonlloyd.com.au

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Henson Lloyd Accountants is a privately held chartered accounting firm in South Australia with 17 employees, serving SMEs, professionals, SMSF trustees, and not-for-profits across Adelaide and Port Lincoln with taxation, bookkeeping, advisory, and superannuation services.

Ownership category

akta.pro rank

Product category

Accounting Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Other Management Consulting Services (541618), Management, Scientific, and Technical Consulting Services (5416)

SIC

Services-Engineering, Accounting, Research, Management (8700), Investment Advice (6282)

akta.pro primary industry

Business Owner & Executive Financial Planning (FSAEAAAO)

akta.pro secondary industry

AML/KYC, Investor Onboarding & Compliance Services (FSAAAMAE)

Keywords

• Taxation services
• Bookkeeping services
• Business advisory
• Self-managed super funds
• Chartered accounting

Headquarters

HQ city

Adelaide

HQ country

Australia

HQ region

Oceania

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Professional Services - Accounting & Taxation: Ongoing accounting services, tax return preparation, and tax planning for individuals and businesses. Revenue generated through professional service fees for compliance and advisory work.
2. Bookkeeping Services: Monthly and quarterly bookkeeping services including BAS preparation, accounts payable/receivable, payroll, data entry, bank reconciliation, and end-of-year reporting.
3. Business Advisory & Consulting: Business valuation services, advisory services, and consulting engagements for business growth and development.
4. Self-Managed Super Fund Services: Complete range of SMSF administration and management services including pension compliance and minimum annual payment calculations.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Henson Lloyd is a chartered accounting and financial planning firm delivering professional services including taxation preparation and planning, ongoing bookkeeping and BAS lodgement, business advisory and consulting (including business valuations), self-managed super fund administration and compliance, and financial planning. All services are delivered by qualified Chartered Accountants and CPAs through direct client engagement at the firm's Adelaide and Port Lincoln offices in South Australia.

Product overview

Henson Lloyd Accountants Pty Ltd is a chartered accounting firm offering a unified suite of professional services rather than a software platform. The core portfolio comprises Taxation Services, Bookkeeping (including BAS preparation and payroll), Business Services (covering consulting, valuations, and business support programs), Self-Managed Super Funds management, and Financial Planning. The Business Valuation Service operates as a specialized add-on within the Business Services umbrella, utilizing industry benchmarks and scenario analysis to help clients understand and improve business value. All services are delivered through professional human advisors without any AI-enabled or automated product components.

Differentiator

Problem solved

Functional benefit

Products and services

• Taxation Services Professional tax advisory and compliance services for individuals and businesses, including tax return preparation, tax planning, and strategies to legally minimise tax liability and maximise returns. Delivered by qualified professional accountants.
• Bookkeeping Dedicated ongoing bookkeeping service providing accurate and compliant financial record-keeping, including BAS preparation, accounts payable and receivable, payroll, data entry, bank reconciliation, and monthly and end-of-year reporting.
• Business Services Comprehensive business advisory services for small to medium enterprises, including business valuations, accounting and financial management, consulting, and business support programs aimed at growth and development.
• Self-Managed Super Funds (SMSF) Complete range of services for managing and administering self-managed super funds, including investment strategy, compliance, pension management, and minimum annual payment calculations.
• Business Valuation Service Specialist service that uses industry valuation benchmarks and 'what if' revaluation analysis technology to help business owners understand the true value of their business, identify value gaps, and develop plans to reach their desired business value.
• Financial Planning Trusted financial guidance and planning services to assist clients in building wealth and achieving financial goals.

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Bentleys Australia: Australian advisory and accounting network offering tax, business advisory, and bookkeeping to owner-managed SMEs — comparable service mix and client profile.
• William Buck: Mid-tier Australian chartered accounting and advisory firm with regional offices serving SMEs and professionals across tax, bookkeeping, business advisory, and SMSF services — directly comparable scope and client profile to Henson Lloyd.
• Nexia Australia: Mid-tier Australian accounting network serving SMEs with tax, bookkeeping, business advisory, and superannuation services — comparable mid-market professional services peer.
• Moore Australia: Australian accounting and advisory network focused on owner-managed businesses and SMEs — directly comparable client base and service menu including tax, advisory, and SMSF support.
• RSM Australia: Mid-tier full-service accounting and advisory firm in Australia offering tax compliance, business advisory, and SMSF services to growth-oriented SMEs — comparable scope and SME focus.
• Pitcher Partners: Australian accounting and advisory network with a partnership model delivering tax, business services, and wealth advisory to SMEs and individuals — comparable mid-tier Australian professional services peer.

Broad incumbents

• Mazars Australia: Global mid-tier accounting brand with an Australian practice covering tax compliance, business advisory, and outsourced bookkeeping for SMEs — overlapping service lines with broader geographic reach.
• BDO Australia: Large global accounting network's Australian practice offering tax, advisory, and bookkeeping services across all SME segments — broader portfolio but overlapping at the SME compliance and advisory level.
• Crowe Australia: National Australian accounting and advisory firm offering tax, business services, and SMSF support to a similarly broad SME and professional-client base — comparable SME tax/advisory overlap at a larger scale.

Emerging players

• Xero: Cloud accounting platform used by Henson Lloyd and increasingly by SMEs directly — represents the digital-first model that competes for entry-level bookkeeping and compliance work Henson Lloyd's clients still outsource.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/HensonLloyd
• Facebookfacebook.com/hensonlloyd
• LinkedInlinkedin.com/company/henson-lloyd-accountants-pty-ltd-1

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 Henson Lloyd Accountants Pty Ltd