Luka Group Chartered Accountants & Financial Advisers

What Luka Group Chartered Accountants & Financial Advisers does

Luka Group Chartered Accountants & Financial Advisers is a regional, partner-led Australian chartered accounting firm headquartered in Dubbo, New South Wales. Founded in 1994, it operates four offices across Central West NSW (Dubbo, Broken Hill, Cobar, and Gilgandra) and serves individuals, families, farmers, small and medium businesses, tradespeople, medical professionals, not-for-profits, clubs, and local councils. The firm is led by four active partners: Michael McKenna (Managing Partner), Jeffrey Shanks (Audit Partner), Edward Thompson, and Kathryn Smith, supported by a broader team of managers, senior accountants, accountants, and administrative staff; published headcount sits at 14 employees with internal sources citing a 20+ team including cadets.

The firm delivers a multidisciplinary suite of professional services under one roof, including accounting and tax compliance, business advisory and virtual CFO services, audit and assurance (notably for clubs, associations, not-for-profits, and local councils), Self-Managed Superannuation Fund (SMSF) administration, financial planning, and mortgage broking. Its core technology stack is built on the Xero cloud accounting platform, where it holds Platinum Partner status (the highest partner tier), enabling migration, management, and optimisation services plus remote bookkeeping. A mobile auditing team travels across Central West NSW to deliver on-site audits, supporting a relationship-driven, in-person service model that complements remote/digital delivery for clients beyond the region.

Luka Group earns revenue through professional services fees billed across multiple recurring and project-based engagements: tax compliance, audit and assurance, SMSF administration, business consulting and virtual CFO, cloud accounting and bookkeeping (often on retainer), and mortgage broking. The go-to-market motion is relationship-led and community-anchored, leveraging four physical offices, local reputation, referrals, and content marketing (educational blog and video content) rather than paid digital acquisition. The firm holds Registered Company Auditor and Registered Tax Agent registrations and operates under a Chartered Accountants Australia and New Zealand framework with liability limited under a Professional Standards Scheme.

Name

Luka Group Chartered Accountants & Financial Advisers

Legal name

Luka Group

Website

https://lukagroup.com.au

Company type

Private

Founded year

1994

Operating status

Operating

Headcount range

11–50 employees

Short description

Luka Group is a partner-led chartered accounting and advisory firm in regional New South Wales, Australia, with four offices across Central West NSW. It serves individuals, farmers, SMEs, medical professionals, not-for-profits, clubs, and local councils with tax, audit, SMSF, virtual CFO, and Xero cloud accounting services.

Ownership category

akta.pro rank

Product category

Chartered Accounting and Professional Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Management Consulting Services (54161), Professional Organizations (81392)

SIC

Services-Management Consulting Services (8742), Investment Advice (6282), Services-Membership Organizations (8600)

akta.pro industry

PRIMARYBPAAAGAC

General Ledger & Close (Journal Entries, Month-End Close, Reconciliations)

Business & Public Services/Administrative & Support Services (BPO, Call Centers, Back Office)/Finance & Accounting Outsourcing (AP/AR, GL, Billing)

SECONDARYBPAJAHAL

Association Accounting, Budgeting & Financial Reporting Services

Business & Public Services/Real Estate Services (Brokerage, Property Management)/HOA/Condominium Association Management

SECONDARYBPAJAHAN

Association Compliance, Governance & Board Support Services

Business & Public Services/Real Estate Services (Brokerage, Property Management)/HOA/Condominium Association Management

Keywords

• Chartered accounting services
• Tax compliance services
• Audit and assurance services
• Business advisory services
• SMSF administration services

Headquarters

HQ city

Dubbo, New South Wales

HQ country

Australia

HQ region

Oceania

Offices5 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Professional Accounting Services: The firm generates revenue through billing for professional accounting services including tax compliance, business advisory, and ongoing accounting support. Fees are likely structured on fixed-fee or time-and-materials basis for ongoing client engagements.
2. Auditing Services: Revenue is generated from audit and assurance services for clubs, associations, local councils, not-for-profits, and businesses. The firm has a dedicated audit team including registered company auditors.
3. Self-Managed Super Fund (SMSF) Administration: The firm provides SMSF setup, management, and compliance services, generating fees from ongoing administration and advisory engagements.
4. Business Consulting and Virtual CFO Services: Short-term and long-term business consulting engagements, including virtual CFO services, are offered to support clients' finance teams and management accounting needs.
5. Cloud Accounting and Bookkeeping Services: Remote bookkeeping and cloud accounting services are provided, including Xero migration and ongoing management, likely as part of recurring retainer arrangements.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Luka Group is a multidisciplinary Chartered Accounting firm delivering integrated accounting, taxation, audit, business advisory, SMSF administration, cloud accounting (Xero), financial planning, and mortgage broking services. The firm serves individuals, families, farmers, small-to-medium businesses, medical professionals, not-for-profits, clubs, and local councils across Central West NSW through four physical offices and Australia-wide remote delivery. A dedicated mobile audit team travels to client sites across the region for on-site audit engagements.

Product overview

Luka Group is a multidisciplinary Chartered Accounting firm offering an integrated suite of professional services. The core portfolio includes Auditing Services (mobile auditors serving Central West NSW) and Accounting & Tax Services (tax returns, BAS/IAS, compliance, entity structures). These are complemented by specialized Cloud Accounting Services powered by Xero (Platinum Partner), Self-Managed Super Fund (SMSF) Services, Business Consulting & Virtual CFO Services, Financial Planning Services, and Mortgage Broking Services. The firm also operates an Accounting Cadetships program. The Xero cloud platform serves as the primary technology enabler connecting accountants and clients in real-time. Services span Dubbo, Broken Hill, Cobar, and Gilgandra offices with remote capabilities Australia-wide.

Differentiator

Problem solved

Functional benefit

Products and services

• Auditing Services

Quantifiable outcome

• The firm has been continuously growing for the last 30 years
• +1 more outcomes

Named customers4 records

Segments7 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature2 records

Partnerships

One partnership is on record.

• XerocoreTechnology or IntegrationLuka Group is a Xero Platinum Partner, the highest tier in Xero's partner program. This partnership provides Luka Group with certified cloud accounting capabilities, enabling the firm to offer Xero migration, implementation, and ongoing management services to its client base. As a Platinum Partner, Luka Group benefits from Xero's co-marketing resources, technical support, and referral ecosystem.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Pitcher Partners: Australian mid-tier chartered accounting firm with multiple regional offices offering audit, tax, advisory, and SMSF services. Closely comparable on service mix, partner structure, and regional-anchored delivery.
• Kelly Partners Group: ASX-listed Australian accounting and advisory network built via regional partnership roll-ups. Most directly comparable to Luka on model: partner-led regional offices, multi-disciplinary tax/audit/SMSF services, and growth via acquiring smaller practices.
• William Buck: Australian mid-tier chartered accounting firm with strong regional presence, especially in NSW. Similar multi-disciplinary service portfolio including SMSF, business advisory, and audit for NFPs and clubs.
• RSM Australia: Mid-tier Australian accounting firm with regional offices serving SMEs, NFPs, and agribusiness. Comparable on multi-disciplinary tax/audit/advisory offerings and a regional client base similar to Luka's Central West NSW focus.
• PKF Australia: International mid-tier with Australian partner-led regional offices delivering audit, tax, and advisory. Directly comparable on partner structure, service mix, and regional SMB/agri client focus.
• Nexia Australia: Australian mid-tier accounting network with regional offices offering tax, audit, and advisory services to SMEs and NFPs. Comparable partner-led model and regional service delivery profile.
• Crowe Australia: Australian mid-tier accounting firm with regional offices providing audit, tax, and advisory. Comparable on partner-led regional service model and audit practice for NFPs, clubs, and councils.
• Count Limited: ASX-listed Australian accounting and financial services network with strong regional franchise presence. Comparable to Luka in delivering accounting, tax, audit, and wealth services through partner-led offices across regional Australia.

Broad incumbents

• BDO Australia: Large international mid-tier with significant regional Australian presence. Overlaps with Luka on audit, tax, and advisory for SMEs and NFPs but offers far broader specialist capacity that Luka cannot match.

Regional players

• H&R Block Australia: Australia's largest retail tax preparation brand. Overlaps with Luka on individual and SMB tax compliance services but competes at the lower-fee, lower-touch end of the market.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/luka-group-accountants-&-advisors

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 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 Luka Group Chartered Accountants & Financial Advisers