What Marshall Michael Chartered Accountants does

Marshall Michael Chartered Accountants is a privately held chartered accountancy firm headquartered in West Leederville, Western Australia, with a team of approximately 8-10 staff serving small and medium enterprises across the state. The firm operates across seven practice areas: Bookkeeping, Business Advisory, Corporate Advisory, Health Care (with specialization in pharmacy), Mining, Superannuation (SMSF setup, administration, and compliance), and Wealth Management. Wealth management is delivered through a strategic partnership with Integro Private Wealth, a Perth-headquartered firm of approximately 30 staff offering financial planning, succession planning, private markets, and ESG-focused investment options.

The firm's revenue model is entirely fee-based professional services, with engagements scoped per client across tax compliance, financial reporting, business advisory, SMSF administration, and wealth management. Go-to-market is sales-led, relying on direct client relationships, referrals, and professional networks rather than digital funnels. The firm's underlying technology footprint is limited: a secure AES-256 encrypted client portal supports document submission and integrates with MYOB (for authentication) and QuickBooks (for QBB/QBW/QBA file ingestion). There is no API, software platform, or proprietary technology product.

Marshall Michael's go-to-market emphasizes consultative engagement with business owners and is supported by content marketing through monthly newsletters and a service-page-rich website. The firm holds Chartered Accountants Australia New Zealand (CA ANZ) membership, registered Tax Agent status under the Tax Agent Services Act 2009 (Registration Number 62408003), and memberships in The Tax Institute and the National Tax & Accountants Association. Founders and directors Stephen Marshall and Michaela Hodgkinson bring multi-decade cross-industry expertise spanning construction, healthcare, pharmacy, IT, manufacturing, mining, mining services, retail, shipping, and software development. The firm does not disclose revenue, has no funding events, no subsidiaries, no M&A history, and no geographic footprint beyond Western Australia.

Name

Marshall Michael Chartered Accountants

Legal name

Marshall Michael - Business Solutions

Website

https://marmic.com.au

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Marshall Michael Chartered Accountants is a privately held Western Australian chartered accountancy firm with about 8-10 staff, serving SMEs across bookkeeping, tax, SMSF, business advisory, and wealth management (via Integro Private Wealth), with specialized verticals in pharmacy and mining.

Ownership category

akta.pro rank

Product category

Chartered Accountancy and Business Advisory

NAICS

Offices of Certified Public Accountants (541211)

akta.pro primary industry

Accounting & Bookkeeping Services (BPAHABAC)

akta.pro secondary industries

Corporate Finance & Capital Advisory (BPAHADAB), Business Owner & Executive Financial Planning (FSAEAAAO)

Keywords

• Chartered accountancy services
• Business advisory services
• Tax compliance services
• Bookkeeping services
• Wealth management advisory

Headquarters

HQ city

West Leederville

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Accounting and Tax Services: Fees for professional accounting, taxation, bookkeeping, and compliance services provided to business clients.
2. Business Advisory Services: Fees for corporate advisory, business advisory, and strategic planning services.
3. Wealth Management and Financial Advice: Revenue generated through partnership with Integro Private Wealth for financial planning and wealth management services.
4. SMSF Administration: Fees for self-managed superannuation fund setup, administration, tax returns, and compliance services.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Marshall Michael Chartered Accountants is a Western Australia-based chartered accountancy firm that delivers accounting, taxation, bookkeeping, business advisory, corporate advisory, superannuation (SMSF), and wealth management services to small and medium enterprises. The firm also offers specialized industry expertise for healthcare/pharmacy and mining sectors, and partners with Integro Private Wealth for integrated financial planning and wealth management solutions.

Product overview

Marshall Michael offers a comprehensive suite of chartered accounting and business advisory services. The core service offering consists of seven distinct practice areas: Bookkeeping, Business Advisory, Corporate Advisory, Health Care, Mining, Superannuation, and Wealth Management/Financial Advice. Services are delivered as traditional consulting engagements rather than a software platform. The Superannuation practice handles self-managed superannuation funds from establishment through to windup, while the Wealth Management service is delivered through a partnership with Integro Private Wealth to provide holistic financial planning, investment management, and succession planning. No software products or technology platforms are offered.

Differentiator

Problem solved

Functional benefit

Products and services

• Bookkeeping Professional bookkeeping services for businesses including full payroll management, MYOB expertise, and detailed transaction record-keeping. Targeted at small and medium businesses across multiple industries.
• Business Advisory Advisory services helping business owners navigate operations, growth strategies, and day-to-day business challenges, with expertise across multiple industries including construction, healthcare, IT, manufacturing, mining, retail, and shipping.
• Corporate Advisory Strategic advisory services for corporate entities including planning, governance, financial reporting, and strategic planning.
• Health Care - Pharmacy Specialized accounting and advisory services for healthcare professionals and pharmacy businesses, addressing industry-specific compliance and financial needs including tax planning, business structuring, and pharmacy valuation.
• Mining Accounting and advisory services tailored for mining and mining services companies, addressing the unique financial and regulatory requirements of the sector, including resource taxation and industry-specific compliance.
• Superannuation Comprehensive self-managed superannuation fund services including establishment, tax return preparation, annual audits, trustee minute preparation, compliance monitoring, contribution tracking, pension administration, and windup assistance.
• Wealth Management and Financial Advice Comprehensive wealth management and financial advice services delivered in partnership with Integro Private Wealth, including financial planning, investment reporting, succession planning, whole of wealth reporting, private markets investing, and ESG-focused investment options.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Partnerships

One partnership is on record.

• Integro Private WealthcoreStrategic or Co-development PartnerMarshall Michael has a partnership with Integro Private Wealth, one of Western Australia's leading private wealth firms established in 2003. Together they provide comprehensive wealth management solutions including financial advice, investment performance reporting, succession planning, whole of wealth reporting, private markets investing, and responsible/ESG investing. Integro has approximately 30 staff and is privately owned by founders and staff, headquartered in Perth with an office in Albany.

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Crowe Australasia: Large international accounting and advisory network with Australian offices including Perth. Overlaps Marshall Michael's tax, advisory, and SMSF services but operates as a broader incumbent with deeper resources and broader service portfolio.
• BDO Australia: Large international accounting and advisory firm with a Perth office covering tax, audit, business advisory, and corporate services. Overlaps with Marshall Michael's service lines but operates at substantially larger scale across broader client segments.

Direct peers

• William Buck: Australian mid-tier accounting and advisory firm with offices in Perth offering business advisory, tax, and wealth services to SME and mid-market clients. Strong service-line overlap with Marshall Michael, including business advisory and SME-focused engagements.
• HLB Mann Judd: Mid-tier accounting and advisory network with a Perth office providing tax, audit, business advisory, and corporate services to SMEs. Comparable in client mix, service breadth, and Western Australian market positioning to Marshall Michael.
• RSM Australia: Mid-tier accounting and advisory firm with a strong Perth presence serving SMEs and mid-market businesses across mining, healthcare, and professional services. Comparable offering in business advisory, tax compliance, and corporate advisory, with similar SME client concentration.
• Nexia Australia: National mid-tier accounting network with a Perth office providing accounting, tax, and advisory services to SMEs. Comparable in scale and service offering to Marshall Michael.
• Pitcher Partners: Mid-tier Australian accounting and advisory network with a Perth office offering business advisory, tax, and corporate advisory services to SMEs and mid-market clients. Highly comparable in service mix, client profile, and growth stage to Marshall Michael, though larger in scale.
• Bentleys: Australian mid-tier accounting and advisory network with a Perth office serving SMEs and mid-market clients. Comparable in service mix (business advisory, tax, corporate advisory) and target client profile.
• Moore Australia: National mid-tier accounting network with a WA member firm offering accounting, tax, business advisory, and corporate advisory services. Strongly comparable in client type (SMEs and mid-market) and service-line breadth.
• Byfields Accountants: Perth-based accounting and business advisory firm focused on SMEs and small businesses, directly comparable in geography, size, and service mix to Marshall Michael.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/marshall-michael-chartered-accountants

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 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 Marshall Michael Chartered Accountants