What Mbs Advisors does

MBS Advisors is a privately-held chartered accounting and business advisory firm headquartered in Morrinsville in the Waikato region of New Zealand, operating under the legal name MBS Advisors and the DBA "MBS Farm & Business Advisors." The firm employs a team of over 20 chartered accountants and business advisors and serves clients throughout the Waikato region and across New Zealand via in-person consultations, phone, email, and online contact channels.

The firm's service offering is organized across three categories: Business Advisory & Compliance (tax, buying/selling businesses, investment property, governance), Business Development (benchmarking, succession planning, business planning), and Business Support (company administration, trust administration, HR & payroll), with additional specialized advisory for AgriBusiness and the Bloodstock (thoroughbred racing and breeding) industries. Underlying technology is built on Xero (Platinum Partner), Figured (Platinum Partner), Microsoft Office 365, and Suite Files cloud servers, with integrations extending to MYOB, PaySauce, Tradify, Dairy Base, Vend, Spotlight Reporting, GoCardless, and Windcave. The firm holds CA ANZ (Chartered Accountants Australia New Zealand) membership.

MBS generates revenue through professional services fees billed to small and medium enterprises across general business, AgriBusiness, and Bloodstock verticals. Customer acquisition is sales-led via direct engagement, community sponsorship (Morrinsville Fireworks Extravaganza 2023), educational content marketing (blog, bi-monthly newsletters), and social media (Facebook, LinkedIn, Instagram). Pricing is not publicly disclosed; transaction-based surcharges apply for credit card payments via Windcave (2.5%). The firm is independently owned with no disclosed parent company, private equity backing, or funding rounds.

Name

Mbs Advisors

Legal name

MBS Advisors

Website

https://mbsadvisors.co.nz

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

11–50 employees

Short description

MBS Advisors is a privately-held chartered accounting and business advisory firm based in Morrinsville, New Zealand, employing over 20 professionals serving SMB, AgriBusiness, and Bloodstock clients throughout the Waikato region and across New Zealand via Xero and Figured Platinum Partner platforms.

Ownership category

akta.pro rank

Headquarters

HQ city

Morrinsville

HQ country

New Zealand

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Accounting and Compliance Services: Core accounting services including GST, annual financial statements, IRD filings, company administration, payroll processing, trust administration, and employment contract preparation
2. Business Advisory Services: Business development consulting including business planning, benchmarking, succession planning, and governance advisory for SME and agribusiness clients
3. Industry-Specific Advisory: Specialized services for AgriBusiness and Bloodstock sectors including tax planning, investment analysis, and ownership structure advice

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

MBS Advisors is a Morrinsville-based chartered accounting firm of over 20 professionals delivering advisory-led accounting, tax compliance, and business development services to SMEs, AgriBusiness, and Bloodstock clients across New Zealand. The firm's core offering combines traditional compliance work (GST, annual financial statements, IRD filings, payroll, trust and company administration) with strategic advisory engagements (succession planning, benchmarking, governance, and business purchase advisory), supported by Xero and Figured cloud platforms.

Product overview

MBS Advisors is a chartered accounting firm offering a comprehensive suite of advisory and compliance services. The firm operates as a unified service offering organized across three main categories: Business Advisory & Compliance (including Tax, Buying/Selling Businesses, Investment Property, and Governance), Business Development (including Benchmarking, Succession Planning, and Business Planning), and Business Support (including Company Administration, Trust Administration, and HR & Payroll). They serve three key industry segments: general Business/SMEs, AgriBusiness, and Bloodstock. The firm is Xero Platinum and Figured Platinum certified, leveraging these platforms to deliver their services. Their offering emphasizes business advisory beyond basic accounting, positioning themselves as partners in business growth and planning.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Services Professional tax advice and compliance services for SME, AgriBusiness and Bloodstock clients, covering GST, income tax, and provisional tax to ensure clients meet IRD requirements.
• Buying and Selling a Business Advisory service guiding clients through the process of acquiring or selling a business to achieve optimal financial and structural outcomes.
• Investment Property Services Accounting and advisory services for property investors, including tax implications and investment analysis in the New Zealand property market.
• Governance Advisory Corporate governance planning and advice to help clients make decisions that ensure business success and compliance.
• Benchmarking Performance comparison service benchmarking a client's business or farm against industry standards to assess efficiency, costs, and improvement areas.
• Succession Planning Planning service helping business owners prepare for transition when exiting, selling, or stepping back from their business.
• Business Planning Strategic planning service creating roadmaps for business direction, with consistent monitoring and evaluation of progress toward goals.
• AgriBusiness Accounting Specialized accounting and advisory solutions tailored for the agricultural sector, addressing the unique challenges and opportunities in farming operations using the Figured platform.
• Company Administration Company secretarial services ensuring compliance with the Companies Act 1993, including company establishment/dissolution, shareholder structures, director appointments, and annual returns.
• Trust Administration Comprehensive trustee services ensuring compliance with the Trusts Act 2019, including trustee appointments, beneficiary management, and gifting programmes.
• HR & Payroll Human resources and payroll management services using Xero Payroll and PaySauce, including employment agreements and HR support for SMEs and agribusiness clients.
• Small Business Accounting Comprehensive accounting and advisory services for small to medium enterprises, including day-to-day bookkeeping, financial reporting, and advisory support.
• Bloodstock Accounting Specialized financial management and tax advisory services for the horse racing and breeding industry, including ownership structure advice, broodmare investments, and breeding taxation.

Quantifiable outcome

• Proactive business input and planning coaching beyond standard accounting

Named customers6 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

Integration10 records

Feature3 records

Partnerships

Two partnerships are on record, tiered core.

• XerocoreTechnology or IntegrationXero Platinum Partner providing cloud-based accounting software. MBS Advisors uses Xero to help clients revolutionize their day-to-day business operations and provides Xero implementation and training services.
• FiguredcoreTechnology or IntegrationFigured Platinum Partner specializing in agricultural accounting and farm management advisory. Provides livestock and crop farm accounting solutions for AgriBusiness clients.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Crowe New Zealand: Crowe NZ is a national accounting and advisory network with agri and SME practices. Comparable to MBS as an established NZ competitor targeting similar SME and rural client segments.
• Nexia New Zealand: Nexia NZ is a mid-tier accounting network offering tax, business advisory, and compliance services. Comparable to MBS as another NZ advisor competing for SME and agribusiness clients.
• RSM New Zealand: RSM NZ is an international accounting network with NZ member firms serving SMEs, agribusiness, and rural clients. Comparable to MBS in targeting similar advisory-led accounting engagements.
• BDO New Zealand: BDO NZ is a mid-tier national accounting and advisory network offering tax, business advisory, and agri-sector services. Comparable to MBS as an established firm with broader scale serving NZ SMEs and agribusiness clients.
• Baker Tilly Staples Rodway: Baker Tilly Staples Rodway is a NZ-wide chartered accounting network with strong regional and agribusiness presence. Comparable to MBS in serving Waikato/rural NZ clients with advisory-led accounting services.
• PKF New Zealand: PKF is a global accounting network with a NZ presence serving SMEs and agribusiness. Comparable to MBS in offering tax, advisory, and succession planning to NZ rural and SME clients.

Direct peers

• Moore Markhams New Zealand: Moore Markhams is a NZ regional accounting and advisory network. Comparable to MBS as a similarly-sized mid-tier NZ firm offering tax, business advisory, and agribusiness services to SMEs.
• Hayes Knight: Hayes Knight is a NZ chartered accountancy firm offering accounting, tax, and advisory services to SMEs. Comparable to MBS as a similarly positioned mid-market NZ advisor with advisory-led positioning.
• Polson Higgs: Polson Higgs is a NZ chartered accounting firm providing tax, business advisory, and agribusiness services. Comparable to MBS as a similarly-sized NZ regional firm targeting rural and SME clients.

Others

• Figured (the platform itself): Figured is the agribusiness accounting and farm management platform of which MBS is a Platinum Partner. Included as an ecosystem relationship — MBS's AgriBusiness segment is built around Figured, making it both a partner and an indirect competitive dependency.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/mbs-advisors

Compliance3 records

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 Mbs Advisors