BlueRock

Name

BlueRock

Legal name

BlueRock 3030 Pty Ltd

Website

https://bluerock.com.au

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

251–500 employees

Ownership category

akta.pro rank

Product category

Professional Services

NAICS

Other Accounting Services (541219), Administrative Management and General Management Consulting Services (541611)

SIC

Investment Advice (6282)

akta.pro primary industry

SME Accounting, Bookkeeping & Close Automation (FSAGAJAH)

akta.pro secondary industries

Private Banking Business Owners & Entrepreneur Solutions (Liquidity Events, Pre-IPO) (FSABADAK), Private Banking & UHNW Wealth Advisory (FSAEABAC), Corporate Foundations & CSR Grantmaking (BPAGAKAC)

Keywords

• Professional services advisory
• Accounting and tax services
• Wealth management advisory
• Business advisory consulting
• Digital transformation services

Headquarters

HQ city

Melbourne

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Professional Services - Accounting & Tax: BlueRock provides accounting, tax advisory, business accounting, complex tax advisory, international tax, and expatriate services on a fixed-fee subscription or per-engagement basis.
2. Outsourced Payroll Services: Outsourced payroll delivered as a simple fixed-fee subscription, covering STP2-compliant onboarding, payment processing, award interpretation, leave management, expense reimbursements, rostering and clock-in/clock-out tracking.
3. Outsourced Bookkeeping: Flexible fixed-fee outsourced bookkeeping services with transparent monthly costs covering bookkeeping, payroll, reporting and compliance. Scale up/down or cancel at any time.
4. Wealth Management & Financial Planning: Private wealth advisory covering strategic advice, investment management, superannuation, insurance, and inheritance/wealth transfer planning.
5. Philanthropy Advisory: Philanthropy consulting and management of the Be BlueRock Foundation, including Named Giving Funds with minimum $50,000 donation requirement.
6. Digital Services: Digital consulting, business systems automation, websites and eCommerce, marketing and growth strategy, paid media advertising, and creative services. Delivered as project-based engagements and ongoing retainers.
7. Legal Services: BlueRock Law provides corporate and commercial law, property law, wills and estates, and insolvency and restructuring services.
8. Business Advisory: Business planning, business restructuring, monthly meetings, and employee share scheme advisory services.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

BlueRock is an Australian professional services firm based in Melbourne that delivers integrated, multidisciplinary advisory across accounting, tax, legal, wealth management, business advisory, digital transformation, and philanthropy. The firm serves entrepreneurs, SMEs, and high-net-worth individuals, combining traditional accounting services with modern digital tools and AI-enabled advisory delivery.

Product overview

BlueRock is a multi-disciplinary professional services firm offering an integrated portfolio of services spanning accounting, business advisory, digital technology, wealth management, law, and philanthropy. The firm's digital division (BlueRock Digital) provides a suite of technology services including CRM consulting (HubSpot), inventory management (Cin7, MRPeasy), accounting software (Xero), project management (WorkflowMax), and eCommerce solutions (Shopify, Webflow, CoreDNA). The wealth management division offers financial planning, investment management, and philanthropy advisory with the Be BlueRock Foundation as a structured giving vehicle. Core business services include outsourced bookkeeping, payroll processing, cash flow management, business planning, and AML/CTF compliance. The firm operates as a unified platform where cross-disciplinary expertise is shared across divisions to provide holistic solutions to entrepreneurial clients.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting and Tax Integrated accounting and tax compliance and advisory services for SMEs, entrepreneurs, and high-net-worth individuals in Australia, delivered through fixed-fee engagement models.
• Wealth Management Wealth advisory and financial planning services for high-net-worth individuals, business owners, and families, including investment, retirement, and intergenerational wealth structuring.
• Legal Services Commercial legal services spanning business structuring, contracts, employment law, and related advisory delivered alongside the firm's accounting and tax practice.
• Business Advisory
• Digital Transformation Services Digital advisory and technology enablement services helping clients adopt platforms, AI tools, and automation to modernize finance, operations, and advisory delivery.
• Philanthropy Services

Quantifiable outcome

• Klay Tiles: Order processing time reduced from 23 minutes to under 5 minutes after inventory management system implementation
• +5 more outcomes

Named customers11 records

Segments5 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration20 records

AI capability3 records

Feature3 records

Partnerships

Ten partnerships are on record, tiered core.

• HubSpotcoreTechnology or IntegrationBlueRock Digital is a HubSpot implementation partner, providing CRM consulting, setup, and integration services to clients. HubSpot is a core platform in BlueRock's digital systems service offerings for streamlining sales, marketing, and customer retention.
• Cin7coreTechnology or IntegrationCin7 is an inventory management software partner used by BlueRock for implementing inventory management, order processing, and supply chain solutions for clients in manufacturing and retail. BlueRock's digital team helps clients select and implement Cin7 as part of their business systems.
• MRPeasycoreTechnology or IntegrationBlueRock's digital team are authorised MRPeasy consultants who help food and goods manufacturers implement the MRPeasy platform for inventory management, production scheduling, and traceability. MRPeasy integrates with Xero, QuickBooks, and Shopify.
• QuickFeecoreTechnology or IntegrationQuickFee provides BlueRock's client payment processing for both BlueRock Accounting and BlueRock Law. Clients can pay invoices through QuickFee's secure payment portal.
• PraemiumcoreTechnology or IntegrationPraemium provides BlueRock's wealth client reporting portal, allowing clients to view investment insights and portfolio performance through Praemium's platform.
• MyProsperitycoreTechnology or IntegrationMyProsperity provides BlueRock wealth clients with a holistic view of their investments across multiple platforms and assets.
• Class (SuperRoom)coreTechnology or IntegrationClass provides BlueRock's SMSF client portal for self-managed superannuation fund management, compliance, and reporting.
• ShopifycoreTechnology or IntegrationBlueRock Digital is a preferred Shopify partner with certified expertise in Shopify 2.0 for scalable, conversion-focused eCommerce stores. They have built multiple Shopify sites for clients including About Space.
• XerocoreTechnology or IntegrationXero is a core accounting platform recommended by BlueRock for bookkeeping, accounting, and financial management. It integrates with various business systems BlueRock implements (Cin7, MRPeasy). BlueRock runs Xero conversion campaigns and is a Xero partner.
• Be BlueRock FoundationcoreStrategic or Co-development PartnerThe Be BlueRock Foundation is BlueRock's philanthropic arm established in 2020. It is a public ancillary fund (PUF) that enables individuals and organisations to establish Named Giving Funds. BlueRock manages the Foundation which supports charity partners and engages 80 employees in payroll giving.

Scale indicators8 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Mazars Australia: International accounting, tax, and advisory firm with Australian practice focused on mid-market and SME clients. Competes with BlueRock on advisory breadth and SME/entrepreneur market segment.
• Pitcher Partners: Australian mid-tier accounting, advisory, and wealth network serving SMEs, entrepreneurs, and HNW clients. Closest direct analogue to BlueRock in scope (accounting + advisory + wealth) and SME/entrepreneur target market, although broader geographic footprint.
• RSM Australia: Mid-tier accounting, tax, and business advisory firm focused on middle-market companies and entrepreneurs. Similar SME focus and multi-disciplinary advisory positioning to BlueRock.
• Hall Chadwick: Australian accounting, wealth, and corporate advisory group serving SMEs, HNW individuals, and families. Overlaps with BlueRock on accounting, wealth, and integrated advisory services, including philanthropy-adjacent offerings.
• Crowe Australasia: Mid-tier accounting, audit, tax, and advisory network serving Australian SMEs and mid-market clients. Comparable SME entrepreneur positioning and integrated advisory service mix.
• Bentleys Australia: Network of Australian advisory firms offering accounting, business advisory, and wealth services to SMEs and family businesses. Comparable multi-disciplinary SME/owner-managed business focus.
• William Buck: Australian accounting and advisory firm serving SMEs, family groups, and HNW clients across advisory, tax, and wealth. Directly comparable in target customer and integrated professional services scope.
• HLB Mann Judd: Australian accounting and advisory network with SME and mid-market client base. Provides comparable integrated services (audit, tax, business advisory, wealth) targeting similar founder-led businesses.
• DFK Australia and New Zealand: Association of independent Australian and NZ accounting, tax, and advisory firms serving SMEs and HNW clients. Comparable multi-disciplinary offering and SME target market with similar cross-sell into wealth and advisory.

Broad incumbents

• BDO Australia: International accounting and advisory network with substantial Australian mid-market practice. Competes with BlueRock in the SME/entrepreneur advisory space but offers a much wider service portfolio and global footprint.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/BeBlueRock
• LinkedInlinkedin.com/company/thebluerock
• Instagraminstagram.com/bebluerock
• TikToktiktok.com/@bebluerock

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries2 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 BlueRock