Why Partner With Kelly+Partners?
Whether you're thinking about your succession or looking for a partner to supercharge your growth, we're here to talk.
Build the lasting legacy you deserve
Building an accounting practice, growing it, and managing it from the beginning to the end of a career takes a huge personal investment of time, energy and sacrifice. We understand more than anyone how challenging it can be to achieve balance between professional success and personal fulfilment.
Wanting to do right by your clients and your team often means juggling the responsibilities of being an accountant, marketer, salesperson, business manager, human resources managers, IT technician, and more, all at the same time. Whether you’re trying to create a legacy or grow your firm, everyone needs a support system. Kelly+Partners could be yours.
Over our 17-year history, Kelly+Partners has helped transform 31 accounting firms and launched 18 greenfield offices to establish our existing accounting network across Greater Sydney. We have a long track record of working with leading accounting firms to solve their succession pathway and talent issues. Our proven Partner-Owner-Driver™ operating model delivers a number of key benefits including:
- Proactively managed succession planning, talent attraction and retention
- Long-term strategic alignment of operating partners via an ongoing ownership stake
- Enhanced staff culture as part of the strong and growing Kelly+Partners network
- Better client outcomes with the introduction of our proprietary accounting systems
- Greater breadth of service offering from leveraging the broader network skillset
- Improved firm profitability via centralisation of back office functions and new business procedures
- Enhanced marketing and brand presence under the Kelly+Partners banner.
70+
Transformed Firms
550
Team Members
92
Equity Partners
+70
Net Promoter Score
Partner-Owner-Driver™ Model
Our proprietary Partner-Owner-Driver™ model stands as a proven ownership and operational structure, a rarity in the global accounting market. Within this framework, the Partner-Owner-Driver™ function as the on-the-ground Partners, representing the respective business partners of Kelly Partners Group Holdings.
Supercharge your accounting firm
Find great people
Our Talent Acquisition team finds and attracts the best people to your team.
Offer rewarding careers
Create opportunities for your people, with clear pathways into leadership and partnership.
Enhance team culture
Measured brand values, all-company events, Managers training and more.
Future-ready workspaces
State-of-the-art office environments equipped with the latest technology and tools.
Lean on shared resources
Leverage our centralisation of back office functions and new business procedures.
Join a global network
Make friends, share best practices and lean on a global network of specialists.
Certified B Corporation
Do business for good and join Australia's only listed B Corp certified accounting firm.
Great Place to Work
Attract the best team members through our Great Place To Work Certifications.
Employer of Choice
Improve recruitment, engagement and retention with our award-winning processes.
Are you a fit for Kelly+Partners?
Kelly+Partners are eager to hear from accounting practitioners about their businesses that meet the below criteria.
Alignment on values
Independently owned
Accounting and tax focused
Consistent revenue
The larger the business, the greater our interest.
We can promise complete confidentiality and a very fast answer — customarily within five minutes — as to whether we're interested. We will only buy for cash.
Brett frequently gets approached about acquisitions that don't come close to meeting the above tests: we've found that if you advertise an interest in buying collies, a lot of people will call hoping to sell you their cocker spaniels.
A line from a country song expresses our feeling about new ventures, turnarounds, or auction-like sales: "When the phone don't ring, you'll know it's me."
Partner Testimonials
Rex Hoeben | Senior Partner
“After joining Kelly+Partners, I started enjoying my professional work a lot more than I was previously.”
Ada Poon | Senior Partner
“In our business model, we help one another internally and we’re also here to help clients externally. Through that process, it helps one another to grow.”
Tim Bryan | Senior Partner
"We've not only seen our business grow, but our people have new opportunities and resources, which has taken our client service offering to a new level".
Scott Elwin | Senior Partner
“I get a warm feeling about all the people we’ve helped over the years, building their businesses, developing their families…to me that’s the greatest thing to have that continuity.”
Michelle Irwin | Partner
“I get a warm feeling about all the people we’ve helped over the years, building their businesses, developing their families…to me that’s the greatest thing to have that continuity.”
Mike Landau | Senior Partner
“I get a warm feeling about all the people we’ve helped over the years, building their businesses, developing their families…to me that’s the greatest thing to have that continuity.”
Paul Kuchta | Managing Partner
“I get a warm feeling about all the people we’ve helped over the years, building their businesses, developing their families…to me that’s the greatest thing to have that continuity.”
Annemarie Mclure | Partner
“With joining Kelly+Partners, one of the great things has been the ability to network and talk to like minded partners within accounting businesses without that competitiveness.”
Barry Frank | Senior Partner
“I get a warm feeling about all the people we’ve helped over the years, building their businesses, developing their families…to me that’s the greatest thing to have that continuity.”
Jeff Neumeister | Senior Partner
“I get a warm feeling about all the people we’ve helped over the years, building their businesses, developing their families…to me that’s the greatest thing to have that continuity.”
KellyPartners+BergerPiepers
“I get a warm feeling about all the people we’ve helped over the years, building their businesses, developing their families…to me that’s the greatest thing to have that continuity.”
Marija Murray | Senior Partner
“I love my clients, I love my team, I love the fact that I’m part of a group that supports each other”.
Adam Quinn | Senior Partner
“Kelly+Partners is an exciting business to be involved in, it’s a very active business, it’s probably bucking the trend a little bit as to how progressive it is.”
Daniel Chiha | Senior Partner
“The reason I partnered with Kelly+Partners was that I had a realisation that talent is the key difference in the market.”
Troy Apps | Senior Partner
“We saw an opportunity for us to improve overall business and grow further by joining Kelly+Partners.”
Tony Nunes | Senior Partner
“I get a warm feeling about all the people we’ve helped over the years, building their businesses, developing their families…to me that’s the greatest thing to have that continuity.”
Paul Dobson | Senior Partner
“There are a lot of firms out there that are not really in the digital age and they’re not servicing their clients to the level they need to be serviced. Kelly+Partners tick all the boxes with that.”
Ryan McCabe | Senior Partner
“There are a lot of firms out there that are not really in the digital age and they’re not servicing their clients to the level they need to be serviced. Kelly+Partners tick all the boxes with that.”
Darren Hodgson | Senior Partner
“The reason I partnered with Kelly+Partners was that I had a realisation that talent is the key difference in the market.”
Charbel Geagea | Senior Partner
“I was encouraged to become a partner and actually do a fantastic job and have long-term ambition and to be there for a very long time.”
Daniel Kutcha | Senior Partner
“Kelly+Partners has made us a lot more disciplined in that it made us think about what our goals are, how to achieve those goals and how to exceed those goals.”
James Carr | Senior Partner
“Kelly+Partners has made us a lot more disciplined in that it made us think about what our goals are, how to achieve those goals and how to exceed those goals.”
Transaction Process
We know every accounting firm is unique. However, we require specific financial details to ensure that you receive a fair offer for your practice. In our experience, the process typically takes between 7 to 90 days to complete. We will request the following information.
- Your current legal and ownership structure
- The last 3 years of profit and loss statements
- The last 3 years of tax returns
- A list of employees and their benefits
- Pictures of your firm's premises (inside and out)
- Your business and personal plans, and time frame.
We will schedule a short non-intrusive visit from a member of the Kelly+Partners executive team. Assuming your firm meets the criteria outlined above, we will submit an offer to partner with your firm or merge your firm into the Kelly+Partners group. When you accept our proposal, our legal team will send you documents for the proposed transaction. These documents are for you and your stakeholders to review.
Please complete the confidential enquiries form located below. Once it has been submitted, you will receive a phone call within 1 business day.