Benchmarking for Accountants

The Benchmarking Suite has been designed specifically for accountants and business advisors. With the Benchmarking Suite, you can create unlimited Business Benchmark Reports for your clients, giving your accounting firm a competitive edge.

Our business benchmarking tool analyses thousands of businesses across Australia to give clients the most accurate and current information. The software further analyses your client’s information against the ATO Benchmarks and provides a series of tailored Key Performance Indicators, with recommendations for business owners, in each report.

Find out how your clients can benefit from the Benchmarking Suite.

Buy Now Free Trial


Features of the Benchmarking Suite

The Benchmarking Suite is our most popular product, with accounts and business advisors utilising its features to support Australia small businesses identify opportunities for improvement and growth. Our benchmarking system has been fully optimised and enhanced for the job at hand, allowing you access to a raft of unbeatable functionality.

The Benchmarking Suite includes all features of the Business Benchmark Report as well as key additions specifically designed for accounts and business advisors.

Streamline Imports With Xero and Excel

Simplify the benchmarking process by seamlessly importing your client’s benchmarking data into our online platform from Xero or Excel. Uploading existing files avoids double-up of work, as well as reduces human error – ensuring your client’s data is accurate. We are a certified Xero Partner and can assist your data uploads at any stage.

Export Unlimited Branded Business Benchmark Reports

Provide your clients with professionally branded reports, complete with your firm’s logo and colours. With our benchmarking suite, this means when you export any report in PDF, Word or Excel file, it’s ready to forward directly to your client.

Add Value with Our Editable MS Word Reports

If you want to add more value, all our reports can be exported to an editable MS Word file so you can add or change content based on your client’s requirements. You can also add pricing and servicing information about your firm’s offerings. Editable reports can also form a template for further business strategy and planning.

Offer Annual Benchmarking Reviews

Review business performance year on year by offering your clients multi-year benchmarking reports. With the benchmarking suite, you can enter multiple years for your clients to analyse trends, assist with budgeting and assess how the company is improving annually compared to other businesses in the industry.

Gain Greater Insights Into ATO Benchmarks

Compare your client’s results with the ATO benchmarks to avoid audits. ATO Benchmarks are included in our report, meaning we are the one stop shop for all benchmarking needs.

Provide Clients with An Estimated Business Value

Gaining insights into the worth of a business can enable small business owners to make high-level strategic decisions. The Benchmark Report uses a capitalisation of profits method to determine a fair market value for each business. This figure can support your clients when determining exit strategies, investment attraction and acquisition opportunities.

Ongoing Support and Resources

Our Team is always on hand to support your needs. We offer free data reviews and access to our strategy and resources library. This means you can provide even more support and advice to your clients.


See Which Product Suits Your Needs

Choose our service features

*Fair use policy applies
Benchmark Suite +
Download Area +
Legal Unlimited
per month
Benchmark Unlimited Companies Across 100+ Industries
Download 100+ Australian Benchmark Reports with Your Brand*
Benchmark and Report on Unlimited Legal Firms
Per physical site/office
Free Data Reviews*
Subscription Period
12 months
($3950 pa)

*Fair use policy applies
The options above are suited to a firm with only 1 site/office.
If your firm is a branch of a larger multi-site firm/brand, please click here to review the Gold Certified Partner Program offering that is available to you.


With the Benchmark Suite, we now offer our clients benchmarking and consulting services - creating an additional revenue stream.

Shaw Downie Chartered Accountants

Nick Shaw | Director

Nick Shaw | Director is invaluable for businesses to improve performance and focus on the really critical KPIs.

Business Mentor and Advisor – The Business Centre Newcastle

Michael Hilsden, FAIM, FACS

Michael Hilsden, FAIM, FACS

Thank you, we really appreciate how proactive you guys are.

AV Chartered Accountants

Antony Vidray | Director

Antony Vidray | Director