Perspective on scale

2026 Macquarie Accounting and financial advice benchmarking study

The landscape for sustainable growth and scale

How can firms continue to scale with prosperity and purpose? The answer is in three core pillars of performance:

People

Nurturing and empowering talented people with meaningful work and appropriate support

Process

Providing structure and documentation to support streamlined operations and high performance

Technology

Embedding technology and automations that lay a seamless foundation for growth at scale.

The 2026 Macquarie Accounting and financial advice benchmarking report unpacks key financial, operational, and talent metrics from a focused study of high performing, scaled, multi-disciplinary firms. This data reveals what drives, and hinders profitable growth, from expense profiles and technology spend to the real impact of M&A on revenue and margins.

Watch to learn more

The landscape for sustainable growth and scale. How can firms continue to scale with prosperity and purpose? The answer is in three core pillars of performance: Nurturing and empowering talented people with meaningful work and appropriate support Providing structure and documentation to support streamlined operations and high performance Embedding technology and automations that lay a seamless foundation for growth at scale. The 2026 Macquarie Accounting and financial advice benchmarking report unpacks key financial, operational, and talent metrics from a focused study of high performing, scaled, multi-disciplinary firms. This data reveals what drives, and hinders profitable growth, from expense profiles and technology spend to the real impact of M&A on revenue and margins.

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Read the report to:

Understand key metrics

Learn about the key financial, operational, and talent metrics that drive profitable growth in the accounting and financial advice industry.

Identify growth drivers and hindrances

Read about the factors that either support or impede profitable growth, including expense profiles, technology spending, and the impact of mergers and acquisitions (M&A) on revenue and margins.

Benchmark your firm

You can compare your firm's performance against industry benchmarks and identify areas for focus.

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To understand more about how Macquarie can help your business thrive in a changing environment, talk to our team.

Additional information

This information is provided by the Macquarie Virtual Adviser Network (VAN). VAN’s services are provided by Macquarie Bank Limited ABN 46 008 583 542 AFSL 237502, a member of the Macquarie Group.

It is provided for the use of financial advisers only. In no circumstances is it to be used by a potential client for the purposes of making a decision about a financial product or class of products.