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Accountants for the Ambitious™
Helping ambitious business owners make better decisions, build better businesses and create better lives.
[ 01 ]
You built a business that works.
Now the decisions are bigger.
Another hire. New equipment. A second location. An opportunity that arrived sooner than expected.
These decisions affect cash, capacity and the people relying on the business. When there is more than one owner, they also require everyone to understand the same position and agree on what happens next.
01
What can the business afford without putting cash flow under pressure?
02
Why are profit and cash telling different stories?
03
What do the owners need to agree on before the business moves forward?
The right advice does more than explain what happened. It helps you decide what happens next.
We come to the table knowing your numbers, your plans and the decisions in front of you. We explain the options plainly and work through them with you, so you leave knowing what needs attention, what comes next and why.
[ Why this firm exists ]
Most owners don't need another report. They need someone who helps them decide what to do next. Accounting is one of the tools that gets used along the way — not the point. The point is helping people move forward with confidence.
[ In their words ]
5.0from 60+Google Reviews"Mitch isn't your typical accountant who just crunches numbers once a year—he's proactive, forward-thinking, and genuinely invested in our success. Whether it's structuring strategies, keeping us accountable, or just being available for a call when something urgent comes up, the support has been next level."
Ray Beaufils · Long-term client · Verified Google review
[ The scoreboard ]
Numbers you can hold us to.
1,000+
Businesses worked with across Australia
$25M+
Estimated tax saved through strategy and structuring
100+
Years of combined advisory and business ownership experience
94%
Clients still with us after 3 years
Indicative figures across the Wakefield Pacific client base. Tax savings estimated against pre-engagement positions through strategy and structuring work. Combined experience reflects the firm's staff across prior business services experience and their own business ownership. Retention measured at the 36-month mark.
[ 02 ] The relationship
The best time to speak with your accountant is before the decision.
Tax returns, BAS, reporting and structuring still need to be done properly. We take responsibility for that.
But the real value comes when you are deciding whether to hire, invest, borrow, expand, distribute profit or change direction.
At that point, you should have people around the table who already understand the business, know the numbers and can explain the options clearly.
Before the decision is made
Advice for the decisions in front of you.
- Understand what the business can afford before committing
- See how the decision will affect cash, profit and capacity
- Make sure every owner is working from the same information
- Talk through the risks and trade-offs in plain language
- Consider the owners’ personal goals alongside the needs of the business
- Finish each meeting knowing what has been decided, who is responsible and what happens next
What makes the advice reliable
Accounting, tax and reporting that stays current throughout the year.
- Tax planning before the end of the financial year
- Business structures reviewed as circumstances change
- Asset protection and succession considered before they become urgent
- BAS, compliance and lodgements completed accurately and on time
- Current financial information drawn from Xero and connected systems
- AI and automation used to reduce manual work and keep information moving
- Directors, Managers, Senior Accountants and the Client Team supporting each engagement
- Registered Tax Agent and CA ANZ accredited
The technical work gives us the facts. The relationship helps you decide what to do with them.
[ 03 ] How the relationship works
The people advising you should already know the business.
When something important comes up, you should not have to explain the business from the beginning.
We stay close enough to understand the numbers, the owners, what has already been decided and what the business is trying to do. That means the conversation can start with what has changed and what needs to happen next.
01
We know the business before the question comes up.
Over time, we learn how the business makes money, where cash tends to get tight, what the owners care about and which decisions have already been made. That history matters. It means less time explaining what happened before and more time working through what is happening now.
02
We talk while there is still something to decide.
A new hire. Equipment. Borrowing. A distribution. Another location. A change in ownership. These conversations are more useful before the commitment has been made. We use the financial information to explain what the options mean for cash, profit, tax and the wider business, then work through the decision with you.
03
You know who is looking after your business.
You have a clear point of contact, senior people who remain involved and a wider team that understands the work behind the business. When you call, you should not need to start the story again.
[ Inside the work ]
Sitting down with the owners, in person, before the decision.
[ 04 ] What we do
Accounting, tax and advice for the decisions that come with running a business.
Some of the work happens every year. Some of it only becomes important when something changes. We bring the accounting, tax and commercial work together so you do not have to work out which service you need before you call.
Tax & Accounting
Tax returns, BAS, financial statements and tax planning, with the work kept accurate and the important issues dealt with before deadlines arrive.
02Business Advisory
Understand what has changed, what it means for cash and profit, and what the business can afford to do next.
03
Business Consulting
For the decisions that sit outside the normal accounting cycle — ownership, structure, investment, expansion and other significant changes in the business.
[ 05 ] Selected work
Examples of the work and what came out of it.
[ 06 ] Who we work with
We know these kinds of businesses well.
A large part of our work is with privately owned businesses across construction and property, hospitality, professional services, trades, retail and logistics.
The businesses are different, but many of the questions are familiar — cash, tax, people, equipment, debt, ownership and what the business can afford to do next.
Construction & Property
- Builders and trade businesses
- Civil and earthmoving
- Property developers
- Real estate and property management
Hospitality & Food
- Restaurants and cafes
- Function venues and catering
- Breweries and distilleries
- Hotels and accommodation businesses
Professional Services
- Law firms and consultancies
- Engineers, architects and surveyors
- IT and managed services
- Recruitment and labour hire
Trades, Retail & Logistics
- Trade and service businesses
- Manufacturing
- Wholesale, distribution and import
- E-commerce, retail, transport and logistics
[ 07 ] Who this works well for
Where this kind of relationship suits — and where it doesn't.
This usually works well
- You want your accountant involved before a major decision, not after it
- You want to understand cash and performance during the year, not only at lodgement
- There are several owners who need to understand the same position
- You want an accountant who will give you an opinion, not just options
- You have outgrown a relationship that only covers compliance
This is probably not the right fit
- A tax return once a year and no contact in between
- Choosing on price alone
- No interest in discussing the business itself
- A side venture that is not trading yet
We would rather say that up front than find out later.
[ 08 ] Pricing
You'll know what it costs before we start.
Ongoing business engagements start from $875 + GST per month — advisory conversations through the year, end-of-year tax, tax planning, BAS and support in between. That is our minimum ongoing fee, not a standard package. The fee depends on the business and the agreed scope, and the scope is confirmed in writing before any work begins.
[ What clients say ]
A relationship-first reputation, in their words.
Real Google reviews. Long-term relationships, proactive communication and practical advice.
Mitch isn't your typical accountant who just crunches numbers once a year—he's proactive, forward-thinking, and genuinely invested in our success. Whether it's structuring strategies, keeping us accountable, or just being available for a call when something urgent comes up, the support has been next level.
Wakefield Pacific is a highly professional and personalised experience where I feel comfortable and confident that my finances are being looked after. Mitch and the team at Wakefield are very approachable and committed to their work — I can go to them with whatever questions or queries I have. Love working with them.
Mitch and the team have been instrumental in aiding our start up business over the past year. Great knowledge, sound advice and really approachable service packages that are dedicated to help small business grow into big business. Would highly recommend.
I've had a great experience working with Wakefield Pacific — they're knowledgeable, responsive, and incredibly thorough. They explain things clearly, especially when it comes to Xero and cleaning up complex accounts. I always feel supported and confident that everything is being handled properly. Highly recommend to anyone looking for a reliable and trustworthy accountant.
A+++++ HIGHLY RECOMMEND. My business wouldn't be where it is today without the team at Wakefield — engaging, efficient, and they've really guided me on my business and growth. I've recommended a number of others to these guys and they've all been stoked with the service.
Mitch and his team are always happy to answer my calls at any time of the day. They are very knowledgeable, always able to answer my questions and make everything easy to understand. Since switching to Wakefield Pacific my business finances have never looked better.
[ Credentials & coverage ]
Accredited where it matters. Quoted where it counts.
We hold the registrations, accreditations and partnerships expected of a senior firm — and we lean on them in the work, not just on the wall.
CA ANZ
Member firm
Xero
Platinum Partner
Tax Practitioners Board
Registered Tax Agent no. 26056643 — verify on the TPB public register
Accountants Daily
Featured writer
[ 09 ] Where it starts
A direct conversation, when it's useful.
Where the business sits today. The decisions in front of you. Whether a long-term partnership makes sense — or doesn't. No pitch deck. No pressure.
A short, no-commitment way to see where the business actually sits.