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[ Investment & advisory tiers ]
The relationship is the work. The fee reflects that.
Clarity, confidence, fewer surprises, better decisions. Our pricing reflects the depth of the relationship — not a list of tasks invoiced one by one.
Foundational floor
$650
per month + GST · minimum engagement
[ Context ]
Most of the cost of reactive accounting never shows up on an invoice.
It shows up in the decisions that didn't get made — or were made without the right information in the room.
01
Surprise tax bills
Lodgement-time conversations replacing year-round planning.
02
Structures that drag
Set up for a smaller business — quietly costing the bigger one.
03
No forecasting
Decisions made on yesterday's numbers, not next quarter's.
04
Cashflow pressure
Spotted late, when the options are narrower and more expensive.
05
Reactive decisions
Hiring, expansion and investment moves made without a financial frame.
06
Year-end stress
A scramble to find documents, instead of a calm review of the year.
Many owners only see the value of proactive advisory after experiencing the cost of reactive support.
[ Who this fits ]
Who this relationship is built for — and where another firm would serve you better.
Built for
- Ambitious, growth-focused business owners
- Established business owners investing in their next chapter
- Owners who want proactive, year-round support
- Businesses who value relationships and continuity
- Owners wanting visibility, structure and accountability
- Business owners ready for honest, commercial conversations
Where we may not be the right fit
- Basic, tax-return-only relationships
- Price-shopping for the cheapest provider
- Transactional, compliance-only engagements
- Businesses without appetite for ongoing advisory
- Side ventures not yet generating meaningful revenue
None of this is a judgement — it's a fit conversation. The right accountant for a $50k side hustle isn't the right accountant for a $5M operating business, and vice versa.
[ The Wakefield Pacific standard ]
Proactive support, as standard. Not as an add-on.
Year-round communication and oversight should be standard — not an add-on. The best accounting relationships happen across the whole year, not just at tax time. Every client receives the foundational support below, regardless of tier.
01
Annual structure review
Entities, ownership and the way the group is held — pressure-tested every year against where the business is actually going.
02
ATO correspondence management
We monitor, triage and respond to ATO correspondence on your behalf — so nothing slips, and nothing gets ignored on a desk.
03
Fringe Benefits Tax awareness check
An annual sweep of vehicles, entertainment and benefits to flag FBT exposure before it becomes a problem at lodgement time.
04
Key date reminders & alerts
Lodgement, payment and obligation dates flagged ahead of time — so the business is never caught off guard by a deadline.
05
General support & advice
Ongoing access to the team for the small questions and quick calls — the kind of advice that compounds across a year.
06
Proactive tax planning
Strategic year-round thinking on tax position — never a conversation that starts after 30 June.
07
Financial statements & tax returns
All entity financials and returns prepared, reviewed and lodged on schedule — the technical work running quietly underneath.
[ A core belief ]
"Small issues become large issues when ignored. Our clients should always feel supported, informed and aware of what's coming next."
Structure should evolve with the business. Communication should be year-round. Visibility should be the default — not the exception. That's why proactive oversight sits inside every tier, not behind one.
[ Step 01 — Where the business sits ]
Annual revenue
Start with the size of the business.
Revenue is the most reliable signal of the kind of advisory relationship a business actually needs.
[ Step 02 — Relationship model ]
Choose one
How deep should the relationship go?
Each tier builds on the last — adding strategic visibility, personal-financial oversight and faster, more embedded access to your advisor. Pick the depth that fits the moment the business is in.
[ The shape of the relationship ]
What this relationship typically creates over time.
These are the changes most clients notice across the first twelve months — not promises, observations. The shape depends on the business, the engagement, and the rhythm you keep with us.
Tier 01
Foundational Advisory
After 12 months
- Fewer compliance surprises at lodgement time
- Cleaner financial visibility, year-round
- Tax conversations starting well before 30 June
- A calmer, more predictable year-end
- Consistent, proactive communication
- Confidence around obligations and structure
Tier 02
Strategic Business & Personal Oversight
After 12 months
- Stronger accountability between decisions
- Clearer cashflow awareness, earlier
- More structured decision making
- Business and personal goals seen together
- An operational rhythm that compounds
- Lending and capital readiness when it matters
Tier 03
Private Client Advisory
After 12 months
- Embedded strategic support across the year
- Faster high-level decisions with the right input
- Greater confidence through growth and complexity
- Deeper strategic conversations, on demand
- Priority access to senior advisors
- Monthly visibility into performance and cash
Indicative observations across the Wakefield Pacific client base — not guarantees. Outcomes depend on the business, the engagement and the rhythm of the relationship.
[ In practice ]
Where the value tends to be felt month to month.
The moments where having the right team in the room quietly changes the trajectory of a decision.
01
Support and a sounding board before a major decision
02
A structure review before the next phase of growth
03
Cashflow pressure spotted early — while options are still open
04
Financial visibility before hiring or expansion
05
Tax planning conversations across the year, not at year-end
06
A clear second opinion when it actually matters
[ Pricing FAQ ]
The honest answers.
The questions we hear most before a first conversation — answered upfront so nothing feels like a sales process.
[ Compare the tiers ]
What's included and who it's best for.
A side-by-side view of the three advisory tiers — cadence, scope and the kind of business owner each is built for.
| Tier | Tier 01 Foundational Advisory | Tier 02 Strategic Business & Personal Oversight | Tier 03 Private Client Advisory |
|---|---|---|---|
| Best for | Established business owners who want proactive oversight, year-round visibility and a relationship that never goes quiet between lodgements. | Growth-focused owners whose business and personal financial decisions are increasingly interconnected — and who want both seen together. | Business owners navigating growth, complexity and higher-stakes decisions — where the speed and depth of access to trusted advice materially changes the outcome. |
| Cadence | Year-round communication rhythm | Quarterly cadence + ongoing communication | Embedded, continuous communication |
| Meetings | Half-yearly strategic review | Quarterly working sessions | Monthly strategic sessions |
| Visibility | Annual + half-yearly reporting | Quarterly performance + KPI reporting | Monthly management reporting + cashflow |
| Support | Responsive within 2 business days | Responsive within 24 hours | Faster response times · priority access |
| Involvement | Foundational | Active | Embedded · dedicated team |
| Includes |
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[ Why the investment is framed this way ]
The right relationship compounds in better decisions.
Every engagement starts at a foundational floor of $650/mo + GST. From there, the investment is shaped by the size of the business and the depth of relationship you choose — not by line items or hourly billing. The value shows up in the decisions made differently across a year.
Proactive
We come to you with the work — not the other way around.
Strategic
Decisions framed against direction, not just deadlines.
Visible
Reporting that makes the business legible.
Accountable
Cadence and rhythm that holds the plan together.
Commercial
Tied to margin, cash and capacity — always.
Long-term
Built for the next decade, not this quarter.
[ The relationship behind the work ]
5.0 · 60 Google reviews"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."
Linda Kadar · Verified Google review
[ The next step in the relationship ]
An honest first conversation.
A conversation about the business, where it's heading, and whether the relationship is the right fit on both sides — before any proposal.
Inside one business day · obligation-free