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[ The Private Client Experience ]
What it actually feels like to be a client.
The accounting industry has trained business owners to expect unanswered emails, junior reviewers and once-a-year contact. This is the opposite of that.
[ Service standards ]
The standards behind the relationship.
24h
Response standard
Direct messages and emails answered within one business day. Most are answered the same day.
1 call
From advisor
Not a triage queue. Not a junior. The person who knows your business picks up.
12+
Touchpoints a year
Monthly performance, quarterly strategy, half-yearly tax and structure work — minimum.
0
Year-end surprises
Tax, structure and cashflow positions are known months ahead. Not discovered in October.
[ The experience ]
Six things every client feels — every month.
The relationship is the product. Everything else is the work that holds it up.
01
Direct access to a real advisor.
No tickets. No support inbox. You get a direct line to the senior person who actually knows your business, your family unit and your numbers.
02
Fast, structured responses.
When you ask a question, you get a real answer — quickly, in plain English, with the context that matters to your situation.
03
Proactive — not reactive.
We're surfacing the conversation before you have to start it. The questions hit your inbox before they hit your stress levels.
04
A team that knows you.
Not a rotating cast of strangers. A small, senior team that holds the full picture of your business and your goals.
05
One financial partner.
Tax. Structure. Wealth. Cashflow. Strategy. One coordinated team — not five disconnected service providers in different time zones.
06
Calm, organised, on the record.
Every meeting has an agenda. Every conversation has actions. Every decision has a paper trail. Nothing is held together by goodwill and memory.
A client quote
"It feels less like an accountant — and more like a financial team that's actually in the room with us."
[ Who it's for ]
Built for owners who want a partner, not a vendor.
01
$1M – $20M revenue businesses
Established business owners with real complexity — and a real appetite for growth.
02
Ambitious owners
Owners who are building something deliberately, not coasting.
03
Family units, not just companies
We work with the owner, the partner, the structure and the wealth — together.
04
Long-term partnerships
Most of our clients have been with us for years. That's not an accident — it's the model.
[ Become a client ]
A real private-client experience for ambitious owners.
We onboard a small number of new clients each quarter. If the relationship sounds like the one you've been looking for — start the conversation.
[ The private-client experience, in their words ]
Real relationships. Verbatim themes from real clients.
Verbatim themes from real Google reviews. Long-term relationships, proactive communication and commercially grounded advice.
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 my accountant — 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.
Love Mitch and the team. My planning meetings are always helpful, insightful and useful. Relaxed, down to earth, relatable team. Love you guys!
Engaging and efficient — they've really guided me on my business and growth.