[ Services ]
Most accountants sell tasks. We run a long-term advisory relationship for ambitious owners — and the technical work sits underneath it, done properly, on cadence.
Built for $1M–$10M businesses where the owner has stopped wanting a once-a-year accountant and started wanting a financial partner who shows up between the bills. Every engagement is delivered by a structured team — Directors, Managers, Senior Accountants and Client Team — with senior oversight and internal review on every file.
[ How the relationship works ]
[ On top ]
Advisory, cadence, decisions.
Quarterly conversations with the same senior team. Pricing, margin, cash, capital, capacity, hiring, structure, exit — the calls that actually move the business.
[ Underneath ]
Tax, compliance, reporting.
Returns, BAS, structures, SMSF and reporting handled accurately and on time — because the advisory conversation is only as good as the numbers underneath it.
Most business owners only hear from their accountant when something is due — or worse, after a tax bill has already landed. We work the other way around. Tax positions are modelled forward, planned in advance, and reviewed with you before lodgement, so you stop being blindsided by your own numbers.
Compliance closes the books on what already happened. Strategy decides what happens next. We sit alongside the owners we work with on the levers that actually move the business — pricing, margin, cash, capital, capacity — with a structured cadence and the accountability most accountants never bring.
Some of the most important calls a business owner makes don't fit a tax return template. Pricing changes, partner buy-outs, structure overhauls, growth bets. We bring commercial thinking, financial modelling and the willingness to give you a straight answer — so the decision gets made, not deferred.
[ Full capability ]
One engagement, broad capability. Pull from any of these as the business needs them — without shopping around for a different specialist every time. The list keeps growing.
[ 01 ]
Done properly, planned ahead, and structured for the business you're building — not the one you started with.
Business Tax Returns & BAS
Lodged accurately, on time, reconciled to your books — and never the first time you hear the number.
Tax Planning & Strategy
Modelled forward, not reported backward. You know your position before the bill exists.
Business Structuring & Restructuring
Built for where the business is going in three years, not where it sits today.
Asset Protection
Separate the value you've built from the risk you're carrying. Layered, defensible, ATO-aware.
Second-Opinion Tax Review
An independent read of your last two years — what's missed, what's exposed, what to do about it.
[ 02 ]
The work most accountants don't do — pricing, margin, cashflow, capital, accountability and rhythm.
Virtual CFO
A senior finance lead embedded in the business. Board-ready reporting and the hard calls, on cadence.
Cash Flow Forecasting
13-week and 12-month rolling cash, scenario-modelled. So decisions stop running off the bank balance.
Management Reporting
Monthly P&L, KPIs and commentary you can actually use — built around the levers that matter for your model.
Business Coaching & Accountability
Quarterly working sessions with real targets and follow-through. Less theatre, more execution.
Business Valuations
Defensible valuations for sale, buy-out, dispute or planning. Methodology you can put in front of a buyer.
[ 03 ]
Buying, selling, raising or restructuring — the moments where the right advisor pays for themselves many times over.
Acquisitions & Due Diligence
Quality of earnings, working capital, structure and risk — so you buy the business you think you're buying.
Sale & Exit Readiness
Tighten the numbers, structure for tax, build the data room. Most owners leave 30%+ on the table without it.
Start-Up Setup
Entity, registrations, Xero stack and chart of accounts — built once, properly, on day one.
[ 04 ]
Self-managed super done by people who specialise in it — not bolted on between BAS lodgements.
SMSF Setup & Administration
Establishment, trust deed, rollovers and ongoing admin — tied into your broader tax and wealth plan.
SMSF Tax, Audit & Compliance
Annual returns, member statements and independent audit coordination. ATO-clean, every year.
Don't see your situation listed? It probably still fits — most engagements pull from three or four of these at once.
[ A short, honest filter ]
The work suits a particular kind of business owner. If any of these are deal-breakers, a different firm will serve you better — and we'll happily point you to one.
01
The cheapest price in the room.
We're priced for senior advisory, not for transaction processing. Fee conversations happen openly, in the first call.
02
A junior to email, partner once a year.
A senior advisor sits in every conversation. There is no escalation path because there is nothing to escalate to.
03
Sign-off on aggressive tax positions.
Our role is registered with the Tax Practitioners Board. Where a position is borderline, we'll tell you — and decline if needed.
04
Bookkeeping or basic data entry.
We run an embedded tech stack and partner with bookkeepers we trust. The advisory layer is what we sell.
05
A 14-day onboarding sprint and a Christmas card.
Engagements are long-term by design. The relationship compounds; that's where the value sits.
Still the right kind of fit? Then the next step is a direct conversation — no pitch deck, no pressure.
[ How we work ]
01
We map where the business is, where you want it, and what's actually in the way.
02
A clear, costed plan — tax, cashflow, structure, growth — built around your ambition.
03
We do the work alongside you. Not a stack of recommendations gathering dust.
04
Quarterly accountability, recalibrated targets, compounding improvement.
[ Why clients stay ]
Verbatim themes from real Google reviews. Long-term relationships, proactive communication and commercially grounded advice.
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.
Always happy to answer my calls at any time of the day. Very knowledgeable, and they make everything easy to understand.
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