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The Team
You should know the people looking after your business. They should know your business too.
A good accounting relationship should not depend on one annual meeting or one person's memory.
At Wakefield Pacific, you have a clear point of contact, senior people who remain involved and a wider team that understands the work behind your business.
When you call, you should not need to start the story again.
How your team works
One clear relationship, supported by the right people.
You will know who is responsible for your relationship and who to contact when something needs attention.
Behind that person is a team preparing the work, reviewing the detail and staying across the important decisions. That gives you continuity without relying on one person to do everything.
Your lead adviser
The person responsible for understanding your business, maintaining the relationship and helping you work through the decisions in front of you.
Senior and technical support
Directors, Managers and Senior Accountants review the work, maintain the technical standard and help resolve more complex accounting and tax matters.
Client and administrative support
The people who keep communication, documents, lodgements and day-to-day requests moving.
The people
The people you will work with.
Every person has a clear role in keeping the relationship, advice and technical work connected.
You should know who is responsible, what they do and how they contribute to the work being completed properly.
Leadership and relationship team
Wider client team
Continuity
You will not need to start again every time you call.
The longer we work with a business, the more useful the relationship becomes.
We retain the history behind the numbers, the decisions already made and the plans still being worked through. That allows conversations to begin with the issue in front of you rather than repeating information we should already know.
If your usual contact is unavailable, the wider team can still keep the work moving because the relationship and information are shared properly.
Inside the office
The conversations behind the work.
Meet the people who will know your business.
Choosing an accountant is partly about technical capability.
It is also about knowing who will answer the phone, who will take responsibility and who will be there when an important decision needs to be made.
Start with a conversation and meet the people you would be working with.
