This long-established accounting and advisory firm has evolved over nearly two decades into a modern, technology-driven practice expected to generate $1.5 million in professional fees in FY26. Founded as a boutique tax service, it has expanded into a full service offering, operating from serviced offices in metropolitan Melbourne while supporting clients nationwide via fully online systems.

The firm serves a loyal and diverse client base. Established family groups and multi-generation businesses sit alongside entrepreneurial ventures and technology companies seeking contemporary advisory support. Clients also include those with significant property portfolios and international subsidiaries requiring trusted local expertise. With a client demographic predominantly aged 30–55, the practice is well positioned for sustained growth.

For international clients, the Director provides a fixed fee-based resident director service, acting as the registered director for four Australian companies and one New Zealand company to meet statutory residency requirements. This role includes full director accountability and authorisation of matters requiring board-level confirmation, adding a specialised governance capability and a stable revenue stream.

A comprehensive service suite underpins performance. Core taxation and compliance services are complemented by high-demand bookkeeping and payroll support (particularly for larger clients). Strategic business advisory and CFO representation services are sought by growth-focused enterprises, while specialist expertise supports complex property structures and cross-border operations.

By consolidating tax, compliance and advisory under one trusted provider, and augmenting this with specialised director services, the practice drives strong retention and increasing fees per client. With a reputation for quality, a loyal client base and a scalable operating model, the firm presents an exceptional acquisition opportunity for a purchaser seeking a profitable, future-ready professional services business.