About Our Team | Small Business Tax and Growth Advisors.
Sarah, CPA, Director
Sarah has over 25 years of experience and her main areas of expertise are:
- Technology – finding the right solutions!
- Small Business Advisory
- Taxation and GST
- Structuring (which legal structure is right for you?)
- Business Improvement and System
- Self Managed Superannuation Funds Administration
- Tax Minimisation Strategies
- Assisting her clients understand tax, GST and their business in an everyday and friendly manner.
Qualifications
- CPA
- Tax Agent
- Public Practice Certificate Holder
- Bachelor of Business with a commercial computing and accounting major.
About Sarah
Everyday of the week is different and brings new challenges and I wouldn’t have it any other way. Small Business is so exciting to be involved with. I love to find opportunities for clients which includes saving tax, identifying new growth area’s or fixing a potential problem before it becomes critical. As a result, it is very important to me that my clients have a solid understanding of their own business and understand , for example how to read a profit and loss statement and why its important, and they are monitoring their business regularly.
In my personal time, I enjoy swimming, gym, bike riding, PC Gaming, reading and travelling.
Steven, CPA, Associate
Steven joins us as a highly experienced, degree-qualified accountant and CPA, with over 25 years in public practice across accounting and advisory services.
He has a strong passion for SMEs and SMSFs.
After a decade working within public practice firms, Steven went on to establish and operate his own practice as a registered tax agent for a further 10 years.
What began as a sole practitioner start-up grew organically into a holistic, multidisciplinary firm, incorporating lending and financial planning services.
Steven is highly client-focused and takes pride in building and maintaining long-standing client relationships.
He is hands-on across compliance, advisory, review work, and mentoring junior team members, supported by a deep and well-rounded technical skillset.
Whether you require support with tax planning, lodgements, or navigating ATO requirements, Steven provides clear, confident, and practical advice.
Steven can assist you with:
- Client Management & Queries
- Tax Advice
- GST Advice
- ATO Queries
- QBCC
- Self-Managed Superannuation Fund Administration
- Small Business Assistance
Samantha, CPA, Client Manager
Samantha is a highly experienced and degree-qualified accountant, CPA, and Tax Agent.
As our most senior accountant, she plays a pivotal role in ensuring our clients receive expert taxation guidance and strategic advice.
With a strong technical background and a passion for problem-solving, Sam is always available to assist with complex tax matters and compliance requirements.
With over 15 years of experience working with small businesses, Sam has developed a deep understanding of the unique challenges they face.
Her ability to analyse the finer details and devise practical solutions makes her an invaluable resource for clients seeking tailored financial strategies.
Sam is committed to continuous professional development, staying up to date with the latest tax laws and regulatory changes.
This ensures she remains an authority on all aspects of taxation, including GST, small business compliance, and Self-Managed Superannuation Funds (SMSFs).
Whether you need assistance with tax planning, lodgements, or navigating ATO requirements, Sam is ready to provide expert support with confidence and precision.
Samantha can assist you with:
- Client Management & Queries
- Tax Advice
- GST Advice
- ATO Queries
- QBCC
- Self-Managed Superannuation Fund Administration
- Small Business Assistance
Majenta, Accountant
Majenta is currently progressing through her CPA qualifications while providing essential support to our Senior Accountants across a wide range of tax, superannuation, and compliance-related work.
Based within our team, Majenta plays a key role in ensuring jobs move efficiently from start to finish.
She assists with the preparation of financial and compliance work, supports workflow coordination, and helps maintain accuracy across client files.
Her strong attention to detail and organised approach contribute to consistent, high-quality outcomes.
Majenta is also involved in client interactions from time to time, and you may hear from her when she is following up on information or assisting with queries.
She approaches every interaction with a friendly, approachable manner, making the process easy and seamless for clients.
Whether she’s supporting Sarah, Sam, or the wider team, Majenta’s proactive attitude, reliability, and willingness to take on new challenges make her a valued member of the firm.
Her commitment to continuous improvement and professional growth positions her strongly as she continues to develop her skills in accounting and advisory.
Majenta can assist you with:
- Client Queries
- ATO Inquiries & Compliance Matters
- Xero Support & Troubleshooting
Her growing expertise and commitment to excellence make her a reliable point of contact for any accounting-related queries.
Michael, Intermediate Accountant
Michael recently joined our team as an Intermediate Accountant and is currently working towards his CPA qualification, continuing to build on his strong technical foundation.
Based in our Gold Coast office, Michael plays an important role in supporting Sarah, Steven, and the broader accounting team across a wide range of client work and internal processes.
He is involved in various aspects of accounting, including the preparation of financial statements, account reconciliations, and assisting with compliance requirements.
Known for his approachable nature and willingness to help, Michael has quickly become a reliable support to the team, contributing across both compliance and day-to-day client needs.
His proactive attitude and attention to detail ensure work is completed efficiently and to a high standard.
Michael is a valued addition to the firm and a great fit for our Southport office, where he continues to grow his skills and contribute positively to both the team and our clients.
Ella, Graduate Accountant
Ella is our Graduate Accountant and is currently working towards her CPA qualification, building a strong foundation for her career in public practice.
Based in our Gold Coast office, Ella plays an important role in supporting our Senior Accountants across a broad range of tasks.
She is quickly developing hands-on experience in key areas of accounting, including preparing financial statements, reconciling accounts, and assisting with compliance requirements.
Ella is often involved in client communications as part of her role, so you may speak with her directly when she is following up on queries, requesting information, or assisting with your file.
She approaches these interactions with a friendly and professional manner, ensuring clients feel supported and well-informed.
With a keen willingness to learn, strong attention to detail, and a proactive attitude, Ella is a valued member of our team and well on her way to becoming a highly capable accounting professional.
Megan, Office Manager
Megan is our dedicated full-time Office Manager, responsible for overseeing the day-to-day administrative operations that keep our office running smoothly and efficiently.
With exceptional organisational skills and a keen eye for detail, Megan plays a central role in maintaining a structured, productive, and well-coordinated work environment.
From managing schedules and coordinating meetings to ensuring systems and processes are running as they should, she is the driving force behind the scenes.
Most importantly, she keeps Sarah on track, on time, and fully prepared for client appointments; no small task.
Megan is the go-to person for both our team and clients when it comes to organisation, communication, and workflow management.
She handles correspondence, supports internal processes, and ensures that nothing slips through the cracks, allowing our accountants to focus on delivering high-quality advice and outcomes.
Her proactive approach, reliability, and ability to juggle multiple priorities with ease make her an invaluable part of the firm.
Megan’s work ensures that both our team and our clients experience a seamless, professional, and well-organised service at every touchpoint.
Megan can assist you with:
- Client Appointment Bookings
- General Queries
- Administration Queries
- Wallace Partners Client Portal Queries and Digital Signing
- Document Retrieval (Copies of Document Requests, such as Tax Returns Financial Statements etc)
Ben, JP (Qual), CSA (Client Services Associate)
Ben is an integral part of our team, working in the business from Monday to Thursday, 11 AM – 5 PM.
Beyond his role in administration, he brings a unique enthusiasm to the workplace – both as our in-house LEGO aficionado and as a dedicated Justice of the Peace (JP), providing official witnessing and document certification services for clients and colleagues alike.
Ben is your go-to person for a wide range of office and client support needs.
Whether you require assistance navigating our client portal, managing paperwork, or ensuring documents are correctly signed and processed, he is always happy to help.
His ability to balance professionalism with a welcoming approach ensures that clients and team members alike feel supported in their needs.
Whether you need guidance on office processes or require official document witnessing, Ben is here to assist with efficiency and expertise.
Ben can assist you with:
- Wallace Partners Client Portal Queries
- General administrative queries and office support
- Assisting with document processing, retrieval and compliance requirements
- Signing and certifying documents as a Justice of the Peace (JP)
- Providing friendly and efficient customer service
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