Business Details
15 Years
experience
Your Trusted Gold Coast Accountants for Small Business Success
Established in 2011, Wallace Partners is a Gold Coast-based accounting firm dedicated to empowering small businesses through tailored financial solutions. Our team of certified professionals, including CPA-qualified accountants, specialises in tax compliance, business advisory services, and Self-Managed Superannuation Fund (SMSF) administration. With a focus on proactive client relationships, we provide quarterly business reviews to monitor performance, identify growth opportunities, and optimise tax strategies. Our expertise spans cloud-based accounting software implementation, compliance with ATO regulations, and strategic structuring advice to minimise tax liabilities.Recognised for our commitment to continuous professional development, we ensure clients receive up-to-date guidance on evolving tax legislation. Client testimonials highlight our exceptional service, technical proficiency, and ability to transform complex financial concepts into actionable insights. As a locally rooted practice, we prioritise transparency, ethical standards, and long-term partnerships to help businesses achieve sustainable success.
Services
Tax Compliance
Financial Statements
BAS Preparation
SMSF Administration
Business Advisory
Details
- Year established: 2011
Highlights and features
- We offer 20+ years of CPA-qualified expertise in tax and business advisory services.
- Our fixed-price compliance ensures transparent, predictable costs.
- Quarterly business reviews provide actionable insights for growth.
- Specialists in cloud accounting software integration and ATO compliance.
- Proven track record in minimising tax liabilities through strategic structuring.
Associations and certifications
- CPA Australia
What people say
Exceptional service
Proactive advice
Technical expertise
Transparent pricing
Growth-focused insights
Services
Tax Compliance
Our tax compliance specialists ensure accurate preparation of income tax returns, GST/BAS lodgments, and ASIC filings. We stay current with legislative changes to maximise deductions while maintaining ATO compliance. Clients benefit from fixed pricing and 28-day lodgment extensions as registered tax agents.
Business Advisory
Quarterly reviews analyse financial performance, cash flow, and operational efficiency to identify growth opportunities. We provide tailored recommendations on cost optimisation, profit improvement, and strategic business structuring to enhance long-term sustainability and tax efficiency.
SMSF Administration
Specialist SMSF services include fund establishment, financial statements, tax returns, and audit coordination. Our team ensures compliance with evolving superannuation laws while optimising retirement planning strategies for self-managed fund trustees.
Cloud Accounting
We implement and support cloud-based accounting platforms like Xero and MYOB. Our training ensures clients can effectively manage bookkeeping, generate real-time financial reports, and streamline BAS preparation for improved business visibility.
Structuring Advice
Expert guidance on selecting optimal business structures (trusts, companies, partnerships) to minimise tax liabilities. We assess risks, growth plans, and succession strategies to create legally sound frameworks that align with long-term financial objectives.
People
Sarah Wallace
Director
With over 20 years' experience, Sarah specialises in small business advisory, tax structuring, and SMSF administration. A CPA-qualified leader, she focuses on technology solutions and empowering clients through financial literacy.
Samantha Landon
Client Manager
A senior CPA accountant with 15+ years in small business taxation, Samantha excels in compliance, GST, and SMSF administration. She provides strategic advice while ensuring clients understand complex regulatory requirements through clear communication.
Kayleigh Karfs
Senior Accountant
CPA-qualified Kayleigh supports tax compliance, superannuation, and business advisory services. She contributes to team training and ensures accurate, timely delivery of accounting solutions for diverse client needs.
Majenta Hilton
Accountant
Advancing CPA qualifications, Majenta provides tax and compliance support while assisting with Xero implementation. Her attention to detail ensures smooth workflows and accurate financial reporting for clients.
Ben Wallace
Client Services Associate
Ben manages administrative client support and document certification as a Justice of the Peace. He facilitates client portal access and ensures efficient office operations while providing friendly, professional service.
Questions
What accounting services do you specialise in for small businesses?
We offer tax compliance, financial statements, BAS preparation, SMSF administration, and quarterly business advisory reviews tailored to small businesses.
How do you ensure compliance with changing tax laws?
Our team completes 3+ hours of monthly tax training to stay current with legislation, ensuring accurate compliance advice and proactive strategy adjustments.
Can you help with cloud accounting software implementation?
Yes, we specialise in setting up and training clients on Xero, MYOB, and QuickBooks Online for streamlined financial management and reporting.
What is your approach to business structuring advice?
We analyse your specific needs to recommend optimal structures (trusts, companies, etc.) that minimise tax liabilities while supporting long-term business goals.
Do you offer fixed pricing for accounting services?
Yes, all compliance work is offered on a fixed-price basis with transparent quotes provided upfront.
How do quarterly business reviews benefit my company?
These reviews monitor financial performance, identify growth opportunities, and provide actionable insights to improve profitability and strategic decision-making.
Reviews (6)
Melissa Quirk
Oct 23, 2021
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Ive been using Sarah and her team at Wallace Partners for around 8 years now and have always found them to be incredible accountants who always give 110% percent in their work. Theyre extremely professional and experts in their field as well as providing exceptional customer service. Could not recommend them enough.
Adelle Moore
Oct 21, 2021
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Use Wallace partners for my tax needs every year. They make the whole process so easy from start to finish. Im always really happy with the service and results that I get with the team. Would give 10 stars if that was an option!
Katelyn Symes
Jan 23, 2021
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I cannot speak more highly of Sarah and her experienced team at Wallace Partners. Every matter, whether big or small, is always given the utmost care. Their professionalism and communication is exceptional, and they always go above and beyond to achieve the best for their clients.
Chris Bygraves
Dec 31, 2020
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Wallace Partners are a very professional and easy accounting company to deal with. They have a clear but friendly approach to all accounting matters around your business and I couldnt recommend them more highly.
Leonie Smith
Nov 14, 2020
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Sarah and her team at Wallace Accountants have provided extraordinary service and guidance over many years with my commercial real estate business and property developments.
Darren Loades
Aug 30, 2020
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It is very important to me & my business that I have a trusted & close working relationship with my accountant, especially in these volatile & constantly changing times - & that is exactly what you get with Wallace & Partners. They are without doubt the most professional & efficient accountants I've every employed, & I feel very fortunate that I can so confidently rely on them.
