WMS Chartered Accountants

What WMS Chartered Accountants does

WMS Chartered Accountants (legal entity: WMS Solutions, also operating as WMS Tax & Advisory) is a privately-held Australian professional services firm founded in 1994 and headquartered in Queensland, with operations spanning the Gold Coast and Brisbane area as indicated by its 07 telephone area code. The firm provides accounting, tax, and advisory services to two principal client segments: individuals and families (including high-net-worth clients and family offices), and businesses (small-to-medium enterprises, family businesses, and corporate clients). Its service portfolio spans tax advisory, business structuring, succession and estate planning, asset protection and risk management, SMSF management, financial reporting, finance broking, mergers and acquisitions advisory, and family office services, delivered through a team of Chartered Accountants (CAANZ members).

The firm's underlying technology is a cloud-based accounting software integration ecosystem rather than a proprietary platform. WMS works across the four dominant Australian SMB accounting platforms — MYOB, QuickBooks, Xero, and Reckon — using them for client data ingestion and financial reporting. Its business model is a professional services fee-for-engagement model, with flexible arrangements including agreed fixed fees and timelines for cost predictability; pricing is not publicly disclosed. The go-to-market is consultative and sales-led, with direct client engagement as the only distribution channel, supported by content marketing (website blog and organic social on LinkedIn, Facebook, and Instagram) and word-of-mouth referrals. The firm is a member of TIAG (The International Accounting Group) and CAANZ, and has been recognized with Accounting Industry Awards and Thomson Reuters recognition. No revenue, headcount, or ownership structure beyond private/founder-operated is disclosed.

Name

WMS Chartered Accountants

Legal name

WMS Solutions

Website

https://wmssolutions.com.au

Company type

Private

Founded year

1994

Operating status

Operating

Headcount range

51–100 employees

Short description

WMS Chartered Accountants is a privately-held Australian chartered accounting firm founded in 1994, providing tax, advisory, SMSF, and family office services to individuals, families, and SMBs across Queensland through cloud accounting software integrations and direct advisor relationships.

Ownership category

akta.pro rank

Product category

Accounting and Tax Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Other Accounting Services (541219), Management Consulting Services (54161)

SIC

Loan Brokers (6163)

akta.pro industry

PRIMARYFSAEAAAI

Family Office Advisory (Single/Multi-Family)

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning

SECONDARYFSAEAGAF

Fairness Opinions & Independent Board Advice

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/M&A Advisory & Corporate Finance

SECONDARYFSABADAF

Family Office Services (Single & Multi-Family Office)

Financial & Insurance/Banking (Commerical, Retail & Consumer)/Private Banking

Keywords

• Chartered accounting services
• Tax advisory services
• Business structuring advisory
• Succession and estate planning
• SMSF administration services

Headquarters

HQ city

Gold Coast

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Professional Advisory Services: Revenue generated from providing tax advisory, business structuring, succession planning, SMSF, financial reporting, and other professional accounting services. The firm offers flexible fee arrangements including agreed fixed fees and timelines to provide clients with cost certainty.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

WMS Chartered Accountants is an Australian professional services firm delivering tax, accounting, and advisory services to individuals, families, and businesses. Founded in 1994 and headquartered in Queensland, the firm provides services spanning personal tax planning, self-managed super fund (SMSF) administration, business structuring, succession and estate planning, asset protection, financial reporting, finance broking, mergers and acquisitions advisory, and family office services. The firm differentiates itself through a proactive, relationship-driven advisory model with flexible fee structures including agreed fixed fees.

Product overview

WMS Chartered Accountants is a professional services firm offering a unified portfolio of advisory and accounting services rather than a software product platform. The services span two main categories: Personal Services (for individuals and families) and Business Services (for businesses). Personal services include Asset Protection and Risk Management, SMSF, Financial Reporting, Corporate Social Responsibility, Mergers and Acquisitions, and Family Office. Business services include Finance Broking, Business Structuring, Tax Advice, and Succession and Estate Planning. All services are delivered through a collaborative, client-centric approach with a team of qualified chartered accountants.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Advice
• Business Structuring
• Succession and Estate Planning
• Finance Broking
• SMSF (Self-Managed Super Fund)
• Asset Protection and Risk Management
• Financial Reporting
• Corporate Social Responsibility
• Mergers and Acquisitions
• Family Office

Named customers3 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature1 record

Partnerships

Two partnerships are on record, tiered core.

• TIAG (The International Accounting Group)coreStrategic or Co-development PartnerProud member of TIAG, an international alliance of accounting firms providing access to global expertise and resources while maintaining local market presence. This membership enables WMS to serve clients with international operations and access best practices from a global network of accounting professionals.
• CAANZ (Chartered Accountants Australia and New Zealand)coreStrategic or Co-development PartnerProud member of CAANZ, the professional body for chartered accountants in Australia and New Zealand. Membership demonstrates adherence to high professional standards and provides access to continuing education, industry resources, and professional development opportunities.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Direct peers

• RSM Australia: International mid-tier accounting network with Australian operations providing tax, advisory, and business consulting to SMEs and growing enterprises. Comparable service mix and target client base to WMS.
• Bentleys Australia: Australian network of accounting and advisory firms offering tax, business services, and wealth advisory to SMEs, family businesses, and HNW individuals. Strong regional model comparable to WMS.
• BDO Australia: National Australian accounting and advisory firm offering tax, business advisory, succession planning, and M&A services to SMEs and HNW clients across multiple states. Closest comparable in service breadth and target market to WMS.
• HLB Mann Judd: National Australian accounting and advisory firm with regional offices offering tax, audit, business advisory, and wealth services. Comparable relationship-driven model for SMEs and HNW clients.
• PKF Australia: Australian mid-tier accounting and business advisory firm serving SMEs, family businesses, and HNW clients with tax, succession, and wealth services. Comparable regional presence and service mix.
• Crowe Australasia: Australian accounting and advisory firm providing tax, business advisory, and corporate finance services to SMEs and mid-market clients. Comparable service breadth and target segments to WMS.
• William Buck: Australian mid-tier accounting and advisory firm focused on SMEs, family businesses, and HNW clients, with strong regional presence and relationship-based service model comparable to WMS.
• Mazars Australia: International accounting firm with Australian presence offering tax, advisory, and business services to SMEs and HNW clients. Comparable integrated service model and professional services positioning.
• Pitcher Partners: Australian mid-tier accounting and advisory network with strong regional presence, offering tax, business structuring, succession planning, and wealth advisory. Comparable in relationship-based service model and SME/HNW focus.

Broad incumbents

• Deloitte Australia: Big 4 accounting firm with full-service tax, advisory, M&A, and wealth offerings in Australia. WMS testimonials show it competes with Big 4 for SME/HNW clients, though Deloitte operates at materially larger scale and broader portfolio.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/wmstaxandadvisory
• LinkedInlinkedin.com/company/wms-chartered-accountants
• Instagraminstagram.com/wms_accounting
• Xx.com/wmsca

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about WMS Chartered Accountants