Sullivan Dewing

What Sullivan Dewing does

Sullivan Dewing is a privately held chartered accounting firm headquartered in Caringbah, NSW, operating as Sullivan Dewing Pty Ltd and founded in 1981 by Terry Dewing. The firm delivers three integrated service lines — Accounting & Taxation (compliance, tax planning, BAS preparation), Business Building & Advice (strategic planning, profit optimisation, and business structuring), and Superannuation & Wealth Creation (SMSF establishment, compliance, auditing, and wealth creation strategies) — serving small business owners and high-net-worth individuals across the Sutherland Shire and greater Sydney metropolitan area. A dedicated Client Manager model anchors the engagement approach, providing each client with a named accountant for year-round advisory rather than seasonal tax-time interaction.

The firm runs on a cloud-based technology ecosystem centred on Xero (Gold Champion Partner status) for accounting workflows, Zoom for client webinars and virtual meetings, and InfoTrack for AML/CTF identity verification. The team comprises 15–20 staff including four Directors — Terry Dewing, Jeni Wilcock, Heather Locker, and Jennifer Palmer — supported by client managers, an SMSF specialist accountant, senior accountants, and an administration team. Revenue is generated entirely through quote-based professional service engagements billed monthly, with no productised offerings, subscription pricing, or proprietary software disclosed.

Distribution and go-to-market rely on direct client relationships, content marketing (blog, email, webinars), an active social presence (Facebook, Instagram, LinkedIn, YouTube), and community engagement including the long-running Bubbles & Brunch women's business networking event. The firm is a 2026 finalist in three Australian Accounting Awards categories (Partner of the Year Boutique Firm, SMSF Firm of the Year, Boutique Firm of the Year under 20 employees), a Xero Gold Champion Partner, and from 1 July 2026 will be regulated by AUSTRAC for AML/CTF compliance. No external investors, subsidiaries, funding rounds, or M&A activity are associated with the entity.

Name

Sullivan Dewing

Legal name

Sullivan Dewing Pty Ltd

Website

https://sullivandewing.com.au

Company type

Private

Founded year

1981

Operating status

Operating

Headcount range

11–50 employees

Short description

Sullivan Dewing is a Sydney-based (Caringbah, NSW) chartered accounting firm providing accounting, taxation, business advisory, and SMSF services to small business owners and high-net-worth individuals across the Sutherland Shire and greater Sydney metropolitan area.

Ownership category

akta.pro rank

Headquarters

HQ city

Caringbah

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Accounting & Taxation Services: Core professional services including tax compliance, business accounting, BAS preparation, and tax advice for individuals, companies, trusts, and SMSFs.
2. Business Advisory Services: Strategic business planning, profit maximization advice, business structuring, and restructuring services.
3. SMSF Services: Self-managed superannuation fund establishment, compliance, auditing, and wealth creation strategies.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels8 records

Core offering

Sullivan Dewing is an award-winning chartered accounting firm providing integrated professional services across three core lines: Accounting & Taxation (tax return preparation, BAS, compliance, and tax minimisation strategies for individuals, companies, trusts, and SMSFs), Business Building & Advice (strategic planning, profit maximisation, and business structuring), and Superannuation & Wealth Creation (SMSF establishment, auditing, and compliance). Each client is assigned a dedicated Client Manager who delivers year-round advisory support from the firm's Caringbah office in Sydney.

Product overview

Sullivan Dewing is a chartered accounting firm offering three integrated core service lines: Accounting & Taxation (tax compliance, preparation, and optimisation), Business Building & Advice (strategic planning and business growth), and Superannuation & Wealth Creation (SMSF specialist services and retirement strategies). The firm operates as a service-based practice rather than a software product company, providing personalised advisory services through dedicated Client Managers who work closely with clients year-round to maximise profits, reduce tax, and build personal wealth.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting & Taxation Provides business accounting and taxation services including tax return preparation, compliance, BAS preparation, and strategies to maximise profits and legally minimise tax liability for individuals, companies, trusts, and SMSFs.
• Business Building & Advice Offers strategic business planning, growth strategies, and advice to help business owners build profitable businesses with maximum resale value, including profit maximisation, cash flow management, and business structuring.
• Superannuation & Wealth Creation Provides self-managed super fund (SMSF) specialist services, superannuation compliance, SMSF establishment and auditing, and wealth creation strategies for retirement planning.

Quantifiable outcome

• Reduced tax liability through expert tax planning and compliance strategies
• +2 more outcomes

Named customers13 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature3 records

Partnerships

Nine partnerships are on record, tiered core and minor.

• XerocoreTechnology or IntegrationXero Gold Champion Partner and Xero Advisor certified firm. Provides cloud accounting software implementation, support, and advisory services to clients. Xero is a core technology platform in their service delivery.
• Chartered Accountants Australia and New Zealand (CA ANZ)coreStrategic or Co-development PartnerCorporate member of Chartered Accountants Australia and New Zealand, indicating professional standards and credentials alignment.
• CPA AustraliacoreStrategic or Co-development PartnerCorporate member of CPA Australia, indicating professional standards and credentials alignment.
• Tax Practitioners BoardcoreStrategic or Co-development PartnerRegistered tax practitioners bound by TPB Code of Professional Conduct. Compliance with Section 45 of Tax Agent Services Code of Professional Conduct.
• AUSTRACcoreStrategic or Co-development PartnerFrom 1 July 2026, Sullivan Dewing will be regulated by AUSTRAC for AML/CTF compliance requirements.
• Australian Taxation Office (ATO)coreStrategic or Co-development PartnerProfessional relationship for tax agent services, lodgments, and compliance. Bound by tax agent obligations to ATO.
• Shaw and PartnersminorStrategic or Co-development PartnerGuest speakers from Shaw and Partners (leading investment and wealth management firm) appear at Sullivan Dewing webinars on share market topics.
• Orana Women's Health CentreminorGTM or Marketing PartnerCharitable beneficiary of Sullivan Dewing's Bubbles & Brunch event. Over 16 years, raised more than $144,000 for Orana Women's Health Centre supporting women facing domestic violence.
• Sutherland Shire Business ChamberminorGTM or Marketing PartnerActive member and sponsor of Sutherland Shire Business Chamber, supporting local business community.

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• PKF Australia: Australian mid-tier accounting and business advisory network serving private businesses, family groups and HNW clients with tax, advisory and audit services. Comparable service offering and SMB/HNW focus.
• Bentleys Australia: Australian accounting and advisory network delivering tax, business advisory and wealth services to private business owners. Similar service mix and SMB/HNW client profile to Sullivan Dewing.
• HLB Mann Judd: Australia and New Zealand mid-tier accounting and advisory network providing tax, audit, business services and SMSF support to SMEs. Comparable on breadth of professional services and SMB/private client focus.
• Nexia Australia: Mid-tier Australian accounting network offering tax compliance, business advisory and superannuation services to SMEs, family groups and not-for-profits. Comparable service offering and SMB/private client mix.
• Crowe Australasia: Australia and New Zealand accounting and advisory firm providing tax, audit and business advisory to private businesses and high-net-worth clients. Overlaps with Sullivan Dewing on tax compliance and business advisory for the SMB/HNW segment.
• Kelly+Partners: Australian boutique chartered accounting firm listed on the ASX (KPG), targeting high-net-worth individuals, families and SMBs with tax, advisory and SMSF services. Highly comparable in service mix, client profile and boutique positioning to Sullivan Dewing.
• William Buck: Australian accounting and advisory firm focused on privately held businesses and high-net-worth individuals, offering tax, advisory and wealth services. Closely comparable in client focus, boutique feel and service mix to Sullivan Dewing.
• Hall Chadwick: Australian chartered accounting firm offering taxation, business advisory, audit and superannuation services to private businesses and high-net-worth individuals. Comparable in service scope and SMB/HNW target market to Sullivan Dewing.
• Pitcher Partners: Australian mid-tier accounting and advisory network providing tax compliance, business advisory and wealth services to SMB and SME clients. Overlaps Sullivan Dewing on tax, advisory and SMSF offerings for similar client segments.

Broad incumbents

• BDO Australia: Large Australian accounting and advisory firm providing tax, business services and wealth advisory to a broad range of businesses including SMBs. Broader and larger than Sullivan Dewing but overlaps heavily on tax and advisory services to similar end clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/user/SullivanDewing
• Facebookfacebook.com/sullivandewingbusinessbuilders
• LinkedInlinkedin.com/company/sullivan-dewing-business-builders
• Instagraminstagram.com/sullivandewing/?hl=en
• Xx.com/sullivandewing

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

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 Sullivan Dewing