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Advisory & Accounting

Virtual CFO Advisory

Take your business to the next level with a strategic financial partner that brings real-time clarity to your decision making at a fraction of the in-house cost.

Every engagement is tailored to your business, so you only pay for what you need.

  • Monthly Reporting & Insights - Clear, concise performance reports with actionable commentary

  • Strategy Meetings - Regular sessions to review results, identify opportunities and plan ahead

  • Quarterly Deep Dives - Broader financial analysis, forecasting and growth planning

  • Annual Planning – Budgeting, P&L and CAPEX drivers and long-term financial direction and KPI's

Projects

Mastering complex projects that align your financial goals with seamless execution and tax efficiency.

  • Family structuring & succession planning (inc. Wills)

  • 3-way forecasting & scenario modelling

  • Bank finance & funding submissions

  • Deal structuring (debt, equity & vendor finance)

  • Strategic introductions & industry connections

  • ROI analysis & capital expenditure planning

  • Business acquisitions, sales & due diligence

  • Entity structuring, setup, reporting & wind-ups

Tax Compliance

Trust your tax affairs are in safe hands with years of professional chartered experience delivering reliable, timely and transparent tax results.

  • Business

  • Property & Share Investors

  • High Net Worth Individuals

  • Self-Managed Super Funds

  • ATO, ASIC, WorkCover, Payroll & Land Tax compliance

Bookkeeping

Take the stress and hassle out of day to day bookkeeping, we've got the best value solutions to ensure numbers are reconciled daily

Why Choose Baytax

[01]

Proactive Service & Compliance

We strive to be the best service providers in our industry, setting the standard and exceeding client expectations.

 

Australia is one the highest taxed countries in the world with regulatory shifts occurring often, we ensure seamless tax compliance through dedicated, forward-thinking oversight from day one.

[02]

New-Age Thinking

Leveraging the most modern methods to provide better solutions than traditional accounting providers. We ask ourselves "how do we continuously improve as times change?".

[03]

Total Transparency

Clear, upfront fee structures and open communication ensures you maintain a view of your financial trajectry and tax obligations at all times.

[04]

Precise Management

Handling high-level advisory and complex reporting with meticulous precision tailored specifically for your business.

 

We work closely upskilling your team to focus on the value-add financial reporting to assist decison makers and owners.

Our Leadership

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Brock McFarlane (CA, B.Com)

Brock is a Chartered Accountant and Partner at Baytax, specialising in taxation, business advisory and Virtual CFO services. He works alongside business owners across a range of industries, helping them improve profitability, manage cash flow and make confident financial decisions.

Having grown up in regional South Australia, Brock prides himself on being approachable, practical and easy to deal with. Known for building genuine long-term relationships with clients, he provides proactive advice that goes beyond compliance and helps businesses achieve sustainable growth and long-term success.

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Tom Underwood (CA,B.Com)

Tom is a Chartered Accountant and Partner at Baytax, specialising in strategic advisory, business acquisitions and sales, operational transformation and governance. He works with business owners and investors to enhance performance, manage complexity and execute growth and change strategies. Known for his commercially disciplined and outcome-focused approach, Tom delivers clear, high-conviction advice aligned to long-term value creation.

Contact us

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760 Anzac Highway, Glenelg, SA 5045

© 2026 Bay Tax Advisory Pty Ltd

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