MFO Accounting & Advisory Joins Forces with Baumgartners

In a strategic move to enhance client services and broaden its professional capabilities, Baumgartners, a leading accounting and tax advisory firm based in Melbourne’s east, is pleased to announce the merger of MFO Accounting & Advisory into its practice from 11 August 2025.

This merger marks a significant milestone for both firms and reflects a shared commitment to delivering exceptional financial guidance and support to clients across Australia.

As part of the merger, Patricia Jones, Managing Partner of MFO Accounting & Advisory, will be joining Baumgartners as a Partner. With over two decades of experience in accounting, taxation, and business advisory, Patricia brings a wealth of knowledge and a strong client-first ethos that aligns seamlessly with Baumgartners’ values and strategic direction.

A Shared Vision for Growth and Excellence

“We are thrilled to welcome Patricia and the MFO team into the Baumgartners Group,” said Aaron Fitchett, Managing Partner at Baumgartners. “Patricia’s experience, dedication to her clients, desire for growth, and her deep understanding of the tax landscape make her an invaluable addition to our firm.”

What This Means for Clients

Patricia emphasised that the decision to merge was driven by a desire to offer clients more comprehensive support in an increasingly complex regulatory environment. Clients of MFO Accounting & Advisory can expect a seamless transition and continued access to the high-quality service they have come to rely on. The merger will provide them with access to a broader range of services, including:

• Advanced Tax Planning and Compliance
• Business Advisory and Strategic Planning
• Audit and Assurance Services
• SMSF and Wealth Management
• Cloud Accounting and Digital Transformation Solutions

“This merger is a natural evolution for MFO Accounting & Advisory,” said Patricia Jones. “By joining Baumgartners, we’re able to offer our clients a wider range of services, deeper expertise, and access to cutting-edge technologies—all while maintaining the personal relationships and trust we’ve built over the years. I’m excited to be part of a team that shares our values and vision for the future.”

A Commitment to Continuity and Innovation

Both firms are committed to ensuring continuity for clients and staff throughout the integration process. Existing MFO clients will continue to work with their trusted advisors, now supported by the broader Baumgartners team.

Baumgartners has long been recognised for its forward-thinking approach to accounting and its investment in technology and talent. The firm’s culture of continuous improvement and client-centric service will be further enriched by the addition of MFO’s experienced professionals.

This strategic partnership positions Baumgartners for continued growth and reinforces its commitment to being a trusted advisor to businesses and individuals navigating the complexities of today’s financial landscape.

About Baumgartners

Baumgartners is a full-service tax, accounting and advisory firm based in Melbourne, Australia. With a team of highly skilled professionals, the firm provides tailored solutions in accounting, taxation, audit, and business advisory. Baumgartners is known for its client-first approach, technical excellence, and commitment to innovation.

About MFO Accounting & Advisory

MFO Accounting & Advisory is a boutique accounting firm specialising in tax compliance, business advisory, and financial advice for SMEs and high wealth private client groups. Founded by Patricia Jones, the firm has built a loyal client base through its personalised service and deep understanding of client needs.

Media Contact:

Aaron Fitchett
Managing Partner
Baumgartners
Phone: 03 9851 9068
Email: af@baumgartners.com.au
Website: www.baumgartners.com.au