Sarah Mackay

Sarah is a Chartered Accountant with over a decade of experience, including time at a Big 4 firm in the Private Clients team. She has worked with a diverse range of clients, from start-ups and entrepreneurs to high-net-worth family groups and established private businesses, bringing both technical expertise and commercial insight.

Sarah is known for her hands-on, collaborative approach. She takes the time to deeply understand her clients’ needs and works closely with them to deliver tailored, practical solutions. Her passion lies in simplifying complex tax and accounting matters, identifying process improvements, and enhancing business efficiencies wherever possible.

She offers a range of services including outsourced CFO support, finance team transitions, personal and business tax compliance, cloud accounting and digital transformation, tax planning services, business advisory and strategic planning, general accounting services and month-end management reporting and financial analysis.

Sarah is responsive, reliable, and highly organised — qualities that underpin her reputation as a trusted advisor. She builds enduring client relationships through regular engagement, often working on-site with clients to better integrate with her clients' teams and operations.

Sarah has a particular passion for supporting family-owned enterprises with growth and succession challenges; being appreciative of the intricacies of family dynamics within such groups.

Outside of work, Sarah enjoys a vibrant family life with her husband and three children, embraces an active lifestyle and has a keen interest in a variety of sports — both as a participant and an enthusiastic supporter.

Qualifications

• Chartered Accountant, CAANZ
• Bachelor of Commerce (Accounting, Finance and Financial Planning)

Specialist Areas

• High-net wealth family groups
• Privately owned businesses
• Tax planning and optimisation strategies