The Bucket List Accountant
Overview
The Bucket List Accountant, based in Warrnambool, takes a fresh approach to accounting by helping small business owners shape their businesses around the lives they truly want to lead. Led by David Patterson, the practice goes beyond the numbers, working closely with clients to connect their business goals with their personal bucket lists. It's not just about tax and compliance here - there's a genuine focus on finding balance and making space for the things that matter most.
Clients are guided through practical planning sessions, regular reviews, and honest conversations that put family, lifestyle, and personal dreams at the centre of business strategy. Whether you're looking to pay less tax, map out a 90-day plan, or finally get those big ideas onto paper, The Bucket List Accountant offers a supportive, impact-driven service that's as much about living well as it is about running a profitable business.
What The Bucket List Accountant offers
Business structure analysis and review
Personal and business goal planning
90-day business planning sessions
Progress reviews and realignment with personal goals
Tax preparation and compliance
Location
132a Lava St, Warrnambool VIC 3280
Get DirectionsCustomer Reviews
Clients love The Bucket List Accountant for going well beyond basic accounting services. Reviews highlight sound, honest advice that is tailored to both business and personal goals, a professional and friendly approach, and support that is genuinely invested in growth and success.
Several reviewers mentioned David for being client focused, high value and dedicated to delivering results. Standout services include end of year compliance handled with care, tailored advice across all areas of business, and practical guidance that helps business owners grow.