Passionate about helping small to medium businesses
Over the years, I heard all the issues and dread people like yourself have when it comes time to do tax or deal with the Australian Taxation Office. Many members of my own family operate a small business so I know first hand how difficult it is to navigate the minefield of legislation and information out there. I have been involved in all facets of accounting over the past 35 years from simple accounts to payroll and reporting. I have performed accounting duties in many different industries including the State Government. I spent many years performing Financial analysis using financial ratios and general accounting knowledge. I find taxation a fascinating area as it is always changing, so much so that I formed my own company 10 years ago in a bid to offer the service that clients should be receiving and sadly don't. It is so rewarding knowing that my clients love my work and are always satisfied with the results. Our clients come from all over Australia so location is not an issue. Currently, we offer a visiting service for 1 week in the lovely Fraser Coast region of Hervey Bay.
I work hard for each and every one of them as I know that if someone is sitting opposite me, chances are they know next to nil about tax and what they can claim. Most accountants will not provide this information for fear you might leave and do your own tax returns. I do not agree with this philosophy as it is your tax not mine! An appointment with us is never 10 minutes! Allow at least 45 - 60 mins. So if you would like to see if I can get you a better result than you usually get, what do you have to lose?
QuickBooks Pro Advisor
Cashbooks Complete technical support
Master of Public Accounting
Bachelor of Commerce
Member of the Institute of Public Accountants
Registered Tax Agent
From the moment you contact us, you will be managed by the friendly Carina. Carina is our receptionist, administration assistant, resident bookkeeper and is considered a very integral member of our small team. She loves to help you, our clients. She will help you will all bookings, enquiries and general information.
Carina is currently studying Psychology in her spare time. She has 2 lovely boys.
Administration all rounder
Swarnima joined the team in October 2019 after graduating with a Bachelor of Commerce (Accounting).
Swarnima is married and is native to India. She enjoys a healthy lifestyle and is loving the opportunity to learn more about tax and accounting.