Financial, Tax, Accounting & Business Consultant

• Feb 2022 - Present

Providing finance and business management advice to clients, including investment analysis, budget management, sales projections, “outsourced” financial controller and other management accounting services. Assist clients with tax and estate planning. Preparation of financial statements and income tax returns for individuals, small businesses, trusts, partnerships, and self-managed superannuation fund. Creating and managing other tax documents and operations, including activity statements, fringe benefit tax, and capital gains tax.

Financial, Tax, Accounting & Business Consultant / Client Manager/ Sole Proprietor of CPA Practice

• Jan 2011 - Present

Providing finance and business management advice to clients, including investment analysis, budget management, sales projections, “outsourced” financial controller and other management accounting services. Assist clients with tax and estate planning. Preparation of financial statements and income tax returns for individuals, small businesses, trusts, partnerships, and self-managed superannuation fund. Creating and managing other tax documents and operations, including activity statements, fringe benefit tax, and capital gains tax.

Accounting and Tax Manager

• Jun 2019 - Dec 2021

Providing various accounting, tax and services in a full time role working directly to the firm’s sole owner to serve various type of clients. Preparation of financial statements and income tax returns and managing other tax types of tax compliance such as GST, FBT, payroll taxes and land taxes; Auditing trust accounts and SMSFs; Providing advisory business services for identifying clients’ needs (including management accounting advice) and provided exceptional accounting, business, tax and customer services to all sizes of businesses: small, medium and large.

Financial and Tax Accountant

• Feb 2008 - Jun 2019

Providing accounting, tax and services in a contract role working directly to the firm’s sole owner to serve various “bluechip” clients. Preparation of financial statements and income tax returns and managing other tax types of tax compliance such as GST, FBT, payroll taxes and land taxes; assist auditors to provide documentation for self-managed funds and companies audits. Providing advisory business services for identifying clients’ needs (including management accounting advice) and provided exceptional accounting, business, tax and customer services to all sizes of businesses: small, medium and large.

Senior Company Accountant

• Jul 2007 - Nov 2007

Collaborated in restructuring administrative operations for property group in a temporary role. Interfaced with financial controller in tracking cash flow projection and forecasting. Identified key issues in accounting procedures, reconciliation, and administration to identify areas of improvement. Collaborated in restructuring administrative operations for property group in a temporary role. Interfaced with financial controller in tracking cash flow projection and forecasting. Identified key issues in accounting procedures, reconciliation, and administration to identify areas of improvement.

Senior Fund Accountant

• Dec 2004 - May 2007

Spearheaded accounting operations and reviewed daily superannuation fund activities, including cash flow and trade instructions process, daily transaction postings, and periodical general ledgers reconciliations. Managed fund taxation reporting, including GST reconciliation, monthly instalment Activity Statements (IAS), and quarterly Business Activity Statements (BAS) preparation. Spearheaded accounting operations and reviewed daily superannuation fund activities, including cash flow and trade instructions process, daily transaction postings, and periodical general ledgers reconciliations. Managed fund taxation reporting, including GST reconciliation, monthly instalment Activity Statements (IAS), and quarterly Business Activity Statements (BAS) preparation.

Accountant

• Oct 2000 - Dec 2004

Senior Assistant Auditor

• Aug 1997 - Mar 1999