Partner

• Jul 2020 - Present

Associate Partner

• Jul 2019 - Jul 2020

Senior Accountant

• Jul 2016 - Jul 2019

Empire Accountants is a boutique accounting firm located in Brisbane specialising in business advisory, taxation, and accounting services. Although compliance is a significant part of their business, it is not their sole focus. The business is looking to change the accounting industry by embracing cloud-based accounting (XERO) and values maintaining professional relationships at all levels. They care to understand their client's needs and share their vision for building what will ultimately become their business Empire. The key responsibilities delegated to me are as follows:- Development of key drivers and preparation of financial cash flow forecasts to ensure sufficient working capital in maintained in the business. Benchmark reporting thereon to highlight areas of success and areas for improvement.- Review of current business structures for clients and implementation of appropriate recommendations to improve various aspects including asset protection, tax minimisation and succession flexibility.- Engaging in initial consultations with clients interested in starting their own business to ensure structuring, reporting, and compliance considerations and taken into account and optimised. - Preparation of special purpose financials statements and income tax returns for companies, trusts and partnerships including end of year review of financial information and processing of appropriate schedules and minutes.- Accountability meetings with clients to discuss their business performance, goals and areas of improvement. KPI reporting with clients to ensure their goals are manageable and measurable goals. Show less

Accountant

• May 2015 - Jul 2016

Hoffman Kelly Chartered Accountants is a public practicing firm with its head office based in Coorparoo offering a range of business advisory, accounting and compliance services. This firm’s specialties lie in property development and optimal business restructuring where the managing director Anthony Hoffman is a key note speaker in various property development seminars around Australia. The key responsibilities delegated to me are as follows: - Preparation of special purpose financials statements including end of year review of financial information and processing of year end adjusting journal entries. - Maintenance of financial data using various conventional and cloud based accounting software including reconciliation of bank accounts, processing of accruals and production of financial documents. - GST review of transactions and preparation of quarterly business activity statements for client in industries such as retail, property development, medical and legal services. - Attending to real estate trust account audits incorporating sampling and testing of ledgers, payments, commission calculations and bank reconciliations. Preparation of final Audit Report and supporting schedules in accordance with the Agents Financial Administration Act 2014. - Review of current business structures for clients and implementation of appropriate recommendations to improve various aspects including asset protection, tax minimisation and succession flexibility. Show less

Accountant

• Sep 2011 - May 2015

Mosaic Chartered Accountants is a boutique public practicing firm based in the CBD offering a range of business advisory, accounting and compliance services to small and medium enterprises. During my time here, I have had the unique privilege to be mentored by Jeff Ham who was a partner of the private enterprises division at Deloitte Australia. The key responsibilities delegated to me are as follows: - Preparation of income tax returns for sole traders, partnerships, trusts and companies including calculation of taxable income and provision of tax estimates thereon. - Tax consulting and planning consideration of foreign corporations including advice regarding the appropriate structure and effect on business and compliance in Australia. - Liaising with various tax officers to negotiate debt payment arrangements given the client’s business and financial requirements. - Review of employee fringe benefits, calculation of FBT payable and lodgement of returns. - Creation of financial forecasts and budgeted financials to ensure sufficient working capital is maintained for ongoing business operations. Show less

Summer Vacation Program

• Nov 2010 - Jan 2011

During my studies, I had the opportunity to experience both the financial planning and public practicing industries. The experience here at this firm helped me discover my passion for taxation and the desire to genuinely help clients. Some of the key duties delegated to me during my time here include: - Monthly bookkeeping and data entry duties for clients and the business practice including reconciliation of bank account, accounts receivable and accounts payable. - Creation of budgets and forecasts for the business practice considering current service capacity levels with staffing and underlying assumptions about income and expenses. - Product research and compliance review to determine current feasibility of client portfolios given the current economic state and financial markets. - Classification of clients in accordance with their risk appetite and recommending a suitable policy/strategy to cover their needs. - Annual superannuation account and insurance review for clients. - Preparation of statement of advices including relevant disclosures and notes for client understanding. Show less