Magic Numbers.
Add a little magic to your finances.
About
Us
My Story
Starting my career in a Chartered accounting firm in Perth over 20 years ago, I spent 4 years working with small businesses, training them in their software and preparing financial statements and tax returns.
I then spent a long time in the commercial field while based in Sydney. During this time, I worked as CFO for a large national franchise group. We managed a large number of small retail businesses, helping them implement strategies for monitoring and improving their performance. These initiatives transformed the group into the highest performing channel partner for the head organisation.
Having now lived in the Shoalhaven area for 10 years, I recognise the value small businesses bring to a community like ours, and am passionate about supporting small businesses and individuals to achieve their financial goals.
Who I Am
I have worked with small business of various shapes and sizes over the years, giving me a real insight into what it takes to be successful.
On a more personal level, I am passionate about sustainability and inclusivity. I aim to reduce my impact on the environment as much as possible, and then also partner with ecologi to plant trees and purchase carbon offsets each month.
I am active in my local community by volunteering for a couple of local non-profit organisations (as Treasurer, naturally), and run dance classes for people with disabilities.
My Vision
The goals for each small business will be as unique as the individuals who own and run them. Some just want to be their own boss, others may want to build an empire to provide security for themselves in retirement, or as an asset to pass on to their children.
My intention is to work with the individuals to define those goals, and map out a strategy and plan to achieve them.
What
We
Offer
Accounting
General accounting services, including bookkeeping, monthly reporting, assistance with payroll and preparation of financial statements. The foundation of any well-run business is in getting these details right!
Business Planning
We will work with you to identify your personalised business goals, and then help you map out a strategy and plan to achieve them. Once in place, we will help keep you on track with regular check-ins and adjustments where necessary.
GST/BAS Lodgements
Yes, it's compliance work. But your quarterly lodgements are also a good opportunity to check in with how your business is travelling.
Income Tax Returns
Having had regular check-ins throughout the year, tax time shouldn't be too daunting! We will have you prepared for your annual lodgements, and because we understand your business, this process is streamlined and efficient.
Virtual CFO Service
Roll up all of our other services into a comprehensive financial management program at a fraction of the cost. Our solution is scalable for businesses of any size, and designed to add value.
Why
Us
Deep Industry Knowledge
With a long history of working with retail businesses to help them succeed, I can quickly identify the root cause of any issues you may be facing.
We can then determine the best path forward to ensure your business prospers. Whether this is investing in new systems or procedures or simply eliminating unnecessary costs, there is almost always improvements to be made in any business.
Forward Thinking
In today's world, the business landscape is constantly evolving. This means you need a partner who is on top of the latest technologies and best practices.
Where possible we will look at ways to automate and integrate various aspects of your business, so you can focus your energy on the bigger picture stuff that really matters.
Dedicated Service
Too often tax practitioners will only make contact when there are lodgements due or deadlines to meet. I make it my mission to be more involved in my clients businesses - at least as much as they want me to! This allows me to gain a deeper understanding and have more meaningful conversations with them over time.
Contact
Us
Our Address
8 Caulfield Parade, Old Erowal Bay, NSW 2540
Our Phone No.