I support a diverse range of small to medium clients, providing practical advice to assist clients in building scalable systems, to grow their businesses sustainably in Australia and overseas.
Process improvement is my passion. I am analytical, yet flexible, exploring paths to achieve business sustainability. I find that understanding my client’s business and goals is an important step towards supporting management with strategies to succeed. The next step is to then enhance their processes to achieve outcomes quickly and cost effectively.
I currently have a few clients engaged in a vCFO service where I prepare reports using both Xero and Calxa. Also, now delving into PowerBI with the use of Etani systems.
Although reports are great at capturing financial information, communication with the client is vital, to understand their business and the goals they aspire to achieve.
As a strategic finance business advisor I align with my clients to better understand the business and talk in the same language which is different to accounting language!
I also completed in May 2021 the Virtual CFO E-learning course with CPD accountants where I learnt a lot throughout the course including how to attract, retain and manage client expectations whilst manage scope ”creep” when providing CFO services within an accounting firm. The course gave me a deeper understanding of what is involved in being a vCFO and how to be a better advisor.
I find by talking to clients regularly you build the trust and rapport to assist them with their overall financial prosperity and building wealth.
On the technical side, I specialise in general taxation advisory, GST, capital gains, employment related influences and I’m able to tackle the complex taxation issues that clients need addressed in a way that satisfies compliance, whilst focusing on business goals. I have worked across multiple industries, increasing my capacity to understand and resonate with our clients on a day-to-day basis.