Christina Carleton
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Christina Carleton Email & Phone Number

Director at Alpha Business Advisory
Location: Chermside West, Queensland, Australia 9 work roles 1 school
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Current company
Alpha Business Advisory
Role
Director
Location
Chermside West, Queensland, Australia

Who is Christina Carleton? Overview

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Christina Carleton is listed as Director at Alpha Business Advisory, based in Chermside West, Queensland, Australia. AeroLeads shows a matched LinkedIn profile for Christina Carleton.

Christina Carleton previously worked as Client Manager ♦ Accounting ♦ Tax ♦ Cashflow Management ♦ Financial Reporting at Trekk Advisory and Business Partner ♦ Accounting ♦ Tax Planning ♦ Cashflow Management ♦ Finance Reporting at Abft Services. Christina Carleton holds Bachelor Of Commerce (B.Com.), Accounting, Information Systems And Management Science from Griffith University.

Profile bio

About Christina Carleton

I am a Chartered Accountant and Registered Tax Agent specialising in bookkeeping and taxation advice; making businesses easier for people to own and operate.My strong communication skills and entrepreneurial approach has played a key role in my success developing trusted relationships with a loyal client base that consists of individuals, family groups, small to medium enterprises and high net worth individuals from a broad range of cultures and industries.I understand the challenges in owning and operating a business and the impact that changes in living situations and financial circumstances can have, such as relationship breakdowns, blended family issues and the death of a family member. Treating sensitive matters with empathy and knowing the right questions to ask ensures clients receive the most tax-effective advice for their changing circumstances.I also have experience applying my sound knowledge of relevant processes and systems to implement and upgrade various software, such as Xero, QuickBooks and MYOB, and automate processes to help business owners easily access financial data and make more effective decisions - Is now the right time to sell? What are the weak points in your business? How can we effectively manage your tax? Taking the time to understand the client adds clarity and direction to the preferred short and long-term financial goals while maintaining compliance with Australian Taxation Office requirements.Some of my specialties include:✔ Accounting✔ Accounts Payable✔ Accounts Receivable✔ BAS, GST, PAYG✔ Bookkeeping✔ Business Solutions✔ Client Liaison✔ Financial Reporting✔ Income Tax Returns✔ Investments✔ Payroll✔ Process Improvement✔ Relationship Building✔ Stakeholder Management✔ System Implementation (MYOB, QuickBooks, Xero) ✔ TaxationIf you would like personalised advice in any of these areas, please connect with me through LinkedIn.

Current workplace

Christina Carleton's current company

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Alpha Business Advisory
Alpha Business Advisory
Director
9 roles

Christina Carleton work experience

A career timeline built from the work history available for this profile.

Director

Current
Alpha Business Advisory

Chermside, Queensland, Australia

Nov 2020 - Present

Client Manager ♦ Accounting ♦ Tax ♦ Cashflow Management ♦ Financial Reporting

Brisbane, Queensland, Australia

This role involves working closely with clients, from small business owners to high net worth entrepreneurs, to help them understand and navigate the Australian tax system, including Federal Budget and tax legislation changes, and use tax vehicles that legally minimise their personal/family/group tax position. I provide personalised advice to help clients with tax planning and cashflow management, set up the right software and systems, and streamline processes from bookkeeping through to producing monthly management reports so clients can easily review their financial position and make well-informed financial decisions. I also review work produced by the company’s accountants, including weekly and monthly bookkeeping, quarterly and monthly activity statements, end of year financial statements, and income tax returns for trusts, companies, partnerships and individuals.● Account Management● Accounts Payable● Accounts Receivable● Bookkeeping● Cashflow Management● Client Liaison● Client Management● Finance Reporting● Financial Statements● Process Improvement● QBCC Licence Requirements● Relationship Building● Stakeholder Management● Tax Returns● Taxation Advice

Oct 2016 - Nov 2020

Business Partner ♦ Accounting ♦ Tax Planning ♦ Cashflow Management ♦ Finance Reporting

Brisbane, Queensland, Australia

With a clear understanding of the challenges small business face, particularly in relation to cash flow requirements, government bureaucracy (red tape) and Fair Work requirements associated with owning and operating a small business, I used various systems and processes to increase productivity and cashflow. I also designed and implemented a range of systems and processes and was responsible for hardware and software upgrades as well as general IT maintenance.● Accounting● Accounts Payable● Accounts Receivable● ASIC Statutory Requirements● Business Activity Statements (BAS)● Client Liaison● Dispute Resolution● Finance Reporting● Financial Statements● Income Tax Returns● Payroll● Process Improvement● Relationship Building● Stakeholder Management● Taxation Advice

Oct 2010 - Sep 2015

Business Services Senior ♦ Finance & Accounting ♦ Financial Accounts ♦ Taxation

Brisbane, Queensland, Australia

In addition to providing high level business, finance and accounting support across a range of industries, including hospitality (hotels), primary producers and residential property development, I prepared and lodged financial accounts, income tax returns and business activity statements on behalf of clients.● Accounting● Business Activity Statements (BAS)● Client Liaison● Finance Reporting● Financial Statements● Income Tax Returns● Process Improvement● Relationship Building● Stakeholder Management● Taxation Advice

Jan 2010 - Oct 2010

Business Services Senior ♦ Finance & Accounting ♦ Financial Accounts ♦ Taxation

Brisbane, Queensland, Australia

This role involved dealing with clients with turnover ranging from $100K to $11M across various industries, including construction, inter-state freight (truck), retirement villages, data and mail centres. I was responsible for preparing and reviewing financial statements for BSA licence renewals and preparing financial statements and income tax returns for SMEs (not including SMSFs). I also provided guidance to two intermediate Business Service professionals and an Accounting graduate.● Accounting● Business Activity Statements (BAS)● Client Liaison● Finance Reporting● Financial Statements● Income Tax Returns● Process Improvement● Relationship Building● Stakeholder Management● Tax Returns● Taxation Advice

Aug 2008 - Nov 2009

Business Services Senior

Brisbane, Queensland, Australia

Nov 2005 - Aug 2008

Financial Accountant

Brisbane, Queensland, Australia

Feb 2004 - Nov 2005

Business Services Intermediate

Brisbane, Queensland, Australia

Jul 2003 - Feb 2004

Business Services Graduate

Swayne & Hutley

Brisbane, Queensland, Australia

Jul 2001 - Jul 2003
1 education record

Christina Carleton education

FAQ

Frequently asked questions about Christina Carleton

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What company does Christina Carleton work for?

Christina Carleton works for Alpha Business Advisory.

What is Christina Carleton's role at Alpha Business Advisory?

Christina Carleton is listed as Director at Alpha Business Advisory.

Where is Christina Carleton based?

Christina Carleton is based in Chermside West, Queensland, Australia while working with Alpha Business Advisory.

What companies has Christina Carleton worked for?

Christina Carleton has worked for Alpha Business Advisory, Trekk Advisory, Abft Services, Kennedy Mclaughlin & Associates, and Pitcher Partners.

How can I contact Christina Carleton?

You can use AeroLeads to view verified contact signals for Christina Carleton at Alpha Business Advisory, including work email, phone, and LinkedIn data when available.

What schools did Christina Carleton attend?

Christina Carleton holds Bachelor Of Commerce (B.Com.), Accounting, Information Systems And Management Science from Griffith University.

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