Engaged to assist with the Merger and Acquisition preparation of a leading real-estate tech firm, ensuring the client was 'sale-ready' and thoroughly prepared for all M&A due diligence. Activities so far include:• Financial Preparation: Review, polish and remediate where required Monthly Reports, Income statements, balance sheets, asset registers, budgets, cashflows, forecasts, Company Secretarial, and Board reports, taxation reconciliations for BAS, PAYG, Super, FBT and GST (and resolve issues with the accounts system not matching the annual Fin Stats needed resolving)• Legal & Compliance: Review all legal contracts, including leases, client agreements, and IP ownership, to ensure everything is compliant and up-to-date• Operational Streamlining: Optimise workflows, ensuring that operational processes are scalable and well-documented as potential buyers want to see efficient operations• Technology & IP: Secure and organize all intellectual property and ensure the tech infrastructure is well-maintained and documented• Risk Management: Ensure Comprehensive risk management and governance through data collection, transparent internal and external audit procedures, and well-organised reporting

With over three decades of financial expertise, including running my own public practice and my current consultancy, I distinguish myself from traditional compliance accountants by being strategic, commercially astute, and approachable.Since selling her Public Practice in 2005, I have leveraged her extensive experience in operations, tax, and management accounting to deliver outstanding, innovative results, whilst still retaining my Public Practice credentials.My broad ranging career, coupled with the intensity of consulting has provided a uniquely extensive experience:• Strategic Planning: Executed strategic plans that enhanced client satisfaction and staff development• Detangling Complex Financial Operations: Improved financial transparency, ensuring organisational stability and budget compliance• Risk & Quality Control: Developed risk management frameworks that enhanced workplace safety and audit outcomes• Stakeholder Relations: Built strong partnerships through effective stakeholder management, boosting the organisation's reputation, engagement and reach• Team Leadership: Led cross-functional teams, including volunteers, from project inception to completion, ensuring successful delivery• ICT Systems: Implemented robust ICT systems that enhanced operational efficiency and data security• HR Management: Overall HR and Staff Wellbeing management including using dashboards for training and development, improving departmental performance• Board Engagement: Revealed hidden insights on operational performance to facilitate well informed and accurate decision-makingwww.diamondadvisory.com.auSoftware Packages• Accounting – Sage, Greentree & MYOB, QuickBooks, and Xero• ERPs - IBM Cognos TM1, Oracle (Hyperion), Salesforce, Monday.Com• KPI Dashboards – Microsoft Dynamics / Power BI, Domo, Target Dashboard• Microsoft – Office (Word, Excel, Powerpoint), Outlook, Teams• HR & Payroll - Employment Hero, HR Central, Keypay, Eziway, Greentree, Deputy