Jeri Wambeek

Jeri Wambeek Email and Phone Number

Growing your business with Odoo™ | Supply Chain Specialist | Accountant @ WAO Group
Jeri Wambeek's Location
Port Macquarie, New South Wales, Australia, Australia
Jeri Wambeek's Contact Details

Jeri Wambeek personal email

n/a

Jeri Wambeek phone numbers

About Jeri Wambeek

Hi, I’m Jeri Wambeek, Co-Founder and Chief Revenue Officer at WAO Group. I’m passionate about helping businesses innovate, grow, and thrive by simplifying complex systems. With over four years of experience as an Odoo expert (and previously 16 years as a leader in the Xero ecosystem), I’ve guided countless businesses to successfully implement cloud solutions that deliver results faster and smarter.At WAO Group, we’ve built a mission-driven company focused on empowering family-first businesses to achieve freedom and success. Our approach, “The Odoo Success System: The WAO Way,” ensures our clients gain clarity, confidence, and momentum without burnout. We believe in transforming lives—whether through streamlined business operations or community impact initiatives - imagine freeing up time and energy to do meaningful work along side like minded business men and women. As a proud mum of 7, a businesswoman, and a community leader, I know the value of balance, focus, and resilience. My journey has been shaped by faith, family, and an unwavering commitment to helping others succeed. From delivering ERP solutions to organizing charity events like the Coast to Country Charity Walk in honour of my late father, I’m driven by purpose and a desire to make a meaningful difference.I specialise in:- ERP Strategy and Implementation (Odoo)- Business Systems Optimisation- Scaling Businesses Sustainably- Training and Empowering Teams- Community Outreach and LeadershipLet’s connect if you’re looking to grow your business, implement smart systems, or simply share ideas about making an impact.

Jeri Wambeek's Current Company Details
WAO Group

Wao Group

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Growing your business with Odoo™ | Supply Chain Specialist | Accountant
Jeri Wambeek Work Experience Details
  • Wao Group
    Chief Revenue Officer (Cro)
    Wao Group Aug 2024 - Present
    Baulkham Hills, New South Wales, Au
    Empowering businesses to thrive through systems and solutions that simplify complexity and drive results.As the CRO of WAO Group, I’m passionate about helping businesses grow, innovate, and succeed faster by aligning their operations with technology. My role centers around creating strategies that not only drive revenue but also deliver real, measurable value for our clients. Here's how:Understanding Your Needs: I specialise in uncovering the unique challenges businesses face, whether it’s scaling operations, optimising workflows, or managing change. My goal is to make the complex simple and actionable.Crafting Tailored Solutions: At WAO, we believe in solutions that fit—not just technology for the sake of technology. I work with my team to design and deliver business systems that align with your goals, from initial discovery to successful implementation.Driving Results: My focus is on outcomes, not just outputs. I ensure that every system we implement helps you save time, reduce costs, and improve team performance, giving you the freedom to focus on what matters most.Building Relationships: Revenue is built on trust. I lead with transparency, integrity, and a collaborative approach, fostering long-term partnerships with businesses that share our vision for innovation and excellence.With over six years of experience in ERP solutions, particularly Odoo, I’m here to guide you through your business transformation journey. Whether you’re a small business looking to scale or an enterprise seeking efficiency, I can help you turn your vision into reality.Let’s connect and explore how WAO Group can empower your business to thrive.🌍 Driving change for 100,000 businesses globally by 2030.📩 Reach out to discuss how we can solve your toughest business challenges.
  • Wao Group
    Chief Solutions Architect
    Wao Group Jul 2020 - Present
    Baulkham Hills, New South Wales, Au
    Transforming business complexity into simple, scalable solutions.As Chief Solutions Architect at WAO Group, I lead the charge in designing and delivering tailored business solutions that drive efficiency, growth, and success. My role is about more than implementing technology—it’s about understanding your unique challenges and creating systems that empower your business to thrive.Why Work With Me and WAO Group?- Proven Expertise: With over a decade of experience in business transformation and ERP implementation, I’ve helped businesses of all sizes—from startups to established enterprises—achieve their potential.- Solutions That Fit: No cookie-cutter approaches here. I design solutions that align with your unique needs and adapt as your business grows.- People-First Philosophy: I believe the best systems are those that empower people. That’s why I focus on creating intuitive, user-friendly solutions that your team will love using.- Commitment to Excellence: At WAO Group, we don’t settle for good enough. Every project is delivered with precision, care, and a focus on creating lasting impact.My mission is to ensure your systems are not just tools but transformative assets that help your business achieve new heights.
  • Wao Group
    Co-Founder
    Wao Group Jul 2015 - Present
    Baulkham Hills, New South Wales, Au
    Revolutionising businesses since 2015.In 2015, my husband, Marlon Wambeek, and I co-founded WhichAddOn, now WAO Group, to address a common frustration we encountered in our years of experience with inventory management and accounting: the gap between complex business needs and simple, effective solutions.Our journey began by helping businesses streamline their processes with add-on apps, but we quickly realised our clients needed more than just software—they needed a partner who truly understood their challenges and could provide holistic solutions. Driven by our expertise and passion for problem-solving, we transformed our business into WAO Group, specialising in ERP solutions like Odoo to help businesses innovate, grow, and thrive.What sets us apart is our firsthand experience. Marlon and I have walked in your shoes, managing the intricacies of inventory systems, navigating accounting workflows, and handling the challenges of scaling operations. We’ve been there—and that’s why we’re relentless in delivering systems that simplify the complicated, empower your team, and unlock your business’s full potential.Over the years, Marlon and I have grown WAO Group into a trusted partner for hundreds of businesses across Australia, New Zealand, and beyond. Our mission is simple: to empower businesses like yours to focus on what matters most—your vision, your people, and your success.
  • Unleashed Software
    Sales Enablement Specialist
    Unleashed Software Nov 2012 - Nov 2013
    Takapuna, Auckland, Nz
    My role at Unleashed Software was a pivotal moment in my career—it was my first real introduction to inventory systems, and it sparked a lifelong passion for inventory management and systems consulting. Working closely with the Australian Business Development Manager (BDM), I focused on growing and supporting the partner network in the APAC region, ensuring successful scoping and implementation of Unleashed Software for clients.Key Achievements and Responsibilities:- Building and Supporting the Partner Network: I worked directly with partners across the APAC region, helping them understand, promote, and implement Unleashed Software as a best-in-class inventory management solution.- Scoping and Implementing Systems: I played a hands-on role in scoping client requirements, tailoring Unleashed implementations to meet the specific needs of each business. This was my first real experience in understanding how systems could solve operational challenges and unlock growth.- Cross-Functional Collaboration: I worked closely with multiple teams—including sales, support, and product development—to ensure partners and clients received seamless onboarding and the tools they needed to succeed.- From Accounting to Systems Consulting: This role marked my transition from traditional accounting to systems consulting. I discovered the power of technology to revolutionize how businesses operate and found my passion in helping businesses implement inventory systems to their full potential.What This Experience Taught Me:My time at Unleashed Software introduced me to the complexities and possibilities of inventory management. I gained a deep appreciation for the critical role inventory plays in business success, and I realised the immense value of integrating systems to streamline operations. It was here that I shifted my career focus from accounting to becoming a systems expert and advocate for innovative business solutions.
  • Scendar
    Systems Implementation Coach
    Scendar Nov 2011 - Nov 2012
    Sydney, Nsw, Au
    During my time at Interactive Accounting (now known as Scendar), the premier Xero Gold Partner at the forefront of cloud accounting innovation, I was privileged to play a key role in transforming how businesses managed their financial systems. As a Systems Implementation Coach, I specialised in implementing Xero and integrating add-ons to maximise the potential of the Xero ecosystem.Key Achievements and Responsibilities:- Pioneering Xero Ecosystem Expertise: We were determined to lead the way in pushing Xero to its limits, both as a standalone system and with the integration of add-ons. My role focused on ensuring clients leveraged Xero to its fullest potential to achieve seamless, efficient operations.- Client-Centred Change Management: I guided clients through the transition to cloud accounting, helping them adapt to new systems and workflows. This involved hands-on support, training, and troubleshooting to ensure a smooth adoption process.- Add-On Implementation Specialist: I worked closely with clients to identify, select, and implement the best Xero add-ons for their business needs, enhancing functionality in areas such as inventory, payroll, project management, and CRM.- Championing Cloud Systems: Interactive Accounting was committed to cloud integration as the future of business systems. I was at the forefront of this vision, helping clients embrace the shift and setting the standard for how cloud accounting should be implemented.- Thought Leadership in a Growing Ecosystem: As one of the early adopters of the Xero add-on marketplace, I developed a deep understanding of how these integrations could transform businesses, becoming a trusted expert and advisor for our clients.What This Experience Taught Me:My time at Interactive Accounting reinforced the importance of being forward-thinking and adaptable. It showed me how the right technology and systems, paired with expert guidance, can transform a business.
  • Calculate Balance Pty Ltd
    Tax Accountant
    Calculate Balance Pty Ltd Jan 2011 - Jul 2012
    After obtaining my Tax Agent Licence, I embarked on an entrepreneurial journey by establishing my own accounting firm. My vision was to provide personalised, high-quality accounting and tax services to small businesses, helping them navigate the financial complexities with ease and confidence.Key Achievements and Services:- Comprehensive Tax Services: I specialised in preparing tax returns for small businesses across various industries, ensuring compliance while optimising tax positions to support their financial health.- Xero Implementation Specialist: Recognising the transformative power of cloud accounting, I implemented Xero for numerous businesses. This not only streamlined their accounting processes but also provided real-time financial insights accessible from anywhere.- Xero Silver Partner: Through dedication and consistent results, I quickly achieved Xero Silver Partner status. This recognition reflects my expertise in leveraging Xero's capabilities to enhance business operations.- Empowering Through Training: Beyond implementation, I provided extensive training to business owners and their teams, empowering them to manage Xero independently. My goal was to make them self-sufficient, reducing reliance on external support for day-to-day accounting tasks.- Customised Solutions: I tailored my services to meet the unique needs of each client, whether they required short-term assistance or long-term accounting support, always focusing on delivering value and fostering growth.What This Experience Taught Me:Launching and running my own accounting firm was a pivotal chapter in my career. It deepened my understanding of the challenges small businesses face and reinforced my commitment to making a tangible difference in their operations. I learned that the right technology, coupled with expert guidance, can transform how businesses manage their finances, leading to better decision-making and success.
  • Numble
    Senior Bookkeeper
    Numble Jan 2008 - Dec 2011
    Leichhardt, Nsw, Au
    As a Senior Bookkeeper at BASic Bookkeepers (now known as Numble), I had the privilege of working with a diverse range of clients across industries, providing bookkeeping expertise, training, and long-term solutions. This role allowed me to hone my skills in managing financial systems, training teams, and tackling complex bookkeeping challenges both onsite and remotely.Key Achievements and Responsibilities:- Client-Focused Bookkeeping: I supported clients across Sydney, handling everything from day-to-day bookkeeping to complex clean-ups, ensuring their financial records were accurate, compliant, and ready for growth.- Software Expertise: I worked extensively with Xero, MYOB, and QuickBooks, adapting to each client’s preferred platform and streamlining their processes for better efficiency and accuracy.- Training and Mentorship: I trained both staff and clients, empowering teams to understand and manage their own financial systems. I enjoyed simplifying complex processes and helping others build confidence in their bookkeeping skills.- Onsite Support: Whether it was a 6-week clean-up or a long-term contract, I provided hands-on assistance to businesses, resolving backlog issues, implementing best practices, and establishing sustainable workflows.- Adapting to Diverse Needs: Every client brought unique challenges, and I thrived on tailoring solutions to fit their individual circumstances, from startups needing structure to established businesses seeking efficiency.What This Experience Taught Me:My time at BASic Bookkeepers taught me the value of adaptability, problem-solving, and collaboration. I gained firsthand experience working within various industries and systems, which sharpened my ability to identify inefficiencies and implement practical solutions.The skills and insights I developed during this time continue to influence my approach at WAO Group, where I help businesses leverage technology and streamlined processes to achieve their goals.
  • Morse Group
    Accountant
    Morse Group Jul 2007 - Dec 2009
    Bathurst, Nsw, Au
    During my time at Morse Chartered Accountants, I worked across their two offices in Orange and Bathurst, providing accounting and tax services as part of the Business Services team. Collaborating directly with the Partner, I had the opportunity to engage closely with clients, delivering tailored solutions to support their business and financial goals.Key Achievements and Responsibilities:- Client-Centric Approach: I worked hands-on with a diverse range of clients, building strong relationships and providing personalized accounting and tax advice to meet their unique needs.- Partner Collaboration: Working closely with the Partner, I developed strategic solutions for clients, ensuring they received high-quality support and guidance.- Tax and Compliance Expertise: I managed the preparation of financial statements, tax returns, and BAS for businesses of varying sizes, ensuring compliance while identifying opportunities to improve financial outcomes.- Regional Business Insight: Serving clients across two regional hubs, I gained valuable insights into the challenges and opportunities faced by businesses in different industries and locations.What This Role Taught Me:My experience at Morse Chartered Accountants solidified my passion for helping businesses succeed. Working in a regional setting gave me a unique perspective on the importance of tailored, accessible services for clients navigating the complexities of business operations and compliance.This role reinforced my ability to deliver results under pressure, think strategically, and maintain the highest standards of accuracy and integrity—skills I now apply to helping businesses transform their systems and processes at WAO Group.
  • Kpmg
    Accountant
    Kpmg Jan 2004 - Dec 2006
    Toronto, On, Ca
    Starting my career at KPMG in Albury as a trainee, I quickly immersed myself in the world of accounting and taxation, rising through the ranks to support a diverse portfolio of clients across industries including retail, agriculture, wholesale, automotive, and manufacturing. This early experience laid the groundwork for my future as a business systems expert, giving me a deep understanding of the challenges faced by businesses of all sizes.Key Achievements and Responsibilities:- Diverse Clientele: I worked with a broad range of clients, each with unique needs and complexities, honing my ability to adapt and deliver tailored solutions.- Technical Proficiency: I became proficient in a variety of accounting software, including MYOB, Reckon, Phoenix, Agrimaster, QuickBooks, and BankLink, allowing me to streamline financial management for clients and optimize their operations.- Hands-On Problem Solving: From retail inventory management to agricultural finance and manufacturing tax strategies, I tackled a variety of challenges, providing insights that helped clients navigate complex financial landscapes.- Strong Foundation in Taxation: I gained extensive experience in preparing and reviewing tax returns, ensuring compliance while helping businesses maximize their financial outcomes.What This Experience Taught Me:My time at KPMG wasn’t just about numbers—it was about understanding the bigger picture. Each client’s success relied on the systems and processes behind the scenes, a realization that eventually drove me to co-found WAO Group. This role gave me a firsthand understanding of how critical it is to have efficient, reliable systems in place to support growth, profitability, and long-term success.Whether you're in agriculture or retail, manufacturing or wholesale, my background ensures I understand your challenges—and know how to address them.
  • Brown Brothers Milawa Vineyard
    Accountant (Secondment)
    Brown Brothers Milawa Vineyard Jul 2005 - Dec 2005
    Milawa, Victoria, Au
    During my time at KPMG, I was fortunate to spend six months on secondment at Brown Brothers Wines in Milawa, one of Australia’s most renowned vineyards. This opportunity marked my first experience working within a global business and a large-scale agricultural operation, providing invaluable insights into the complexities of managing a business of this caliber.Key Highlights:- First Taste of Global Operations: Working at Brown Brothers gave me exposure to the inner workings of a business with an international footprint, from financial management to operational logistics, broadening my understanding of large-scale enterprise dynamics.- Agricultural Business at Scale: Being at the heart of the vineyard operations, I saw firsthand the intersection of agriculture, manufacturing, and retail, gaining a deep appreciation for the intricate processes involved in producing and distributing premium wines.- Financial Support and Analysis: I assisted with financial reporting, reconciliations, and day-to-day accounting, helping the business maintain operational efficiency and compliance during a critical period.- Collaboration Across Teams: Working with diverse departments, from production to sales, gave me insight into the importance of cohesive systems and communication in driving success across all facets of the business.What This Experience Taught Me:This secondment was a transformative moment early in my career. It opened my eyes to the challenges and opportunities within large-scale operations and reinforced the critical role of robust systems in managing complexity. The lessons I learned at Brown Brothers have shaped my approach to problem-solving and my passion for helping businesses—large and small—simplify, scale, and succeed.

Jeri Wambeek Skills

Small Business Accounting Management Bookkeeping Business Planning Start Ups Cloud Computing Business Strategy Entrepreneurship Financial Reporting Cash Flow Finance Training Accountants Financial Accounting Forecasting Business Tax Managerial Finance Business Process Improvement Strategy Myob Financial Analysis Account Management Management Consulting Accounts Receivable Xero Quickbooks Executive Management Business Development Strategic Planning Budgets Corporate Tax Balance Sage New Business Development Marketing Strategy Saas Budgeting Income Tax Payroll Strategic Financial Planning Succession Planning Cash Flow Forecasting Crm

Jeri Wambeek Education Details

  • University Of Sydney
    University Of Sydney
    Agricultural Business And Management

Frequently Asked Questions about Jeri Wambeek

What company does Jeri Wambeek work for?

Jeri Wambeek works for Wao Group

What is Jeri Wambeek's role at the current company?

Jeri Wambeek's current role is Growing your business with Odoo™ | Supply Chain Specialist | Accountant.

What is Jeri Wambeek's email address?

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What is Jeri Wambeek's direct phone number?

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What schools did Jeri Wambeek attend?

Jeri Wambeek attended University Of Sydney.

What skills is Jeri Wambeek known for?

Jeri Wambeek has skills like Small Business, Accounting, Management, Bookkeeping, Business Planning, Start Ups, Cloud Computing, Business Strategy, Entrepreneurship, Financial Reporting, Cash Flow, Finance.

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