All small business owners need trusted advisers who can help them manage the complexities of running their business. Until now, finding those advisers in the fields of accounting and bookkeeping has been hit and miss.Retinue changes this, supporting small business owners to make better business decisions, by helping them understand and manage their finances. Using a monthly subscription model to ensure customers have certainty over cost, Retinue provides bookkeeping, payroll, and… Show more All small business owners need trusted advisers who can help them manage the complexities of running their business. Until now, finding those advisers in the fields of accounting and bookkeeping has been hit and miss.Retinue changes this, supporting small business owners to make better business decisions, by helping them understand and manage their finances. Using a monthly subscription model to ensure customers have certainty over cost, Retinue provides bookkeeping, payroll, and taxation services to small businesses, ensuring peace of mind that all aspects of financial compliance are handled efficiently and on time. Included in the subscription service are the reports and insights that a small business owner needs to run their business, when they need them, delivered with technology enabled efficiency.All of this is backed by the Retinue guarantee that your books are in order, meaning there will be no additional fees in the event of an ATO audit or other issues. Show less

Remediator helps you claim refunds from your bank, insurer or financial adviser. No refund, no fee. Putting right the wrongs identified in the Hayne Commission.

Promoted to uplift and sustain performance during a major restructure, I led the strategy to drive stakeholder engagement during the digital transformation, reduce cost and increase channel growth to support overall business growth. Accountable for an 8- figure marketing budget, I led a team of 28, driving engagement and productivity despite an inherited reduced headcount following a restructure. Influencing across the business, I managed diverse stakeholder relationships to drive buy-in to… Show more Promoted to uplift and sustain performance during a major restructure, I led the strategy to drive stakeholder engagement during the digital transformation, reduce cost and increase channel growth to support overall business growth. Accountable for an 8- figure marketing budget, I led a team of 28, driving engagement and productivity despite an inherited reduced headcount following a restructure. Influencing across the business, I managed diverse stakeholder relationships to drive buy-in to change and sustain momentum in challenging times. • Delivered unmatched speed to market of advisory products in the industry, centralising all content production to increase pace of publishing and increase customer reach; • Achieved a 60% increase in leads across all channels, maintaining performance across the channels and devising clear and rigorous KPIs to drive productivity; • Successfully drove stakeholder engagement during the digital transformation, reinventing lead generation with UX iterations to drive improved management, visibility of leads and assignment of ownership within the marketing team; • Instilled marketing fundamentals to uplift capability within the team whilst grooming managers into future leaders and top performers. Show less

Briefed with steering the sales division and uplift performance throughout a digital transformation, I led the department restructure and devised a stakeholder engagement plan to support the move to agile. In addition, I led the business continuity plan (200 people, 5 offices) with minimal disruption to BAU, during Covid-19 whilst maintaining lead generation growth. Accountable for a 9-figure revenue target and headcount budget, I led a team of 7 with wider responsibility for 200. Working as… Show more Briefed with steering the sales division and uplift performance throughout a digital transformation, I led the department restructure and devised a stakeholder engagement plan to support the move to agile. In addition, I led the business continuity plan (200 people, 5 offices) with minimal disruption to BAU, during Covid-19 whilst maintaining lead generation growth. Accountable for a 9-figure revenue target and headcount budget, I led a team of 7 with wider responsibility for 200. Working as a conduit between senior leadership, operations and sales, I managed a myriad of stakeholder needs and maintained high engagement throughout the restructure. • Integral in delivering the transformation, gaining stakeholder engagement to improve workflow efficiency and delivering UX feedback to the Tech team to support digitised processes; • Drove productivity 30% YOY, turning around performance with clear targets, restructuring the team, upskilling workforce and reengineering the recruitment process to address skills gaps; • Led a cultural shift to transform the sales approach, providing visibility of sales performance via KPI monitoring in the CRM, reinventing the sales process and fostering new sales habits. Show less

Following the exponential growth of the New Zealand business, I was promoted to stabilise the business and introduce operational rigor to help control the scale. Owning strategic planning, I steered the transformation of the operating model in line with the Australian business, benchmarked as best practice whilst reengineering processes across multiple departments. Accountable for OPEX (non-sales) I led a team of 65 (direct reports 4) and influenced across the business to gain buy-n to the… Show more Following the exponential growth of the New Zealand business, I was promoted to stabilise the business and introduce operational rigor to help control the scale. Owning strategic planning, I steered the transformation of the operating model in line with the Australian business, benchmarked as best practice whilst reengineering processes across multiple departments. Accountable for OPEX (non-sales) I led a team of 65 (direct reports 4) and influenced across the business to gain buy-n to the transformation. • Uplifted customer experience and stabilised the scaling business, reducing customer call backs from 40% - 5%, CX case turnaround time from 10 days to 2 and drove daily client onboarding by 65%; • Delivered significant annual cost savings shifting to a more sustainable operating model with robust and agile processes, driving workflow efficiency and consistent target achievement; • Improved employee engagement to >80% clarifying roles, targets and developing two-way communication with leadership. Show less

Promoted during a high growth phase, I was briefed with improving workflow efficiency to enhance customer experience as the business scaled. Leading a team of 120, I led initiatives focused on driving service standards were met whilst steering cost down initiatives in a move to a more agile operating model. • Restructured workflow to uplift customer experience, cutting call wait times by 50% and reducing call abandonment from 10% - 1%; • Streamlined operations and improved workflow… Show more Promoted during a high growth phase, I was briefed with improving workflow efficiency to enhance customer experience as the business scaled. Leading a team of 120, I led initiatives focused on driving service standards were met whilst steering cost down initiatives in a move to a more agile operating model. • Restructured workflow to uplift customer experience, cutting call wait times by 50% and reducing call abandonment from 10% - 1%; • Streamlined operations and improved workflow efficiency through implementation of an AI work allocation tool, moving to more agile approach and reducing headcount FTE 6; • Revived and accelerated delivery of the CRM transition project, moving to a Salesforce platform fully aligned with workflow needs to support visibility of performance and KPI progress. Show less

Following previous success uplifting capability, I was promoted to lead a team of 12 industrial relations and HR advisers providing best practice guidance as an authority on the consulting subject matter. Coaching and mentoring the team to meet all service standards rapidly and reengineering workflow efficiency, I later assumed ownership of the first graduate intake of advisers and devised the first induction process and package, still in use.

Initially recruited to deliver business critical advice to SMB companies, I was shortly after mandated to uplift capability, leading the creation and deployment of an evergreen company-wide training suite. In addition, I steered the digital transformation to improve customer experience through the implementation of a phone triage system.