As the Head of Accounting and Tax at North Advisory, I manage an experienced team of accountants. My role involves a broad spectrum of responsibilities, from leading client onboarding to ensuring that the team's work meets the high standards we set for quality and accuracy. I manage up, down, and sideways, collaborating with partners, colleagues, and clients to deliver results.Detail-oriented and proactive, I pride myself on reaching out to clients ahead of time to gather the… Show more As the Head of Accounting and Tax at North Advisory, I manage an experienced team of accountants. My role involves a broad spectrum of responsibilities, from leading client onboarding to ensuring that the team's work meets the high standards we set for quality and accuracy. I manage up, down, and sideways, collaborating with partners, colleagues, and clients to deliver results.Detail-oriented and proactive, I pride myself on reaching out to clients ahead of time to gather the information needed, advising them on its tax implications in clear and straightforward terms. I take over client communications when partners are on leave, ensuring continuity and high service levels. For new clients, I manage onboarding after the initial sales pitch and handle the entire process from prospect to client for referred clients.While I collaborate with our operations manager and partners to refine workflows like client onboarding, bookkeeping, and BAS, my focus is always on maintaining strong client relationships and delivering valuable advice in a way that makes sense to them.Let’s connect to discuss how a client-centric approach and operational precision can deliver exceptional results in accounting. Show less

In addition to providing business and tax advisory services to clients and managing the team, executing the company direction set by the Partners:• Organising, assigning and monitoring of work as it comes in• Facilitating the process of getting work out on time, review invoicing, • Reviewing all compliance work by the team including BAS, Financials and Individual tax returns, • Making sure the existing system works effectively including identifying issues and putting systems in… Show more In addition to providing business and tax advisory services to clients and managing the team, executing the company direction set by the Partners:• Organising, assigning and monitoring of work as it comes in• Facilitating the process of getting work out on time, review invoicing, • Reviewing all compliance work by the team including BAS, Financials and Individual tax returns, • Making sure the existing system works effectively including identifying issues and putting systems in place to rectify • Project and change management • Supporting the accountants on the team with advice and guidance• Implement new systems dreamt up by the partners Show less

North Advisory offers a comprehensive range of services and solutions for your personal and business needs, including Financial Statement Preparation Income Tax Advice & Tax Returns Superannuation Planning Self Managed Super Funds Advice on appropriate Company structures (trusts etc) Advice & Establishment of partnerships Advice on Business Acquisition & Business Sales Audit Services Broad Taxation Advice Business… Show more North Advisory offers a comprehensive range of services and solutions for your personal and business needs, including Financial Statement Preparation Income Tax Advice & Tax Returns Superannuation Planning Self Managed Super Funds Advice on appropriate Company structures (trusts etc) Advice & Establishment of partnerships Advice on Business Acquisition & Business Sales Audit Services Broad Taxation Advice Business Management and Profit Review Advisory ServicesAs a "full service" accounting practice our clients are from a wide range of industries including, Construction, Manufacturing, Professional, Real Estate, Legal, Financial Planning & Medical & Health industries just to name a few.Currently role as Senior Accountant includes:- Providing Business & Taxation Advice to clients- Preparation of Special-Purpose Financial Reports and Income Tax Returns for broad range of SMEs - Preparation of Tax consolidated financial statements - Preparation of audited financial statements for SMEs and Not-for-Profit entities - Preparation of Income Tax returns for High Net Worth individuals- Preparation of BAS, Payroll Tax and FBT returns- Setting up and training clients on how to use cloud accounting software applications such as Xero and Receiptbank. Show less

The Allan Business Advisors Hall is one of Australia's largest non-CBD business advisory firms and was ranked no. 48 of the BRW Top 100 Accounting firms in Australia in 2010. I've been exposed to a variety of industries from retailers, wholesalers, manufacturers, construction, to automotive repairers. The trading structures ranged from sole traders, (fixed and discretionary) trusts, partnerships and companies, to groups of different combinations of companies and trusts. Key… Show more The Allan Business Advisors Hall is one of Australia's largest non-CBD business advisory firms and was ranked no. 48 of the BRW Top 100 Accounting firms in Australia in 2010. I've been exposed to a variety of industries from retailers, wholesalers, manufacturers, construction, to automotive repairers. The trading structures ranged from sole traders, (fixed and discretionary) trusts, partnerships and companies, to groups of different combinations of companies and trusts. Key Responsibilities- Manage my own client list, direct my own workflow and maintain a chargeable rate- Preparing income tax returns, special purpose-financial reports, BAS and IAS for clients- For one overseas-based client, administer the payroll and banking function for their Australian division with two employees: including calculating and paying travel allowances, LAFHA, superannuation, annual leave and liaising with overseas client re cash flow requirements. - Extensive client liaison by phone, face-to-face and email, including interviewing clients regarding tax returns and answering their queries, provision of general tax advice and interim / year end tax planning.- Attending to ad-hoc / special work as required e.g. ordering new companies and trusts, registrations for ABN, GST, TFN; registrations and reporting for indirect taxes e.g. Payroll tax and Land tax, completing workers compensation declarations and attending workers comp audits.- Managing Assistant Accountants on our team, including reviewing their work, helping them with their queries regarding clients or tax matters and monitoring their workflow (have trained and managed a total of four assistants in total over the past four years)- Extensive dealings with ATO on behalf of clients in regards to debt repayment negotiations, lodgment extensions, attend employer obligation audits. Show less

Key ResponsibilitiesAssisting senior accountants preparing business income tax returns and special purpose-financials, preparing BAS and IAS for SMEs.Interviewing salary & wage clients regarding tax returns and answering their queries, preparation of returns including partnerships, clients with investments, checking income tax assessments.Liase with ATO re income tax assessments, debt negotiations, applications for remittance of fines and GICAttending to ad-hoc / special… Show more Key ResponsibilitiesAssisting senior accountants preparing business income tax returns and special purpose-financials, preparing BAS and IAS for SMEs.Interviewing salary & wage clients regarding tax returns and answering their queries, preparation of returns including partnerships, clients with investments, checking income tax assessments.Liase with ATO re income tax assessments, debt negotiations, applications for remittance of fines and GICAttending to ad-hoc / special work as required Show less

I commenced working with Allan Hall Business Advisors prior to completing my Bachelor of Commerce. This was a great opportunity to work in my chosen vocation for a well-known employer with a varied client base. I accepted a new graduate role and have progressed within the company over the past seven years. ResponsibilitiesAssisting several senior accountants in my team with starting and finalising year end work, including photocopying and sorting information, following up clients re… Show more I commenced working with Allan Hall Business Advisors prior to completing my Bachelor of Commerce. This was a great opportunity to work in my chosen vocation for a well-known employer with a varied client base. I accepted a new graduate role and have progressed within the company over the past seven years. ResponsibilitiesAssisting several senior accountants in my team with starting and finalising year end work, including photocopying and sorting information, following up clients re missing information.Coding Banklink reports, bank statements, and preparation of simple salary and wage (individual) tax returns, summarising information from cash receipts, faxing correspondence to clients, liasing with ATO Show less