Mary Ma

Mary Ma Email and Phone Number

Principal at Interactive Financial | Accounting Solutions for Medical Clinics | Tax | Asset Management @ Interactive Financial Solutions
Mary Ma's Location
Malvern, Victoria, Australia, Australia
Mary Ma's Contact Details

Mary Ma work email

Mary Ma personal email

n/a
About Mary Ma

Experienced and highly capable accountant with great passion helping clients to improve tax portfolio, business profitability, and financial security. With extensive experience providing specialised tax and accounting services for doctors, clinicians and healthcare professionals, I established Interactive Financial Solutions. Like our medical practitioner clients, strong relationships, genuine care, and personalised service have been key to our success. We endeavour to ensure clients are never treated like a number and we serve as trusted consultants capable of providing advice and guidance, and capable of identifying more efficient ways of doing business and simply making our clients’ lives a little easier.► Specialised Services▬▬▬▬▬▬▬▬▬▬▬We are not just interactive, but also proactive medical accountants. Our clients come to us at different life stages – graduating, starting a family, post-graduate medical training, building wealth and assets, managing medical business and retiring. We have extensive experience working in the medical and dental space and understand their challenges before they do and take the proactive approach to guide them through the different life stages. We also take pride in our efficiency works. We understand the unique time pressures associated with clients ’clinical service delivery and certainly would like to bring the efficiency to their other expects of life. Interactive Financial Solutions has a 96% on-time lodgement record with the ATO. 100% of our systems use Xero cloud accounting technology with market-leading cloud storage solutions to create efficiencies across all facets of our client’s requirements and provide real time advice. ► Contact Us▬▬▬▬▬▬▬Call: ☎ (03) 8564 8162Email: ✉ info@interactivefinancial.com.auWeb: ☞ www.interactivefinancial.com.au/

Mary Ma's Current Company Details
Interactive Financial Solutions

Interactive Financial Solutions

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Principal at Interactive Financial | Accounting Solutions for Medical Clinics | Tax | Asset Management
Employees:
2
Mary Ma Work Experience Details
  • Interactive Financial Solutions
    Principal
    Interactive Financial Solutions Jul 2013 - Present
    In 2013 I established Interactive Financial Solutions, providing high-quality accounting, taxation, and financial management services to medical practitioners, healthcare providers, and specialist clinicians. I have leveraged my experience in other roles to develop strong business processes and systems that produce consistently strong results for clients.Interactive Financial Solutions and its consultants have demonstrated an ability to provide consistently high-quality advice and guidance with regard to: ✓ tax accounting and compliance✓ completion of statutory submissions✓ efficient practice business structure✓ practice purchase and sale✓ personal services income versus business income✓ engagement of non-owner practitioners✓ minimising or eliminating Payroll Tax✓ optimal use of trusts and investment companies for asset protection and tax efficiency,► New Opportunities▬▬▬▬▬▬▬▬▬▬Interactive Financial Solutions has recently partnered with financial planners and advisors to ensure our clients have access to a holistic range of financial advice and management services. In addition, Interactive has a network of market leading referral partners Big 4 Banks Health Divisions, practice management specialists, healthcare lawyers, real estate agents and valuers. ► Contact Me▬▬▬▬▬▬▬Call: ☎ (03) 8564 8162Email: ✉ marym@interactivefinancial.com.auWeb: ☞ www.interactivefinancial.com.au/
  • Mhm Financial Group Melbourne
    Business Services Manager, Practice Manager
    Mhm Financial Group Melbourne Jun 2013 - Jun 2016
    Melbourne
    At MHM I contributed to the delivery of accounting and financial services, providing high-level support for practice managers and principals. While in the role I developed a practice manual and provided training and professional development opportunities for team members to establish a culture of service excellence. I also project-managed the firm’s transition away from a legacy MYOB system which wasn’t meeting practice needs. I was consistently recognised for my contributions to the firm’s strategic growth.Project:Project Manager for APS programApr 2014The last thing that I want to see which stops practice from growing is the accounting software platform. After one year experience with MYOB Enterprise, I felt the earlier to introduce more sophisticated software to meeting practice ever growing demand the better. As the Project Manager for implementing APS program, I was in charge of extracting the data, including clients data, closing WIP and debt balances, from old accounting system MYOB Enterprise to APS, cleansed and reviewed the data countless time in order to achieve seamless transition. More importantly, I designed a series of matters and essential milestones to enable better workflow management. I also customize the practice invoice, debtor statement in APS system for professional practice management.
  • Mcmasters' Accountants, Solicitors And Financial Planners
    Associate/Business Services Manager
    Mcmasters' Accountants, Solicitors And Financial Planners Jul 2008 - Feb 2013
    72 Tulip Street, Cheltenham Vic 3192
    With the excellent academic results from the University of Melbourne, I was offered a graduate accountant role with McMasters' Accountants and was quickly promoted to a business services management role. I was given responsibility for a portfolio primarily focused on healthcare providers and medical practitioners, which included more than 1400 client entities. Despite being the youngest manager in the business, I was given responsibility for the largest accounting group with more than 14 staff. In an environment where an 80%-time recovery rate was optimal, I consistently operated at 104% KPI. Project:Australian GP Super Clinics ProgramDec 2010 – Jan 2011Involved in a successful funding application under Australian GP Super Clinics Program where $275 million has been committed to funding 36 GP Super clinics by providing audited Statement of Financial Performance of the applicant’s organisation for the past 3 years and estimated cash flow projections for the first three years of the operation of the GP Super Clinic, taking into consideration of the income from MBS rebate, recurrent funding, gross billings from the principle doctors and passive income from independent associated doctors and all reasonable outgoings.

Mary Ma Skills

Tax Consulting Residential Mortgages Accounting Small Business Development Process Improvement Business Advisory Project Management Due Diligence Client Relationship Management Financial Statements Finance Tax Advisory Myob Cash Flow Crm

Mary Ma Education Details

Frequently Asked Questions about Mary Ma

What company does Mary Ma work for?

Mary Ma works for Interactive Financial Solutions

What is Mary Ma's role at the current company?

Mary Ma's current role is Principal at Interactive Financial | Accounting Solutions for Medical Clinics | Tax | Asset Management.

What is Mary Ma's email address?

Mary Ma's email address is ma****@****.com.au

What schools did Mary Ma attend?

Mary Ma attended Cpa Australia Program, University Of Melbourne, Dover Rg146.

What are some of Mary Ma's interests?

Mary Ma has interest in Property Investment And Management.

What skills is Mary Ma known for?

Mary Ma has skills like Tax Consulting, Residential Mortgages, Accounting, Small Business Development, Process Improvement, Business Advisory, Project Management, Due Diligence, Client Relationship Management, Financial Statements, Finance, Tax Advisory.

Who are Mary Ma's colleagues?

Mary Ma's colleagues are Coco Tian.

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