Peter Morgan Email & Phone Number

Gold Coast, QLD, AU

Brisbane, Australia And Plymouth/London, England

Supporting accountants and bookkeepers in getting the most from Ignition, so that they can improve operational efficiencies and better serve their clients, local economies and communities. Skilled with Xero and XPM.

Brisbane CBD

Worked with the operational team in a review, support and mentoring capacity. Also assisted the Directors with a range of strategic matters.

Multiple Offices/Cloud - Queensland

Worked with the team at the 100% cloud based Innovatus to improve business outcomes for the Enterprise and its clients. Across 8 Offices, utilised Xero, Xero Practice Manager (XPM), Practice Ignition, SharePoint, Now Infinity, Spotlight Reporting, Receiptbank and an Offshore team.Had some fun along the way.Originally based in Helensvale at the business.

Brisbane CBD

Developed, managed and mentored the accounting teamAssisted with the integration of accounting and financial planning servicesDeveloped systems to support business objectivesAssisted in the delivery of solutions to clients.

Aspley

Managed accounting assignments and identified opportunities for the development of clients businesses.Worked to bring the benefits of cloud accounting, and Xero in particular, to the attention of the business community.Contributed to the development of the capabilities of the DLA team through effective supervision and mentoring.Undertook Special Project.

Broadbeach, Gold Coast, Australia

Primary responsibility in the area of cloud accounting solutions.Responsibility for client accounting and tax work with a business advisory emphasis, and special project work.Assisted as required with marketing, business development and practice growth.Practice Management responsibilities - which included managing workflow, fee estimates and prospect.

East Brisbane

Contract position, assisted with strategy, practice management and business development.

AB Accountancy

AB Accountancy was a sole director single office CPA practice. Part of the Robnixon Coaching Club at the time, the director, Anne Barry had already implemented a lot of the initiatives recommended by Rob Nixon and I was attracted by that. Joining the firm in the role of Business Manager my role was widely defined. Concentrating initially on finishing.

One of four partners in a Chartered Accountancy business in South Devon, England. Jointly responsible for a team of over 30. Very much enjoyed the role, reluctantly sold out my interest to move family to Australia for lifestyle reasons.

Michael Locke & Co was a successful 2 partner practice with its main office in the market town of Kingsbridge and a smaller one in the market town of TotnesActed as principal with 4 team members and oversaw the provision of accounting and tax services to my own portfolio of clients out of two offices.Developed and increased the client base and developed a.

Supervising a small team of 4 and performing my own larger assignments, this role enabled me to develop my client facing skills. Benefitting greatly from mentoring from a terrific partner in Colin Brookes I thoroughly enjoyed my time with this firm. I left following a direct approach from a firm enabling me to relocate my young family to be nearer.

I started with Price Waterhouse in August 1985 and worked mainly in audit for four years, becoming an audit senior in control of my own audit assignments in July 1987. I took responsibility for some major audits, with large teams to supervise, as well as undertaking special projects and secondment work in commerce/industry. During this period I also passed.

Member Since 1990, Fellow Since July 2000

Australian Income Tax And Corporate Law, Distinction

Distance Learning Course. ICA requirement for admission.

Bsc (Econ), Accounting And Statisitics

Education record

Education record

Education record