When a company is considering outsourcing its finance function, we appreciate that it’s a big decision. We provide the full spectrum of accounting services and finance functions to meet your specific requirements to advance compliance, deliver efficiency and bring value to the organisation.
The team is skilled at managing all aspects of a company’s financial needs, from routine management and statutory reporting obligations, to diligent account handling, complex cash flow management and liaison with external stakeholders including; investors, shareholders, auditors, regulatory and government departments (including ASIC and ASX) and internal stakeholders.
A skilled and experienced CFO is critical to the success of the business. We are able to deliver the whole spectrum of CFO activities for our clients. We can take care of all the financial reporting requirements, from the preparation of monthly management accounts and quarterly cash flows to the half-yearly and annual financial reports, including fielding auditor and regulatory queries. We also oversee and liaise with the company’s tax and consulting advisers in relation to your tax compliance requirements, such as income and fringe benefits tax and government grant processes, such as research & development rebates.
Our highly dedicated team takes pride in handling all CFO requirements efficiently, providing clients with accurate and timely information to inform their operations. Our capabilities also extend to aiding in the financial strategic elements of your company, with advice and guidance on various corporate strategies, including budgeting and forecasting. Ultimately, our service gives you peace of mind that your reporting and compliance requirements are taken care of.
We provide a completely flexible resource to help handle all the back-office finance functions, however big or small, simple or complex. Our experienced team is comfortable working either completely autonomously or offering ad-hoc support within your existing corporate team structure.
Our finance and accounting services include:
Principal
David is a Chartered Accountant, Fellow of the Financial Services Institute of Australia, Fellow of the Governance Institute of Australia, Justice of the Peace, Registered Tax Agent and holds a Bachelor of Economics (Finance and Accounting) from Macquarie University. With over 25 years in finance and governance (including Company Secretarial and Corporate Finance), David has been CFO, Company Secretary and Director for numerous ASX listed and unlisted public and private companies, in a range of industries covering energy retailing, software as a service, transport, financial services, oil and gas / mineral exploration, technology, automotive, software development, wholesale distributions, retail, biotechnology and healthcare. He has acted in these capacities for Top 200 to small-cap companies listed on the Australian Securities Exchange, including for companies with OTC listings.
LinkedIn
Alison is a Big-4 trained finance and mergers & acquisitions professional who also has extensive international commercial and company secretarial experience. She holds a Bachelor of Business (Accounting and International Business) from University of Technology Sydney, a Graduate Diploma from Institute of Chartered Accountants and a Graduate Diploma of Applied Corporate Governance from the Governance Institute of Australia. Alison is also a member of the two Institutes. With over 20 years in finance and accounting, Alison has gained highly developed financial analysis skills, thorough knowledge of accounting, and exceptional leadership skills and experience in a breadth of industries here and abroad. Alison is also a qualified and experienced Company Secretary.
Finance Manager
Vesna is a Chartered Accountant and holds a Bachelor of Business (Accounting and Finance) from the University of Technology Sydney. She trained in the audit division of a Big-4 and has experience in financial statements and cashflow reporting, monthly reporting and compliance, budgeting and forecasting, accounting systems implementation, and managing finance teams.
Claire is a Chartered Accountant and holds a Bachelor of Commerce (Accounting and Finance) from the University of Sydney. With audit experience in both Australia and the US, Claire is technically competent in AASB, IFRS, US GAAP and has gained experience from working in the following sectors: Retail, Manufacturing, Technology, Entertainment, Media and Telecommunication, Property and Construction, Financial Services and Mining.
Karla is a Chartered Accountant and holds a Masters in Mathematics from the University of Bath, England. Karla has worked in unlisted and listed environments, including experience in business services, external audit functions and senior accounting roles in commercial situations. She has experience in providing monthly reporting and compliance, preparing Financial Statements, forecasting and budgeting, completing audits, process improvement, accounting systems implementations and managing finance teams.
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