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.
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.
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Head of CFO Advisory
Will is a Certified Practising Accountant in Australia and holds a Masters of Science in Financial Management from the Robert Gordon University, Aberdeen, Scotland. Having worked in audit and banking in various countries, Will’s experience extends to both statutory and regulatory reporting in Australia and in the UK. With over 10 years of experience in finance & accounting across various industries, Will has gained strong technical accounting knowledge, financial analysis skills as well as leadership and project management skills. Will is technically competent in AASB, IFRS, UKGAAP and passionate about technical accounting. He is the technical accounting advisor for the finance team, and he takes great pride in his ability to apply his technical accounting knowledge to resolve clients’ problems. He is also passionate about process improvement and continuously seeks to achieve efficiency through automating systems and processes. Will is fluent in Chinese Mandarin, Cantonese, Taiwanese and Bahasa.
Senior Finance Manager
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.
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.
Luke is a member of Chartered Accountants Australia and New Zealand (CAANZ) and holds a Bachelor of Commerce, Professional Accounting from Macquarie University. He has worked in external audit and assurance across various countries, with experience in statutory and regulatory reporting within Australia, the UK and New Zealand. Luke is technically competent in AASB, IFRS, UK GAAP, NZ IFRS and US GAAP and has gained strong technical accounting knowledge, project management skills and detailed analytical expertise across both listed and unlisted environments.
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