Accountants and Financial Strategists

“YOUR SUCCESS IS OUR SUCCESS, WHICH IS WHY IT IS OUR FOCUS”

MAKE THE MOST OF YOUR MONEY WITH

Our new Knowledge Centre and Resource Hub

MEET THE TEAM Measured Performance “Our team’s main focus is building long-term, valued partnerships with our clients. We are committed to absolute integrity and a high standard of excellence in both our work and our results.”

Kris Fothergill

Kris Fothergill FCPA Director – Tax Agent

Matthew Rutherford

Matthew Rutherford CPA Associate Director – Tax Agent

Stephen Robie

Stephen Robie – Accountant CPA Expert in business efficiencies through technology and automation

Gai Disley

Gai Disley – Accountant Investment Property Specialist

Daniel Mackenzie

Daniel Mackenzie Accountant

Magdalena Kuc

Magdalena Kuc Accountant

Dani Wisniewski

Dani WisniewskiPractice Manager

Talitha Donaldson

Talitha Donaldson – Client Services

Jennifer Drewitt

Jennifer Drewitt – Accounts

Kaye Allder

Kaye Allder – Client Services

NEW CLIENT PROCESS

How We Understand You and Your Goals

Let us walk you through our 5 Step Approach to review your situation and understand your goals.

STEP 1

Lets catch up for coffee, so we can learn more about you.

STEP 2

We prepare a scope of work and fixed fee proposal for your review.

STEP 3

You review the scope of work and agree to fees proposed.

STEP 4

Fixed fee is invoiced monthly or quarterly as agreed–”You know what your ‘outs’ are and we know what our ‘in’ is. You can contact us without feeling like you are going to be invoiced for a phone call”.

STEP 5

We get cracking on your accounting needs, delivering on agreed outcomes.

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