I provide:

Small business advice
Strategic planning
Business improvement activities
Wealth improvement guidance
For me, it’s not the ‘official’ side of my work that matters most: liaising with the tax office, ensuring individual and business compliance, serving on committees and panels to regulate, manage and improve the industry, although all of that is, of course, professionally rewarding.

What really matters to me is the difference I’m able to make in people’s lives. For some, that’s removing fear and uncertainty and worry. For others it’s removing hassle and stress and irritation and letting them get on with what they see as the ‘fun stuff’ in their businesses. Sometimes it’s about improving their numbers to create work-life balance, or boosting their family’s lifestyle or helping them realise business dreams. Whatever the positive outcome, I love being a part of it!

Outside Work…

I have two adult sons, both of whom have moved out into the world to follow their passions. I couldn’t be more proud of the men that they have grown up to be – just ask me and I will tell you all about them. Mal and I are film buffs (though no soppy chick flicks for me!) When not working, I also enjoy photography and scrapbooking. And if you still haven’t heard me talk enough … ask me about Harry Potter!

Qualifications

FCPA
CPA Program
Bachelor Commerce (Accounting)
Diploma of Leadership and Management
Executive Certificate in SMEs
Executive Certificate in Not-for-Profits
Executive Certificate in Corporate Governance
Areas of Expertise

Income Tax/BAS/GST
Small Business/Business Growth/Strategy/Profit Improvement
Buying/Selling your business
Tax planning
Super (Compliance)
Software Training
Mindset work: Law of Attraction, NLP, discovering your mental barriers to success.
My experience spans 32 years in public accounting in Canberra, with more than 20 years in my own accounting practice.
Media & Industry Contributions

Speaking / Media Appearances

• August 2024 – Women with Altitude – Empower your Business: Team Building
  Strategies for Every Stage
• September 2024 – CA ANZ Tax Agent Services (Code of Professional Conduct) Determination 2024
• November 2024: Access All Areas: Change GPS Panelist Speaker

Magazine Interviews

• CPA – In the Black Article: From Sole Practitioner to SME – How public practitioners can grow their business.

Committee and Industry Representation

• Chair – CPA ACT Public Practice Committee Member since 2012
• Chair – CPA ACT Public Practice Discussion Group Member since 2011
• Member – ATO Tax Practitioners’ Digital Implementation Group October 2023 – Current
• Member – ATO Residential Property Working Group June 2024 – Current