We aim not only to guide/mentor our clientele throughout the accounting/taxation process, but also to maximize the wealth of our clientele by providing advice on all facets of their financial/business affairs.
By specializing in Small to Medium Entities and Individual clientele, we are able to provide unrivaled advice within our client base and understand our clients needs down to the most meticulous detail.
In addition to building lifelong relationships with our clientele, we also aim to build relationships within our community. Accountancy Matters is always looking to support our community, whether this be through sponsoring local athletes, hosting/partaking in charitable events or even our own in house charity aimed at helping the less fortunate/young professionals seek employment within their desired profession.
Accountancy Matters is always looking for volunteers to assist us with our community/charity events, if this is something you would like to be a part of, please feel free to contact our team.
In addition to his extensive experience within the accounting/finance industries, James has run many successful businesses from a very young age.
James’s specialties include:
-High net wealth individuals
-FBAA member (M-328620)
-ATI member (107298)
-Registered tax agent (24693669)
-IPA member (271524)
-IPA public practice certified
-IFA member (IPA 271524)
-CPA member (9787346 (ASA))
-Dip finance/mortgage broking
Oksana’s enthusiasm and knowledge base is a great asset to Accountancy Matters. Oksana has a plethora of experience with Xero, bookkeeping, accounting, taxation and deals with a large range of industries such as:
Oksana has worked with James extensively and has a very similar skillset which also broadens into mortgages and asset finance.
Dolly is a great asset to our team. With a meticulous attention, highly skilled with Xero and excel, you can be assured Dolly will impress you with her accounting skills. Dolly has a broad range of experience with individual tax returns and specializes in sole trader tax returns.
Sunia is a Certified Practising Accountant with a diverse background in Accounting, Business Advisory, Finance and Taxation. His experience provides him with the ability to advise our clients on practical management accounting, taxation and reporting.
Nicole has over 21 years experience in Public Practice and has specialist knowledge in the following:
-Complex CGT issues
-Acquisitions, mergers and liquidations
She has experience with large clients with international investments in business, shares and other assets.
Nicole possesses a broad range of business experience including; primary production, hospitality, trade, retail and wholesale businesses.