Accountancy Matters is a new age firm which places a large emphasis on automation and implementing systems/technologies to streamline all accounting and book keeping processes.
Automating / streamlining your accounting processes allows your accountant to spend more time on value adding activities such as advisory and less on low value activities such as data entry. In addition, costs can be reduced (or redirected to more beneficial activities), accuracy increased, turnaround times decreased, audits simplified and more importantly, easier to access data, in order to analyse your business’s health.
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 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
-Self Managed Super Funds
-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 a large range of industries such as:
She specializes in tax advice solutions, dealing with taxation law matters (private rulings, early engagement letters, objections, etc) and has a comprehensive understanding of Xero (along with correlating accounting treatment(s)).
Oksana has worked with James extensively and has a very similar skillset which also broadens into mortgages and asset finance.
She primarily focuses on :
– Sole traders
– Investment properties
– handling ATO enquiries
– feasibility studies
– Individual tax returns
– Company tax returns
– CPA member 2175042
– B Bus (Accounting)
She has also many years experience in global conglomerate giants in various industries such as FMCG, Fashion Retail, HR Recruitment, Oil and Gas, Government, and Financial Services covering full sets of accounts, trust accounting, systems implementation, FBT, GST, Payroll Tax, mergers and aquisitions analysis, Business Activity Statements, foreign currency accounting, etc.
Hana is our resident Xero expert A.K.A gun.
Alex is an eager to learn young accountant with a good background in book keeping.
Alex is an asset to our team and with a keen eye for detail.
Alex’s skill set includes:
-Xero set up