Amanda Ward

The Principal

• Bachelor of Business (Accountancy)
• Registered Justice of the Peace (JP)
• Registered Tax Agent

Amanda Ward is a qualified Certified Practising Accountant (CPA) and has been involved in public practice accounting for over 13 years. Prior to her business she has worked in various leading accounting firms across both Victoria & NSW and over this time has become a specialist in all areas that are unique to small businesses.

As a member of the Certified Practicing Accountants (CPA's), Amanda is bound to provide a service of the highest professional standard maintaining regular training and keeping abreast of the latest changes regarding taxation, accounting and financial matters.

Amanda's qualifications and experience assist small business to reach their personal and business goals, specialising in taxation and small businesses. Her passion is working closely with clients to grow their business, improve profitability, maximise wealth creation and offer practical & technical advice in the pursuit of a better quality of life for each and every client.

Nicole Smith

Client Manager Accountant

• Member of Accounting Australia
• Certificate IV in Accounting
• Registered Justice of the Peace (JP)

Nicole joined the firm in 2007 and provides support to both Amanda & Carol. She has experience with small to medium sized businesses and has worked with systems such as Cash-flow Manager, MYOB & QuickBooks.

Nicole enjoys the challenges of public practice and the diverse nature of our clients. She is a very enthusiastic accountant and this shows in her attention to detail when reconciling accounts, preparing company and trust financial accounts, all with the goal to help the clients meet their business needs.

To further her qualifications Nicole is currently studying a Diploma in Accounting.
 

Carol Woods

Senior Accountant

• Member of Accounting Australia
• Accredited Cash-flow Manager Trainer
• Accredited BGL software user

With a career in the accounting industry spanning more than 20 years, Carol has gained experience in both industry as a bookkeeper and as an accountant in various public practice firms.

 Carol has been with the firm since 2002 and brings to the business practical applications and empathy for the tasks confronted by small business.

Carol has extensive experience in working with small to medium sized businesses and can assist with the preparation of financial statements, income tax returns for companies, trusts, partnerships & sole traders.

Carol can also assist in the provision of tax advice in relation to business income and expenses, capital gains tax, GST, PAYG and superannuation. Carol specialises in the management of Self Managed Superannuation Funds (SMSF).

Rita Guntrip

Client Services Manager

• Office Administrator
• Tax Return Preparation Course

Rita joined the firm in 2008 and has a background in Banking & IT. She has several years of experience in office management in a small business environment.

Rita's roles include reception, dealing with the ATO and managing all the client services and administrative processes. She is integral in the implementation of internal systems and procedures.

One of Rita's roles is corporate administrator and is responsible for setting up new entities, maintaining their registers, and electronically updating information to the ASIC.

Rita has recently completed a tax preparation course to assist the accountants and to better understand the needs of our clients.