About Proactive Accounting and Financial Services
You’ve made it to our website so there’s a good chance you’re looking for an accountant, bookkeeper and/or accurate taxation advice for your business.
As our name suggests, we are a proactive finance advisers team. So…what exactly does that mean?
Well…we work with a lot of small businesses – of varying sizes – run by people probably just like you, who are busy running their business on a day to day basis with a keen eye on business growth and success.
What we’ve found is that when your days revolve around being an expert at what you do, working in and on your business, you really need an expert partner chugging away in the background, looking after your interests.
The thing is, when you’re in the process of building your empire you often don’t know what you don’t know, especially when it comes to tax planning, tax returns, saving yourself time and building your wealth…
…and that’s where we come in!
Experience within both private and publicly listed companies as financial controller and financial director, in South Africa and Australia, have given me invaluable insight into what it takes to drive business success.
My specialisations include:
• CPA & SMSF specialist
• ASIC registered SMSF auditor
• Registered Tax Agent
• Fellow of CPA (FCPA) Australia
I find it deeply satisfying when I am able to help you transition from essentially being self employed to becoming a prosperous business owner…it’s why I do what I do.
Managing the challenges of business growth takes specific and specialised knowledge and skill, I take great pride in using what I know to help people navigate through that rocky path to smooth solid ground.
Alec provides advice about Self-Managed Superannuation Funds as an Authorised Representative of Australian Unity Personal Financial Services Ltd, AFSL 234459, ABN 26 098 725 145.
I know what it takes to succeed and I absolutely understand the kind of support you need when you’re in business for yourself.
For more than 10 years I’ve been helping my clients – my process is to guide, educate and support you on your business journey.
My specialties include:
• Business advisor
• Accountability partner
A registered tax agent and member of CPA Australia, I completed my Bachelor of Commerce degree in 2009 but have actually been working in Accounting since 2007.
The right tools for the right business can make all the difference. I use the numbers in your business story to help you build a solid platform for business success which is based on making the most constructive and profitable decisions.
Client Services Assistant
Originally from New Zealand, my background includes a long history of experience in accounts receivable and debt collection.
Managing and supporting Alec and Clea is one of the things I do best…
…along with making the best coffee in Ashmore, but don’t take my word for it, come in and try it for yourself.
My other super power is liaising with the Tax Office, particularly when it comes to arranging payment plans to take the pressure of our clients, and producing positive outcomes.