Your financial management made easy

Feeling overwhelmed by the financial paperwork of running a non-profit?

Without expert support, you could be missing out on opportunities to maximise your funds, or worse… putting your organisation at risk.

If you’re ready to have peace of mind about your non-profit’s financial health, you’re in the right place.

Our team is made up of dedicated and knowledgeable non-profit accounting specialists.

We’re here to help you understand your financial responsibilities and maximise the use of your funds.

We’ll assess your organisation’s current financial situation, help you plan for the future, and ensure you’re in the best possible position moving forward.

Managing your not-for-profit’s accounting and finances can be tricky, especially when dealing with multiple funding sources and strict reporting requirements.

Non-profit accounting is our specialty.

We’ll get you up-to-date, help you maximise your funds, and ensure you’re compliant with all reporting requirements

Ready to get your not-for-profit’s finances on track?

Sam Keats | Director & Accountant Bachelor of Business (Accountancy)

Sam is a taxation specialist with over 20 years’ experience.

Highly sought after for her expertise, Sam is on hand to help you with all your taxation needs.

Sam also brings a wealth of experience working with not-for-profits and has sat on the board for a broad range of charities over the years.

Whether you’re a business owner (large or small) sole trader, not-for-profit or are searching for trust or individual support, Sam can help.

Rebecca Cornish | Accountant Bachelor of Business & Commerce

Rebecca’s specialty is in business growth, development and future planning.
With extensive experience in public practice, she’s here to help you with all your business taxation and compliance needs.

Chat to Rebecca for:

• Virtual CFO services
• Advice on all things new business and structure
• Support with trusts, companies and sole trader taxation requirements

Melanie Thomson | Accountant Bachelor of Commerce (Accounting)

Melanie has extensive experience in public practice and holds strong relationships with all of her clients. Specialising in supporting small to medium businesses, Melanie can help guide you through complicated and time consuming accounting and BAS requirements.

Chat to Melanie about:

• Accounting and tax returns for trusts and companies
• Tax returns for sole traders

Chris Fox | Accountant Bachelor of Business (Accounting)

Chris has years of experience in public tax practice. Building strong client
relationships and supporting you through the complexities of taxation and compliance is what Chris does best.

Chat to Chris about:

• Individual taxation requirements

Jenny Lawrence | Bookkeeper Cert III Business Administration, Diploma Accounting

Jenny is a highly experienced, Xero certified, bookkeeper with a wealth of experience. Jenny will work closely with you to ensure that all of your bookkeeping and payroll requirements are met.

Chat to Jenny about:

• BAS – quarterly and monthly
• Superannuation
• Payroll and
• Bookkeeping

Catherine Maddock | Bookkeeper Cert IV Bookkeeping

Catherine is a highly experienced Bookkeeper who has an exceptional eye for detail. Xero certified, with a wealth of experience, Catherine will work with you to streamline your processes and keep business running smoothly from behind the scenes.

Chat to Catherine about:

• BAS – quarterly and monthly
• Payroll
• Superannuation requirements
• Bookkeeping

Stephanie Schmidt | Bookkeeper Cert IV Bookkeeping

Stephanie is the newest Bookkeeper to our team. Xero certified and dedicated to
delivering the best possible outcomes, Stephanie works with you to keep your books and BAS up to date.

Chat to Stephanie about:

• BAS – quarterly and monthly
• Bookkeeping