About Us

About Us

We offer an all round personalised service delivering a high level of expertise with a focus on helping small business and individual investors get it right and grow. This includes business set up, planning and management advice as well as tax return preparation, accounting and bookkeeping compliance work.

For work outside of our field of expertise we have associations with professionals with specialist knowledge in general financial advice, property development and other specialised taxation matters such as estate or succession planning.

Our Staff:

NAME:           JEAN MacLEOD

POSITION:      Principal

QUALIFICATIONS:

As required for admission to:

  • The Institute of Public Accountants,
  • The Association of Taxation and Management Accountants,
  • The Institute of Chartered Secretaries (UK),
  • The Institute of Chartered Secretaries Managers (Aust).
  • Registered Tax Agent
  • Certificate in Business Planning
  • RG146 Certificate for the provision of Financial Advice to Self Managed Superannuation Funds

EXPERIENCE:

Jean has worked in a variety of small, medium and large sized CPA and Chartered accounting firms as well as running her own practice. She has had a lot of experience in performing a variety of Business Service and Taxation functions for over 30 years. Initially her practice was commenced on a part time basis while she worked in the professional accounting industry full time. Eventually the situation was reversed and she worked in her own practice on a full time basis and for other professional accountants on a part time or contract basis. Currently she is the Principal of this practice on a full time basis and in her spare time she helps runs the Organic Avocado Farm where the practice offices are currently situated, in peaceful rural surrounds just 30 minutes from the centre of Gosford on the NSW Central Coast. Over the years Jean has gained a huge amount of experience on the job as well as continued formal professional development and has a certificate in Business Planning and recently attained RG146 compliance to provide financial advice to Self Managed Super Funds.


NAME:                           Michelle Doorey

POSITION:                     Senior Accountant

QUALIFICATIONS:         Bachelor of Management

                                      majoring in Accounting

EXPERIENCE:

Michelle has worked mainly in medium sized accounting firms across the NSW Central Coast performing a variety of Business Service functions for over 7 years. Prior to that, she had almost 6 years experience in a commercial accounting environment.

She also has over 7 years experience in Auditing & Assurance working with clients of a variety of sizes and in many different industries including small to medium sized private enterprises, registered clubs, real estate and solicitor trusts, co-operatives, companies limited by guarantee, sub-branches and community based not-for-profit organisations.

Michelle successfully completed her exams in December 2012 and is now a fully qualified CPA.

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