Ian Morris

CA, CTA, PGDipAcc

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t: (07) 3210 5520

Ian has many years of experience working with small businesses to achieve their financial goals, as well as senior financial roles in industry and the not-for-profit sector, plus accounting education. His passion is for obtaining optimal taxation outcomes for small businesses, ensuring the business is in the right structure, and for helping business owners understand what their financial statements are telling them. Ian is a Xero certified advisor.

Specialties

Taxation and accounting compliance, taxation advice, taxation planning.

 

Troy Green

B. Bus, CPA

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t: (07) 3210 5565

Troy has many years of experience managing the taxation affairs for a vast range of small to medium sized businesses and individuals, from various industries including construction, property development, IT, graphic design, veterinarians and other professionals.

Specialties

Taxation and accounting compliance, taxation advice, financial reporting, QBCC financial reporting, taxation planning, and Xero setup and support.

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Travis Bacon

B.Bus, CA

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t: (07) 3210 5569

Travis has a passion for small business and helping them achieve efficiency gains in internal processes to drive easy profit wins.  He is well known for assisting owners in setting up reporting systems that allow them to keep their finger on the pulse of the business at all times. You might find Travis running trails at Mt Coot-Tha or cycling along the river. Drop Travis a line to discuss your easy wins over coffee.

Specialties

Virtual CFO, financial and management reporting, IT systems and process implementation, Taxation and accounting compliance, taxation advice, business planning and improvement, waste audits and internal process design.

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Genevieve Olsen

B. Bus

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t: (07) 3210 5538

Genevieve works closely with clients to set and achieve business goals in a vast range of industries including science & technology, professional practices, retail and property development. She also has experience with the setup and ongoing use of accounting software, in particular MYOB and Xero.

Specialties

Taxation & accounting compliance, Tax Planning, SMSF compliance, Estate Planning, Software setup & support (Xero, MYOB, Cashflow Manager, Netsuite), Cooperative Research Centre’s, Cashflow Projections and Analysis

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Ben Little

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t: (07) 3210 5541

Ben has experience in the specialist area of audit and assurance in the not-for-profit, public and private sectors and government owned corporations. Ben has experience with clients in areas such as community service organisations, education and child care, health care and general practice, construction, engineering, insurance and financial services, wholesale and distribution, aviation and logistics.

Specialties

External audits, financial report preparation in accordance with Australian and International Accounting Standards, independent due diligence engagements for business acquisitions and mergers, preparation of financial statements of ASX listed entities, real estate and solicitor trust account audits/examinations.

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Shahzad Panjwani

B.Com, ACCA

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t: (07) 3210 5535

Shahzad has more than six years’ experience in external and internal audit and assurance engagements with clients ranging from small to medium sized entities. Shahzad has gained exposure to various industries including automotive, retail, not for profit, logistics, health services and construction.

Specialties

Financial report preparation in accordance with Australian and international accounting standards, working on accounting issues faced by clients.