Managing Director – FIPA, CPA, B COM, Registered Tax Agent
Cultivating a 20-year love for all things business & accounting, David has built and continually builds an innovative firm that places the client at the centre of it all.
With an impressive array of qualifications, including two public practising certificates (IPA & CPA) and, of course, the required tax agent registration, David has accrued significant experience in the fields of small business tax & accounting.
Senior Tax Accountant – ACTA, B LAWS, B COMM
Jimmy has spent his professional career managing client relationships that go beyond just the numbers. He is tactical in his approach and delivers timely and actionable strategies.
With a client base that ranges from promising startups, established SMEs, and even social media influencers, Jimmy has contributed to the growth of many businesses across New South Wales, ensuring that they receive relevant advice while providing an easy to digest lens to which to view the tax landscape.
Karen Lai Lee
Business Services Manager – CPA, B ACC
With over 15 years of accounting experience, Karen’s accomplished career spans multinational global leaders, multiple tax jurisdictions and, of course, an impressive array of clients with combined revenues well into the tens of millions.
Fully adept at navigating complex accounting setups and servicing a wide range of specialised accounting software, Karen’s competencies lie not only in her management of such systems but in her expertise in consistently improving inefficiencies where found.
Logistical by nature, Rosel continually seeks to optimise how her clients do business, ensuring their compliance obligations are met while reducing the clutter to their books.