smart accounting decisions
Its easy, when you have the right help.
Tax Advice and Planning
Profit Planning
SMSF Advice and Administration
Board of Advice
- Meeting regularly with you
- Reviewing and discussing changes in the key financial/industry performance indicators
- Resolving governance issues, implementing risk minimisation strategies
- Addressing current/future strategies and operational matters
Our goal is to help you to retire financially secure by providing good quality independent and objective advice.
Business Valuation
The method we use has received patent approval in Australia and has been tested and approved in court.
Our valuation approach allows you to understand the impact of change, significantly reducing risk and providing confidence in decision making.
Individual Tax Returns
CFO Lite
Monthly- Preparation of Annual Financial Accounts
- Preparation of Income Tax Returns
- Standard Xero Subscription
- Bi-Annual Meeting with an Accountant
- Activity Statement (BAS) Lodgement (Monthly IAS if applicable)
- Submit Annual Payroll & Payment Summaries
- Annual Tax Planning
- Support Queries
CFO
Monthly- Includes CFO Lite +
- Quarterly Meeting with an Accountant
- Annual Budgeting and KPI’s via Crunch Boards 3-Way Forcasting
- Access to Crunch Boards
- Management Reporting Pack Provided at Quarterly Meeting
CFO Plus
Monthly- Includes CFO +
- 12 Month Rolling Forecast with KPI’s via Crunch Board 3-Way Forecasting
Custom
Monthly- Accounting plan tailored to your business needs
ANDREW RADFORD
Partner - B. Comm, IPA.
Andrew has been with atr Accountants for (guess how many?) years. He has seen many changes in that time both in the office and with valued business clients.
Outside of the office, Andrew is a busy father of Sam and Nina and always has a project on the go (great architectural dreams) with wife, Emma. He will often been found on the family farm, and talking shop with other dairy farmers, with his extra curricular involvement with Moo and You.
CAMERON TAYLOR
Partner - B Ec, CPA
Cameron volunteers his accounting prowess outside of the office and is Treasurer for the Boat Harbour Surf Lifesaving Club.
You might find him in the ocean, when he’s not nutting out the best moves for your business.
Daniel Cox
Accountant - B. Comm, CA
Daniel also volunteers his time as Director of Vincent Industries Inc – an Australian Disability Employer
Alison Russell
Accountant - B. Bus, CPA.
Outside of work, she is one of the passionate founders of WIN (Women’s Interactive Network) empowering professional women in the local area with regular events!
Jayne Gladwell
Accountant- B. Bus, CPA
She has a keen interest in agricultural businesses and operates a cropping enterprise with her husband. You also might find her with a green thumb gardening, doing craft and travelling.
Rosalie Martin
Accountant - B. Bus
She is also a crafty mother of two boys and highly involved in community development projects that particularly involve families and their children. Rosalie is an advocate for gymnastics as an entry level activity for all sports!
Hannah Berry
Accountant - B. Bus
Hannah has returned to atr Accountants after previously living in Newcastle for three years. She dedicates her days to Self Managed Superannuation Funds, working alongside Rosalie.
Busy mum of two gorgeous boys, Hannah still dreams of sunny days spent in the Greek Islands and trekking around Europe!
Linda Stirling
Client Services
What could keep you busier than working in our office you say…… TWINS, we reckon. Mum to two gorgeous boys, Linda has a passion for all things corporate secretarial and keeps our Self Managed Super Team running smoothly.
Her spare time is spent caring for her horses and playing sports. And lets not forget Taxi-ing around those busy, sporty boys.
Sharyn Groenewege
Client Services
Sharyn had a brief stint studying Psychology though has found her feet at the front desk in atr Accountants, where she now understands how important good financial guidance is. She does not have much free time being a doting Nan to three adorable grand-children. Sharyn has three girls Laine, Montana and Bailey (with husband, David) and says that “are not little anymore no one told me that you are just as busy when the kids get older!”
Free time is “when the dog walks me”, cooking for family and friends, reading a good book and making great memories at the shack in Boat Harbour. Sharyn is dreaming of a quieter time when she might travel with her husband…
Cassidy Lawrence
Client Services
Meet Cassidy. A friendly face who is a superstar at using Xero. With her roots deep in the region being born and bred on the North West coast, Cassidy is currently on a local dairy farm with her husband. She enjoys spending time at Boat Harbour beach year round with her two beautiful children Arlo & Mac.
Rachel Millhouse
Accountant - B. Bus
Rachel works in our Self Managed Superannuation Team and is a quiet achiever! Her hard work and dedication is evident both in and outside the office. Married to a farmer, Rachel is certainly busy. She enjoys spending time with son Noah.
Ebony Cullen
Accountant - B.Bus
The youngest of our staff, Ebony is a bright and friendly face in the office. Working with Daniel and Jayne, Ebony is a whizz at Xero coding. A fur-mum of two playful (naughty) pups, she also plays football in the local women’s leauge.
Cassandra Crawford
Client Services
Meet Cass. You may have already made acquaintance over the telephone. Cass is a friendly face in Client Services who keeps the accountants on track. She enjoys walks around our beautiful town in her spare time.
Jess de Bomford
Accountat - B.Bus
A busy mum to three boys, Jess enjoys working on small businesses and individual tax returns with Alison. With a keen eye for detail, she makes sure no deduction is over-looked.