Areas of Expertise
- Business Advisory
- Health & Medico's
- Budgets, Cashflow Forecast & Management Accounts
- Cloud Accounting / Bookkeeping & Training
- Tax Planning and Minimisation
Running a business with my husband for over 20 years, I understand first hand the importance of managing cashflow, preparing budgets and the challenges and highs and lows that come with managing staff and payroll.
I enjoy building long term business relationships with my clients. I pride myself on my communication skills and find it rewarding to assist my business clients to understand their business needs and to overcome the various obstacles that arise to meet their tailor-made business goals.
Having worked in public practice since 2008, Lisa combines her business experience with taxation skills to ensure the best overall outcomes, especially for professional services businesses, health professionals, hair and beauty, building & construction and management rights. She has a particular interest in tax planning/ minimisation and small business CGT concessions.
With years of experience in Bookkeeping and Management Accounting before expanding into tax, Lisa also loves to assist her clients to establish tools to measure business performance and creating systems and processes to prepare accurate accounts, build budgets, manage cashflow and successfully run business operations.
She has experience in preparation of general purposes accounts as well as reporting requirements to meet QBCC obligations.
Having lived on the Gold Coast since she was two she is lucky to have family and friends to fill her weekends. She love walking on the beach and eating great Mediterranean food. She loves travelling and would love to visit Italy every year.