BUSINESS PROFILE SERVICES LINKS IMPORTANT DATES CONTACT

BUSINESS PROFILE - MISSION STATEMENT
"To increase our client’s financial understanding and wealth through accurate, timely and meaningful taxation advice."

 

BUSINESS PROFILE - CLIENTS
The majority of our clients operate in the agriculture industry, with the remainder spread evenly among the Building, IT, Retail and Service Industries. They range in size from small sole traders to over $10 million turnover. We help advise on business startups, including the most effective tax structures, as well as growing existing businesses and providing the most efficient and accurate tax advice.

 

BUSINESS PROFILE - STAFF

Paul McConnachie (IPA) -
Paul is our Managing Principal with 20 years experience. Paul started his career in Horsham at Green, Taylor, Ainsworth & Ryan, the largest Chartered Accounting firm in Western Victoria, in 1989. In 1991 he moved back to Bendigo to start with B.W.R Barker & Associates before starting his own practice in 1997. Paul is a Fellow of the IPA and a member of the NTAA who is an expert at specialist tax advice and superannuation planning advice. He supports his local team YCW Eagles in the Lodden Valley Football League.

Lisa McConnachie -
Lisa has a Bachelor of Education and has been our Office Manager since 2003. She is interested in environmental sustainability, loves music and is happy to be an optimist.

Kristen Allender -
Kristen Allender is our receptionist, joining us in August 2013. She has spent most of her career in the administration field, working for lawyers. Kristen enjoys creative writing, documentaries, cats and the internet.

Louise McNair -
Louise has a had many years in Hospitality Management roles and more recently (last 7 years) in Bookkeeping and Operational roles in Trade based business in Bendigo. Louise just recently completed a Diploma of Accounting to compliment and further her knowledge in the Bookkeeping field. In her free time Louise enjoys travelling, watching AFL, cooking and enjoying the great outdoors with her four children and husband.