Company Vision / Mission Statement
- To work as a team to create a culture of excellence through superior service levels and technical ability
- To continually exceed client expectations through pro-active advice and innovation
- To create a culture of trust, honesty, loyalty and respect
- To create an environment where loyal talent is recognised, nurtured, empowered and rewarded
- To enjoy the journey of becoming the finest boutique accountancy firm in suburban Sydney
Andrew G. McDonald, Director
B.Com (BF) GCertFinPlanning (FINSIA), CA, Tax Agent, Registered ASIC Agent, CA SMSF Specialist Advisor, Xero Certified Advisor, Member NTAA, Member Deloitte Black Ink, Member CPN Pitcher Partners
Andrew is a Chartered Accountant and qualified financial planner who has a passion for small business, together with assisting individuals and family groups to create, grow and protect their wealth. Andrew brings twenty years experience to the table having worked closely with franchisors, franchisees, other successful business operators and those with personal wealth of up to $220 million. Andrew has also had the good fortune of working with some of Australia's sporting elite, award winning business owners, top medical specialists, barristers and other top operators. Andrew McDonald is also an Authorised Representative 1243928 of Merit Wealth Pty Ltd, Australian Financial Services Licence 409361, ABN 89 125 557 002
Andrew has a young family who are also passionate about giving to those less fortunate, regularly contributing to WSPA, Amnesty International, Animals Asia Foundation, Westmead Children's Hospital, Save the Children Fund and United Nations HRC.
Also a keen sporting enthusiast, he spent a number of years representing the Canberra Raiders at S.G. Ball, Jersey Flegg and President's Cup levels, when various injuries changed the direction of his career. Andrew also had the good fortune of playing state junior representative rugby alongside the likes of Wallaby legends Joe Roff and Stephen Larkham.
This commitment and dedication to achieving outstanding results has continued, and the 'sporting team' has been replaced by our accounting team, together with a highly trusted network of technical experts for when the situation calls.
Amy Du, Accountant / Client Services Manager
B Com. Accting MCom Fin, CA
Amy has a Masters in Applied Finance and is a high achiever with some exceptional academic results. Having joined us in 2011, Amy has a sensational work ethic, with a commitment to meeting client deadlines. Amy has a keen interest in accounting and finance, and assisting our clients by adding value in areas such as tax planning, accounting services, payroll, software etc.
Amy has an extremely positive attitude and lifts those around her. She is a real team player, always focused on what is best for our clients. Amy is developing knowledge in accounting products such as Saasu, MYOB, Xero, Banklink, and has excellent spread sheeting and data analysis capabilities.
Vivienne Gao Accountant / Client Services Manager
BIS, MCom Accting, CA
Vivienne also has a Masters Degree in accounting, and joined us in 2012 with a specialisation in software and accounting.
Vivienne has excellent attention to detail, and is quickly becoming an expert in Xero and other dynamic accounting packages.
Vivienne also has expertise in advanced budgeting, KPI analysis, monthly management reporting and cash flow forecasting. She also has experienced in managing advanced taxation matters with taxation lawyers and the ATO.
She also has very specialised knowledge in franchising, particularly at the franchisee level in stores such a Michel's Patisserie, Gloria Jeans etc.
B Com Prof Accg from Macquarie University
Nicoletta also joined us in 2012, and has now finalised her accounting degree at Macquarie University. Nicoletta has shown a flair for self managed superannuation funds, and for projects that require attention to detail. She has great problem solving skills and sets a very high standard with her work.
Nicoletta has undertaken large projects with clients, including a number of software conversions from MYOB to Xero. She has also been involved in setting up and designing administration systems for clients, to simplify and increase efficiencies within client groups.