Sarah Clayton is our CEO and managing parter. She provides tax advice and tax planning strategies to individuals and business across Australia. Sarah also provides accounting and bookkeeping services to a wide range of industries including personal services, hospitality, building, retail and the non-profit sector.
Sarah is a CPA, IPA and registered Tax Agent with over 20 years of Tax, Accounting & Bookkeeping experience. Sarah also holds a double degree in Business and Information Systems majoring in Accounting.
Sarah loves to develop close relationships with her clients and help develop long-term systems and solutions.
Very much loved by our clients for her incredible organisation skills, strong attention to detail and super fast responses; Kate has been with our team since 2015. Kate loves to create and maintain efficient systems for our clients and she has many years of bookkeeping experience. Kate holds a diploma in Accounting.
Trudi is a Chartered Accountant with over 15 years’ experience in tax advisory and accounting services, focusing on private business, fast growing starts ups and high net worth individuals. Her proactive approach, combined with her ability to build strong relationships with her clients gives her the ability to maximise the success of her clients and deliver values to their business beyond their expectations.
Trudi holds a double degree in commerce and law as well as a Masters in Taxation
Bernadette is a CPA with more than 30 years of accounting experience. She specialises in providing high-net-worth individuals, professionals and business groups with commercial, and solutions-driven business and taxation advice. Bernadette has assisted clients with the establishment of corporate structures, high-level tax advice, and a wide variety of bookkeeping services.
Bernadette holds a business degree majoring in Accounting.
Head of Taxation
Tina is a long standing member of our team and skilled Chartered Accountant with over 20 years of experience. Tina specialises in SME’s with a focus on business structures, asset protection as well as business buy / sell and CGT issues. She works closely with both organisations and family businesses and understands the importance of building strong relationships. She is forward thinking, anticipating tax issues and advises clients using a tailored approach. Tina believes in working purposefully and strategically with an aim to maximise value for her clients.
Tina also holds a bachelor of business degree majoring in Accounting.
Rebecca is a CA with over 15 years of accounting experience working within banks and large accounting firms. Rebecca is a creative genius with all things bookkeeping, and she absolutely loves to setup and streamline a perfect set of books. Rebecca works closely with creatives, tradies and small businesses across Australia. Rebecca holds a masters degree in Accounting.
Pru is independently registered and our preferred BAS agent. Pru has more than 20 years of bookkeeping and BAS experience. Small business has always been Pru’s passion and she loves to develop close working relationships with small business owners where together a positive overall difference can be made. Pru is our Xero guru!