Advise Accountants

At Advise, we are a team of dedicated professionals who strive to help our clients grow their wealth and achieve their wildest dreams. We are not just accountants; we are strategic planners, business architects, and coaches who offer real-world, practical advice and business insights based on a deep understanding of the figures that can drive your business forward.

Our Services

As a full-service accounting firm, we offer a range of services designed to help our clients succeed. Our services include:

• Bookkeeping & Automation: We help our clients streamline their financial processes, automate routine tasks, and improve their financial reporting. Our team has extensive experience with Xero and other accounting software, and we can help you choose and implement the right tools for your business.
• Bespoke Analysis & Reporting: We offer customized financial analysis and reporting services tailored to your business's unique needs. Our team will work with you to identify key performance indicators (KPIs) and develop customized reports that provide actionable insights into your business's financial health.
• Virtual CFO Program: Our virtual CFO program provides small and medium-sized businesses with access to experienced financial professionals without the cost of a full-time CFO. Our team will work with you to develop strategic financial plans, manage cash flow, and provide ongoing financial analysis and reporting.
• Summit Clubs: Our Summit Clubs are exclusive communities of like-minded business leaders who come together to learn, network, and grow. Our clubs provide a supportive and collaborative environment where you can share ideas, learn from experts, and build meaningful relationships with other business leaders.
• Self-Managed Super: Our team has extensive experience in self-managed superannuation fund administration, compliance, and auditing. We can help you navigate the complex rules and regulations surrounding self-managed super and ensure that your fund is compliant and working for you.
• Taxation: Our team of tax professionals has the expertise and experience to help you navigate the complexities of the Australian taxation system. We offer a range of taxation services, including tax preparation, tax planning, and audit representation.
• Wealth Management App: Our wealth management app provides a comprehensive view of your financial picture in one place. Our app integrates with your bank accounts, investment accounts, and other financial tools to provide a complete picture of your financial health.
• Clarity Wealth Plan: Our clarity wealth plan is a customized financial plan designed to help you achieve your financial goals. Our team will work with you to develop a plan that takes into account your unique circumstances, risk tolerance, and goals.

Our Team

Our team is made up of experienced professionals with a diverse range of skills and expertise. Our team includes:

• Matt Sharwood: Matt is a numbers man by trade, but not by nature. He is an Accredited Mindshop Facilitator and Business Architect with a passion for technology and its potential to positively impact business. Matt is committed to helping clients grow their wealth and enjoy life.
• Erin Roughley: Erin is a Chartered Accountant with over 10 years of experience specializing in advisory services for small business owners. She is an expert in Self-Managed Superannuation Funds and has a passion for helping clients meet their wealth-building goals.
• David Latham: David has extensive experience in applying his skills to the specific needs of each business, from small businesses to public companies and government organizations. He is focused on providing workable solutions to business and takes a pragmatic approach to complex tax matters or issues of business performance.
• Jacinta McDonald: Jacinta is passionate about Business Intelligence and how it can be used to help people improve and grow their businesses. She specializes in Management Accounting and Data Analytics.
• Deb Field: Deb is our in-house Xero guru and bookkeeper. She is responsible for Xero setup and training and loves using Xero Add-ons to streamline business processes.
• Diane Shying: Diane has extensive accounting and bookkeeping experience. She has recently relocated to Bathurst and is looking forward to engaging with the community.
• Katherine Williams: Katherine has worked in the finance sector for over eleven years and graduated from Charles Sturt University in 2017 with a Bachelor of Accounting. She has developed a keen interest in working with creatives, entrepreneurs, and women in business.

At Advise, we are committed to helping our clients grow their wealth and achieve their wildest dreams. Contact us today to learn more about how we can help you.