|  |  |
 Kellie Wright
Business Principal
A notable success: A substantial benefit for a new client arose from my initial thorough review of their current accounting and management information system.
A previous bookkeeper had overlooked a large amount of input tax credits, omitting to claim them when preparing the client’s Business Activity Statements. I rectified this oversight and made the claim. The ATO refunded the full amount.
How I help my clients: Regular visits to clients’ businesses are essential to providing helpful advice on all of their business operations. I review the information that managers collect through their accounting systems. By staying closely in touch in this way, throughout the year, I help my clients to minimise their tax and avert potentially expensive compliance problems.
| |
