Mandy Wallace, principal accountant and owner of the firm since 2014 says the expanded team are ready to welcome new business with tailored financial advice and accounting services.
Mandy has been working as an accountant for eleven years, and together with Michelle Taylor and Michelle Drever, Joe Oram and Associates offers a variety of services for business and individual clients.
Whether it’s streamlining BAS preparation and lodgement, ensuring the best possible outcome for your business with taxation and superannuation planning advice, or the set-up of companies and trusts for primary producers, individuals or families, the team at Joe Oram and Associates can assist you.
“We tailor solutions for our clients,” Mandy said. “Every business is different, but our expertise means we can look after every business’ needs.”
Located at the Airport shopping complex in Ballantine Street in Clinton, Amanda purchased the firm in 2014 from Joe Oram, who founded the firm in 2003.
“I started working here in 2013 and purchased the business from Joe the following year.”
“We are currently celebrating three years of me being the business owner,” Mandy said.
After relieving Michelle Drever who was on maternity leave last year, Michelle Taylor has now joined the team as a permanent staff member. “I didn’t make life easy for myself by employing staff members with the same name,” Mandy joked.
“We now have three professional accountants working hard to secure our clients’ financial future.”
The new, expanded team are looking forward to continuing to work with existing clients as well as welcoming new clients with their increased capacity.
“Business and private clients have the right to expect efficient service, so we’ve expanded the team to be more accessible and responsive.
“Clients can rely on us to deliver on our promises.”
Together with practice manager Lisa Grey and two receptionists, Allison Perry and Coralie Wood, the Joe Oram and Associates team will ensure the best possible outcome for your personal or business requirements.
“All our clients, they’re so fantastic, they listen and they take on board the advice that we give them, giving them the opportunity to focus on their business,”
“We work closely with them and develop one-on-one service to grow trust. Our clients know that their business finances are in great hands.”
“We have a broad range of clients from individuals, farmers, primary producers and small business owners. We work with their unique skills and abilities that they have within their businesses. We cater to our client’s bookkeeping capabilities whether it be Cashflow Manager, Xero, Quickbooks, MYOB, excel spreadsheets or a shoe box full of receipts,” Mandy said.
“We can ensure that BAS preparation and lodgement runs smoothly, organise GST and ABN registration and the full spectrum of superannuation and taxation advice for all entity types.”
“At this time of year, our main focus is on our salary and wage earners and the preparation of their tax returns.”
“From October onwards, we dedicate the majority of our time to our business clients, satisfying their taxation obligations, ensuring lodgement deadlines are met. Now we have another accountant on board we have the capacity to open our books to new clients without compromising our great level of service,” she said.
Call (07) 4978 1191 or e-mail firstname.lastname@example.org to secure an appointment.