Sarah has worked almost exclusively with small and medium businesses over the past 14 years. She strives to make a difference for her clients and values the relationships formed as a result of this. You will appreciate Sarah’s personalised approach to assisting you with your affairs. Notably, Sarah’s commitment to her role has meant she has moved up to Manager, and in July 2022 Associate.
As well as her extensive tax compliance and business advisory expertise, Sarah has considerable experience with investors and high-net-worth individuals. Her focus is always on wealth creation and protection, which includes taxation planning, risk management, and succession planning.
A zealous supporter of cloud accounting software, Sarah is able to assist you with quicker, more reliable data, which will make your day-to-day business decisions easier.
She is also a qualified Chartered Accountant (CAANZ) and a Chartered Tax Advisor with the Tax Institute of Australia.
"I will treat your money with as much care and consideration as my own," says Sarah.
Sarah has significant experience delivering compliance and advisory services to medical practices, GP specialists, dentists, and allied health professionals across Australia. Her focus is on structure reviews to ensure they are tax-effective and compliant.
Working with grain farmers, graziers and fruit growers, Sarah has considerable experience with cash flow forecasts, farm management deposits and withdrawals, income averaging, and tax planning strategies. She has assisted many rural clients to restructure their farms for the benefit of future generations.
Small Business & New Business Owners
Sarah has a passion for helping small businesses grow. She has assisted many clients in establishing software as well as transitioning to cloud-based systems. This includes guiding clients through compliance requirements and maintaining bookkeeping records.
She loves to see the progress that small businesses make throughout the year and will assist with the smooth evolution and growth of your business.
Services
"We feel confident in our financial decisions and can focus on growing our business with peace of mind."
John & Barbara Kalleske
Kalleske Vineyards Pty Ltd
Industry Focus
"Helping you achieve your dreams, is our passion, and our strength is in our dedicated professional team."
News & Resources
Acknowledgement of Country
We acknowledge the Traditional Owners of the land where we work and live. We pay our respects to Elders past, present and emerging. We celebrate the stories, culture and traditions of Aboriginal and Torres Strait Islander Elders of all communities who also work and live on this land.
Our Location
255 Port Road
HINDMARSH SA 5007
PO Box 338
Welland SA 5007