Sharon Lloyd

Partner

BComm GradDip (ICAA), DipFS (FP) FCA

With a focus on expanding her clients' financial knowledge, Sharon's hands-on approach and practical advice have seen her become a sought-after member of Brentnalls SA.

As an accountant and business adviser, Sharon brings considerable expertise to her role, and many clients have come to view her as an extended part of their team.

Helping her clients understand the value of healthy cash flow is a crucial component of Sharon's methodology. At the same time, budgeting, forecasting, and tracking numbers go hand-in-hand to assist in increasing her clients' financial wisdom.

Getting the numbers right 

For Sharon, there is more to her role than just getting the figures correct. She views ensuring her clients understand the intricacy of numbers as just as essential and is always keen to share practical advice.

This level of advice extends to succession and wealth planning, where Sharon helps clients see the link between business wealth and personal wealth.

"I love those 'eureka' moments my clients have when the numbers make sense and I hear them say, 'I get it!" says Sharon.

Industry Experience

Agribusiness
Sharon has worked with a variety of farmers and clients in the agribusiness sector, including fruit and vegetable growers, beef cattle and grain farmers. She has considerable experience with cashflow management and budgeting and industry specific tax areas, including farm management deposits, income averaging and primary producer tax concessions. 

She has successfully assisted her clients in the areas of restructuring, successions planning and business growth.

Not-for-Profit

Sharon specialises in the Not-for-Profit sector and has assisted clients in establishing structures, providing advice on Governance and the management of the day-to-day accounting functions. She has assisted many of her Not-for-Profit clients in moving to cloud-based software. She is up to date with the Australian Charities and Not-for-profits Commission (ACNC) and Australian Securities and Investments Commission (ASIC) guidelines and reporting obligations. She has experience with general purpose financial reporting, cashflow management and budgeting within this sector. She has considerable experience with industry specific tax knowledge including Fringe Benefit Tax Concessions and salary packaging for employees.

Book an appointment with Sharon here.