About Us

Our Principal Consultant is someone who is an experienced bookkeeper / accountant, having worked for over eleven years in the not-for-profit sector as a Senior Finance Officer. She is a member of the Association of Certified Bookkeepers (MNo: 23893) and is always keeping up to date with the latest accountancy practices and legislation. She is also the mother of three children, one of whom is a Participant in the NDIS due to his disability. She is very familiar with the claiming portals.

As part of our registration and accreditation process we have developed the following Documentation and Policies so you will be aware of how we operate and protect your privacy.


Our Mission

We seek to provide a solution for people to manage their funds to a set budget. We provide a customised approach, with visual reminders and graphics representation of your spending patterns.

Our Values

Respect

We respectfully encourage each person to exercise choice and control and respect the diversity of each individual's needs.


Empowerment

We actively listen to better understand individual needs and expressed aspirations, maximising independence and building confidence and capacity.


Integrity

We are open, professional, authentic and fair in everything we do.


Our Policies and Procedures

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Last Updated: 2024-01-28