Wellington Takakura

Wellington Takakura: Your Expert Virtual CFO and Bookkeeper

After eight years working as an accounting supervisor in Brazil, Wellington noticed that he was missing something in his career and in his personal life. In 2010 he decided to leave his job to challenge himself by moving to Australia. The first challenge was to learn English so that he’d be able to find a job and secondly, the adaptation process was much harder than expected! The plan was to move back to Brazil after six months of learning English, which he had hoped would enable me to build a better career in Brazil.

He fell in love with Australia, and so decided to extend his stay and studied for a Diploma of Accounting, Certificate IV in Business and then Masters of Accounting. The challenge did not finish there. The next step would be getting a job in accounting to get familiar with the Australian business culture and also put in practice everything that he had learnt from university, teamed with his professional experience back in Brazil. His first accounting job in Australia last three months as an intern in a bookkeeping firm. After the three months internship, he was employed as junior bookkeeper for two years before his journey with The Accounts Studio began.

Wellington’s career trajectory took a significant turn when he joined The Accounts Studio, where he dedicated himself to refining his professional skills with a singular focus: alleviating the bookkeeping burdens for his clients. This commitment to excellence and client service did not go unnoticed. In 2019, a strategic merger saw The Accounts Studio join forces with Carbon Group, culminating in the launch of Carbon Sydney. This move elevated Wellington to a partner role, marking yet another milestone in his ever-evolving career journey.

Core Expertise:

• Financial Reporting & Analysis: Mastery in crafting detailed financial reports, forecasting, and providing actionable insights.
• Systems & Policy Development: Expertise in financial platforms like SAP/R3 and Xero, coupled with the ability to establish stringent financial policies.
• Team Leadership & Communication: Demonstrated leadership of extensive teams with a knack for simplifying complex financial concepts.

Notable Achievements:

• Innovated a financial reporting system, leading to annual savings of $10,000.
• Successfully negotiated a $1 million loan for a critical client project, showcasing negotiation prowess.
• Boosted client satisfaction by 15% through improved accuracy and timeliness in financial reporting.
• Implemented cost-saving measures, reducing operating expenses by 5%.
• Led a team of over 35 professionals, ensuring the achievement of all financial and operational milestones.

Wellington’s Approach

With a blend of technical proficiency and strategic foresight, Wellington’s approach is holistic and personalised. He believes in the power of proactive financial management and strategic advice to not only solve current challenges but also unlock future growth opportunities. Whether it’s enhancing financial reporting systems, developing cost-effective strategies, or leading high-performing teams, Wellington’s mission is to empower businesses to achieve their financial goals with confidence and clarity.

Business tips from Wellington

Being organised and staying in control of your accounts from the beginning is the key to having a healthy and organised organisation. Take the time to implement the right systems and procedures to make running your business easier in the long run. Understand the importance of automation and business cash flow to reap the benefits of a successful business.

Discover Wellington’s Story

From his roots in Brazil to his pivotal role at Carbon Group in Sydney, Wellington’s journey is a testament to his passion for finance and commitment to client success. Beyond the numbers, he enjoys the multicultural vibrancy of Sydney, indulging in local culinary delights and contributing to the community that he now calls home. Wellington’s expertise and dedication make him an invaluable partner for any business seeking to navigate the complexities of financial management and growth.