19 November, 2024
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CFO Services
Achieving business growth is no easy task. But what if we were to say that the key to achieving it is in your hands?
As a business owner, you may have heard of the term “virtual CFO” or “outsourced CFO services” but aren’t quite sure what it is or if your business needs one.
In short, a CFO (Chief Financial Officer) service provides highly skilled outsourced financial planning and analysis to companies virtually, on contract or in-house.
It’s all in the data, and our expert team can help you dive deeper than ever before into those numbers to identify opportunities for growth. We’re able to help with this because we’re doing it for ourselves.
We work with you, not just to present financial reports, but to identify new ways to grow your profits and your business through your business’ data and reports. Our CFO Services can assist with budget vs variance analysis, growth and profit strategies, virtual CFO and advisory boards.
Teaming up with our bookkeepers and accountants, we develop a strategy that works for your business now and for the future.
By working with an experienced CFO Services professional, you’ll benefit from their experience and knowledge to grow your business. How we can help you:
Assisting you to ensure your business is listing-ready.
Creating compliant general purpose financial statements.
Creating business KPIs such as creditor and debtor days.
Discovering new methods and avenues for business growth and profits.
Ongoing compliance with auditors, tax professionals and policies.
Analysing the risk of new ventures you’re considering.
Advice tailored toyour business
A virtual CFO will add value to your business through their expert financial advice, while saving you on employing someone full-time in the role. Sometimes in business you end up in a cycle where you are just doing the same thing every day, without ever knowing if you’re making any progress.
Hiring a virtual CFO breaks this cycle by bringing in the right type of expert to not only help you track your progress but give you helpful tips on how to reach your business goals. Other benefits include:
- Greater flexibility and availability since virtual CFOs can work with your business remotely
- Reduced risk of hiring a full-time CFO who may not be the right fit for your company and,
- Access to a wide range of business tools and expertise, including bookkeeping and budgeting services.
Frequently Asked Questions
Our CFO services include financial strategy, budgeting, forecasting, cash flow management, financial reporting and advising on financial decisions to help businesses achieve their goals.
Virtual CFOs have become more popular in recent years as it’s a way for small and medium businesses to experience the benefits of expert financial advice without having to fork out a full-time salary.
A virtual CFO provides the experience and expertise which normally costs in excess of over $100K for only a faction of the cost. It allows small to medium businesses to enjoy the benefits of having a Chief Financial Officer without having to employ someone internally. Other benefits include helping improve profitability and providing guidance on making informed decisions about your company’s financial future.
Yes, Virtual CFO services can be tailored to meet the specific needs and goals of your business.
Businesses of all sizes can benefit, from startups needing strategic financial planning to established companies looking to optimize financial performance.
Companies that stand to benefit most from virtual CFO services are rapidly growing businesses with complex financial needs. If your business falls into this category and you don’t have the in-house expertise to manage your finances adequately, then a virtual CFO could be just what you need to take your business to the next level.
A virtual CFO can also help if you are:
- Struggling to make informed financial decisions.
- Wasting money on unnecessary expenses.
- Needing help to develop long-term financial goals.
Have a virtual CFO for a lower cost than having a person in the role, with the investment starting at $1000 per month. Contact us to let us know what you’re looking for and we’ll tailor our service for you.
- Determine what services your business needs by analysing its current financial state and long-term goals.
- Research different CFO service providers and compare their qualifications, experience, and areas of expertise.
- Contact each potential CFO service provider to understand better their approach to financial management and how they will help your business succeed.
You should engage with your virtual CFO at least quarterly to discuss your business and plan a pathway forward. That way, you can identify any possible issues before they cause problems for your business and ensure you’re on track to reach your business goals.
CFO services complement your existing team, providing high-level strategic oversight while your team handles day-to-day financial tasks.
Yes, a CFO can assist in securing funding, managing investor relations and providing insights to attract potential investors.
Have your very own CFO with our virtual CFO services.
Contact us today Book a free consultation
To find out more about Carbon CFO Services or request a complimentary consultation, simply fill in the form below.
Our Latest
A local team dedicated to your business.
Allison Gardiner
PARTNER
With over two decades working with small business owners in Melbourne, Allison understands what causes stress and how bookkeepers can implement systems and strategies to minimise it. Allison’s practice focuses on systems and automation, helping to make life easier for everyone.
Gail Rogerson
PARTNER
Having experience in being a broad minded logistical thinker, Gail has the skillset to assess, plan and implement a project utilising the people and resources available to provide mutually beneficial results
Wellington Takakura
PARTNER
Wellington joined us in 2019 when The Accounts Studio merged with us to launch Carbon Sydney. As a partner, Wellington takes pride in helping his clients work efficiently through automation, so they can focus on growing their business. Wellington is originally from Brazil, and moved to Australia in 2010 for a 6-month trip but never returned!
Trudi Yip
PARTNER
Trudi joined us as a Partner in Sydney, following the partnership between her firm Numeric Eight and Carbon. Outside the office, Trudi enjoys spending time with her husband and their two Cavoodles, and can often be found still helping out the family business at the Sydney Markets.
Marc Wiriadisastra
PARTNER
Marc joined Carbon in 2017 as the establishing partner of our business advisory division, bringing along with him an excess of 7 years’ experience servicing a portfolio of international, listed, government and private clients. He enjoys providing financial support to his clients which results in their business growing.
Dale Ettridge
PARTNER
A Chartered Accountant with a background in Audit, Dale joined us as Manager - Enterprise Advisory looking for a new challenge. In less than a year, Dale became a Partner in our Bookkeeping & CFO Services division. One of Dale’s favourite parts about his work is the opportunity to get to know people, and he loves a good chat.
Kate Kapovic
PARTNER
Working in the financial services industry for the past seven years, Kate discovered her love of working with small businesses, being their back-end support and seeing them grow. In 2020, Kate became a Bookkeeping & CFO Services partner and works from our Mornington Peninsula office.
Deb Vawdrey
PARTNER
Deb has been in the financial services industry for over 20 years, most of which has been spent running her own bookkeeping business. Not only is Deb a registered BAS Agent, Xero and MYOB partner but she also spent a couple of years teaching Cert IV Financial Services (Bookkeeping). She also teaches yoga, loves local food and wine with friends and family and enjoying the outdoors.
Jason Parish
PARTNER
Jason joined Carbon in 2020 as a partner within our advisory division. After successfully owning and managing Parish Business Services for many years, he made the decision to join our network to experience the benefits of a forward-thinking accounting firm with a passion for technology.
Maree Hornsby
PARTNER
Maree has a Certificate IV in Accounting from Chisholm, and is a BAS Agent. Maree’s background includes working with Bunnings, Subway and the ABS. Maree is a problem solver, and when not working, spends time with her happily blended family with husband Matt, and four kids.
Jack Schoppe
CA
FINANCE MANAGER & CORPORATE ADVISOR
Bookkeeping & CFO Services
Jack Schoppe
FINANCE MANAGER & CORPORATE ADVISOR
With a background in auditing, Jack, a Chartered Accountant and an Associate of the Governance Institute of Australia, has 11.5 years of experience providing various audit/assurance services for listed, private and not-for-profit entities. Specialising in mining, technology and industrial sectors, he's worked in Perth, London, the Philippines and several other Australian cities. Outside of work, Jack enjoys golf, fitness, learning Portuguese, scuba diving, travelling and being a sports fanatic.
Benedict Lowe
CPA
MANAGER - CFO SERVICES
Bookkeeping & CFO Services
Benedict Lowe
MANAGER - CFO SERVICES
With seven years in accounting and finance, Benedict brings expertise from five years at Deloitte in audit and advisory and two years at Macquarie Bank in reporting. A CPA with a Law LLB from the University of London, he specialises in tech, retail and professional services, focusing on driving client performance. Outside work, Benedict enjoys running, soccer and following Arsenal FC.
Gavin Raimondi
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SENIOR MANAGER
Bookkeeping & CFO Services
Gavin Raimondi
SENIOR MANAGER
As a Senior Manager, Gavin joins our Bookkeeping & CFO Services team in Osborne Park. After graduating from Curtin University with a Bachelor in Commerce (Accounting and Finance), Gavin has extensive experience in tax and commerce, particularly as a Financial Controller in manufacturing and logistics. He's passionate about football (both AFL and NFL) and enjoys picnics, family dinners and quality time with his wife, son and dogs.
Jacqueline Cardeaux
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SENIOR MANAGER
Bookkeeping & CFO Services
Jacqueline Cardeaux
SENIOR MANAGER
An accountant with over two decades of experience, what Jacqueline enjoys most about the accounting industry is the opportunity to support clients in a variety of different industries. She also spent 12 years in Asia for a resort developer in the hospitality industry. Outside of work, Jacqueline loves travelling, gardening and watching her son play sport.
Ainslie Simpson
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SENIOR CLIENT MANAGER
Bookkeeping & CFO Services
Ainslie Simpson
SENIOR CLIENT MANAGER
Ainslie joined the bookkeeping team at Carbon after completing her Cert IV in Financial Services at WiseClick Training. She’s responsible for the setup, training and troubleshooting within the bookkeeping department. Ainslie ran the financial side of her husband’s business whilst bringing up their two sons. Outside of work, Ainslie enjoys cooking, the beach and running. She’s even run a marathon!
Lisa Cash
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SENIOR CLIENT MANAGER
Bookkeeping & CFO Services
Lisa Cash
SENIOR CLIENT MANAGER
Lisa has a wealth of experience in accounts roles, entering the industry straight from school. Her clients thought it was hilarious when she got married and her surname became Cash; very appropriate for a bookkeeper! Lisa enjoys travelling, and spent three years touring round London and Europe in her 20s. Lisa has her Cert IV in Bookkeeping and is Xero certified.
Madelein Combrink
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SENIOR CLIENT MANAGER
Bookkeeping & CFO Services
Madelein Combrink
SENIOR CLIENT MANAGER
Originally from South Africa, Madelein has a BA law degree and 10 years of work experience as a state prosecutor. She uprooted and moved to Australia in 2008 and now calls Perth home. Madelein had a complete career change, and gained her Cert IV in Financial Services, later achieving her MYOB and Xero certification. Her hobbies include a glass (or two) of wine and speeding on her jet ski.
Vanessa Wong
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SENIOR CLIENT MANAGER
Bookkeeping & CFO Services
Vanessa Wong
SENIOR CLIENT MANAGER
With a double major from UNSW in Accounting & Business and Economic Strategies, Vanessa is a Certified Public Accountant and has over 15 years of experience. She works across a range of industries serving both small businesses and commercial entities. Passionate about treating clients' accounts as her own, she thrives on delivering optimal outcomes. Outside of work, Vanessa loves traveling, outdoor activities and making memories with her partner, puppy and loved ones.
Analita de Santana
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CLIENT MANAGER
Bookkeeping & CFO Services
Analita de Santana
CLIENT MANAGER
Originally from South Africa, Analita began her career as an Assistant Accountant before moving to Brisbane and completing a Diploma of Accounting. Her family's entrepreneurial background influenced her passion for working with talented business owners and helping them with their books. Analita enjoys painting, reading, a good glass of wine and spends her free time learning to play the guitar.
Annie Chan
CPA
CLIENT MANAGER
Bookkeeping & CFO Services
Annie Chan
CLIENT MANAGER
With a Bachelor of Commerce, Annie (a Certified Practicing Accountant) has been in the accounting/bookkeeping industry for 25 years. Prior to joining us, she worked in retail for over 15 years and was rewarded with free shoes! When she's not balancing the books, Annie can be found cycling, hiking indulging in retail therapy or simply unwinding.
Cheryl Della Marta
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CLIENT MANAGER
Bookkeeping & CFO Services
Cheryl Della Marta
CLIENT MANAGER
With over 20 years of experience and a passion for business growth, Cheryl has managed finances in various sectors before joining Carbon as an Account Manager. She enjoys simplifying complex processes to help businesses prepare for the future. Cheryl is a Registered BAS Agent and holds a Certificate IV in Accounting and Bookkeeping and an Associate Degree in Business. Outside of work, she loves reading, playing the piano, skiing, and family BBQs.
Deimer Mejia Duran
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CLIENT MANAGER
Bookkeeping & CFO Services
Deimer Mejia Duran
CLIENT MANAGER
Having previously worked for major corporations in a variety of different industries, Deimer brings a wealth of knowledge to Carbon. Being able to see the impact he can have on a business is what Deimer loves most about his role. Originally from Colombia, Deimer spends his weekends exploring Melbourne and trying new restaurants with his friends and family.
Hayley Donovan
CA
CLIENT MANAGER
Bookkeeping & CFO Services
Hayley Donovan
CLIENT MANAGER
Hayley is a Chartered Accountant (CA) with four years of experience in accounting and auditing across New Zealand and Australia. She has worked with diverse clients including small public benefit entities, large corporations and ASX-listed companies. Hayley enjoys helping clients solve problems, improving business operations and working collaboratively with stakeholders. Outside of work, she loves boating, exercising, cooking and spending sunny weekends at the beach with friends and family.
Lani Walker
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CLIENT MANAGER
Bookkeeping & CFO Services
Lani Walker
CLIENT MANAGER
After moving from hotel management to vendor advocacy, Lani realised she didn’t know enough about bookkeeping and decided to complete a Cert IV in Bookkeeping. She quickly realised this was the career for her and has since completed a Diploma in Accounting. Lani loves the challenge of having a problem to work out and cannot stress the importance of having your books in order.
Lisa Bergin
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CLIENT MANAGER
Bookkeeping & CFO Services
Lisa Bergin
CLIENT MANAGER
In between raising her four kids, Lisa has extensive experience in accounts, payroll and admin. Before Carbon, she worked in construction for 18 years and dabbled in running her own business. Now as a Client Manager, she loves problem solving and being in an inclusive environment. Passionate about the outdoors, Lisa loves to swim (eyes shut due to sharks), bike, run and spend time with her family camping.
Liz Peacock
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CLIENT MANAGER
Bookkeeping & CFO Services
Liz Peacock
CLIENT MANAGER
Liz became a Carbonite after her business Keeping Numbers partnered with us, bringing over 35 years of industry experience. She's a Registered BAS Agent and has run two successful bookkeeping firms. Liz loves crunching numbers and teaching others how to stay on top of theirs. When not working, she enjoys e-bike riding, traveling and spending time with family and friends.
Lynn Winks
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CLIENT MANAGER
Bookkeeping & CFO Services
Lynn Winks
CLIENT MANAGER
With 43 years in the workforce and 20 dedicated to bookkeeping, Lynn is an asset to our team. She's also a Registered BAS Agent and has a Cert IV in Accounting & Bookkeeping. Outside of work, Lynn enjoys a good cup of coffee, walking her dog, spending time with her family or catching up on sleep.
Marianne Kontossis
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CLIENT MANAGER
Bookkeeping & CFO Services
Marianne Kontossis
CLIENT MANAGER
Marianne’s passion for bookkeeping first started when she became the bookkeeper for her family business while raising her two children. This led her to complete a Cert IV in Accounting and Bookkeeping. Marianne quickly realised how beneficial it was to a business’ success to have your books in order. Marianne’s hobbies outside of work include reading, cooking and exploring Melbourne city with her family.
Natalie Serrao
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CLIENT MANAGER
Bookkeeping & CFO Services
Natalie Serrao
CLIENT MANAGER
Having worked with us since 2012, Natalie started off as the bookkeeper for her husband's business. Since moving to Australia, she continued with her bookkeeping and joined the WiseClick team. She has her Cert IV in Bookkeeping and is currently studying for her Cert IV in Accounting. Natalie has a passion for photography and spends her spare time snapping away.
Pujan Tamrakar
CPA
CLIENT MANAGER
Bookkeeping & CFO Services
Pujan Tamrakar
CLIENT MANAGER
Pujan is a Client Manager in our Bookkeeping & CFO Services team. A qualified CPA with over 8 years of audit experience, he transitioned to virtual CFO services two years ago. He holds an MBA in Finance from ECU. Pujan enjoys understanding business systems and implementing improvement strategies. Outside of work, he loves cooking, baking, camping, gardening and DIY projects with his family.
Samantha Leslie
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CLIENT MANAGER
Bookkeeping & CFO Services
Samantha Leslie
CLIENT MANAGER
With a Bachelor of Commerce and 2.5 years of experience as a Tax Accountant and Senior Bookkeeper, Samantha joins our Bookkeeping & CFO Services team as a Client Manager. Studying to be a Chartered Accountant, Samantha enjoys the diversity of clients and industries, coupled with opportunities to travel. Outside of work, Samantha enjoys reading, music, motorsport and time with family and friends.
Sonia Perez Gomez
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CLIENT MANAGER
Bookkeeping & CFO Services
Sonia Perez Gomez
CLIENT MANAGER
Originally from Colombia, Sonia has a Cert IV in Bookkeeping, Diploma in Business and a Degree in Business Management. Being a BAS Agent and having over 10 years of experience, Sonia loves to learn and make life simpler for her clients. Sonia has a passion for helping people and when not working, leads a full life with her young family and assisting Columbian students to get ahead.
Anil Shrestha
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SENIOR BOOKKEEPER
Bookkeeping & CFO Services
Anil Shrestha
SENIOR BOOKKEEPER
Anil brings extensive experience from his roles as a Senior Account Officer in construction and Senior Executive in a multinational company in Nepal. Specialising in construction, he enjoys engaging with diverse professionals and ensuring robust financial frameworks for projects. A lover of table tennis and movies, Anil enjoys going to the beach with his family and friends.
Anish Shakya
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SENIOR BOOKKEEPER
Bookkeeping & CFO Services
Anish Shakya
SENIOR BOOKKEEPER
Looking to develop his career, Anish moved to Australia in 2016 and completed his Masters in Accounting. Since 2019, he has been thriving, working with a diverse range of clients. Anish also deeply values the varied dynamics of his team. Outside of work, Anish enjoys hiking, graphic design and video games.
Camille Enriquez
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SENIOR BOOKKEEPER
Bookkeeping & CFO Services
Camille Enriquez
SENIOR BOOKKEEPER
Holding a Master of Professional Accounting from UTS, Camille is now on her way to becoming a CPA. With over five years of bookkeeping experience spanning education, migration and recycling, she enjoys the diverse challenges and opportunities each day presents. A competitive swimmer for over two decades, Camille loves to spend her weekends diving into a good book and brunch with friends.
Cynthia Wu
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SENIOR BOOKKEEPER
Bookkeeping & CFO Services
Cynthia Wu
SENIOR BOOKKEEPER
Cynthia has been helping SMEs across various industries since 2008, backed by a Diploma in Accounting and a Bachelor of Business Administration. She enjoys in diversifying her industry knowledge and streamlining accounting processes for clients, offering tech support when needed. Outside of work, Cynthia can be found at a spa or exploring different parts of Australia and enjoying fun family activities with her kids.
Danushika Janahiram
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SENIOR BOOKKEEPER
Bookkeeping & CFO Services
Danushika Janahiram
SENIOR BOOKKEEPER
Starting as a bookkeeper in Sri Lanka, Danu moved to Australia in 2019 and has 7 years of diverse accounting experience. Her qualifications include Chartered Institute of Management Accounting (CIMA UK), Bachelor in Human Resource Management and Masters of Accounting. Outside of work, Danu loves to cook and try new cuisines with her friends.
Jasmina Nesic
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SENIOR BOOKKEEPER
Bookkeeping & CFO Services
Jasmina Nesic
SENIOR BOOKKEEPER
Jasmina's two-decade journey in bookkeeping spans numerous sectors including manufacturing, hospitality and real estate. Her expertise blossomed from working in law and accounting firms to running her own practice for 10 years. She finds joy in streamlining processes and enabling clients to focus on business growth. Off-duty, Jasmina loves to paint, explore art exhibitions, tend to her garden and relax by the beach with a good book.
Penni Ditchmen
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SENIOR BOOKKEEPER
Bookkeeping & CFO Services
Penni Ditchmen
SENIOR BOOKKEEPER
Penni has been involved in the accounting industry since 1994 and brings to Carbon extensive knowledge in MYOB, GST and BAS. She prides herself in her ability to work closely with both her clients and alongside our accountants, making her an invaluable member of the team. Outside of work Penni runs a small online business specialising in custom made children’s clothing.
Shifa Mansuri
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SENIOR BOOKKEEPER
Bookkeeping & CFO Services
Shifa Mansuri
SENIOR BOOKKEEPER
With a Masters in Commerce, Shifa is actively pursuing her CPA qualification. She also has an SAP FICO certification and an accounting technician certificate from ICAI. With six years of accounting experience under her belt, Shifa thrives on the challenges the industry brings, using her analytical skills to find solutions. Outside the office, she loves hiking, watching movies and listening to music.
Trish Whiting
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SENIOR BOOKKEEPER
Bookkeeping & CFO Services
Trish Whiting
SENIOR BOOKKEEPER
With over 40 years’ experience in many industries, Trish has spent the last few years working her way up the accounting ladder. She is also currently completing a Cert IV in Accounting and Bookkeeping. What she enjoys most is helping clients make sense of their accounting systems. Outside of work, you’ll find Trish gardening, horse riding, staying active or socialising with her friends and family.
Arbelle Llano
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BOOKKEEPER
Bookkeeping & CFO Services
Arbelle Llano
BOOKKEEPER
Arbelle joins our Swan Valley team with six years of experience in the bookkeeping industry and a Bachelor of Accountancy. What she loves most about the industry is that there is never a dull moment or lack of challenges. Arbelle’s knack for organisation extends beyond work, often leading to home makeovers. She also enjoys camping, travelling and being with her family.
Arisa Shakya
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BOOKKEEPER
Bookkeeping & CFO Services
Arisa Shakya
BOOKKEEPER
Joining us with a Bachelor of Accounting and a Masters in Business Administration, Arisa has been making her mark in the industry for a year now. An adventurous foodie, Arisa loves discovering new recipes and restaurants. Outside of work, she loves quality time with her family.
Belinda Worrad
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BOOKKEEPER
Bookkeeping & CFO Services
Belinda Worrad
BOOKKEEPER
Belinda, our newest bookkeeper from Bundaberg, pivoted from a rewarding career in education to finance, backed by a Cert IV in Accounting and Bookkeeping. Her interests outside of work include gardening, cooking and restoring cars and furniture. Belinda also loves to spend her weekends driving up the coast or inland to explore and find new hidden gems.
Christina Stephens
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BOOKKEEPER
Bookkeeping & CFO Services
Christina Stephens
BOOKKEEPER
Christina, with her Advanced Diploma in Accounting, transitioned from travel to finance, working originally as an accounts payable officer and now as a bookkeeper. Beyond work, Christina's passionate about reading, fitness and spending time with loved ones.
Colleen Kemble
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BOOKKEEPER
Bookkeeping & CFO Services
Colleen Kemble
BOOKKEEPER
Colleen joins us with a Diploma in Accounting and 20 years of experience working with commercial construction, hospitality, health and retail businesses. On her way to becoming a Registered BAS Agent, Colleen enjoys liberating clients from the burden of paperwork, allowing them to pursue their passions. Outside of work, she balances her time between family sports activities and camping trips.
Corrine Dunkinson
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BOOKKEEPER
Bookkeeping & CFO Services
Corrine Dunkinson
BOOKKEEPER
Corinne brings 28 years of experience, having started with the books of a small family business, which she later led as Managing Director until 2022. Now completing her Certificate IV in Bookkeeping and Accounting, she’s as passionate about numbers as ever. Corinne has also volunteered with Variety, the Children's Charity, for nearly 20 years. Outside of work, she enjoys spending time with family, friends and her five grandchildren.
Georgia Godden
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BOOKKEEPER
Bookkeeping & CFO Services
Georgia Godden
BOOKKEEPER
Georgia joins our Gympie team as our newest Administration Assistant and in 2023 she stepped into the role of Bookkeeper. Her favourite part of her role is that she gets to meet and build lasting relationships with clients. Outside of work, Georgia enjoys gardening, cooking, reading and exploring new places outside of town.
Heather Wilson
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BOOKKEEPER
Bookkeeping & CFO Services
Heather Wilson
BOOKKEEPER
Heather joins us with over ten years of administration and payroll experience and is currently completing a Bachelor of Commerce. Heather’s favourite part of her job is getting to share that special moment with a client when they’re no longer stressed by their books. When she’s not at work, Heather enjoys spending time at the beach or watching movies with her family.
Ingrid Garcia
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BOOKKEEPER
Bookkeeping & CFO Services
Ingrid Garcia
BOOKKEEPER
With a string of qualifications and more than seven years of experience in the industry, Ingrid brings a wealth of expertise to the table. She got her start in the industry by helping her family establish a building company in Colombia and after five years of working in accounts receivable, she moved to Australia to start her own hospitality business. Outside of work, Ingrid loves to spend time with her family and dance to Latin music.
Josh Wiriadisastra
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BOOKKEEPER
Bookkeeping & CFO Services
Josh Wiriadisastra
BOOKKEEPER
Currently in his first year of university, Josh joins us as a junior bookkeeper. Being relatively new to the industry, Josh enjoys being able to gain practical experience by working with his colleagues and clients. Josh’s hobbies outside of work include sports (basketball, AFL, MMA just to name a few!) and catching up with friends.
Lateisha Wilson
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BOOKKEEPER
Bookkeeping & CFO Services
Lateisha Wilson
BOOKKEEPER
Lateisha brings over 14 years of experience in accounts, primarily in the transport industry, and holds a Certificate in Bookkeeping and Payroll. She loves working with multiple clients and enjoying each day's variety and challenges. Outside of work, Lateisha enjoys camping, 4WD adventures and spending time at the beach with family and friends.
Mary Ann Cao
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BOOKKEEPER
Bookkeeping & CFO Services
Mary Ann Cao
BOOKKEEPER
Mary Ann earned her Bachelor of Science (Accountancy) from the Philippines in 2013. With a decade of experience in bookkeeping and accounting across the US, Ireland and Australia, she's passionate about helping clients achieve financial freedom. Outside of work, she dreams of beach days, mountain climbing, films and diving into a great book with an iced coffee.
Sandi Donehue
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BOOKKEEPER
Bookkeeping & CFO Services
Sandi Donehue
BOOKKEEPER
Prior to moving to Australia, Sandi completed a Bachelor in Business Administration at USC and worked in sales. She transitioned to finance after raising her kids, completing a Cert IV in Bookkeeping. Now with over four years at Carbon, she manages diverse accounts with precision and enjoys building trusted relationships. Passionate about sports, she plays competitive tennis and values outdoor moments with friends.
Santi Yasay
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BOOKKEEPER
Bookkeeping & CFO Services
Santi Yasay
BOOKKEEPER
After 13 years with Sydney Water Corporation as an accounts/customer service officer, Santi moved to Perth. While raising her two kids, she completed a Certificate IV in Bookkeeping and Accounting. She has 8 years of bookkeeping experience and has spent those years as a bookkeeper at 4 different accounting firms. Outside work, Santi likes travelling, going to the gym and spending time with family and her dogs.
Sunsanee Chotsungnoen
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BOOKKEEPER
Bookkeeping & CFO Services
Sunsanee Chotsungnoen
BOOKKEEPER
Sunsanee brings over five years of bookkeeping experience a Master's Degree in Accounting from Central Queensland University to our Sydney team. Her passion lies in collaborating with diverse businesses and embracing the continual learning that the industry offers. When not navigating financial landscapes, Sunsanee enjoys cooking and exploring the world through travel vloggers on YouTube. Her ideal weekend is spending time with family, friends and her two beloved cats.
Scarlett Corsbie
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GRADUATE ACCOUNTANT
Bookkeeping & CFO Services
Scarlett Corsbie
GRADUATE ACCOUNTANT
Scarlett is completing her Bachelor of Commerce (Accounting and French) at UWA and joins Carbon Bookkeeping & CFO Services as a Graduate Accountant. As this is her first role in the industry, she’s excited to work with others, apply her studies to real-world scenarios and expand her knowledge. Outside of work, Scarlett enjoys going to the gym, walking her dog, baking and spending time at the beach.
Olivia Martini
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TRAINEE BOOKKEEPER
Bookkeeping & CFO Services
Olivia Martini
TRAINEE BOOKKEEPER
Oli, a dedicated professional, initially joined Carbon as a PA in Osborne Park. Currently studying Cert IV in Accounting and Bookkeeping, Oli relocated to Melbourne and now works as a Trainee Bookkeeper in our Mornington Peninsula office. Outside of work, she enjoys traveling, trying new restaurants and spending time at the beach.
Rashmi Manandhar
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DELIVERY TEAM
Bookkeeping & CFO Services
Rashmi Manandhar
DELIVERY TEAM
With over 11 years in retail, Rashmi excels in enhancing monetary controls through her strong analytical and organisational skills. Specialising in managing company accounts, tax payments and payroll, she values a culture that fosters personal growth. Outside work, she enjoys trail walks and making memories with her daughter and family.
Simone Colreavy
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PAYROLL MANAGER
Bookkeeping & CFO Services
Simone Colreavy
PAYROLL MANAGER
Originally from Ireland, Simone moved to Perth in 2012 and works in our bookkeeping team. Simone’s favourite thing about her role is that she can help her clients not only understand their numbers but help them improve their processes. With two young children, Simone’s weekends are pretty full with sports, dance classes and parties but she does love catching up with her friends for dinner.
Yeshey Wangmo
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PAYROLL SPECIALIST
Bookkeeping & CFO Services
Yeshey Wangmo
PAYROLL SPECIALIST
Yeshey has a Bachelor of Commerce (Finance) from Royal Thimphu College, Bhutan and a Master of Professional Accounting from Murdoch University. She joined Carbon in 2024 after gaining payroll experience in the construction industry. Yeshey loves the detail of payroll and ensuring employees are supported with any pay-related queries. Outside of work, she enjoys relaxing with Netflix, exploring new places and trying different foods.
Nashin Omar
CA
CLIENT SUCCESS SPECIALIST
Bookkeeping & CFO Services
Nashin Omar
CLIENT SUCCESS SPECIALIST
Nashin brings a rich blend of technical expertise and interpersonal skills from her background in external audit and financial reporting. As a Chartered Accountant with a double degree, she excels in engaging clients and teams alike. Nashin has lived in multiple countries (Bangladesh, Singapore, Scotland and South Korea to name a few!) and enjoys audiobooks, interior design and family time.
Samantha McAneney
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OFFICE ADMINISTRATOR
Bookkeeping & CFO Services
Samantha McAneney
OFFICE ADMINISTRATOR
Sam joined us in 2022 with over 20 years as an Early Childhood Educator. She thrives on supporting the team with various admin queries, embracing the daily challenges and continuous learning opportunities. She's passionate about swimming, yoga and coastal walks. On weekends, Sam enjoys spending the day at the beach with her family and their cavoodle, Maddie, after breakfast at their favourite local spot.
Carlene Lamperd
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ADMINISTRATION ASSISTANT
Bookkeeping & CFO Services
Carlene Lamperd
ADMINISTRATION ASSISTANT
Carlene is one of our OG’s, having started with us back in 2018. She took some time off when she had her son and returned in 2022 to assist our Melbourne bookkeeping team. Even with a brief career break, Carlene has perfectly slid back into her role and it’s as if no time has passed. Outside of work, you’ll find Carlene enjoying a sleep in, going for walks and trying a new pub each weekend.
Kara Lowe
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ADMINISTRATION ASSISTANT
Bookkeeping & CFO Services
Kara Lowe
ADMINISTRATION ASSISTANT
Kara joins our Mornington Peninsula and Monash team as an Administration Assistant. Before joining Carbon, she spent 15 years in administration at a housing loans and finance firm, followed by time off to raise her children. In 2019, she transitioned into the accounting and bookkeeping industry. Outside of work, Kara enjoys supporting her daughters in sports, attending live shows and spending time with family.
Stef Balt
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PERSONAL ASSISTANT
Bookkeeping & CFO Services
Stef Balt
PERSONAL ASSISTANT
With a client-focused background in retail, recruitment and health and fitness, Stef joined our Bookkeeping & CFO Services team as a Personal Assistant, embracing (and excelling in) an industry she was unfamiliar with. Outside of work, Stef enjoys being the “cool” aunt, playing piano with a glass of red, and socialising with friends. Stef is also a fully qualified graphic designer and still likes to dabble when she has the time.
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