30 September, 2021
Case Study: KeepSpace
Located in Bayswater, WA, KeepSpace are a third-party logistics (3PL) service that was established in 2016. Targeting eC...
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?
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.
Frequently Asked Questions
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.
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.
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.
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.
Jamie Davison
CO-FOUNDER
Jamie is a CPA with a swag of university degrees and broad experience across chartered and corporate accounting. He co-founded Carbon with Nathan in 2014 and is the foundation of our bookkeeping team. Aside from Carbon, Jamie spends his time as a board member for multiple tech start-ups and believes in giving back to the community.
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.
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
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.
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 business in the bookkeeping space. 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.
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!
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.
Dale Ettridge
ASSOCIATE 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 stepped into the role of Associate 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.
Addie Choon
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MANAGER - ENTERPRISE ADVISORY
Bookkeeping & CFO Services
Addie Choon
MANAGER - ENTERPRISE ADVISORY
Addie joins our Bookkeeping & CFO Services team as our newest Enterprise Advisory Manager. With a background in audit, Addie joins us from Hall Chadwick WA looking for a new challenge and new ways to help his clients. When Addie’s not at work, you can find him spending time outdoors with his family and friends. He speaks four languages, which is considered pretty normal in Malaysia and only has two things left on his bucket list: sky diving and hunting.
Jackie Crook
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PRACTICE MANAGER
Bookkeeping & CFO Services
Jackie Crook
PRACTICE MANAGER
Having worked in the bookkeeping industry for 20 years, Jackie brings a heap of knowledge and experience to our Brisbane team. Being able to pull data together to present real business concerns is something that Jackie finds really rewarding about working in bookkeeping. When she’s not at work, you can find her exploring hidden gems in Brisbane with a book and glass of wine in hand.
Tatiana Bekman
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CLIENT MANAGER
Bookkeeping & CFO Services
Tatiana Bekman
CLIENT MANAGER
Tatiana has a Certificate IV in Accounting, bachelor’s degree in Finance at Tyumen State University (Russia), and is a BAS agent. Tatiana is our “Xero Champion” here in Brisbane, and enjoys assisting clients and finding solutions for any problem. Originally from Russia, Tatiana loves travelling and exploring different cultures. This Carbonite is a life enthusiast, leading a very active and healthy lifestyle.
Jessica Bell
CA
CLIENT MANAGER
Bookkeeping & CFO Services
Jessica Bell
CLIENT MANAGER
Before joining the Carbon team, Jessica worked in business advisory tax for 5 years. She has a Bachelor of Business and Commerce (major in accounting), and is a Chartered Accountant. Jessica is passionate about helping business owners take control of their business by implementing efficient accounting and bookkeeping technology. In her spare time, Jessica sings in a folk band, and likes to get to the gym.
Maria Benitez
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CLIENT MANAGER
Bookkeeping & CFO Services
Maria Benitez
CLIENT MANAGER
Maria joins our Brisbane team with over 14 years of experience in the accounting and finance industry. Maria has been exposed to a variety of industries including pump engineering, tourism, and education. Her experience as well as her graduate and post-graduate qualifications in Finance, Accounting and Project Management has allowed Maria to deliver high quality service to her clients. Maria’s perfect weekend is the perfect balance of an active Saturday spent exploring the city and a quiet Sunday at home with her family.
Lisa Cash
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CLIENT MANAGER
Bookkeeping & CFO Services
Lisa Cash
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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CLIENT MANAGER
Bookkeeping & CFO Services
Madelein Combrink
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 her home. Madelein had a complete career change, and studied in Australia to gain her Cert IV Financial Services, later achieving her MYOB and Xero certification. Her hobbies include a glass (or two) of wine with friends, and speeding on her jet ski.
Donella Curley
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CLIENT MANAGER
Bookkeeping & CFO Services
Donella Curley
CLIENT MANAGER
With an Advanced Diploma in Accounting and 15 years of experience working in the accounting and bookkeeping industry, Donella is an asset to our Bookkeeping & CFO Services team. Her favourite thing about the industry is helping her clients improve their business by upgrading their business systems. When Donella isn’t at work, you can find her off on adventures around Western Australia with her twin boys!
Keziah Fitzgerald
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CLIENT MANAGER
Bookkeeping & CFO Services
Keziah Fitzgerald
CLIENT MANAGER
Keziah has a Diploma of Accounting and is working towards her BAS agent registration. She is always ready to help others and is passionate about her work. Outside of work she loves to travel and is most likely to stop to pet dogs on a walk.
Sonia Perez Gomez
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CLIENT MANAGER
Bookkeeping & CFO Services
Sonia Perez Gomez
CLIENT MANAGER
Sonia, originally from Colombia, 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 customer service and business 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.
Bernadette Harris
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CLIENT MANAGER
Bookkeeping & CFO Services
Bernadette Harris
CLIENT MANAGER
Bernadette is part of our bookkeeping team in Melbourne. She started in the industry by doing the books for her partner's electrical subcontracting company almost 13 years ago, and realised that she enjoys making things balance! Bernadette then completed her Cert IV in bookkeeping and received her BAS registration shortly after. Originally from NZ, Bernadette loves nature, fishing, drawing, and spending time with her grandchildren.
Maree Hornsby
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CLIENT MANAGER
Bookkeeping & CFO Services
Maree Hornsby
CLIENT MANAGER
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.
Natalie Serrao
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CLIENT MANAGER
Bookkeeping & CFO Services
Natalie Serrao
CLIENT MANAGER
Natalie has been with the company since 2012. Originally from South Africa, Natalie worked for 10 years doing the bookkeeping 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.
Ainslie Simpson
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CLIENT MANAGER
Bookkeeping & CFO Services
Ainslie Simpson
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!
Laura Windus
CA
CLIENT MANAGER
Bookkeeping & CFO Services
Laura Windus
CLIENT MANAGER
By all reports, Laura is a lifesaver and a valued member of the team. She somehow juggles work and family and is a pro at both. She leads a very active lifestyle and enjoys outdoor activities with her 2 young children. A big sports fan, Eagles supporter specifically which causes a bit of tension in the bookkeeping department. Laura Graduated from Curtin in 2010, with Bachelor of Commerce (with Distinction).
Belinda Cantwell
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CLIENT SERVICES
Bookkeeping & CFO Services
Belinda Cantwell
CLIENT SERVICES
Seeking a better work/life balance, Belinda completed her Cert IV in Accounting and Bookkeeping, in July 2020, after having been in the Public Service Industry for 17 years. On the weekends, she can be found baking or camping with her family. Belinda’s favourite place she’s travelled to is Egypt. She finds the history, architecture, and culture fascinating and if it weren’t for her photo evidence, she could easily believe that it was a dream.
Penni Ditchmen
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BOOKKEEPER
Bookkeeping & CFO Services
Penni Ditchmen
BOOKKEEPER
Penni has been involved in the accounting industry since 1994. From these years of experience, she brings to Carbon her 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 ordered all over Australia and overseas.
Simone Colreavy
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PAYROLL SPECIALIST
Bookkeeping & CFO Services
Simone Colreavy
PAYROLL SPECIALIST
Originally from Ireland, Simone moved to Perth in 2012 and hasn’t looked back since. She started her career back in Ireland after completing a Bachelor of Business Studies majoring in Accounting and Finance. Simone’s favourite thing about working in bookkeeping is that through her role 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.
Aswathy (Ash) Muraleedharan
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JUNIOR FINANCIAL ACCOUNTANT
Bookkeeping & CFO Services
Aswathy (Ash) Muraleedharan
JUNIOR FINANCIAL ACCOUNTANT
Ash joins our Bookkeeping team in Osborne Park as a Junior Financial Accountant. She is currently doing a Master of Professional Accounting at ECU and has held graduate roles at two other accounting firms. Ash finds working in accounting to be a very rewarding career because when there is trust and respect between an accountant and client, great things can happen. Her stress reliever is dancing and when she is not at work, you can find her trying new breakfast cafes.
Karen Wishart
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PERSONAL ASSISTANT
Bookkeeping & CFO Services
Karen Wishart
PERSONAL ASSISTANT
Having lived in Chicago, Illinois for the past 18 years, Karen is enjoying settling back into living and working in Perth. A woman of many trades, Karen has developed her skills by working in a variety of industries most notably as a Registered Nurse, Medal and Legal Analyst and Dealers Assistant. Being a personal assistant in an accounting firm is a first for her and she’s excited for the challenges that it brings. Karen is an avid swimmer and on her days off can be found at the beach soaking up the sun or doing Jung Shim, a Korean energy healing practice.
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