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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
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.
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.
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.
Debbie Demooy
PARTNER
Debbie joined the Carbon Mornington Peninsula team as a Bookkeeping & CFO Services Partner after we partnered with her bookkeeping firm, RAD Bookkeeping & Business Solutions in October 2023. Debbie has almost 35 years of experience in the industry and 23 of those years have been spent passionately running (and growing) her business.
Ryan Finkelstein
CA
DIRECTOR
Bookkeeping & CFO Services
Ryan Finkelstein
DIRECTOR
Before joining Carbon, Ryan travelled the world, working both in audit and commerce. He values the role of being a trusted business advisor and enjoys delivering practical, fit-for-purpose, quality solutions that is fundamental in growing a client’s business. Outside of work, Ryan enjoys spending time with his family and friends.
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.
Amy Fidler
CA
SENIOR MANAGER
Bookkeeping & CFO Services
Amy Fidler
SENIOR MANAGER
Before joining Carbon, Amy worked as an Auditor at a mid-tier accounting firm in Perth. After five years in auditing, Amy came to Carbon looking for something new and challenging. Her favourite aspect of her role is meeting new people and helping them achieve their goals. Amy’s perfect weekend usually involves morning yoga, followed by a coastal walk and catching up with friends and family later for a drink.
Karl Donders
CPA
SENIOR MANAGER
Bookkeeping & CFO Services
Karl Donders
SENIOR MANAGER
Karl, a Certified Public Accountant with over 10 years' experience in the energy and resources sector, brings his passion for problem-solving and process improvement to our Perth bookkeeping team. Outside of work, you'll find Karl buried in a good book, whipping up a storm in the kitchen or cheering on his favourite sports teams. In a perfect world, Karl (like many of us) imagines himself relaxing at a resort in Bora Bora.
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.
Jacqueline Cardeaux
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SENIOR CLIENT & QUALITY MANAGER
Bookkeeping & CFO Services
Jacqueline Cardeaux
SENIOR CLIENT & QUALITY 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.
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.
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.
Jackie Crook
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CLIENT MANAGER
Bookkeeping & CFO Services
Jackie Crook
CLIENT 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.
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.
Matthew Reynolds
CPA
CLIENT MANAGER
Bookkeeping & CFO Services
Matthew Reynolds
CLIENT MANAGER
With 20 years of experience in the finance industry and a string of qualifications, Matthew is a great asset to our Brisbane team. Extremely analytical and a whiz with numbers, Matthew loves helping his clients understand their business data and achieve their financial goals. His perfect weekend is golf in the morning, followed by a few beers with friends while watching the footy and a nice Sunday brunch.
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.
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.
Cheryl Della Marta
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ONBOARDING & ACCOUNT MANAGER
Bookkeeping & CFO Services
Cheryl Della Marta
ONBOARDING & ACCOUNT 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.
Vanessa Wong
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ONBOARDING & ACCOUNT MANAGER
Bookkeeping & CFO Services
Vanessa Wong
ONBOARDING & ACCOUNT 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.
Annie Chan
CPA
ACCOUNT MANAGER
Bookkeeping & CFO Services
Annie Chan
ACCOUNT 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.
Gina Roberts
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ACCOUNT MANAGER
Bookkeeping & CFO Services
Gina Roberts
ACCOUNT MANAGER
Gina's experience comes from stints in real estate, insurance broking, stock broking and even managing her own secretarial services business. In 2000, she moved to Sydney and completed an Advanced Diploma in Accounting. Gina works from our St Leonards office and takes pride in simplifying financial tasks for businesses. Outside of work, Gina cherishes family moments, walking, bridge theatre, cooking and her trips to Perth.
Tapish Arora
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ACCOUNT MANAGER
Bookkeeping & CFO Services
Tapish Arora
ACCOUNT MANAGER
With over seven years in accounting, including time at top global firms, Tapish holds a Masters of Professional Accounting. His expertise spans Xero software, client training and third-party integrations. Before accounting, Tapish spent time in HR and sales. A keen discussionist on stocks and the economy, outside work, Tapish is either at the gym, hiking or enjoying family weekends.
Anish Shakya
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DELIVERY TEAM LEADER
Bookkeeping & CFO Services
Anish Shakya
DELIVERY TEAM LEADER
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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DELIVERY TEAM LEADER
Bookkeeping & CFO Services
Camille Enriquez
DELIVERY TEAM LEADER
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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DELIVERY TEAM LEADER
Bookkeeping & CFO Services
Cynthia Wu
DELIVERY TEAM LEADER
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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DELIVERY TEAM LEADER
Bookkeeping & CFO Services
Danushika Janahiram
DELIVERY TEAM LEADER
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.
Kerri Jennings
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SENIOR BOOKKEEPER
Bookkeeping & CFO Services
Kerri Jennings
SENIOR BOOKKEEPER
With more than 15 years’ experience in the hospitality and building industries, Kerri is a true asset to our bookkeeping team. She previously lived in New Zealand for 23 years, before moving back to Australia in 2004. A mother of three, she enjoys spending the weekends with her family doing yoga or going for a nice long walk.
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.
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.
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.
Kristy Murray
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BOOKKEEPER
Bookkeeping & CFO Services
Kristy Murray
BOOKKEEPER
Kris joined us in late 2020 with a wealth of industry knowledge from customer service, retail, administration, accounts, and bookkeeping. She is an Affiliate member of the institute of Certified Bookkeepers (ICB). Having previously worked in small family business partnership she understands first-hand the challenges these groups face. She is a mum of two and when time permits, she loves to sew or read.
Lani Walker
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BOOKKEEPER
Bookkeeping & CFO Services
Lani Walker
BOOKKEEPER
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.
Marianne Kontossis
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BOOKKEEPER
Bookkeeping & CFO Services
Marianne Kontossis
BOOKKEEPER
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.
Penni Ditchmen
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BOOKKEEPER
Bookkeeping & CFO Services
Penni Ditchmen
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.
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.
Sara Taylor
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BOOKKEEPER
Bookkeeping & CFO Services
Sara Taylor
BOOKKEEPER
After three years of experience in the bookkeeping industry, Sara joins our Forrestdale team with a wealth of knowledge. A lover of the outdoors, Sara loves to spend time with her family and go hiking, horse riding and biking. She recently visited Rottnest Island and fell in love with the crystal-clear waters.
Tanya Dellaca
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BOOKKEEPER
Bookkeeping & CFO Services
Tanya Dellaca
BOOKKEEPER
Having previously worked in retail payroll and payroll/industrial relations in the health sector, Tanya brings a wealth of knowledge to our bookkeeping team. Outside of work, Tanya enjoys watching her children play sport and catching up with friends.
Alec Orlino
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DELIVERY TEAM
Bookkeeping & CFO Services
Alec Orlino
DELIVERY TEAM
Starting his career in audit, Alec has previously worked for well-known international auditing firms. He holds a Bachelor of Accountancy and is currently completing a Master's in Accounting. He enjoys the continuous learning and networking opportunities. Outside of work, Alec is passionate about art, photography and sharing a drink (or two) with his friends.
Anil Shrestha
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DELIVERY TEAM
Bookkeeping & CFO Services
Anil Shrestha
DELIVERY TEAM
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.
Arisa Shakya
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DELIVERY TEAM
Bookkeeping & CFO Services
Arisa Shakya
DELIVERY TEAM
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.
Eliya Zeit
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DELIVERY TEAM
Bookkeeping & CFO Services
Eliya Zeit
DELIVERY TEAM
Originally from Jordan, Eliya joined our Sydney bookkeeping team in 2023 after completing his Master's in Accounting. With a background in banking and education, he brings valuable insight and enjoys solving diverse financial challenges for various clients. He's passionate about enhancing financial awareness and helping clients achieve their financial goals. Outside work, Eliya is keen on outdoor activities like fishing and hiking.
Mary Ann Cao
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DELIVERY TEAM
Bookkeeping & CFO Services
Mary Ann Cao
DELIVERY TEAM
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.
Paula Morel
CPA
DELIVERY TEAM
Bookkeeping & CFO Services
Paula Morel
DELIVERY TEAM
Paula, a CPA with over two decades of experience, started her career in audit before moving into management accounting and IT. Specialising in streamlining processes and enhancing financial literacy, she’s passionate about technology and cloud integration. Outside work, she enjoys the scenic beauty of Sydney's Northern Beaches, and loves to cook, ski, cycle and sing.
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.
Russell Imam
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DELIVERY TEAM
Bookkeeping & CFO Services
Russell Imam
DELIVERY TEAM
With eight years in accounting, Russell specialises in construction, covering structural, civil, geotech and advisory services. Holding a Masters in Business (Accounting and Marketing), he's committed to streamlining efficiency in a dynamic industry. Beyond work, Russell enjoys travel and films. Weekends are reserved for picnics and spending time in the garden with his two children.
Shifa Mansuri
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DELIVERY TEAM
Bookkeeping & CFO Services
Shifa Mansuri
DELIVERY TEAM
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.
Sunsanee Chotsungnoen
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DELIVERY TEAM
Bookkeeping & CFO Services
Sunsanee Chotsungnoen
DELIVERY TEAM
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.
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.
Simran Thind
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PAYROLL SPECIALIST
Bookkeeping & CFO Services
Simran Thind
PAYROLL SPECIALIST
Simran is a payroll pro who loves crunching numbers and working within a team. With two years of experience and a Bachelor of Accounting from La Trobe University, Simran helps clients navigate the accounting and tax side of their business. In her free time, Simran loves hanging out with family and friends, streaming Netflix, working out and trying new restaurants on weekends.
Kylie Marshall
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PAYROLL OFFICER / BOOKKEEPER
Bookkeeping & CFO Services
Kylie Marshall
PAYROLL OFFICER / BOOKKEEPER
Kylie brings a decade of expertise to bookkeeping with a focus on payroll and account payables and receivables. She enjoys the diversity in her role and values the lasting client relationships she’s built. Kylie's weekends are reserved for exploring Victoria's historical spots, gardening and spending time with her grandkids.
Clare Payne
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CLIENT SUCCESS AND LEARNING & DEVELOPMENT MANAGER
Bookkeeping & CFO Services
Clare Payne
CLIENT SUCCESS AND LEARNING & DEVELOPMENT MANAGER
With a Bachelor of Communications and a rich background in marketing, education and running her own baking business, Clare is a passionate advocate for clients. She's deeply committed to problem-solving, fostering team growth and continuous learning. Beyond work, Clare's joys include hiking, baking and decorating cakes and writing.
Anneke Van Vuuren
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HR MANAGER
Bookkeeping & CFO Services
Anneke Van Vuuren
HR MANAGER
Anneke's HR career began in South Africa's local government, transitioning through sectors like retail, FMCGI, Software as a Service and now bookkeeping. Holding a Bachelor of Commerce (Human Resources) and Honours in Organisational Psychology, she's pursuing a Master's in Psychotherapy. What Anneke loves most about her role is getting work with unique individuals and see them make a difference for their clients. Beyond work, she values exploring Sydney and British crime series nights with family.
Emily De Pietro
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CLIENT SERVICES
Bookkeeping & CFO Services
Emily De Pietro
CLIENT SERVICES
A thrill for client interactions and payroll challenges, Emily joins us after five years with a Bayside accounting firm. She has a Cert IV in Business Administration and is currently completing a Cert IV in Bookkeeping & Accounting. Outside of work, Emily spends most of her time with her children and their horses, catching up with friends over a glass of wine or dreaming about her annual trip to Bali.
Beth Goode
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OFFICE MANAGER
Bookkeeping & CFO Services
Beth Goode
OFFICE MANAGER
Beth joins our Bookkeeping team with 11 years’ experience working in the building and construction industry with a strong foundation in business administration. On the weekends, you can find Beth spending time with her family and friends.
Barbara Bulla
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OFFICE ADMINISTRATOR
Bookkeeping & CFO Services
Barbara Bulla
OFFICE ADMINISTRATOR
Before joining Carbon, Barbara honed her administrative skills across diverse industries, serving as a corporate secretary, working with consultants in rehabilitation centres and later in construction. Away from her desk, Barbara finds joy in gardening, playing piano and spending time with her grandson.
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.
Laura Lawson
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OFFICE ADMINISTRATOR
Bookkeeping & CFO Services
Laura Lawson
OFFICE ADMINISTRATOR
Laura brings over 15 years of diverse administrative experience across multiple industries, including telecommunications, appliance repair centres, and gaming companies, to our esteemed Forrestdale team. When she’s not at work, you can find Laura drinking coffee, buried in a good book or enjoying a cosy weekend at home with her family.
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.
Kate Green
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ADMINISTRATION ASSISTANT
Bookkeeping & CFO Services
Kate Green
ADMINISTRATION ASSISTANT
With experience running her own interior decorating and styling business and assisting other family-owned ventures, Kate brings a wealth of knowledge to our bookkeeping team in Warragul. Outside of work, Kate enjoys interior design, gardening and indoor plant care. She also loves to soak up the sun and can usually be enjoying the outdoors with her 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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