‘There has recently been an increase in phone scams. They claim to be from Telstra, the ATO or in some cases from professionals or accountants. If you receive a phone call from someone claiming to be from our office, asking for payments or any personal information- please hang up immediately and call our office on 08 9408 5908 to report this. Please do not release any personal information to anyone over the phone without first verifying their identity.’
Audrey de Beer is the accounting principal of two Success Tax Professionals practices. The accounting practices are located in Joondalup and Clarkson.
Audrey’s qualifications and memberships include:
University of the Free State – Bachelor of Commerce
University of the Free State – Bachelor of Commerce (Hons)
Curtain University – Graduate Certificate in Taxation
University of New England AU – Master of Commerce – Professional Accounting
Institute of Public Accountants
National Tax and Accountants’ Association
Australian Institute of Company Directors
The two practices provide extensive services and the practice team are able to assist with:
Tax and Audit: Tax returns (individuals, partnerships, companies, trusts and super funds, GST, SMSF audit and tax planning.
Business Services: Accounting and bookkeeping, asset protection, benchmarking, budgeting, business advice and review, business structure set-up, cash flow forecasting, management consulting, accounting software solutions and strategic planning.
Specialist Services: Company secretary, rental properties, SMSF (set-up, accounts, tax and audit), succession planning, and trusts.
Audrey says, ‘We take a lot of care with customer service standards. Emails and phone calls are responded to on the same day. We also keep clients informed by sending out monthly and quarterly newsletters. With business clients, once we prepare the financials we contact them and invite them to participate in a meeting to discuss the outcomes.’
We really work at empowering our business clients and transforming their businesses. Recently, for example, we helped a client who is a sole practitioner of a legal firm with concerns about profitability. Revenue was at an all-time low and there were constant cash flow problems. We worked in a consultative way with our client to establish key performance indicators and to develop an improvement plan. This included improved billing processes and identification of work in progress. We also introduced time-saving measures by incorporating efficient software into business functions. Additionally, we introduced a workflow management system to keep on top of routine tasks and manage “receivables”. As a result of these changes our client is no longer facing cash flow problems.’
Originally from South Africa, Audrey has lived in Australia for over 20 years. Her background and experience involve taxation, business process improvements, reporting, administration, financial information systems, regulatory compliance and general accounting activities. Audrey is forward-thinking and can help clients future-proof their businesses with her valuable knowledge and experience. She will work with you to cultivate your business and implement her professional know-how to add value to your business.
A qualified and experienced accountant and manager, she has interests in the following areas:
Johannes initially worked part-time in the practice while completing his full-time studies. Since 2015, he has been employed in the practice as a full-time accountant. He works with individuals, partnerships, companies and trusts. Johannes has an active interest in furthering his professional development and is close to completing the CPA program.
Originally from China, Lisa has lived in Australia since 2010. She completed her Bachelor’s degree and Master’s degree in Australia at Curtin University. Lisa has been working in the Joondalup and Clarkson practices since 2014 and is also undertaking further studies. She is currently enrolled in the CPA program and is using her practical experience to supplement her studies. Her work areas include bookkeeping, preparing tax returns for individuals, partnerships, trusts and companies, and preparing BAS as well as financial reports. Lisa uses a variety of cloud accounting software to provide clients with up-to-date, real-time information.
Nicolette completed her studies while also working part-time as a public accountant. This provided valuable skills and consolidated her studies. She has been employed as an accountant in the Joondalup and Clarkson practices on a full-time basis since 2015 and is a CPA. She is responsible for the preparation of financial statements, bookkeeping and the preparation of BAS and tax returns for individuals, partnerships, trusts and companies. Nicolette is a proficient user of cloud accounting software to help clients access relevant, timely accounting information and optimise performance.
Susan is fluent in both English and Afrikaans. She is a registered BAS agent and works in the area of tax return preparation for individuals, sole traders, partnerships, companies and trusts. Susan is comfortable using various accounting software.
Matthew de Beer
Matt currently works part-time in the Joondalup Office while completing his full-time studies. His roles include; administrative work, individual tax returns, business tax returns, partnership tax returns and BAS lodgements.
If you are interested in visiting the Joondalup location instead, you are welcome to contact the Joondalup branch for appointments and information.
