Success Tax Professionals Joondalup

Success Tax Professionals Joondalup

Audrey de Beer is the accounting principal of two Success Tax Professionals practices. The accounting practices are located in Joondalup and Clarkson. Ms de Beer has been a dedicated and committed franchisee of the Success Tax Professionals network with her practices for over 20 years. This is firm testimony to her loyalty and integrity as a professional in the tax and accounting industry.

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.’


About the team:

Audrey de Beer: LinkedIn

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:

  • Financial statement preparation and analysis,
  • Financial reporting and analysis,
  • Taxation law and preparation of business returns,
  • Bookkeeping,
  • Auditing of self-managed super funds,
  • Bank and cash reconciliations,
  • Budgeting,
  • Taxation and business structure advice,
  • Cloud accounting software,
  • Business advisory services, and
  • Tax planning.


Nicolette de Beer:
LinkedIn

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.

Amoson Teo:

Amoson is a highly motivated  Master of Accounting graduate from Curtin University. Amoson works on all entities but is currently focusing on Self-Managed Superfunds. In his spare time, he enjoys cooking, martial arts and board games.


James Ta:

James works in the Joondalup office and his areas of expertise involve accounting software and payroll. His roles also include administrative work, individual tax returns, business tax returns, partnership tax returns and BAS lodgements. When he’s not crunching numbers, James is an avid gamer.


Susan Schutte:
LinkedIn

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.


Khush Hirani:

Khush currently works part-time in the Joondalup Office while completing his full-time studies. His roles include; administrative work, bookkeeping, payroll, BAS and superannuation lodgements. Khush has a passion for music and culture.


Juvylle De Leon

Juvylle works fulltime as an administrative assistant who takes care of the behind the scenes office work. She has a special interest in social media marketing.

 


If you are interested in visiting the Clarkson location instead, you are welcome to contact the Clarkson branch for appointments and information.

Find our Clarkson practice here

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Details

Unit 2, 200 Winton Rd
Joondalup WA 6027
Australia
Phone: 08 9300 1280
Fax: 08 9300 1328
Email: [email protected]

Phone: 08 9300 1280

Mobile: 0455 261 594

Fax: 08 9300 1328

Email: [email protected]

Info: Tax Agent No. 71584000.

Servicing Options

  • In person at our office
  • Email
  • Phone
  • Online video
  • Messenger apps/programmes
  • We use Zoom and WhatsApp
  • Pop-up kiosk at Lakeside Joondalup Shopping Centre from 29/6-29/8 (opposite Coles)
  • Pop-up kiosk at Ocean Keys Clarkson Shopping Centre from 30/6-15/8 (opposite Dusk)

Hours

Joondalup Office: Saturday services are by appointment only.

Pop-up Unit: Lakeside Joondalup Shopping Centre (opposite Body Shop near the Information Desk) 03/07/23 - 13/08/23.

Liability limited by a scheme approved under Professional Standards Legislation.

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