I’m a business consultant and accountant from the South West of Australia. I’ve been working as an income tax consultant for 12 years, and during that time have progressed to become the owner of my own firm.
I’m thrilled by the efficiency and elegance of a well designed system, whether that’s a clean code base behind a web application, or practical procedures for internal control.
I love being involved in the small to mid size businesses I consult with, and am dedicated to finding ethical, cost effective ways to enhance performance and success.
I completed my Cert IV in Training & Assessment. While I've trained staff in the past, this course firmed up many different aspects of my skills and experience. There's a lot included in this course and it took me a full year to get through part time.
I made a todo list app. It's free, minimal, open source, self hostable, and works everywhere. It's pretty great!
I put together a simple & elegant Fuel Tax Credit Calculator. The one on the ATO website is a bit clunky. This one is easy to use, all on one page, and prints a nice calculation page for your records.
I was engaged by South Regional TAFE as a lecturer in tax law units. This is a side gig, just a few hours a week. It's a pretty great job, super rewarding, keeps me up to date and gets me out of the house once a week.
I completed my Post Graduate Degree in Public Accounting with the University of New England. I realise that this might be easily achieved for others, but for me it was truly difficult to balance the requirements of this course with my other commitments. I'm really proud of this achievement.
I made a rad text expander / template renderer. It's designed for constructing form emails from templates. I've used something similar in my work for a while, but I couldn't find something really good for this purpose so I made my own!
No I didn't win, nor did I even place well, but I did compete which for me is a huge achievement. I'm so chuffed about this.
Achieved high distinction in Professional Ethics unit offered by University of New England.
Met my partner's mother for the first time at her home in Burma, and spent a month or so pretending to be a backpacker. I've wanted to visit Burma since my first time in Asia, but it's not as accessible as a lot of neighbouring countries. It's not for the faint of heart, but it was memorable and great to tick it off the list.
After 13 years at Wheatcroft Accounting I decided to sell off the majority of the firm and move in a new direction. It's not without a certain level of apprehension but it's refreshing to feel agile again, and I'm really looking forward moving more towards the automation and web development areas of the modern accounting profession.
At Wheatcrofts we switched over to Xero Practice Manager for practice management and tax form preparation functions. This runs much deeper than simply setting up some software subscriptions, it means a significant change to our entire workflow.
Timebilling is always difficult to migrate because not only do staff and workflows need to be retrained and reconfigured, but clients need to make an adjustment too. It's easy to over look the fact that we've spent the last x years training clients to expect to be invoiced in a certain way.
That said, the end result is excellent, and I'm confident that this change will make life easier for everyone involved.
Significant revision to ACLC’s financial information system. The fundamental improvement was to change the process by which expenses are allocated between cost centres, in addition specialist budget preparation and reporting software was implemented.
The outcome is improved pertinence of reports to stake holders and a significant reduction in the human resources required to administrate the system.
Completed academic and practical requirements for a Limited Financial Services License administered by the ASIC. This enables Wheatcroft Accounting to provide a sub set of financial services usually reserved for financial planners. The academic requirements were completed with Kaplan Professional.
Achieved high distinction in Strategic Planning and Management unit offered by University of New England. This unit forms part of the Institute of Public Accountants Program.
Superagent Throttle is a small node plugin for superagent which makes throttling http requests effortless. Often APIs impose complex rate limits like "5 concurrent connections, and 500 max connections per hour". This plugin handles these kinds of situations, sending every request as soon as possible while staying within rate limits.
I'll admit, it's not that popular, but it's more popular than anything else I've written and is apparently in the top 7% of npm packages
I was appointed as treasurer for Albany Youth Support Association. This organisation has a turnover of ~$2 million, which funds an 8 bed refuge center in Albany, and a youth outreach program called "reconnect".
AYSA has been supporting youth in Albany for more than 20 years, and is really well recognised in Albany. They do have a complex funding environment in that funding comes from numerous small grants.
Development of subsidiary firm exclusively for SMSF engagements. This involved the development of a completely new value proposition and brand package; a unique workflow separate from Wheatcroft Accounting engagements; and a formatting engine for SMSF special purpose financial reports.