About Me

A Business Consultant and Accountant with a Passion for Web Technology.

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.

Data Systems

Experienced in design, development, and implementation of financial information systems to provide a variety of functionality including automated account keeping, inventory management, document generation and management, and data manipulation.

Regional Commerce

Genuinely passionate about small to mid-size business in regional Australia, and knowledgeable abou tthe unique set of challenges faced by businesses in this sector.

Entity Structure

Regularly involved in structural implementations for business entities and non-profit organisations.

Strategic Business Planning

Well acquainted with strategy development and implementation in personal, business, and non-profit contexts.

Web Technology

Active open source developer with regular contributions to a variety of community projects.

Budget and Forecast Development

Excellent budgeting and financial modelling skills, heavily involved in budget preparation for large non-profits.

Client Relationship Management

Focussed on building strong client relationships through providing excellent advice and delivering real value in every engagement.

Recent Posts

COVID-19 JobKeeper Payments For The Self Employed

Apr
2020
JobKeeper payments will be available for self employed people, even if they don't pay themself a wage

Tax Treatment of Super and Termination Payments

Apr
2019
A presentation providing a brief overview of the taxation treatment for super and termination payments

Xero Tax Depreciation Explained

Mar
2019
Everything you need to know about Xero tax depreciation

How To Record BAS Payments in Xero

Mar
2019
Recording your BAS payments in Xero is easy once you've seen it done, this brief article shows you how step by step.

Div 293 Additional Contributions Tax for High Income Earners

Mar
2019
Div 293 applies an additional 15% tax for high income earners. This article provides a brief overview of everything you need to know.
More Posts

Time Line

2020

Published todo-all-the-things

Aug
2020

I made a todo list app. It's free, minimal, open source, self hostable, and works everywhere. It's pretty great!

Completed Cert IV in Training & Assessment

Jan
2020

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.

2019

Destroyed 50km MTB Cross Country Event

Sep
2019

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.

Published textexpander.io

Jun
2019

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!

Completed Post Graduate Degree

Mar
2019

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.

Started Lecturing in Tax Law

Feb
2019

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.

Published ftccalculator.com.au

Jan
2019

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.

2018

Started Albany Accounting & Consulting

Jul
2018

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.

Spent 1 Month in Burma

Mar
2018

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.

Professional Ethics Unit

Jan
2018

Achieved high distinction in Professional Ethics unit offered by University of New England.

2017

Strategic Planning and Management Unit

Oct
2017

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.

Limited Financial Services License

May
2017

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.

Revised Albany Community Legal Centre Financial Information System

Mar
2017

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.

Implemented Xero Practice Manager

Jan
2017

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.

2016

Self Managed Super Fund Specialist Firm

Dec
2016

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. This firm is now live and accepting engagements atmysmsftr.com.au.

AYSA Treasurer

Oct
2016

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.

Published Superagent Throttle

Mar
2016

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