The Principal, Keith Caldwell, is a CPA qualified professional accountant and has extensive financial and management experience in the commercial sector. Keith is also a registered Tax Agent and an approved ASIC registered Superannuation Fund Auditor.
Richard has worked for over 30 years supporting family owned businesses manage finances and tax. Having worked as Chief Financial Officer for businesses in several sectors Richard understands how management of cash flow is central to the success of any business. He provides support to client business with cash flow statements, cash flow projections over 3 to 6 months periods and full year business plans to secure bank and government finance. He says ‘Having accurate financial accounts leads to accurate cash flow management and optimum commercial decisions, from which the most beneficial tax planning strategies can be implemented. I enjoy supporting business owners achieve their most beneficial financial outcome.’
David brings over 25 year’s experience spaning both public practice and private industry. He has been a CFO for large residential developer in Vail Colorado, as well as mangeing a diverse and extensive commercial real estate portfolio for Vail Resorts. David received a MBA from Kennesaw University and a Bachelors of Accounting and Business from Northern Vermont University. He is current Member of The American Institute of CPA’s and holds a CPA licence with CPA Australia and the Colorado State Society of CPA’s.
Alena is a fantastic human being who is very helpful