YOUR TEAM

helping businesses blossom

LEE DUFFIELD

General Manager

Lee has a passion for helping businesses improve efficiencies across all areas of operation, from  implementing cloud integrated software systems to advising on legal structures of business for taxation purposes.

 

For over 12 years, Lee has worked in business services and tax advisory for small and medium family businesses, self-managed superannuation funds and high net wealth individuals. In particular, Lee draws on knowledge from her Masters of Taxation, to assist clients in structuring their organisations to help in minimising their tax obligations as well  as reducing exposure to risk.

 

In recent years Lee has gained significant experience in assisting businesses gain efficiencies by utilising cloud accounting and cloud integrated solutions, encompassing all facets of business, from point of sale, HR and payroll, accounting, reporting and more by implementing cloud based software.


Achievements

Practice Ignition Top 50 Women in Accounting

- 2018 + 2019 Nominee -


 -Women in Finance Awards -

2018 WINNER - Accountant of the Year

- SMSF & Accounting Awards -

2018 Finalist - SMSF and Accounting Professional of the Year

 - Australian Accounting Awards -

2017 Finalist - Young Accountant of the Year

Tax Enthusiast | Cloud Accountant | Futurist

Advisor | Mentor | Member CAANZ | Mum

ALY GARRETT

Founder | Principal

Aly is passionate about seeing businesses thrive and adapt in these times of rapid change, ensuring the family groups that own them build wealth for themselves and future generations.

Aly draws on over 25 years of experience to deliver customised accounting, taxation, advisory and cloud solutions for her clients. She is recognised as a leader in the tourism industry and cloud revolution space helping to elevate businesses to the cloud and deliver automation to future proof their businesses, delivering efficiencies and improving profitability.

Achievements

Women in Finance Awards

- 2019 WINNER - Small Business Adviser of the Year

- 2019 WINNER -  Principal of the Year

Practice Ignition Top 50 Women in Accounting

- 2019 Winner - 

- 2018 Nominee -

- SMSF & Accounting Awards -

2018 WINNER - SMSF and Accounting Professional of the Year

2018 WINNER - Partner of the Year

2018 WINNER - Overall Excellence Awards

- Women in Finance Awards -

2018 Finalist Small Business Adviser of the Year

- Corporate & Private Telstra Women’s Business Awards -

2017 SA Finalist

- Australian Accounting Awards - 

2017 Finalist for Thought Leader of the Year

- Behind Closed Doors - Entrepreneurs Scholarship -

2016 Runner Up

- Deloitte Business Women of the Year for SA & NT -

2011 Finalist - Manager & Above

- Deloitte Business Women of the Year for SA & NT -

2009 WINNER - Manager & Above

 

The ultimate success for Aly has come about by combining her love for her work with her passion for her family & she has built her life around this foundation.

Cloud Enthusiast | Virtual CFO  | Fellow Chartered Accountant 

| Tax Agent | Mum of 3

RHETT FRASER

Senior Accountant

Rhett is a Chartered Accountant with over 5 years’ experience in business services and tax advisory, providing services in the following areas:

 

- Accounts preparation and financial analysis, including preparation of Business Activity Statements and Quarterly Management Reports
- Taxation planning and compliance
- Business advisory, including providing tangible advice for clients
- Transactional services for business (bookkeeping and payroll processing using cloud products such as Xero, Kounta, Deputy, Receipt Bank & Hubdoc)
- Implementation and use of cloud technologies for integrated business solutions

 

Achievements

Graduated as a member of the Institute of Chartered Accountants Australia in November 2018

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