“I have been working with Joe for over 15 years now with my clients. We work well together for the long-term benefit of the client, with me managing the day to day operational and management accounting, including BAS review and delivering real time financial reporting for each of their businesses. Joe and his team manage the tax compliance, lodgment and tax planning for my clients, including long term tax and super strategies. The team’s attention to detail makes sure we keep the ATO at arm’s length with all our tax related matters. Joe and I meet regularly with Clients, Joe acting as ‘Chair’ of each advisory board.”
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