Between the Penrith and Springwood offices, David and Gen now run a trusted and well-established team of professionals, specialising in business, taxation and commercial consultancy for local businesses and professionals.
With extensive experience as a Chartered Accountant and a Diploma in Law, David’s commercial experience makes him well-positioned to help small business owners in the local region cover their advisory as well as tax and compliance requirements. He even occasionally works as an expert witness or forensic accountant for lawyers in legal cases and is a chair on two local business groups: Penrith Business Connect and Blue Mountains BRG.
Gen manages the accounting, bookkeeping, and superannuation services and ensures that the administrative side of the business runs like clockwork.
David and Gen are probably not your typical accountants.
Gen enjoys tending to a small herd of dairy goats and loves to turn her hand at cheese and soap making! Her other passion is horse-riding (her own horses, of course) and she even enters dressage competitions.
And David has a healthy obsession with the history of warfare and battle, and even plays strategy games at international competitions.
In between times, you’ll find them engaged in more ‘standard’ pursuits like spending time with their three children and friends, at music events or the theatre, or in the gym to compensate for all that desk-sitting time.
They also enjoy being part of the local community and take pride in being able to give something back.
Many of our clients initially came to us with tax issues. Of course, we can help them with that but, invariably we move into more strategic elements of the business and that’s where we can really provide the extra value to them.
Most tax specialists, bookkeepers, and accountants have a rather narrow spectrum of services…we can and do go a step further because of our broad experience in commercial and business matters.”
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