James
Connelly

He is a forward thinker who likes to keep clients up to date on their current financial situations to ensure they can make decisions based on relevant and timely information. He is meticulous in nature which allows him to produce high quality reports using both excel and external accounting software, that clients can rely on.

Professional expertise

•   Business Consulting

•   Business Plan Analysis

•   Monthly Reporting

Business consulting

James undertakes monthly reporting including forecasting and budgeting for clients in the professional services, retail, property and construction and wholesale industries. This allows them to have current financial data presented in a user-friendly way to allow them to make decisions.
He is also able to assist with business plan analysis to ensure projected balance sheet, profit and loss, and cash flow analysis are as accurate as possible.

Taxation and corporate compliance

James assists clients with meeting their taxation requirements including assisting with Fringe Benefits Tax and Goods and Services Tax. He is also able to assist clients with meeting their ASIC obligations by producing share transfer, allotment forms and minutes when required.

Formal qualifications

•   Bachelor of Commerce, University of South Australia

•   Bachelor of Applied Finance, University of South Australia

•   Member, Chartered Accountants Australia and New Zealand