experience
Julie is a Partner of PKF's Enterprise Advisers business unit. With over 30 years of business and taxation experience, Julie is dedicated to fulfilling the professional accounting needs of small and medium enterprises. Julie's experience extends across a range of industries;
» Manufacturing
» Engineering
» Automotive
» Printing and direct mail
» Wholesalers
» Retailers
» Franchises
» Tourism and hospitality
» Professional practices
» Retirement villages and residential aged care
Whilst her expertise is in management accounting, her advisory skills extend to personal wealth creation, superannuation, business succession planning and taxation. Julie prides herself on her "hands-on" approach to servicing the needs of clients.
A special focus of this active approach is servicing providers of seniors' living accommodation including retirement villages and residential aged care facilities. With more than 15 years experience in this growing industry, Julie is a presenter at conferences and seminars, has acted in an advisory capacity to peak industry bodies, and commands experience in both for profit and not-for-profit ventures.
areas of expertise
» Business planning and finance
» Management accounting systems
» Business structuring for operational, legal and taxation
» Franchising
» Budgets and cash flow forecasting
» Income tax compliance and indirect taxes
» Personal wealth creation
» Business succession planning