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About Us
Products and Services
We're a client-focused accounting practice delivering specialised accounting, taxation, and financial planning services, underpinned by personalized care and expertise.
As a small, client-focused practice, we've remained steadfast in our commitment to delivering affordable, expert accounting,taxation, and business services, with a particular focus on family-owned businesses, investors, and self-managed superannuation funds.
We’re a close-knit team led by a group of professionals,each bringing their unique expertise and local experience to the firm. Linda Kowalke, our Principal, epitomises our client-first approach. As a Registered Tax Agent and Financial Planner, her 15+ years within local accounting firms have culminated in her tenure with us beginning in 2012. Linda's exceptional skill set in business and compliance requirements is complemented by her proficiency in an array of cloud-based systems including Xero, XPM, Reckon, MYOB, Quick Books, Dext, and Hubdoc.
Linda's role goes beyond just numbers; as an Authorised Representative of Politis Investment Strategies Pty Ltd, she aids clients in navigating the intricate world of Self Managed Super Funds, insurance, investment management, and retirement planning.
Her diverse background is further illustrated by her prior experience as a scientific officer specialising in vaccine production – a testament to her depth and adaptability.
MYOB, QuickBooks, Self-Managed Superannuation Funds
Bookkeeping, Business Advice, Business Turnaround, Financial Planning Advice, Taxation
Over 20 Years
Family-Owned Business Accounting Services, Accounting, Business Advice NSW, Financial Planning, Taxation, Cloud Accounting NSW, Self-Managed Super Fund, Xero Certified Advisor, Bookkeeping Maitland