Jennifer has over 30 years experience in accounting, taxation, business services, IT, audits and SMSFs. Having gained personal experience as a company accountant in the manufacturing, wholesale, retail, trades, communications, service station and not for profit sectors, provides a practical approach to client's needs.
Having also gained personal experience as a senior client manager in public practice firms provides a wide exposure to various industry & professional services clientelle. Jennifer has a keen interest in the areas of succession & estate planning, Self-Managed Super Funds, Wealth Management & Protection, Business Development, Cloud Technology & Implementation.
Having also gained personal experience as a senior client manager in public practice firms provides a wide exposure to various industry & professional services clientelle. Jennifer has a keen interest in the areas of succession & estate planning, Self-Managed Super Funds, Wealth Management & Protection, Business Development, Cloud Technology & Implementation.
Services
Lee Business & Accounting Services are public Accountants' based on the Tweed and provide accounting, taxation & SMSF services. We are committed to maximise your full personal, business and financial potential. Whether your in Business Startup, have an Existing Business or are looking for an exit strategy we can simplify your life and take the worry out of tax.
Monthly Cashflow forecasting and monitoring services, using live data from Cloud accounting software such as Xero, MYOB, Quickbooks. If your accountant could offer a cash flow monitoring service, including and annual budget and cashflow forecast, a monthly report, an annual meeting, proactive alerts and advice and ad hoc phone access, assuming this was priced reasonably, how interest would you be in pursuing it?
We provide an efficient, professional bookkeeping service to the public. From Weekly/Monthly/Quarterly Bookkeeping support using Xero, Quickbooks, MYOB or Banklink to training and backup support. We also assist other bookkeepers with training, work reviewing, trouble shooting, tax advising, or backup support.
Starting up your business requires careful planning, research and good business & tax advice. We can not only provide you with the correct advice when you start your business, but be there with you to assist at every step of your business journey, and provide you with the tools to manage your business.
3. On retirement - in general Tax Free benefits for pension accounts (capital gains and investment income). Fund members may have several accumulation and pension accounts in a fund. 4. Consolidation of members funds - Though separate member accounts are maintained, you can combine resources to purchase specific assets.
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