Joe Walsh & Associates

WHY WE DO WHAT WE DO?

With JWA’s Gold Coast accountants, we only engage a client if we know we can materially assist in growing their Gold Coast business. As a client of JWA this means increasing your personal net wealth.

Our clients typically seek to improve their businesses and value our educational approach. Our clients wish to understand their business structures and appreciate the opportunity to broaden their knowledge through our Gold Coast based Business Improvement and Wealth Management Workshops.

We strive for results driven success in all that we do. We are dedicated to making our clients’ business and personal financial affairs effective, efficient and well organised – we make things as simple as possible for you. Your success is our focus.

Our clients agree with us that a team can provide a more comprehensive and valuable service than an individual. That’s why we use a collaborative approach to provide what you and your Gold Coast business need – to maximise your success.

That’s why we do what we do!

TAX, BOOKKEEPING & ACCOUNTING

Because you have to! And because you need accurate numbers.

We prepare tax returns, financial statements, annual ASIC Company returns, Business Activity Statements, because you have to – it’s an annual activity that is required by law. Our job is to complete it correctly to give you peace of mind.

We have a Gold Coast based bookkeeping division in house to supply quality, cost effective bookkeeping and payroll solutions for you. This means reduced costs for tax returns and financial statements because we are controlling the data entry process, which is reviewed by our tax specialist Chartered Accountants.

We value your time. We realise that you would rather be engaged in sales or production, not sitting in front of a computer wondering if your books are right. We give you back time to spend as you like.

BUSINESS STRATEGY

Because you need to know where you’re going and how you’re going to get there!

Our Gold Coast business strategy team focuses on the bigger picture, where you are going and how you will get there. We help you stay focused and gain clarity. We work with you to implement projects that will increase your revenue, boost your profitability and maximise the value of your biggest asset, your business. Maximising your success is our strategy.

WEALTH MANAGEMENT

Because you want to keep what you’ve earned!

This brings all the results of your hard work together. We plan with you to minimize your tax so you keep more in your pocket. We position your assets so they are protected from risks. We ensure you have the necessary arrangements in place to ensure your assets end up in the right hands through effective succession planning, estate planning and self-managed superannuation.

If you like the sound of Why We Do What We Do and would like more information on how we can work together, Click to contact us and make a no obligation appointment.

TEAM:

Aletia Bowen, BCom, GradDipCA
Senior Accountant

Aletia brings over 13 years of bookkeeping and accounting experience to her position with JWA. Clients benefit from Aletia’s brilliant organisational skills coupled with her financial expertise.

Aletia can help you with:

preparing and presenting financial statements and income tax returns
business management accounting
business advisory services and taxation planning
consulting on improving efficiencies in your business expenditure

Keith Munday, MCom, BCom (Hons), CA
Accountant

Keith’s strong academic background and past managerial experience contribute to his exceptional accounting skills. He uses his expertise to bring clients accurate and efficient accounting services.

Keith can help you with:

preparing and presenting financial statements and income tax returns
business management accounting
business advisory services and taxation planning
consulting on improving efficiencies in your business expenditure

Amanda Cooper, BBus, CA, Registered Tax Agent
Tax Manager

Amanda’s combination of hands-on and managerial experience in accountancy and taxation give her broad knowledge and strong skills. Managing her own portfolio of clients, Amanda also ensures you receive excellent taxation services from all our staff at JWA.

Amanda can help you with:

tax advice
preparing and presenting financial statements and income tax returns
business advisory services

taxation planning

Kristen Cusack
Client Services Administrator

Kristen is a skilled administrator with 10 years experience in the Financial Services industry. Her bubbly helpful personality is appreciated by our Team and Clients alike.

Kristen helps our team with:

all our secretarial and administrative needs
JWA accounts administration
Client support – First point of contact

Katie Crocker
Client Administration Manager

Katie is a highly trained and experienced administrator.  She leverages her high work standards to support our clients and our team with efficient services.

Katie helps our team with:

client support
secretarial, organisational and administrative needs
maintenance of our lodgement program with the ATO
leadership in our “green” conversion to a less-paper office

Our Company

JWA Business & Wealth is an innovative accounting practice, integrating a team of multi-disciplined accounting professionals with a truly customer focussed business philosophy, providing a holistic full service accounting solution for Small Business.

Our core service set is “Tax, Books, Business Strategy and Wealth Management”. Within that comprehensive framework, we provide solutions for Bookkeeping, Accounting & Management Reporting, Budgeting & Forecasting, Compliance, Tax Planning, BAS & Annual Returns, Structure Advice, Corporate Finance, Strategic Business Management & Guidance, Profit Leakage Analysis, Business Growth & Development, Distressed Business Turnaround, Exit Strategy, Business Valuations
& Due Diligence, Asset & Income Protection, Estate Planning and Superannuation.

Where we differ is that we educate, we plan together with our clients, we interpret your results, we make time for our clients and we have only a small select group of clients. Our services are tailored to empower small business owners.

Why Choose JWA

At Joe Walsh & Associates we have a very targeted client group, none of whom consume the lion’s share of our time. This enables us to constantly deliver the service and attention to detail that our brand is known for.

Our clients are Business owners and Directors of Gold Coast companies who typically employ between 5 and 50 employees.

Their reason for choosing us for all their business management needs is simple, they know they can rely on us, and they know our drive is to simplify their processes and offer real value in working to assist their business growth rather than complicating it.

For a discussion about your business, contact JWA Business & Wealth on 07 5585 8555

Joe Walsh & Associates in Worongary, Gold Coast, QLD is in the category of Accountants Specialising in Capital Gains Tax, Business & Company Tax Returns, Accounting.

Additional services by Joe Walsh & Associates include GST / BAS Returns, Wealth Management, Self Managed Super Funds (SMSF), Bookkeeping, Personal Income Tax Returns.

Call Joe Walsh & Associates to make your next appointment.

Services

Tax Accountants

Bookkeeping

SMSF

Strategy »

• Business Plans
• Business Valuations
• Business Succession
• Wealth Management
• MMM Success System