Australia
Most accountants tell you what happened. I help founders understand why it happened and what to change. Before my current role, I built a client portfolio of 400+ at USANA through cold outreach and relationship management. It taught me what actually happens on the ground: customer acquisition, churn, retention. That ground-level sales experience shapes how I think about commercial problems in a way most accountants don't have. Alongside this, I help SME founders gain clarity through a deep dive into their business performance. Looking at where revenue is leaking, what is impacting margins, and what changes can make the biggest difference to improve profitability and growth. If you're a founder who knows the business can be performing better, let's have a conversation.
• Working with SME clients across financial reporting, tax, and business advisory. • Build interactive performance dashboards to identify trends and analyse numbers, turning data into decision-making insights. • Working on forecasts to support business owners in planning and perform scenario analysis. • Analyse client financial performance and recommending improvements.
• Grew a client portfolio to 400+ through cold outreach, networking events, referrals, and social media, learning sales execution from scratch. • Achieved ~60% customer retention through relationship-led account management: regular follow-ups, feedback loops, and genuine value delivery • Recruited and mentored 20+ team members, translating personal sales learnings into repeatable coaching frameworks. • Competed and ranked in the top regional sales cohort across six countries (2024 Regional Top 25 Sales Leader Award).
• Supported 50+ SME clients with bookkeeping, payroll, tax, and financial reporting. • Prepared tax returns and financial statements for individuals and business entities. • Liaised with clients and the ATO on compliance and lodgement matters. • Worked closely with senior accountants to meet deadlines and deliver quality outcomes.
• Delivered customer service in a fast-paced environment, handling orders and resolving issues efficiently. • Managed POS operations, ensuring accurate handling of cash and card transactions. • Supported daily operations including inventory checks and store setup/closing. • Promoted twice within 12 months for strong performance, teamwork, and reliability.