Jodie has over 20 years' experience working with private clients on annual accounting and taxation work, ensuring client lodgement deadlines are met and providing advice to clients on various accounting and tax issues.

At BDO, she manages a team of three staff and has experience in providing taxation compliance, accounting services and business advisory to a wide range of clients. She is passionate about providing personalised services to her clients.

Services

• Tax effect accounting
• Taxation compliance and advice Financial accounting and reporting Business analysis and advisory Financial forecasting
• Capital gains tax, including small business CGT concessions
• Application of Division 7a rules, UPE requirements and interposed trust structures

Sectors

• Property and construction
• Hospitality and tourism
• Commercial Property
• Retail

Key assignments

• Ongoing relationship with business and private clients, providing key management and taxation advice
• Special purpose financial report preparation
• Tax planning and advice
• Accounting systems set-up, consulting and troubleshooting

Qualifications

• Bachelor of Commerce, Accounting and Human Resource Management, University of Tasmania

Affiliations

• CPA, CPA Australia