PO Box 525, Bentleigh, Victoria, 3204

About Us

We provide tax and business advice to match our clients needs.  We focus on enabling small businesses to grow through providing the right information and guidance with an understanding of their business, dreams and aspirations. We look after how the tax laws impact our clients so they can focus on their business.

We work in an agile environment using all the best technologies to relieve the stress of any compliance headache. We like the flexibility and the real-time nature of working in the cloud. We are comfortable communicating by phone, text or App or meeting face to face for the mandatory morning caffeine fix.

We think global, but work local.  We do not outsource any of our services off-shore.  A sense of community is important to us, and this is both on line and in the real world.

We hold a Certificate of Professional Practice from both the Chartered Accountants ANZ and the Institute of Public Accountants. This means we are entrusted to offer professional services in the public domain and committed to upholding financial integrity in society. As well as to provide financial leadership and the highest ethical and educational standards.

We want to grow with our clients!

Principal

Lisa Greig has more than a decade of experience in tax consulting and is a true tax consulting generalist. She has worked for a “big four” firm in a variety of tax roles including corporate tax, tax business school and private enterprise.  She has advised small business on tax issues through roles with mid-tier and suburban firms. She has a passion for tax policy, and has participated in many TPB, ATO and IGT consultative forums.  She provides tax guidance and policy on ABC Melbourne 774 .

Lisa contributes back to the profession through her mentoring and education. She presents tax sessions and webinars focusing on practical solutions for practitioners for the Institute of Public Accountants. She supports candidates undertaking the CA program with the CAANZ, and teaches sessional classes for Melbourne University for undergrads in tax law. She holds a Master’s in Adult Education.

She volunteers at the Melbourne Law School (MLS) Tax clinics on a pro bono basis guiding students to assist disadvantaged taxpayers with their tax affairs.

Prior to her “sea change” career in tax, she spent 15 years undertaking global business development for Australia biotech companies, so she is well equipped to understand the pressures from the business side of the equation and the fatal error of not managing cashflow.