High wealth financial project manager, personal accountant & new business specialist.
Specialising in online/cloud services.
Feel more in control of your business, personal finance and record keeping. Minimal client spaces left.
Our Services
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Debt Management
Whether it’s a credit card, mortgage or loans we can physically make repayments for you to reduce your monthly adhoc financial tasks. This is done with a high level of security, usually with bank tokens and approval processes.
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Transaction Execution
Execution of bill and expense payments. This is not limited to local transactions, we use international transfer platforms such as Wise. We have a high level of experience and trust from long-term clients. Let us handle your transactions with accuracy and care.
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Accounting
With years of experience in Public Practice Accounting, we can interpret financial reports and maintain accounting records (including coding bookkeeping software). From business related endeavours to custom projects. Xero Advisor Certified.
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New Business
One of our own passions is New Business. Whether you’re expanding, opening a new branch or starting a new concept completely. Talk to us about what we can do for you. Ranging from liaising and negotiating with commercial property managers, applying for ABN/ACN’s, liaising with Accountants, concepts, creation, bookkeeping software, record management and more.
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Share Trading
Dabble in share trading? Let us maintain the trading diary, including DRP records, demerger implications, purchases and sales. EOFY doesn’t have to be stressful, hand over organised records to your accountant and save money on their fees.
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Estate Planning
Most of our client’s are busy people, which means having a middle person to communicate, provide relevant documentation and project manage (interpreting Will’s and including down to the little things, such as organising digital signatures) make daunting tasks more achievable. Liaising with estate lawyers is in our wheelhouse.
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Spreadsheet/Records Creation
Hate excel? We love it! If your philanthropic, we can ensure that donations are never lost track of for tax purposes. If you need a custom share trading spreadsheet, rental ledger, expenses record, income tracking, we can make a simple but effective spreadsheet. Organisation is our strong suit, so custom record management is what we do.
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Super Funds
Execution of transactions such as tax instalments, audit insurance and more.
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Custom Services
As high-level financial all rounders, there is no job too big or small. Tackling new projects and designing new processes is part of the fun. Discuss with us which part of your day-to-day could be streamlined or outsourced to us.
“I have known Jillian professionally for over 2 years, as she has fulfilled the crucial role for myself and my family, as our trusted, personal financial controller, and consultant on a variety of business ventures.
Jillian is adaptable across many types of projects, is smart, productive, and always supportive. She takes personal care of our professional life and does so diligently and efficiently.
When thinking outside the box is required, Jillian provides helpful insights, and always strives for the best possible outcome for all. She particularly excels at seeing alternatives and options for growing opportunities.
Jillian can jump into any project and is often my go-between for communicating with a range of professionals.
I highly recommend Jillian for any work that requires you to completely rely on and trust a professional, get great ideas going, get the required work done, and have someone who’s always got your back.
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– Naren King
Founder, Crystal Castle
“Jillian is absolutely incredible I couldn’t recommend her highly enough. I have struggled finding someone who understands my business so I am so grateful to have found someone who is so efficient and shares so much knowledge with me. My life has become a million times less stressful! Thank you so much!”