CPA needed

Hi Martine,
Try Dale G at Gatherum-Goss & Assoc in Kilsyth,
http://www.gatherumgoss.com/

Phone: (03) 9723 7699
Fax: (03) 9723 7202
Postal Address: 1 & 1A, 87-89 Colchester Road,
Kilsyth, Victoria, 3137

Regards
Steven
Mortgage Broker
Mobile Mortgage Market

[email protected]
http://www.mobilemortgagemarket.com.au
Ph:0402483216
Ph:1800 820 500
VICTORIA

PLEASE note comments made should not be taken as specific taxation, financial, legal or investment advice.

Hi Martine

I see two aspects to your request:
1. Referral to a brilliant, rather than good, accountant. There are a few exceptional accountants here, and Dale Gatherum Goss is one of them (if he’s not too busy)
2. Your need to define, in concert with your new accountant, what their role is in relation to your property portfolio and wealth building.

My definition?
“My accountant exists to MAKE ME MONEY. He’s too highly qualified to put my receipts etc out of a shoebox (I pay a Bookkeeper to do that).”

In other words, depending on the size of your portfolio, your desired lifestyle, work/family commitments, your bookkeeping talents (or otherwise [cap]) you will ultimately need to employ 2 professionals (bookkeeper + accountant).

The working reality is to see, phone or fax your bookkeeper at least once a week, and your accountant a couple of times a year, with a set agenda something like: “How can you make me more money this year than last year?” [cigar][buz2][cigar]

Your accountant and/or your bookkeeper should help you set up your filing system to make it easy to manage and work from.

Good luck from here.

Cheers
Greg
PS: Have you paid a Quantity Surveyor to draw up Depreciation Schedules on all your IP’s yet?