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Teamwork

Meet Our Team: A dynamic group of talented individuals dedicated to delivering exceptional results and exceeding your expectations. Get to know us and our expertise.

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Kim Macdonald

Registered BAS Agent, Certified Profit First Professional and Certified Xero Partner

Well, hello there! Thanks for being curious about little ol’ me. 😄

I’ve been in the business game for over 15 years, serving as a Bookkeeper/BAS Agent for a wide range of businesses. From the tiniest micro business to the big-time multi-million dollar enterprises, I’ve seen it all! But you know what gets my heart racing these days? Working closely with passionate business owners like yourself, not just as a number cruncher, but as a trusted advisor and mentor. Together, we’ll create a business that you absolutely love, and hey, let’s make sure you’re financially rewarded to create the life you’ve always dreamed of. It’s like a double win!

Now, here’s the thing—I thrive on the diversity and complexity that comes with being one of your trusted advisors. It’s like solving a puzzle every single day, and boy, do I love a good challenge! So, whether it’s helping you with financial strategies, offering guidance on business growth, or just being your sounding board, I’m here to make your journey smoother than a freshly paved road.

But hey, it’s not all business and numbers for me. I’ve got a life outside the spreadsheets, too! My personal values align perfectly with the awesome values of Savvy. So, in my free time, you can catch me doing things that bring me joy—embracing simplicity, having a good laugh, connecting with amazing people, fueling my mind with books and podcasts (all while strolling through nature, of course), giving back to the community by donating blood, and spending quality time with my loved ones. Oh, and did I mention that I’m a netball pro? Well, maybe not a pro, but I do love getting out on the court and shooting some hoops!

So, there you have it—a glimpse into the life of your dedicated and passionate advisor. Let’s team up, make numbers dance, and create a business journey that’s as exhilarating as a roller coaster ride! Are you ready? Let’s do this!

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Leonie Addison

Registered BAS Agent, Registered NDIS Plan Management Provider, Xero Certified

Hey there! Ready to dive into the exciting world of finance? Well, buckle up because I’ve got quite the journey to share with you!

Since I was a wee youngster, my interest in the financial industry was ignited by none other than my dad, an awesome accountant. I guess you can say I followed in his footsteps, and boy, am I grateful for that! With over 20 years of experience in the accountancy and administration realm, I’ve had the pleasure of working with a diverse range of organizations in both the UK and Australia. Commercial, not-for-profit, government—you name it, I’ve tackled it!

Fast forward to November 2016 when I joined the legendary Savvy team as a senior bookkeeper. Talk about finding my groove! As an all-round bookkeeping guru, I’ve mastered the art of using Xero, but hey, I also get a thrill out of converting data from MYOB and QuickBooks. Variety is the spice of life, right? And let me tell you, working with Savvy means an endless variety of clients. It’s like a bookkeeper’s dream come true!

Now, here’s a little secret—I absolutely adore messy, backlog, and rescue work. Yep, you heard that right! There’s nothing quite like taking a jumbled financial mess and transforming it into a thing of beauty. The satisfaction I get from that outcome? Priceless!

But hey, life isn’t all about numbers for me. When I’m not swimming in spreadsheets, you can find me literally swimming in the pool! Aqua Aerobics is my jam, and I can’t resist a good splash. And let’s not forget about treating my taste buds to a delightful dining experience or catching the latest blockbuster at the movies. Oh, and did I mention my love for getting lost in a captivating book or catching up with friends? There’s never a dull moment!

So, if you’re ready to dive into the world of bookkeeping and financial wizardry, join me on this thrilling adventure. We’ll conquer those numbers, rescue those ledgers, and have a blast along the way. Let’s make finance fun! Are you in?

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Mike Michalowicz

Adviser & Lead Profit First Strategist

Mike is the entrepreneur behind three multimillion dollar companies and is the author of Profit First, The Pumpkin Plan and what BusinessWeek deemed the entrepreneurs cult classic, The Toilet Paper Entrepreneur. He is a former small business columnist for The Wall Street Journal, speaks internationally on entrepreneurial topics, and is the creator of the Profit First method. Mike is an active adviser on Profit First to our firm.

Vision

Finding the most simplistic and efficient solution for each client through assessing their individual business needs and offering full support, guidance and training.

Mission

Assist business owners to achieve financial freedom through understanding their business finances and providing opportunity to create a desired life.

Values

  • Simplicity- Establishing systems that are straight forward.
  • Fun- Removing the Hum Drum to bring back the Fun!
  • Connection- Bonding together to identify who you need and when.
  • Growth- Supporting your business growth for success
  • Contribution- Helping communities through building small business.