A no jargon, transparent approach
I’m here to educate and empower creative people
By creating money + life balance
Creating money + life balance means being able to do what you love, while equally balancing family, friends and most importantly your health. It’s no secret there is a direct correlation between the two.
Judy works closely with you to define your financial position, how you spend, your money motivations and establishes realistic goals to create a path towards money + life balance that’s within reach. We not only create this road map, but keep you on track.
How does it work?
It’s straight forward don’t worry
1. meet
We kick off with a 30 minute discovery session (zoom or over a coffee) to understand your current position, immediate needs and grand plans for the future.
2. plan
I go away and dive into the numbers and come back to you with the most appropriate solution for your position. We will work with you on creating a positive relationship with money and establishing targets and budgets to build money + life balance.
3. execute
We then execute on an agreed strategy and manage all aspects of your finances with the ATO, so you can get cracking on being creative. We can bounce questions all year round.
What you get
Judy creates a personalised cash flow plan that meets you where you are today, and evolves as your finances grow.
You can access our expertise in person, or online from wherever you are in the world. We are all set up for remote work, so with social distancing still on the cards for a little while yet, it’s super easy to get in touch. We can hook up a zoom and get your finances on track in no time.
Growing startups
You didn't start a business to track your cash flow or reconcile accounts. But I did.
As the old saying goes “You don’t have to be great to start, but to be great you have to start”. It’s fair to say I love nothing more than discussing a new idea, business model or a reviewing a startup plan.
Discounts for pre revenue companies.
FAQs
Hi Judy, do you just do tax returns?
No that’s not us, we get to know you so we can help you achieve your goals, build a sustainable creative career and create money + life balance.
I have a quick question. Will that cost me? $$$
No, you can flick us a question anytime 24/7. Judy’s customers get free unlimited support. Our fees are fixed and we don’t charge for advice to keep you on track. No one likes surprise bills.
Ok, can we do this remotely?
Absolutely, we can chat / zoom anytime that suits you. It doesn’t matter to us where you’re based.
So what makes Judy different?
Judy has been working across arts, design, film and TV sectors with both creative people and businesses for 15 years. Judy know the in’s and out’s of freelancers, sole traders, company and partnerships and how to position accounts for growth.
Can you manage all my tax deadlines?
Sure, we act as your representative to manage all ATO communications, keep you informed and follow up with you with translations to any tax jargon. Our processes for deadlines are managed via software to ensure we never miss a beat.
Do you have all the creds?
I’m a certified practising accountant with the Institute of Public Accountants, a XERO Silver Partner, Registered Tax Agent, hold a Advanced Diploma of Accounting with over 15 years experience.
What’s the damage?
No need to brace yourself
Tax Returns - Individual - start at $15 plus GST.
No bill shocks here.
