TRAK-Accountants

Morgan Fu

Practice Partner

Over 10 years' experience in Public Practice focusing on providing end-to-end accounting solutions for small and family businesses in various industries. Love engaging with small to medium enterprises, helping them improve business processes, operations and performance and helping them achieve the desired results.

His expertise built up from various accounting roles enables him to provide tailored value added business advisory services to our small business clients when they are buying property investments and existing business. Especially from the perspective of small business concession, tax effective business structuring, and in the long term help them achieve the goal of paying less in tax and add more to their bottom line profits! Our clients include Medical Practices, Retail, Hospitality, Logistics, Management Rights and eCommerce Business etc.

Professional qualifications

+ Master of Commerce (Accounting), Queensland University of Technology

+ Certificate of Public Practice - CPA Australia

+ SMSF Auditor

Anthony Restaino

Practice Partner

Anthony’s passion is helping his clients achieve their financial goals. He has over 25 years industry experience working with high net worth families and family businesses. Supporting them through financial transitions and planning for the future.

His experience in providing Australian tax advice to a range of domestic and international clients across various industry sectors has resulted in being recognised for his technical expertise and commercial acumen in providing clients solutions to achieve their transactional goals.

He specialised in the Real estate, Property development, beauty, hospitality, cleaning, security industries having owned business in those industries himself.

Professional qualifications

+ Bachelor of Commerce (Accounting), Griffith University

+ Fellow - Institute of Public Accountants (FIPA)

Megan Hamilton

Intermediate Accountant

Megan is a passionate, customer focused member of the team with a commitment to ongoing professional development. Megan has been working in the accounting industry for 4 years. She brings with her a wealth of experience from her previous roles, which have given her the skills and confidence to tackle the variety of tasks that are presented as the Support Officer.

Megan manages the Customer Relationship Management System, as well as many of the processes, procedures and paperwork involved in the smooth running of our TRAK team.

Professional qualifications

+ Bachelor of Commerce (Accounting), University of Southern Queensland.

Sue Kuan Ong

Accountant

Sue Kuan specialises in taxation and always keeps her knowledge up to date in the dynamic changing world of the Australian Tax regulations.

She has extensive experience in technology and solutions that can improve how we work in the accounting industry and assists her clients with adapting to new technology that can help them work smarter and more efficiently.

She is knowledgeable with using Nowinfinity, XERO, MYOB, HandiTax, HandiLedger and Microsoft Office (Excel, Word, PowerPoint, Outlook) and familiar with other software such as Canva, Reckon, Adobe Photoshop, GIMP and Flash Player.

Professional qualifications

+ Master of Commerce (Accounting), Charles Sturt University

Rhonda Allen

Office Administration Manager

Rhonda is our Office Administration Manager. Rhonda leads our Administration Team with over 20 years experience working in the accounting industry.

Rhonda has a vast knowledge of all administration aspects in accounting, including preparation and lodgement of income tax returns and experience in communication dealings with ATO and ASIC on behalf of our clients.

Rhonda has a full understanding of various software programs and impressive communication skills. She has a strong ability to manage the accuracy of important accounting documents.

Rhonda interests and hobbies outside of work are cake and cookie baking and decorating and she enjoys jet skiing on weekends.

How does TRAK Accountants manage our documents to meet the business compliance obligations?

We scan and save everything sent by our clients, so the client should never have to resend anything. All source documents are returned to our clients once scanned into our system.
When something is said to one person, it is said to the whole company. Clients should never have to repeat themselves.
We are moving to 100% Cloud-based Accountants, as well as paving the way for a paperless office. All data is protected by industry leading data security practices.
All client’s confidential documents are shredded on a quarterly basis.
Doing what is right for the client and sharing what has worked for other clients is key to our success.

How does TRAK Accountants set the pricing for its business clients?

We know it is not easy to keep your hard-earned money in your pocket after paying tax, rent and wages. We would like our clients to be able to control their business costs and cash flow, which is precisely why we’re proud to offer a fixed pricing method. Our fixed pricing not only reassures our clients, but also inspires us to improve efficiency and constantly employ new technology rather than locking profits by charging every minute to our clients who shouldn’t pay for any inefficiencies.

We offer various payment options like Credit Card, Paypal, Direct Debit. Call us and see how we can set the pricing package and arrange your preferred payment option.

How does TRAK Accountants normally communicate with its clients?

Statistics show that with ever increasing tax and financial compliance requirements, even in the age of information technology, accountants often spend over 50% of their work day on business/personal data collection and integration. It dramatically downplays the role of the Accountant and increases the cost on both sides. Therefore, we follow effective communication protocols such as:

As the most frequently used tool for daily work, email will be the main communication channel between us and our clients. If you have any tax jobs, need to check a work status or have any technical questions, please contact us via email. It can never be missed and is easily traced, searched, filed and categorized. (we will reply within 1-2 working days, otherwise please contact us).
If it is too time-consuming for you or too difficult to write to us via email, please call our office for direct consultation on (07) 5512 6106.
For clients who don't check emails regularly, we will send notifications like reminders for tax return and BAS lodgement, ASIC payment due dates, etc. via short text messages to avoid any penalties triggered to our clients.
Meetings can be arranged for critical investment and business decisions. Please contact us to make a booking via phone or email at least 2 or 3 days prior.

Time is the most valuable resource – never waste it! Call us and see how we can arrange your preferred ways for communication to let us serve you better.

How could TRAK Accountants help us to operate a successful business?

We not only provide tax compliance services, but also many other business advisory services for business. No matter if you are buying a business, preparing a business plan and due diligence or expanding your business and need budget and cashflow forecast and management. Virtual CFO services, or retirement Planning In your businesses. We can help.

We also speciallize in cloud system setup services for your business. A ‘Done-With-You’ approach, so you’re never stuck. This works best for businesses REALLY focusing on its services/products and customers.

ACCOUNTING

Cloud accounting system
Payroll and chart of account
Point of sale equipment and apps
Daily business record keeping process design

COMMUNICATION & DATABASE

Business domain and email registration
Email system and signature setup
Email adds-on setup and connection
Cloud storage registration and setup
CRM database setup for social media marketing

INTEGRATION & COLLABORATION

Make the accounting. CRM and internal system integrated seamlessly
Automation implementation
Streamline the team's collaboration and work more productively

Plans for businesses at all stages

TRAK Accountants are looking to offer a new model for business accounting. Our 100% Cloud-based services, paperless office and technology-thinking mindset allows us to offer today’s businesses a modern accounting solution that not only meets the needs of our clients, but also exceeds them.

Our mission is to add value where it counts by providing small and medium-sized businesses with the professional and reliable accounting, tax and financial solutions uniquely tailored to the specific needs of each client.

Growth Premium

• Annual account preparation

• Taxation return preparation

• Business Activity Statements – preparation or review

• Newsletters

• Half yearly client visits

• Benchmarking of the business compared to Australian Taxation Office and industry benchmarks (Refer BAS2040)

• Regular contact with the client

• Introductory Chief Financial Officer services including:

Business Health Checks
Budgets
Cashflow Forecasts
View of the Costs of Doing Business
Monitoring of Personal Property Securities Register (PPSR) system for the business
Benchmark Review

• Agreed work turnaround timetable

• Invitation to half yearly information seminars with other businesses utilising silver packages

From $250/month

Done for you VIP

• Annual account preparation

• Taxation return preparation

• Business activity statements – preparation or review

• Newsletters

• Notification of any income tax changes

• Notification of relevant information to their industry

• Specialist industries seminars (approximately on a quarterly basis)

• Client visits monthly or quarterly

• Where possible creation of a CFO role in the client’s business

• Benchmarking of the business compared to industry benchmarks

• Evaluation of financial performance via report on management accounts, in particular:

Key Performance Indicators
Ratio Analysis
Comparison to Budgets

• Advice on financial risk relating to this business

• Advice on financial scenario planning for the business

• On call to respond to "what if" type questions from senior management

• Invitation to quarterly function/seminar with other business leaders

• Regular contact with the client

• Priority access to work turn around

• Business health check – prepared quarterly, half yearly or annually

• Budgets & Cashflow forecasts

• Other nominated business advisory services e.g.:

Succession Planning
Exit Planning
Cashflow Management
Business Plan
Debtors’ Management Review

The Path to Your

Financial Solutions

Our Services

Budget & Forecast

QBCC Reporting

Business Advisory Services

Family Business

Buying a Business & Due Diligence

SMSF Admin and Audit

Business System Optimization & Bookkeeping Services

Real Estate Trust Audit

Meet Our Team

Morgan Fu

Anthony Restaino

Megan Hamilton

Sue Kuan Ong

Rhonda Allen

Katrina Key

We've got A's for your Q's

Plans for businesses at all stages

Compliance Basic

From $150/month

Growth Premium

From $250/month

Done for you VIP

From $350/month

What our clients say

Today, flourishing in accounting requires a new way of thinking. It is less about the technical expertise and number-crunching, and more about whether or not we can handle systems, communicate well, be innovative, solve problems and build a rapport with our clients.