Leading chartered accountant Jo Pearks provides taxation and business services to businesses, individuals and self-managed superannuation funds (SMSF). She is a recognised SMSF specialist by the Institute of Chartered Accountants and has over 25 years of experience in the taxation and accounting industry.
Jo’s expertise has seen her work all over the metro area, but when the opportunity arose to return to her former office in Norfolk Street, she jumped at the chance. Jo missed Freo too much, so the decision to make the move was an easy one. Setting up under the new name of Shore Accounting Solutions, the office has had a revamp, tastefully decorated in fresh blues and soft greys to reflect the seaside location.
The return to Freo as a sole practitioner will allow Jo to once again provide personalised expert taxation and accounting advice in a friendly and relaxed atmosphere. As a small business owner, Jo understands the burden placed on businesses to meet their ongoing compliance obligations to the ATO, with monthly and quarterly reporting obligations as well as the financial year’s income tax return.
“Business owners have enough pressure on their valuable time without spending hours doing the ATO’s paperwork. Let me free up your time so you can work on your business or spend time with family. Too often, accountants tell you how well or how badly the business has performed sometimes 12 or 18 months after the financial year’s end. Businesses need to know on a daily basis how the business is performing and to be able to take appropriate action to improve profitability,” Jo said.
Jo uses the latest technology to collect and deliver your accounting data. This not only assists with ATO compliance but enables you to track how profitable your business is now.
“I can help you set up your accounting systems and work with you to ensure you’re getting the most from your software. I can prepare and lodge your activity statements for you, or just provide assistance when required. More importantly I can assist you identify areas of your business that may require further examination such as a dramatic increase in the cost of sales or a decrease in turnover,” she explained.
Jo’s goal is to be your friend in business and to always be accessible. She welcomes clients to phone her if they are unsure of the tax consequences of a business or investment decision before committing to it. She will explain the various options and issues using easy to understand language instead of accounting jargon and acronyms. If you are too busy to go to her office, she will gladly visit you at yours.
In addition to business clients, Jo welcomes individuals with personal income tax returns or self-managed superannuation funds.
“Whether you are an employee, a self-employed contractor, have investments or a self managed superannuation fund, I can prepare your return and offer taxation advice on investment decisions.”
Shore Accounting Solutions
1F Norfolk, Fremantle
1300 848 082