Sally James

Associate Director

Sally James

"Build and protect your wealth in personal and business assets for the purpose of providing financial independence."

Sally is a committed and dedicated team member having worked with the firm for over 15 years. Her commitment has seen Sally develop deep professional relationships with a diverse range of clients. As a Certified Practising Accountant Sally works with many of our business clients to provide quality financial reports, taxation advice, tax planning guidance and assistance with compliance.

Sally's technical knowledge is extensive and she is adept in the implementation of and training in accounting systems. These systems provide intelligence and efficiencies around job costing, job reporting, cashflow management and KPI trends & analysis. Sally works closely with business owners to improve the management of their business by developing procedures for maintaining accurate and timely financial reports that assist them in making informed and reliable decisions.

As a senior team member Sally's support and leadership of other staff is highly valued. Outside the office Sally enjoys time with her young family, travelling, reading, chocolate and all things “crafty".

Contact Sally
Phone: 03 8850 3333
Email: sally@obbc.com.au
LinkedIn


Expertise

  • Personal and business taxation & compliance advice
  • Business structuring
  • Implementation of accounting systems for small to medium enterprises
  • Cloud-based accounting (Xero)

Qualifications

  • Bachelor of Commerce
  • Member of CPA Australia
  • Xero Certified Advisor
  • Xero payroll certified
  • Xero migration certified

A few more team members

Jodi Fulton

Jodi Fulton

Internal Bookkeeper

Jodi Fulton
Maddy Dunning

Maddy Dunning

Administration Assistant

Maddy Dunning
Lisa Sweeting

Lisa Sweeting

Marketing & Communications Co-ordinator

Lisa Sweeting
Anna Di Sebastiano

Anna Di Sebastiano

Practice Administrator

Anna Di Sebastiano
Office

Suite 2

50 Upper Heidelberg Rd

Ivanhoe VIC 3079

Postal

PO Box 500

Ivanhoe VIC 3079

Phone

03 8850 3333

Fax

03 8850 3330