David Richmond

As a strategic accountant, your success is my success. Either being your personal or financial goals. I work with clients to achieve this through my role not only as a strategic accountant but as a fully licensed financial adviser and a integral member of your team. My strategic accounting functions include; - Helping you nderstand how your business works - Analyzing financial performance - Helping you drive your financial performance - Helping you to discover what is the potential of your business to grow - Work with you to improve your business results - Budgeting and financial analysis - Cash flow analysis/planning - Setting goals and KPI’s - Effective tax planning - Business structuring - Human resource issues and planning - Benchmarking; and - Asset protection strategies. My financial planning functions include; - Retirement planning - Needs Analysis - Savings Plans - Superannuation - Self-Managed Superannuation Funds - Investment advice; and - Estate & Succession planning All of these coupled together with the traditional accounting functions of financial statements preparation and tax return preparation, means I can offer a holistic advice. I can look at the situation and advise on all areas with only your goals and aspirations in mind. I am also involved in many not-for profit organisations. Currently I am on the board of Be.Bendigo, I am involved in the Bendigo Business Excellence Awards, Chair of the Loddon Mallee Preschool Association Pty Ltd, treasurer of the Maiden Gully Primary School Council and a director of SMB Foundation Australia Ltd. Being involved in these organisations has not only rewarded me personally, but has allowed me to apply much of the knowledge gained from these organisations to my every day work, by applying best practice and corporate governance. Being in business can be challenging, having someone to rely on for advice and ideas is vital to making the right decisions.