Kathy is a veteran multi-disciplinary professional with over 40 years of experience as a CPA and more than 25 years as a Registered Tax Agent, providing comprehensive business solutions across technical, finance, compliance, and operational functions. With 16 years of experience at the Australian Taxation Office across all technical areas and 16 years serving as CFO for private companies, she brings exceptional depth of knowledge to her current role focused on integration, quality improvement, compliance, and client services at InCorp Advisory.

Kathy specialises in working with clients across diverse business sectors, providing holistic business advisory services that encompass accounting, bookkeeping, payroll, payables, receivables, HR, IT, compliance, and project management. Her approach combines deep technical expertise with strategic business insight, ensuring clients receive comprehensive solutions that address their complete business ecosystem including related entities, business goals, and operational efficiency opportunities.

Qualifications / Professional Memberships

• CPA (Certified Practicing Accountant) – over 40 years
• Registered Tax Agent – over 25 years
• Commercial Accountant
• Bachelor of Commerce (Accounting and Information Systems), University of NSW
  
  

Professional Memberships

• CPA Australia
  
  

Areas of Specialisation

• Business Integration and Quality Improvement
• Compliance Management and Technical Advisory
• Financial Management (Accounting, Bookkeeping, Payroll)
• Accounts Payable and Receivable Management
• Human Resources and IT Operations
• Project Management and Process Optimisation
• Tax Advisory and ATO Technical Matters
• CFO Services and Strategic Financial Planning
• Client Services and Relationship Management

Kathy believes in helping clients by looking at their business affairs holistically, taking time to understand their business type, goals, and related entity structures. Her approach focuses on identifying opportunities for improvement across all aspects of the business while adding value and gaining operational efficiencies.