The Team

Meet our Friendly Team…..

kelly

Kelly Williams

Bachelor of Commerce, University of South Australia, Registered Tax Agent, NTAAF

Kelly specialises in client services and provides excellent one-on-one accounting and Taxation services and business advising our CWP Partner’s clients.  She formerly worked in high level accounting practices and has extensive tax knowledge and is very experienced in Income Tax Returns and Financial Reports for Sole Traders, Companies, Partnerships, Trusts, Superannuation Funds and Deceased Estates. Her expertise also includes assistance in establishing Client Computerised Accounting Systems andTraining.

joe

Joe Carbone

South Australian Institute of Technology studied The Diploma in Accountancy.

Joe has an Auditing background working in the South Australian Government and with a high level firm of Chartered Accountants. His role is servicing CWP Partners client special requirements from Original Concept, Ongoing Maintenance, Reviews to Financial Accounts and Income Tax Returns. Joe’s expertice is with Startup Businesses, Business Plans, Cash Flow Analysis, Budgets, Information Memorandums and Operations Management. He owned and managed a number of successful South Australian businesses in Manufacturing, General Engineering, Rubber & Plastics, Horticulture, Export, Retailing and Wholesaling and has a practical approach to Management. He has an extensive knowledge preparing Form 2’s, Payroll Tax,Tax Effective Structuring and Corporate Compliances.

jenny

Jenny Carbone

Bookkeeper/Administrator,  Australian Institute of Management SA,  The Quality Training Co.

Jenny is a valued member of our team who has worked in various  industry groups and her role in CWP Partners is predominantly in the administration area.  Her extensive experience and knowledge in office procedures provides clients with  bookkeeping services, training and advice.  Jenny has detailed experience inMYOB processing, Bank Reconciliatons,Debtors and Creditor processing,Superannuation & Workcover establishment, BAS & PAYG Preparation,General Administration & Bookkeeping Services.  Also her experiences include Property Management, Marketing, Managing Quality Control and Implementations.