About Paul McCarthy

Paul McCarthy ProfileThink of me as a sounding board

Everyone needs help from someone outside their business who can be honest and objective. Someone who listens to their ideas, problems or concerns, brings things to the table, provides perspective, adds accountability and most importantly has their best interests at heart.

As well as trusting me to guide them with their bookkeeping and accounting, taxation matters, cashflow etc. they want my advice on how to grow their business, take care of their future and make sure that they have a good lifestyle as well. Because life shouldn’t be all about work.

What I do for my clients

My clients choose me because they want somebody they trust to help them on their journey, long-term. I tend to work with family businesses and many of them have been with me for over 20 years. In fact, with a number of them I have worked with two generations of the family or more.

Of course, everyone’s different and it depends on what each individual client needs, but there are a number of roles that I tend to play…

  • Often it’s devil’s advocate
  • Help my clients to see the bigger picture
  • Encourage them to get out of their comfort zone and realise their fuller potential (some clients know they’re stuck in their business, others don’t)
  • Communicate with or ‘hassle’ the banks on their behalf
  • Others I help get rid of the shoebox or filing cabinet of paperwork and get them onto cloud computing, especially Xero (most of them can’t believe how much easier it makes their life)

I want to get to know the people behind the business

If you take a moment to have a look at some of the testimonials, you’ll see that many of my clients think of me as a friend. That’s because I really do get to know the people behind the business. This allows me to really understand their personality, their ambitions, the dreams they have for themselves, their family, their business and their future. If this sounds like someone you’d like to have on your side, I’d love to hear from you. Give us a call, and let’s have a chat about what I could do for you.

Services

  • Accounting & Taxation Advice
  • Budgeting & Cash flow projections
  • Business & Strategic Planning.
  • Estate Planning & Management
  • Management Liaison & Decision Support
  • Self Managed Superannuation Admin
  • Xero & Cloud Business Applications

Business Experience

  • Building Services & Contractors
  • Construction – Residential & Commercial
  • Property Development
  • Agribusiness / Farming / Beekeeping
  • Café / Restaurant
  • Executor Service and Support
  • Investment Entities
  • IT Consultancy
  • Professionals and Professional practice
  • Travel & Tourism
  • Wine Making / Vineyards

Clients Include

  • Residential Builders & Developers
  • Commercial Property Landlords
  • Commercial Property Builders
  • IT Consultancy Services

Located in

  • Adelaide, Upper SE, Kangaroo Island, Eyre Peninsula
  • Interstate – Victoria, WA, Queensland

Board / Advisory Experience

  • Adelaide University Student Union (Commercial Operations)
  • Family Investment Companies
  • Licensed Clubs Association
  • School Board / Finance committees

Qualifications

  • Member Institute of Chartered Accountants
  • Member Tax Institute
  • Bachelor of Arts (Accountancy)