A dependable accountant in Sydney - Cathy from Datawise

Our accountant for years retired last year. It was a scramble finding a new accountant.

After talking with several accountants, we decided to engage Cathy going forward. She is a CPA and a tax agent.

Our set up is fairly straight forward. A trust and a corporate entity sitting under the trust. We were looking for an accountant to handle the yearly financials, and tax filings.

Other accountants were quoting us a yearly retainer that was subject to change depends on the complexity. Their starting quotes were actually quite high. Instead, Cathy was prepared to work with us and asked us what our old accountant was charging and worked with us on that basis.

The handover was professionally managed. She sent us the engagement letter and sorted out the file transfer with our old accountant directly.

She was not the nickel and dime type. Once I had an unrelated tax question elsewhere, she took the time to get back to me with a comprehensive response.

She is always prompt in responding to my queries. I have this habit of sending emails at night or weekend. She has always responded quickly (even during weekend).

She is thorough in her work. In preparing the tax returns, she picked up the little details and seek confirmations before finalizing the filing.

Also with our old accountant, she preferred if we would sign the forms and email back with the scan. With Cathy, her way is more efficient (e-signatures instead).

If you are looking for an accountant in Sydney, it is worthwhile to get in touch with Cathy. She is dependable. Does what she says. Knowledgeable. And easy to work with. Also her fees are competitive and no hidden catch.