Lyndon Russell - FIPA, FFA
Lyndon is a 3rd generation accountant, and founded Next Level Accountants with the vision of progressing traditional accounting using the best technology to deliver superior value and CFO level reporting for all businesses.
Lyndon is a Fellow if the Institute of Public Accountants and Fellow of the Institute of Financial Accountants
Business Structuring, Asset Protection, Tax Minimisation, Virtual CFO, Business Turnaround, Tax Rescue, Tax Compliance, Superannuation - SMSF, Property Development, Information Technology, Cloud Accounting and Business Automation.
Adam Harrison - CPA
Client Service Manager
Adam joined us when we re-located to Geelong. He brings 10 years’ experience as a CPA. We appreciate his highly personable manner and his talent as a positive staff mentor. He drives productivity and delivers jobs on time and within budget.
Small Business CGT Concessions, Small Business Entity Concessions, Tax Planning, Taxation Strategy, Income Tax, Tax Deductions, High Net Worth Individuals, Capital Gains Tax, Fringe Benefits Tax, Complex Tax Scenarios.
Jamie Whitehead - CPA
Jamie manages the day to day work flow behind 'My Accountant' and 'My CFO' and connects regularly with clients to ensure our work is spot-on. As a qualified CPA Accountant, he manages the tax compliance requirements for our business clients. His attention to detail and friendly nature ensures seamless and accurate delivery.
End of Financial Year Tax Compliance, Financial Statement Preparation, Tax Preparation, Capital Gains Tax, High Net Worth Individuals, Superannuation Guarantee, Tax Deductible Expenses, ATO Substantiation Requirements, GST & BAS, Rental Properties, Personal Services Income.
Rebecca heads up our Always Up To Date bookkeeping platform. Bec is passionate and knowledgeable about all things Xero and cloud bookkeeping. Her in depth know-how means your files are always reconciled and up to date. Rebecca is currently part way through her Bachelor of Accounting at Deakin University.
Xero Expert, Cloud Accounting, Training, Bookkeeping, Aged Payables, Aged Receivables, Payroll, Superannuation, BAS and GST, Monthly Client Reporting, Account Reconciliations.
Administration / Marketing
Anita came to us four years ago with a heap of experience in teaching, hospitality, radio and help-desk support. Anita is our office all rounder. She helps Next Level Accountants with her administration and marketing skills. Clients regularly tells us she is one-in-a-million. She is a fan of alternative music, and when she is not charming you with her telephone manner, she will be in the bush walking her beloved Australian Shepherd.
Customer care and relations, office administration, executive assistant, corporate secretary.
Jing graduated with a Bachelors of Commerce (Accounting) from Deakin University. As a Xero Certified consultant Jing assists the Always-Up-To-Date bookkeeping team with his in depth knowledge of Receipt Bank and Xero. Jing is a keen networker and attends many business development groups and consults to many start-up businesses. He also has a keen passion for property, badminton and billiards.
Sole traders, start-up business consulting, Receipt Bank / Xero integrations. Xero consultant. Aged payables, aged receivables, bank reconciliations, payroll, asset register management, GST and BAS.