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Lyndon Russell - FIPA, FFA

Managing Director

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 of the Institute of Public Accountants and Fellow of the Institute of Financial Accountants

Key Focus:

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.

Key Focus:

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. 

 

 
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Kym Scherf

Supervisor - Business Services

Kym is a recent addition to the firm bringing over 20 years of experience in the accounting industry. Kym is a qualified Chartered Accountant with a Masters in Applied Taxation. Kym’s role as Supervisor ensures quality is delivered in all areas of service from bookkeeping to accounting and tax planning. She also mentors the junior staff while improving business elements for a pleasurable client experience.

Key Focus

Tax Planning, Tax Strategy, Small Business CGT Concessions, Small Business Entity Concessions, Property Development, End of Financial Year Tax Compliance, Tax Preparation, Systems and Processes, Client Experience

 

Jamie Whitehead - CPA

Senior Accountant

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.

Key Focus

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.

 

 
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Jing Lu

Accountant

Jing graduated with a Bachelor 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 with many start-up businesses. He has a keen passion for property, badminton and billiards.

Key Focus

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.

 
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Gillian Lloyd

Bookkeeper

Our automated bookkeeping and ‘Always Up To Date’ services are run by Gillian. With extensive bookkeeping experience, Gillian is a wealth of knowledge and is currently completing her accounting degree! Gillian’s friendly nature and strong work ethic makes her perfect for her position as she works alongside clients to manage their finances!

Key Focus

Always up to date, automated bookkeeping, client liaising, problem solving.

 
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Jessica Gooley

Bookkeeping assistant

Jess began her NLA journey as an intern. Jess was quickly recognised for her hard work and attention to detail, staying on with NLA while she completes her accounting degree. Her background in hospitality is reflected in her strong work ethic and approachable nature.

Key Focus

Bookkeeping, tax planning and strategy, ATO communication, systems and processes.

 
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Renée Wilson

Marketing Executive

Renée has brought a creative and eager mindset to Next Level Accountants with her real estate and marketing background.
Renée’s experience and knowledge in social media and search engine marketing is assisting drive Next Level Accountants’ marketing strategy, creating an informative and picturesque presence online. 

Key Focus

Creating a cutting-edge marketing strategy, event coordination and keeping clients up to date with accounting and Next Level’s news.

 
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Anita Walker

Administration / Marketing

Anita came to Next Level Accountants with sound 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 tell us Anita 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.

Key Focus

Customer care and relations, office administration, executive assistant, corporate secretary. 

 
 

Become part of the Next Level Team

Are you looking to use your experience in a progressive, technology focused, Geelong accounting firm who values their employees and clients alike?  Are you passionate about helping clients grow and improve their business?

If this sounds like you, then we would love to speak with you!

Why work at Next Level Accountants Geelong?

Next Level Accountants prides itself of these values:

·         Agile
·         Technology focused
·         Client concentrated
·         Motivated
·         Vibrant
·         Team spirited

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Our qualified CPA’s strategies take care of not only clients’ tax compliance obligations and tax planning strategy but provide second-to-none service allowing clients to spend more time with their family rather than on their books!

Next Level Accountants, located in Geelong, prides itself on successful processes and a welcoming and engaging environment with a happy staff culture. We are always looking for like-minded people to join our evolving team.

Read what Next Level Accountants' clients think here.

If you would like to be a Geelong accountant or bookkeeper at Next Level Accountants, then please apply below.

 

“If everyone is moving forward together, then success takes care of itself.”
- Abraham Lincoln.

 

Apply now

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