Mother daugh­ter team con­tinue to power on

Whitsunday Times - - FEATURE | WOMEN IN BUSINESS -

BOOK­KEEP­ING and Tax­a­tion So­lu­tions is a moth­er­daugh­ter team with the aim to pro­vide af­ford­able, pro­fes­sional and ac­cu­rate so­lu­tions to busi­ness tax and record keep­ing.

They of­fer a full ad­min­is­tra­tion ser­vice to free up busi­ness own­ers and al­low them do what they do best, while they look af­ter the te­dious job of keep­ing ac­cu­rate records and deal­ing with ATO dead­lines.

The busi­ness was started by Mrs Julie Roberts in 1990 and was orig­i­nally book­keep­ing only.

Mrs Roberts’ daugh­ter Rachel went down south to ob­tain her de­gree at uni­ver­sity and, af­ter work­ing for a large firm in Toowoomba for 10 years, came home and joined her mother and in­tro­duced the prepa­ra­tion of in­come tax re­turns, fi­nan­cial state­ments, com­pany and SMSF set ups af­ter join­ing her mother.

Still pow­er­ing through and climb­ing the ca­reer lad­der, Rachel is cur­rently com­plet­ing her CPA.

Mrs Roberts ob­tained her Di­ploma in Ad­vanced Ac- count­ing while do­ing 10 years of train­ing and ob­tain­ing prac­ti­cal ex­pe­ri­ence with an­other ma­jor ac­count­ing prac­tice in Air­lie Beach be­fore the mother and daugh­ter joined forces and re­named the busi­ness Book­keep­ing and Tax­a­tion So­lu­tions.

They now have their own of­fice in the main street of Air­lie Beach and pride them­selves on be­ing the only ac­coun­tants in the Air­lie Beach CBD.

Book­keep­ing and Tax­a­tion So­lu­tions has a large client base, rang­ing from com­pa­nies, trusts and SMSF, to sole traders and in­di­vid­u­als.

Many of their clients who have left town, still use their ser­vices via email and post be­cause they are so happy with the ex­pe­ri­ence and ex­per­tise we have shown them.

In fact, most of their clients have be­come their friends, so they do the hard yards, go­ing above and be­yond the call of duty to get the best pos­si­ble out­come for all their clients.

FAM­ILY FO­CUS: Book­keep­ing and Tax­a­tion So­lu­tions’ Julie Roberts and Rachel Cooper.

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