Meet the CMS Strategic Cloud Solution Advisers

Alyson Garrett

Director
+61 0449 885 401
alyson.garrett@cmsca.com.au
Linkedin Profile

Areas of Specialisation:

  • Tourism, Hospitality and Leisure;
  • Restaurants and Cafe’s;
  • Pubs and Clubs;
  • Cloud Accounting and cloud intergrated solutions.

Aly started as a Director with Cleland McFarlane Selth Pty Ltd in March 2014. With 20 years of professional practice experience gained at her previous employers, PKF and Deloitte, she has been able to refine her skills for private business clients and cloud accounting solutions.

INDUSTRY EXPERIENCE

With over 20 years of practical experience in the accounting and taxation fields, Aly has been able to work with small to large businesses within the South Australian market and has worked on some of the larger retail and hotel groups within SA.

This has enabled her to provide best thinking in the following areas:

  • Business advisory
  • Accounts preparation and financial analysis
  • Superannuation and self-managed superannuation funds
  • Business strategy and planning
  • Succession planning
  • Family business issues
  • Budgeting, cash flow planning and forecasting
  • Raising working capital
  • Business reviews of accounting functions
  • Taxation planning and compliance
  • Implementation and use of cloud technologies for accounting solutions

RELEVANT ACCOUNTING MEMBERSHIPS

Aly is a fellow of the Institute of Chartered Accountants, a registered tax agent and Xero and Vend Certified.

DIRECTORSHIPS, EXTERNAL APPOINTMENTS

Director – LifeBACK Ltd

Lee Duffield

Manager
+(08) 8407 1300
lee.duffield@cmsca.com.au
Linkedin Profile

Area of Specialisations

  • Tourism & Hospitality
  • Retail
  • Cloud Accounting
  • Integrated Solutions

Lee has a passion for helping businesses improve efficiencies and specialise in the area of cloud accounting and cloud integrated solutions encompassing all facets of business from point of sale, HR and payroll, accounting, reporting and more by implementing cloud based software solutions.

INDUSTRY EXPERIENCE

For over 10 years, Lee has worked in business services and tax advisory for small and medium family businesses, self managed superannuation funds and high net wealth individuals. In particular, Lee specialises in Tourism & Hospitality, Retail, Cloud accounting and integrated solutions.

Lee works in business services and tax advisory, specialising in the hospitality industry, providing services in the following areas:

  • Business advisory
  • Accounts preparation and financial analysis
  • Superannuation and self managed superannuation funds
  • Succession planning
  • Family business issues
  • Taxation planning and compliance
  • Implementation and use of cloud technologies for accounting solutions (including but not limited to Xero, Fathom, Vend, Kounta, Receipt Bank and Deputy)
  • Transactional services for business (bookkeeping and payroll processing)

RELEVANT ACCOUNTING MEMBERSHIPS

Masters in Applied Taxation, Member of the Institute of Chartered Accountants and Xero certified.