Jake began his career at WMC as a Graduate Accountant in 2014 after completing his Bachelor of Commerce with the University of Ballarat and has now progressed into the role of Accountant, having satisfied numerous internal key performance indicators. Mid-way through his CPA post-tertiary qualifications, Jake is one of our rising accounting stars.
Working under Director Heath McCartney, Jake has superior knowledge in cloud and traditional accounting software, making him the ideal client resource when it comes to training and education in all aspects of bookkeeping. It is his goal to give clients the resources they need to faithfully complete transactions and reconcile accounts, giving them greater control and knowledge to fully comprehend personal and business finances.
Jake specialises in preparing financial statements and tax returns for individuals, partnerships, trusts, companies and Self-Managed Superannuation Funds. It is his diligent approach to the task at hand that ensures he completes work in a timely manner so that clients can use the information prepared to help with financial decision-making and tax planning rather than being primarily retrospective in nature.
Jake is heavily involved in the sporting community and utilises his accounting knowledge to assist the treasurer of a local football team and to provide support to the fundraising committee.
Qualifications: Bachelor of Commerce
Memberships: Associate Member of CPA Australia
Certifications: Quickbooks Pro-Adviser, Reckon One, Xero