A holistic approach to accounting
Your trusted partner for small business and tax solutions.
About Pivotal Accounting
Our Mission
At Pivotal Accounting, our mission is to provide exceptional accounting services tailored to the unique needs of our clients. We strive to empower small businesses and individuals with the financial insights they need to thrive.
A key element in the Pivotal Accounting process is to actively uncover the layers to your business, how it operates, your core values and philosophies, your business culture, finance, and to understand what it means to you.
Having a thorough understanding of all aspects of you and your business will enable the team at Pivotal Accounting to support you.
Our Services
Accounting for small business
Pivotal Accounting provides comprehensive accounting services to businesses of all sizes. Our services include financial statements and tax preparation, bookkeeping, preparation of quarterly and monthly lodgement obligations, payroll and super processing, FBT, and more.
Tax for individuals
Time to lodge your income tax return? We'll assist you with the preparation and lodgement, as well as communicating with the ATO where required.
We can also help you with identifying relevant expenses and options for deductions.
Self-Managed Superannuation Funds
We understand that running an SMSF can be overwhelming for many individuals. We'll process the year-end reporting and taxation, and liaise with the ATO and our trusted auditors. We offer an annual catch-up, so you can rest assured you're up to date with your super.
Other specialist services
We offer many more services to help you run your business smoothly, and to keep you on top of your obligations. These include taxation advice and planning, budgeting and cash flow analysis, setting up and maintaining your accounting software, and many more.
Our team
Grant Jackson - Director
With over 35 years experience in the accounting industry, Grant's passion for helping clients to make informed choices and achieve their goals inspired him to start his own firm. Specialising in strategic tax planning, Grant believes every client should know where they stand to really succeed and reach their expectations. Grant is a Certi
With over 35 years experience in the accounting industry, Grant's passion for helping clients to make informed choices and achieve their goals inspired him to start his own firm. Specialising in strategic tax planning, Grant believes every client should know where they stand to really succeed and reach their expectations. Grant is a Certified Practising Accountant (CPA) and has obtained a Bachelor of Commerce from the University of Newcastle.
Sarah Bakker - Accountant
Lisa Montgomery - Accountant
Sarah is our individual tax return and Self-Managed Superannuation Fund specialist. Over the years, she has gained accounting and taxation experience through working in the financial sector. She has a strong focus on customer service and keen attention to detail, which enables her to achieve excellent results for clients.
Lisa Montgomery - Accountant
Lisa Montgomery - Accountant
Lisa is a specialist in accounting for Business Clients. She holds a Bachelor Degree in Business from the Southern Cross University majoring in Accounting and Advanced Accounting. Lisa is our go-to for Business Client enquiries, and processes their Year End Accounting, Income Tax Returns, and Tax Planning. Lisa is currently studying to complete her CPA.
Karen Pinchen - Accountant
Veronica Parker - Accounting Support
Jack Shone - Accounting Support
Karen is one of our helpful accountants, specialising in advanced bookkeeping. She has many years experience in accounting and bookkeeping roles and assists with a variety of tasks for our clients. Some of her main roles include processing Business Activity Statements, processing payroll, accounts receivable, accounts payable, Quarterly
Karen is one of our helpful accountants, specialising in advanced bookkeeping. She has many years experience in accounting and bookkeeping roles and assists with a variety of tasks for our clients. Some of her main roles include processing Business Activity Statements, processing payroll, accounts receivable, accounts payable, Quarterly Management Reporting, and making sure client files are up to date.
Jack Shone - Accounting Support
Veronica Parker - Accounting Support
Jack Shone - Accounting Support
Jack is our administration officer. She has many years experience in an accounting support role, with a Bachelor Degree in Audio Engineering and a Certificate IV in Business Administration. Jack's main tasks include compiling financial and taxation documents, managing the accountants' workflow, handling office projects, and supporting the team here at Pivotal Accounting.
Chloe Wells - Accounting Support
Veronica Parker - Accounting Support
Veronica Parker - Accounting Support
Chloe is one of our savvy bookkeepers. She has been with Pivotal for many years with experience in administration and bookkeeping. Chloe's roles include processing payroll, accounts receivable, accounts payable, processing Business Activity Statements, Quarterly Management Reporting, and making sure client files are up to date.
Veronica Parker - Accounting Support
Veronica Parker - Accounting Support
Veronica Parker - Accounting Support
Veronica is one of our valuable bookkeepers. She has many years experience in bookkeeping roles and assists with a variety of tasks for our accountants and our clients. Some of her main roles include processing payroll, accounts receivable, accounts payable, processing Business Activity Statements, Quarterly Management Reporting, and making sure client files are up to date.
Maddie Thorpe - Accounting Support
Maddie Thorpe - Accounting Support
Maddie Thorpe - Accounting Support
Maddie is our friendly receptionist. She is the greeting voice behind the phone and welcomes you into our office. Her role at the firm includes organising appointments with clients, taking payments, processing mail, sending out your Income Tax Returns and Business Activity Statements, and supporting our accountants with a variety of tasks.