CCBR Business Review

5 our teams include Across business, property, criminal, family law and wills & estates law, CO V E R S T O R Y CONTINUED ON PAGE 19 shareholders. In addition, Certified Financial Planner, Christine Hallowes joined four years ago after a 30 year career in banking and is a shareholder and Principal and has been a critical team addition in the Wealth Planning part of the business. In 2021 the business revamped its employee offering, with a range of addi- tional benefits to complement their career opportunities. Shareholders ASX listed CountPlus Limited, a network of professional accounting and advice firms, is a shareholder in AdviceCo Pty Ltd. As such they provide the resources accounting firms need in a complex business world as well as providing a succession strategy to enable the future leaders of the business to grow their careers. AdviceCo Team: (front l to r) Cherie Tracey, Troy Marchant, David Evers, Debbie Bloffwitch, Christine Hallowes. (far right) Fiona Booth, (centre back) Gerard Andrews. Missing from photo - SteveWalker starting point for which is the tedious and time consuming bookkeeping process. Many businesses fail at this point because they are unable to cope with the demands of recording the transactions that a busi- ness generates every day. Automating these tasks and being able to quickly access the reports needed for manage- ment as well as taxation and other statutory requirements is where accounting software becomes the focus. As the largest user of XERO on the Central Coast, AdviceCo utilises the benefits of cloud computing which gives them the added advantage of advising clients with- out necessarily carrying out personal visits, as important as they are on a regular basis. AdviceCo also embraces the latest technol- ogy to ensure that the firm operates at its maximum potential in terms of manage- ment and productivity. The Team David and Troy have invested heavily in the AdviceCo Team encouraging them to grow personally and professionally. Some have become shareholders, including Debbie Bloffwitch, Cherie Tracey and Fiona Booth. Debbie Bloffwitch has been with the firm for over 30 years and Cherie Tracey 14 years. Both are shareholders and Associate Directors in the areas of accounting and tax. Additionally, Fiona Booth holds a Masters of Taxation. In 2018 Principal Gerard Andrews and Steve Walker amalgamated their Wyong practice Walker Andrews Chartered Accountants with AdviceCo giving the business a “footprint” an in the northern end of the Central Coast. Both are also Countplus was founded in 2007 by well- known financial planner Barry Lambert who also started Count Financial before selling out to the Commonwealth Bank in 2011. Historically Count has always had a strong link with accounting firms nationally. AdviceCo’s Board of Directors is made up of David Evers as Managing Director, Troy Marchant and other representatives from Countplus, including respected industry figure, David Smith, who is the Board’s Chairman. Community Both David and Troy believe strongly in ‘putting back’ into the community in which they live and do business. Over the years a number of local charities have benefited from donations with funds raised by staff, CENTRAL COAST BUSINESS REVIEW MAY 2022