About ProYou.

Our team will always be there for You…it’s in our name!

ProYou is simply For You

pro [ proh ]

preposition Latin.

1 for

2 forward

3 forward movement

adjective

1 professional

noun, plural pros.

2 a professional

3 the pros, the professional athletic leagues

Pro – from Latin where it has the meaning for, forward, or forward movement. This includes:

  • Professionalism
  • Profitability
  • Proactivity
  • Productivity
  • Process

You – Our clients, team members and ProYou Professional Partners. The term “Our People” is very important to us so why not cement You in the centre of our business culture.

Meet the team.

Our team

ProYou was formed by a team of like-minded individuals on the realisation that as a group we could do things better.

Our people’s goals, accomplishments, and general peace of mind in all matters financial are paramount in everything we do. We have long-standing clients across a multitude of industries and are a member of LEA Global, providing us with access to partners who can assist with any international opportunity they have.

Our expertise comes from the outcomes we achieve for our clients.

Our team

We are experts in…

  • General peace of mind and reassurance that affairs are in order

  • Tax minimisation and specialised tax structuring
  • Growing Revenue
  • Productivity gains
  • Maximising Profit
  • Increasing Free Cashflows
  • Bank balance accounting
  • Asset Protection and Business Structuring
  • Growing financial wealth
  • Lifestyle Improvement
  • Succession Planning
  • Early financial retirement strategies
  • Business purchases and sales
  • Complex demergers
  • Community involvement and legacy creation
  • Cost Saving strategies

At ProYou it is important to us to know what You value. Our systems and policies are structured to ensure value for money. Whether your value comes from the peace of mind that all business matters are under control, your goals are being accomplished or a bespoke specialised piece of advice you can be assured it will be delivered in a timely, structured, and understandable manner. Our fees will be discussed and agreed up front so there are no surprises. Our team will work with you to ensure our services add value to your business far exceeding the cost.

Our team will always be there for You…it is in our name!  We have invested heavily in our systems and processes to ensure your accessibility to our team is maximised. We are Proactive in our approach to your needs as we understand being on the front foot when it comes to advising our clients always produces the best results.

To have trust in others and to be trusted is a prerequisite at ProYou.

We have a refreshing attitude, we are down to earth, we are unassuming, we are good family people, we are inclusive, we are innovators, we are competitive, we have long standing clients, we are committed, we celebrate success together and we are simply…very helpful.

ProYou Business Advisory.

David Cox

David Cox

Managing Director & Co-founder

Ross Jones

Ross Jones

Business Services Director & Co-founder

Matt Free

Matthew Free

Business Services Director & Co-founder

Troy Reason

Troy Reason

Commercial Strategy Director

Jonathan Buckley

Jonathan Buckley

Business Services Director

Pancho Manansala

Pancho Manansala

Business Services Director

Vince Aiello

Vincent Aiello

Business Services Director

Matthew Masetto

Matthew Masetto

Partner

Jake Rose

Jake Rose

Partner

Erlina Tjin

Erlina Tjin

Trusted Advisor

Sue Micallef

Sue Micallef

Trusted Advisor

Greg Caldwell

Greg Caldwell

Trusted Advisor

Annie Alberga

Annie Alberga

Operations Team Leader

Krianne Doherty

Krianne Doherty

Associate Director

Sue Modderno

Sue Modderno

Trusted Advisor

Thiri Nwe

Thiri Nwe

Trusted Advisor

Tynna Beer

Tynna Beer

Trusted Advisor

Donna McVicar

Donna McVicar

Trusted Advisor

Patricia Bourke

Trisha Bourke

Operations Team

Jonathan Smith

Jonathan Smith

Trusted Advisor

Caitlin Kelleher

Operations Team

Mark Shaw

Mark Shaw

Trusted Advisor – Audit & Assurance

Stuart Orr

Trusted Advisor

Steven Martin

Trusted Advisor

Chang Liu

Trusted Advisor

Donna Timmins

Bookkeeper

Emma Vallis

Trusted Advisor

Jann Armstrong

Trusted Advisor

Melinda Magro

Melinda Magro

Trusted Advisor

Daniel Araujo

Daniel Araujo

Trusted Advisor

Steph Baltzois

Steph Baltzois

Operations Team

Nicola Haultain-Gall

Nicola Haultain-Gall

Trusted Advisor

David Cox.

Managing Director & Co-founder

David is the Managing Director and Co-founder of ProYou Business Advisory and the ProYou Network. He is a Chartered Accountant and holds a degree in Business Management and has a Master of Professional Accounting.

David is a previous Managing Director of a mid- tier accounting firm and in that capacity represented this firm on the international stage. Through David’s leadership he was able to implement initiatives that allowed the business to move to be a modern, full- service business advisory firm.

David Cox

David’s ability to pull together a team, articulate priorities and basically “get things done well” saw exponential growth in revenue, cash flow and stakeholder engagement. Whilst being the Managing Director, David also maintained and serviced a large and diverse group of clients that encompassed many industries.

David’s unrelenting nature and passion towards achieving prosperity for his clients saw some amazing results which has enabled him to garner long standing relationships with his entire client base.

He has extensive experience in business advisory and has been highly involved in complex negotiations and complex transactions.

David was previously an Auditor with the Australian Taxation Office and therefore has a working knowledge of government departments systems, procedures and thought processes. This knowledge has been invaluable in achieving outstanding results for his clients when dealing with the tax office.

David brings his extensive experience to ProYou and was instrumental in setting the principles and guidelines that all ProYou directors, team members and ProYou Partners live by.

Outside of his ProYou world David lives with his lovely wife Cath and two beautiful young children Lucy & Drew. David enjoys all sports but is fanatical about his Parramatta Eels and New Orleans Saints.

David looks forward to partnering with you and your business.

Ross Jones.

Business Services Director & Co-founder

Ross is a Business Services Director and Co-founder of ProYou Business Advisory and the ProYou Network. Over his 40 years in Public Practice Ross has acquired many accolades including being a Fellow of the Institute of Chartered Accountants, a registered company auditor, registered tax agent and is a Justice of the Peace. He holds a bachelor’s degree in business majoring in Accounting.

Ross was instrumental in growing a small suburban accounting practice into a top 20 mid-tier accounting business after being introduced as a partner to that firm in 1996.

Ross Jones

Ross is the backbone of ProYou. His dedication to his clients and his team provides the high-water level in client service and team member growth. If Ross is not at the forefront of providing expert taxation and business advice to his clients, he is mentoring and guiding the younger generation of ProYou business advisors in all strategic business matters.

Ross specialises in the Farming & Agriculture, Aged care, Medical specialist, and Business consultancy industries. Whether your business is a start- up, a small business or a large entity across any industry Ross has developed systems and controls to ensure his client’s businesses are both compliant and ready for the future. As a registered company auditor, he also has the ability to identify and prevent frauds, ensure legal compliance, minimise risk and validate accounting systems and controls.

Ross also has years of experience in strategic business planning & works closely with mortgage brokers & financial planners to give his clients the full package of services.

Outside of his working life Ross is very much a family man being married to his beautiful wife Cheryl for over 34 years & being the father of three beautiful daughters Alana, Caitlin & Emma. He is interested in all sports with particular interest in following the mighty Sydney Roosters in rugby league, all forms of cricket & loves playing & watching golf.

Ross looks forward to partnering with you and your business.

Matthew Free.

Business Services Director & Co-founder

Matt is the Business Services Director and Co- founder of ProYou Business Advisory. He has been a Chartered accountant for over 20 years, holds a Bachelor of Business and is a registered tax agent.

He started his career in public practice in 1986 with Nexia Court and Co in Sydney and progressed to partnership of one of the top 20 accounting firms in Australia. He is a specialist in small business taxation, business development and business structuring.

Matt Free

Besides his academic and business credentials Matt’s greatest ability is to connect with people on a personal level. This has allowed him to provide specialised, bespoke advice for his clients that has not only provided them peace of mind but has contributed to their success for over 30 years.

Loyalty is uppermost in Matts character. His focus on exceptional service in all taxation and business advisory matters to small family groups has grown to such an extent that he now advises to third generation family members.

“Exceptional service leads to enduring relationships. Once you really know someone you can ensure they are receiving the very best advice possible”

Matt has developed systems and processes that are effective across most industries however he has long standing clients in the following industries:

  • Building, Construction, Earthmoving and associated trades
  • Retail – postal services, health food retailers, cafes, newsagencies
  • Light Manufacturing – seal and pump manufacturers, graphic artists
  • Self-Managed Superannuation Funds
  • High Net Worth Individuals – taxation planning and referrals for investment advice and management

Matts world is not all work, he has been happily married to Penny for over 25 years and has three lovely daughters Georgia, Julia, and Charlotte. He is a sports nut and will happily watch any sport whether live, at the venue or on TV. He supports the Cronulla Sharks and the GWS Giants during the winter. He grew up playing AFL, cricket, golf and in the local surf club at Cronulla in the summer. He still enjoys all these sports however he has developed a deep understanding of ins and outs of netball through spending most weekends watching his talented daughters excel in the sport.

Matt looks forward to partnering with you and your business.

Troy Reason.

Commercial Strategy Director

Troy is the Commercial Strategy Director of ProYou Accountants and Co-founder of the ProYou Network. Troy is a Chartered Accountant and holds a degree in Business with a major in Accounting.

Troy has worked in a variety of Chartered Accounting firms, owned his own businesses, and consulted to a variety of other private clients. He worked extensively along side the business coach whilst working in a mid-tier accounting firm where he learned to take a holistic approach to business advisory services. This encompassed strategies for Revenue growth, Profit maximisation, Asset Protection, Wealth Management, Succession, Financial retirement, and transition.

Troy Reason

Troy specialises in a company’s overall strategic plan and implementing systems and procedures to make the company’s vision a reality. He has had great success working as an outsourced CFO and project manager. He was instrumental in implementing and monitoring strategic plans which saw two Australian companies in the digital entertainment industry grow into international companies working with partners such as Sony, Microsoft, Disney, and Netflix.

Troy has consulted to the warehousing and logistics industry, working with companies such as the Commonwealth Bank and owned a data warehousing and analytics business in the pharmaceutical industry.

Troy spends most of his time with his beautiful wife Sal and his tremendously talented (from his Mum’s side) performing artist son Jack. Whilst his Rugby League days are long over, he still enjoys watching the mighty St George Dragons not win a premiership. He maintains a relatively respectful Golf handicap in single figures but plays mainly for the comradeship with his mates. He also plays team soccer as a Goalkeeper but does not boast anywhere near the same level of success as his golf.

Troy looks forward to partnering with you and your business.

Pancho Manansala.

Business Services Director

Pancho is a Business Services Director of ProYou Business Advisory.  He embodies the ProYou principle of loyalty to ProYou team members and ProYou clients having spent his entire career of over 16 years in a mid-tier Chartered Accounting firm. He has progressed from the grass roots of the accounting industry to where he is now, using his experience in a leadership role mentoring the future stars of ProYou and a trusted advisor to his loyal and appreciative client base.

He is a qualified Chartered Accountant and holds a bachelor’s degree in business majoring in Accounting.

Pancho

Pancho has been the beneficiary of ProYou’s “pay it forward” attitude having worked almost exclusively under the mentorship of ProYou’s senior advisor (who himself is a 40-year veteran of the same mid-tier accounting firm). He now enjoys passing on this knowledge to the next generation of business advisors at ProYou. Pancho understands that to have long term relationships with both clients and team members you need to take a keen interest in people and their individual needs and goals.

Pancho specialises in pinpointing opportunities for growth, increasing profits and wealth.  He is highly experienced in all general taxation matters and business advice working primarily with private clients and high net wealth groups in the SME market particularly in the following industries:

  • Gym and Fitness
  • Medical
  • Aged Care
  • Business Consultancy

When not spending time in the office, you can find him enjoying long walks with his wife Francine, and his corgi, Harry.  He is a black belt in Brazilian Jiu Jitsu and is a part-time instructor at his local MMA gym where he teaches his students the importance of self defence, discipline, confidence and respect.

Pancho looks forward to partnering with you and your business.

Jonathan Buckley.

Business Services Director

Jonathan is a Business Services Director at ProYou Business Advisory. He has a bachelor’s degree in Business and Commerce, is a member of Chartered Accountants Australia and New Zealand, is a Xero certified advisor in both Accounting and Payroll and has been entrusted as a Justice of the Peace in NSW.

Besides his academic achievements, Jonathan has amassed a vast array of technical and soft skills throughout career in Public Practice. He started his working life at Bell Partners in Sydney before moving to a large mid-tier accounting firm where he worked alongside ProYou’s current managing director for many years.

Johnathan

During this time Jonathan recognised the value of building a strong internal team that has the client’s needs front and centre in all decision making.

Jonathan’s reliable and unrelenting nature, coupled with his focussed approach to self-development and training saw him take a leadership role in general tax compliance and business advisory, cloud accounting, and payroll service areas of the business. His compassion towards his clients and his team has allowed him to develop strong relationships and work effectively in numerous deceased estate matters, where people of Jonathan’s standing are most valued.

At ProYou we have a principle of “getting things done well” and Jonathan epitomises this principle. His general thirst for knowledge and corresponding ability to research solutions and utilise his networks allows him to provide bespoke pieces of advice for his clients. Jonathan’s greatest ability, however, is to simply make people happy.

Jonathan strongly believes in a healthy work-life balance. He likes to keep active, is a season ticket holder of his beloved Sydney FC and finds enjoyment in music. Jonathan shares these interests with his young family.

Jonathan looks forward to partnering with you and your business.

Vincent Aiello.

Business Services Director

Vince is a Business Services Director of ProYou Business Advisory. He is a Chartered Accountant with over a decade of experience, holding a Business Degree majoring in Accounting with a sub-major in Information Technology.

Vince has spent his career working for mid-tier accounting firms. He prides himself on his ability to apply his expertise, insights, and practical experience across many industries. He has a proven track record of building strong relationships with his clients who highly value his professional advice and knowledge.

Vince

Vince’s skills cover many areas including general taxation and business compliance work for companies, trusts, partnerships, sole traders, and Self-Managed Superannuation Funds. He also provides help with strategic business planning, tax planning, and general business advice.

Priding himself in looking beyond the numbers, Vince uses his virtual CFO experience to take businesses to the next level. This includes cash flow management, budget setting, forecast modelling and outsourced bookkeeping management.

Vince specialises in superannuation and has significant experience in all areas of SMSFs, including administration and compliance, asset acquisition, tax-saving strategies, structural assistance, and estate planning.

Vince understands and is adaptable to the ever-changing business landscape. He is highly skilled at leveraging and integrating technological advancements and software into your business to drive efficiencies (CRM, automated accounts payable to name but a few).

Outside of the office Vince loves spending time with his family and is a passionate enthusiast, cheering for AC Milan and Western Sydney Wanderers.

Vince looks forward to partnering with you and your business.

Matthew Masetto.

Partner

Matthew is one of the future stars of ProYou. He epitomises the ProYou principle that accountants should be more than just “numbers” people. He was instrumental in drafting the ProYou open book policy, which allows him to grow his business advisory skills and have direct input into the decision-making process at ProYou.

Matthew maintained steady employment in the hospitality and service industry whilst gaining a bachelor’s degree in Business with a double major in Management and Economics at the University of Technology Sydney. He has completed his Chartered Accounting post graduate diploma.

Matthew

In the last three years, under the mentorship of ProYou’s senior advisor in a mid-tier accounting firm, Matthew has developed solid skills in taxation advice including cost saving strategies, managing payroll and inventory systems, and general business advisory.

Beyond these skills, Matthew has developed a fervour for his client’s personal goals and how their business’ can help achieve those goals. With this passion, Matthew has taken a keen interest in developing a holistic approach to client advice.

Matthew helps his clients adapt to the continuous digital and technological disruption present in many industries today. Matthew has undertaken tailored training programs and had hands on experience with the latest software technology in the advisory industry. He is accredited in cloud software and has used this knowledge to transform many client’s software packages to work for them, rather than the other way round. Matthew appreciates the peace of mind gained by a client, when they know their financial systems are under control, and are better able to focus on other, more important, aspects of their business and life in general.

Besides his exemplary professional conduct and work ethic Matthew has continually been involved in the local community, most notably through his participation in the local Oztag team week in week out, and yearly ANZAC Day memorial services. In 2015, Matthew was awarded Bankstown Council’s Young Citizen of the Year for his efforts.

When not at work Matthew is either keeping active in the gym or at the beach. Matthew has a strong admiration for European Football, and often rises early to watch his Liverpool F.C. get all three points. He is also an avid supporter of the Canterbury Bulldogs, and Western Sydney Wanderers.

Matthew looks forward to partnering with you and your business.

Jake Rose.

Partner

At ProYou we have a “no laggards” policy. Jake insisted on it! Experience dating back to 2016 in the Chartered Accounting industry, Jake’s “first in the pool” policy and overall confidence and persistence in all things outside the box has been instrumental in achieving some outstanding results for his clients.  

From humble beginnings working in his family’s hospitality business Jake learned the meaning of good old fashion customer service and the value of hard work. Don’t take our word for it – a quick Google search will find you reading numerous 5-star reviews from clients raving about Jake’s high quality standard of service.  

Jake

He has gained a bachelor’s degree from Macquarie University in Commerce majoring in professional accounting and followed that up with a post graduate diploma in Chartered Accounting from Chartered Accountants Australia and New Zealand. Despite his young age he is also entrusted as a Justice of the Peace and is accredited in a number of cutting-edge cloud software accounting packages. 

Jake has a very pragmatic approach to the needs of his client’s business. His ability to strip out non-essential processes and focus on the key leading indicator numbers helps his clients drive year-round key decisions and outcomes. 

Previously, Jake spent 5 years in a mid-tier accounting firm being mentored by ProYou’s current Managing Director. Under this tutelage Jake recognised the need for leaders to have as little direct involvement in the compliance side of the business as possible which gives them more time to grow their business and the skills of their team. He excels in using this knowledge when designing programs as a function of the solution and advising clients in all things business growth. 

Jake has been an instrumental team member in supporting clients in the SMSF area, hospitality, construction, fitness, retail, property development, not-for-profit and professional services industries. 

Jake enjoys a morning coffee and watching all sports. He takes his no-nonsense approach with him on the weekends to referee semi-professional soccer matches, as well as coaching junior referees.  

Jake looks forward to partnering with you and your business. 

Sue Micallef.

Trusted Advisor

Sue is a Senior Manager at ProYou Business Advisory and is a Chartered Accountant of over 35 years. She first started working in public practice in 1972 for several years before joining the Australian Taxation Office where she worked for another 5 years becoming a company assessor in 1980. Sue then returned to public practice when she joined John M Byron & co, later BYRONS Chartered Accountants.

Over the next 10 years she took on the dual roles of bringing up her 3 sons as well as being the financial controller for a software company.

Sue Micallef

Once the children were old enough Sue was welcomed back to BYRONS where her private business experience, combined with her tax office knowledge and public practice background saw her take a leadership role in the tax advisory section of the firm. Sue’s ability to engage with, and nurture accountants at all levels saw her entrusted with overseeing the entire tax training program on what was now a mid-tier accounting firm. Sue has mentored and supported a countless number of young accountants and operational team members over her 40-year career.

Sue has worked closely with clients in the property ownership, fast food chains, software development, medical practices, and child-care centres however her skills cross over a multitude of other industries where her advice is highly valued by her client base.

Sue has been married to Charlie for 44 years has 3 sons, 3 beautiful daughters in law, 2 grandsons and 2 granddaughters with more to come. Sue has gladly given up her time to the local community clubs over the years including junior soccer and junior rugby union. She is a lover of pets having always owned cats and dogs and is currently caring for a 9-year-old labrador, a very sleek cat and 2 noisy budgies.

Sue looks forward to partnering with you and your business.

Greg Caldwell.

Consultant

Greg is a consultant at ProYou Business Advisory. He is a Chartered Accountant and holds a degree in Commerce from the University of NSW.

Greg is a previous Managing Partner of a large suburban accounting firm and continues to hold directorships in a number of International concerns.

During his close to 50 years of accounting experience, Greg has been recognised for excellence in superannuation, financial reporting, income tax, and corporate tax compliance by many clients and peers.

Greg Caldwell

Greg believes in providing personalised service, and often will visit clients face to face for meetings, working with them closely to overcome business hurdles, or even to present new opportunities for the client.

He has extensive experience in business advisory and has been involved in many complex transactions.

Now retired from full time work, Greg lives with his lovely wife Gayle and their two dogs Roxie and Charlie. Greg and Gayle have three children Alanna, Alex and Aaron. Greg now enjoys playing more Golf and life in the Shire.

Greg looks forward to partnering with you and your business.

Erlina Tjin.

Trusted Advisor

Erlina started her career as a part time Maths Tutor at Kumon Education Centre. Later spending time at Pennant Hills High School teaching all Primary to Year 9 levels.

Erlina began working full time at Byrons Chartered Accountants in 2000 while studying part time at Macquarie University for Bachelor of Commerce majoring in Professional Accounting. She specialises in Business Services which allows her to work hands on with a variety of clients particularly Small to Medium Enterprises (SMEs) from various industries.

Erlina

CPA qualified, Erlina is part of the Assembly Church’s Finance team as well as Food Ministry team prior to having a third child. It was through those experiences that she was able to gain knowledge on various aspects of non-profit organisation and charity works.

Erlina enjoys spending family time together with husband, Eddy, and her children, Philip, Lilian and Ellena.

Annie Alberga.

Operations Team Leader

Annie is the Operations team leader at ProYou Business Advisory. She has worked in the financial services industry for over 30 years in administration and office manager roles. She has a wealth of knowledge and experience working with teams and ensuring internal efficiencies and constantly defining and refining company processes.

Annie is one of those rare breeds of people who always has a smile on her face, has a wicked sense of humour and always radiates positivity in both her work and private life whilst maintaining a ruthless efficiency when it comes to “getting things done well”. Annie’s support and guidance enables a culture of care for all ProYou’s internal and external stakeholders. She is the backbone of the operations department at ProYou and goes above and beyond to ensure ProYou’s back office runs as smoothly as possible.

Annie

At ProYou we have a “walk through walls” policy when it comes to our team, our ProYou partners and our clients, Annie was the catalyst and our example for embedding this principle in our culture.

Annie worked closely with ProYou’s current managing director for over 5 years in a large mid -tier accounting firm. During this time, the firm initiated a company wide change to systems and processes where Annie was instrumental in supporting, implementing, and ensuring company wide adherence to policy. These systems included company administration, practice management, debtor’s management, and tax compliance systems.

Annie is the mother of two, Ashleigh and Nicholas, both well into their adult years (and her absolute pride and joy) and has been married to Dominic (a tragic Wests Tigers supporter and ex Western Suburbs magpie rugby league player) for over 30 years. On the weekends you will find Annie going on walks, drinking lots of coffee and socialising with friends.

Annie looks forward to partnering with you and your business.

Krianne Doherty.

Associate Director

Krianne is a qualified Chartered Accountant and holds a Bachelor of Business majoring in Accounting and Marketing. She is a Xero certified advisor in both Accounting and Payroll, which she willingly shares her knowledge of Xero to help her clients feel comfortable using Xero.

Krianne started her working career in Liquidation, although she soon moved to Business Services where is has continued to work for the past 5 years.
Throughout her time in Business Services, she has had opportunity to expand her skillset in areas such as FBT, business management, payroll and even performed the role of a virtual CFO, providing further guidance and clarity to the companies that she advises to.

With these skills in her toolbox, Krianne’s focus, with any interaction that she has, is to provide outstanding customer service. This is the primary driver in her day to day working life and her approach to making decisions, understanding businesses, and understanding the people within those businesses is what separates her from the rest.

Krianne

Krianne is a Deputy Captain at her local Rural Fire Brigade where she has volunteered for the past 11 years. She is heavily involved in the training and management of the brigade, so it often occupies her weekends. When she isn’t volunteering, she enjoys spending time fishing and will happily discuss her legendary catch.

Krianne looks forward to partnering with you and your business.

Susanne Modderno.

Trusted Advisor

Susanne is a Fellow of the Institute of Public Accountants as well as being a Fellow of the institute of Financial Accountants, she also is a registered tax Agent.

She started her practice very early in her career and as such Modderno has a history of some 40 years service to her clients with 17 of those years being based in Parramatta.

As a testament to the excellent service she and the team have provided to their clients, the practice has over 100 third generation clients, this fact alone proves that Susanne can assist a family over a long period of time and across generations and can provide estate planning.

Susanne Modderno

Many of Susanne’s clients started as private PAYE then micro 1 person businesses through to multi million dollar SMEs.

Clients come from all segments of the marketplace; professional services, primary producers, R&D companies, retail, finance and investment, all manner of tradies, manufacturers, importers and exporters to name but a few.

Susanne’s communication style allows her to be as equally comfortable, capable and more importantly, valuable in dealing with the technical discussions needed to be had with the Australian Taxation Office and other compliance authorities through to layman and mums and dads.

Whilst Susanne can carry out all areas of accounting, she has a support team of accountants and bookkeepers to assist in those areas so that her personal focus can be on vision and growth strategies, estate planning management and financial accounting and all areas of compliance accounting matters.

Susanne’s belief is whether it is business or personal –“its not about the numbers if it doesn’t benefit the people.” To that end she has introduced a specific department / alliance partners to develop a valuable and trustworthy professional group for those that need to deal with the complexities of the NDIS and ageing challenges, who may be fearful of being unethically treated.

Thiri Nwe.

Trusted Advisor

Thiri has a Bachelor of Business and Commerce Majoring in Accounting and has been working in the accounting industry since 2016. Whilst studying Thiri, was a private tutor for Year 11 and 12 HSC maths students and has merit awards in hospitality and food technology. She is looking forward to becoming in CA in the near future, has a background in IT and social networking and is also fluent in Burmese.

Thiri, came to ProYou via Modderno and Co and instantly clicked with ProYou’s “Our People” principle. Thiri is a good listener and loves to help people in need, which at ProYou we see as a prerequisite to being a trusted advisor.

Thiri Nwe

Thiri enjoys writing inspirational notes and enjoys cooking for the people she loves. Her mottos are:

  • Success is the combination of hard work and smart work
  • Don’t give up, great things take time
  • What goes around comes around, so keep the circle positive, peaceful, and loving.

Thiri spends her time travelling and with her family. She likes meeting new people, hanging out with friends, and generally visiting new places.

Thiri looks forward to partnering with you and your business.

Tynna Beer.

Trusted Advisor

Tynna has a bachelor of business majoring in accounting and more than 20 years experience preparing financial statements, BAS and tax returns for a variety of entities, including individuals, sole traders, companies, trusts and self managed superannuation funds. She believes every client is valuable and is committed to providing a high standard of service. Tynna is happy to assist you with your enquiries and compliance needs.

When not at work, Tynna likes to spend time with family and friends. She lives with her husband Neil and their pre-teen daughter, pet rabbit, chickens and goldfish. Tynna also has 2 adult children and 2 adorable grandsons.

Tynna looks forward to partnering with you and your business.

Tynna Beer

Donna McVicar.

Trusted Advisor

Donna has a Cert IV in Accounting and has more than 30 years of experience in Bookkeeping, BAS, Tax Returns and Financial Statements for a variety of entities, including Individuals, Sole Traders, Companies and Trusts.

She believes that all clients are valuable and have individual requirements. Donna is happy to help and direct them to achieve the best outcome, either for themselves or for their business. Anybody who has worked with Donna will attest to her outgoing, friendly demeanour and see instantly how she fits into ProYou’s  “our people” principle.

Donna McVicar

When not at work, Donna likes to work in the garden and enjoys time with her 5 beautiful Granddaughters, either with cooking, playing games, reading books or craft. Most of all Donna enjoys letting the grand kids get into good old fashion mischief which is the right of any good Grandparent. Donna also enjoys having her adult children and their families over to her house at anytime to spend time with her and Snoopy the families 17 year old Jack Russell.

Donna looks forward to partnering with you and your business.

Trisha Bourke.

Operations Team

Trisha has extensive experience within the Chartered Accounting industry bringing in excess of 30 years administrative and office managerial experience within taxation, insolvency and reconstruction areas.

Trisha is also a Registered Justice of the Peace.

Even though Trisha prides herself in the smooth day to day running of the business and developing strong relationships with her clients, she is always up for a chat.

Trisha is a proud mother of two, Steven and Alanah and in her down time you will find Trisha and her partner Tony spending time with family, caravanning and watching their beloved Parramatta Eels.

Trisha looks forward to partnering with you and your business.

Trisha Bourke

Jonathan Smith.

Trusted Advisor

Jonathan is an Associate Director of ProYou in Business Services with over 40 years of experience supporting family-owned, international subsidiaries, and owner-managed businesses. Jonathan maintains the same values as his clients and will get to know them well by forming close relationships and by taking the time to understand their issues and objectives.

Jonathan brings to ProYou the experience obtained after having assisted in the building and maintaining of an accounting practice for over 30 years. He has adopted a hands-on approach to servicing clients, with accessibility being a priority across all engagements. Jonathan provides down-to-earth, practical business advice communicating honestly and openly in a way clients understand.

Jonathan Smith

Jonathan also understands the value of having a network, so he works closely with other service lines within the business to achieve successful outcomes.

The effective use of cloud-based accounting applications is at the forefront of all of Jonathan’s business engagements.

Utilising his broad experience, alongside strong commercial, technical, and interpersonal skills, he can build trusted and long-standing relationships with clients.

Jonathan has assisted with decision-making around corporate and tax governance, and ATO dispute resolutions and has extensive experience in:

  • Accounting and Secretarial services to SMEs, small to large corporate entities, Self-Managed Superannuation Funds
  • Business advisory, planning and forecasting
  • Accounting technology and cloud adoption
  • All Federal and State tax advisory and compliance
  • Payroll processing and compliance.

Jonathan brings personal and business principles that perfectly align with those of ProYou.

When Jonathan is not enjoying time on the farm with his family, which includes 6 grand kids, he can be found in the stands at a Norths/Waratahs Rugby match or Randwick Racecourse. If prompted, he will happily discuss his adventures sailing 9 Sydney to Hobart yacht races and his enjoyment of sailing in general. Travel time with his lovely wife Wendy has been a big part of Jonathan’s social calendar over the years and he looks forward to continuing that tradition.

Jonathan looks forward to partnering with you and your business.

Caitlin Kelleher.

Operations Team

Caitlin is in the Operations team at ProYou Business Advisory. She has worked in the financial services industry for over 5 years in administration. She has a wealth of knowledge in the administration duties within accounting firms and has a passion for expanding her knowledge.  She is also a registered Justice of the Peace

Caitlin is dedicated to help those around her daily. With her positive attitude Caitlin is always willing to go above and beyond for clients in need and is always coming up with new ways to support the team and the clients.

Outside of work Caitlin has two cats and a dog, which she loves dearly. She spends most of her free time with her family and animals, and if she isn’t with them, she is cooking up a storm in the kitchen.

Caitlin looks forward to partnering with you and your business.

Mark Shaw.

Trusted Advisor – Audit & Assurance

Mark is an accomplished audit and assurance expert with extensive experience in both the commercial and not-for-profit sectors. His deep understanding of these industries, combined with his technical expertise, enables him to provide practical advice that addresses his clients’ broader business needs.

Mark takes a proactive and collaborative approach to client service, building strong working relationships to gain a comprehensive understanding of his clients’ overarching business goals.

Mark Shaw

He believes in taking a holistic approach to his clients’ challenges, risks, and opportunities, ensuring that his advice is tailored to their specific circumstances. Mark’s compassionate and empathetic nature puts his clients at ease and instills confidence in their decision-making, while his ability to communicate complex concepts in a clear and concise manner helps his clients implement his recommendations with ease.

In addition to his extensive experience in accounting and auditing, Mark has over twelve years of experience in the banking industry, having held various positions within the Firstrand Banking group. This unique perspective has given him invaluable insights into the AFSL audit compliance requirements, further enhancing his ability to provide tailored advice to his clients.

Stuart Orr.

Trusted Advisor

An esteemed partner at Martin & Orr Accountants, Stuart’s remarkable career, stretching over four decades in public practice, underscores his unparalleled expertise and unwavering commitment to the accounting profession.

Stuart is proudly affiliated with CPA Australia and the Institute of Public Accountants, a testament to his dedication to uphold the highest standards of professional integrity and competence. These memberships attest to his proficiency and standing within the accounting industry.

Stuart’s experience spans a diverse range of businesses. His deep understanding of industry nuances and capacity to adapt enables him to deliver personalised accounting solutions, each tailored to meet the unique business needs and financial goals of his clients.

Beyond traditional accounting, Stuart embraces the digital revolution within the accounting sector. He offers insightful guidance on the selection and implementation of cutting-edge accounting software, fostering operational efficiency and streamlined business processes. His proficiency with MYOB & Xero applications exemplifies his ability to seamlessly integrate technology into accounting services.

Stuart Orr is more than an accountant. His approachable nature, open lines of communication, and emphasis on fostering robust client relationships position him as a true partner to his clients. He is dedicated to accompanying his clients on their financial journey, equipping them with the tools, insights, and assurance to achieve their financial aspirations.

Embark on your financial journey with Stuart Orr at Martin & Orr Accountants and discover the ideal blend of traditional accounting wisdom and modern innovative practices.

Steven Martin.

Trusted Advisor

With a sterling career spanning over four decades in public practice, Steven’s wealth of experience sets him apart in the field of accounting. His commitment to professional excellence is deeply ingrained, making him a trusted figure among clients and colleagues alike.

Steven’s professional journey is backed by prestigious memberships to CPA Australia and the Institute of Public Accountants. These affiliations not only serve as testaments to his professional competence, but they also reinforce his commitment to adhering to the highest ethical standards in accounting practices.

Steven Martin

His hands-on experience and a deep understanding of the intricacies of various businesses have given him a unique perspective. This enables him to cater to a diverse clientele base that ranges from international subsidiaries to family-owned enterprises, offering them personalised solutions that resonate with their specific financial objectives.

Steven’s expertise is not confined to traditional accounting. He is well-versed in the latest digital technologies and accounting software, offering valuable insights on software selection and setup to streamline operations and promote efficiency. His mastery over MYOB applications is particularly notable, making him a valuable resource for businesses seeking assistance in this area.

Above all, Steven’s belief in the importance of client relationships stands out. His approachable demeanor and open communication style make him more than just an accountant – he’s a partner in his clients’ financial success.

Join Steven Martin at Martin & Orr Accountants, and embark on a journey towards uncompromised accounting excellence and superior financial outcomes.

Chang Liu.

Trusted Advisor

With years of invaluable experience in accounting industry, Chang has established herself as an experienced Chartered Accountant. Holding a Bachelor of Commerce major in accounting and finance, she brings a wealth of expertise to her role.

She primarily focuses on Small to Medium Enterprises (SMEs) across various industries. Through her client-focused approach, Chang establishes personal connections, enabling her to grasp the distinct circumstances of each client and deliver customised services tailored to their specific needs. Her fluency in both in English and Mandarin contributes to establishing meaningful connections.

Possessing sound communication skills, Chang acts as a bridge between clients and third-party stakeholders, such as the ATO, Revenue NSW and various banks. This capability minimises tax, ensures compliance, and achieves the best possible outcomes for clients.

Outside work, she cherishes time with family and friends, enjoys her music, notably sharing this passion with her audiophile husband. She’s also working on improving her snooker skills.

Chang looks forward to partnering with you and your business.

Donna Timmins.

Bookkeeper

Donna brings over three decades of invaluable expertise as a small business owner since 1991. With a wealth of experience spanning bookkeeping, payroll, and office administration across diverse industries, Donna possesses a keen knack for balancing the books and navigating the financial landscape.

Her professional journey is underpinned by a Certificate IV in accounting, solidifying her credentials as a seasoned expert. As a registered BAS Agent and a proud member in practice with the Institute of Certified Bookkeepers, Donna’s commitment to excellence and compliance is unwavering. Additionally, she serves the community as a registered Justice of the Peace.

Proficient in leveraging cutting-edge technology, Donna specialises in working seamlessly with Xero and MYOB software. Her proficiency extends to encompass the adept setup of third-party integrations and user training, ensuring optimal efficiency and streamlined processes for businesses she collaborates with.

Beyond her professional achievements, Donna cherishes her roles as a mother to two daughters and relishes the joys of being a grandmother to three grandchildren, including the latest arrival in November 2023, bringing warmth and joy to her family life.

Donna looks forward to partnering with you and your business.

Emma Vallis.

Trusted Advisor

Emma is a qualified CPA holding a Bachelor of Commerce, majoring in Accounting with 27 years of experience.

Her career history includes: Intermediate Accountant with a mid-tier Chartered Accounting Firm, Assistant Company Accountant for a Financial Planning Company and Tax Consultant for H&R Block.

Emma has experience preparing financial statements, BAS and tax returns for individuals, companies, trusts and self-managed superannuation funds.

Outside of work Emma spends time with her husband, Rob and their four children. She enjoys trail running, swimming, kayaking and playing soccer.

Emma looks forward to partnering with you and your business.

Jann Armstrong.

Trusted Advisor

After gaining her Secretarial Certificate, Jann started working for a small firm of Chartered Accountants in North Sydney.  Whilst working there, Jann obtained her Associate Diploma in Accounting and gained valuable experience in taxation and accounting.  In 2002 she joined Martin &  Orr Accountants on a part-time basis whilst her two sons were growing up.  Now working full time as ProYou Business Advisory, Jann has over 20 years of experience in BAS, Tax Returns and Financial Statements for a variety of entities, including individuals, Sole Trader, Partnerships, Companies and Trusts.

When not working Jann enjoys all things sport.  She can often be found watching her boys, Todd and Brad, show off their sporting prowess on various sporting fields on the weekend as well as the Roosters, Sixers, Matilda’s and Swifts.  When not watching sport, Jann can be found walking with her two dogs, Victor and Aubo, exploring parts of Sydney with her friends or playing soccer for her local club.

Jann looks forward to partnering with you and your business.

Melinda Magro.

Trusted Advisor

Melinda brings an extensive background as a Chartered Accountant with a Bachelor of Commerce in Accounting and 16 years of invaluable industry experience.  Melinda is adept at managing diverse accounting platforms, catering to the financial needs of individuals, small and medium companies, and trusts. Her expertise encompasses meticulous handling of bookkeeping, GST, accounting, and tax obligations.

When it comes to negotiations with the ATO, she brings forth her skill set to ensure compliance and favourable outcomes for her clients. Beyond her professional commitments, Melinda’s world revolves around her three kids. During her free time away from them, she cherishes life’s moments surrounded by friends and family.

The beach holds a special place in Melinda’s heart, complemented by the joy of delving into captivating books. Staying active keeps her energized and balanced. Her commitment to professional excellence mirrors her passion for life’s simple pleasures.

Melinda looks forward to partnering with you and your business.

Daniel Araujo.

Trusted Advisor

Daniel graduated with a Bachelor of Accounting from Charles Sturt University in 2017 and has since completed a postgraduate through the Chartered Accountants of Australia and New Zealand.

He has been working in various Public Practice accounting firms since 2018 where he has gained extensive experience in a range of accounting areas. Daniel started at a boutique accounting firm where he learnt the value of long-term client relationships and life-long learning. Subsequently he moved into a Mid-Tier firm where he gained valuable experience in all areas of tax, consolidating his overall technical knowledge. During this time, he acquired a particular interest in technology and a genuine interest in helping people.

Since joining ProYou Daniel has lived the ProYou principle of “walking through walls” for our clients, our team and our ProYou partners. He has earned personalised google reviews for his tenacity, client relationship skills and generally getting the job done well, which is also a ProYou Principle.

Before starting his professional career Daniel worked part time at HealthShare NSW whilst competing as an elite athlete in Football. In this time, he learned the value of discipline and teamwork in achieving successful outcomes. Since joining ProYou Daniel has consistently shown that these skills have easily transferred into his professional career as a business and tax advisor.

Daniel is continually looking for ways to improve himself and continually looking for opportunities to learn and advise others.

Interests outside of work include spending time with his wife and daughter, staying fit and active through exercise, and maintaining a healthy work-life balance.

Daniel looks forward to partnering with you and your business.

Steph Baltzois.

Operations Team

Steph comes to ProYou after working in the corporate world since 2019. She has worked within the accountancy industry for most of that time as an exceptional administrator. She has a Diploma in Event Management and is herself an inspiring entrepreneur. She has found success outside of her role in ProYou’s operations team teaching First Aid courses to individuals and other businesses.

Since joining ProYou Steph has been instrumental in assuring the ProYou principle of “No laggards” is adhered to when she took the initiative for a new software package and the processes that go along with it to assist both our clients and team members.

Stephs can-do attitude fits in well with the ProYou Principle of “getting it done well” as she prides herself in taking a project from beginning to end to achieve a beneficial outcome for all. Steph is not afraid to learn and try new things which is proven by her multiple brainstorming sessions with the teams. Steph is not afraid to take a risk and understands the concept of “owning it” when taking on any project.

Outside of ProYou, Steph spends most of her time in her entrepreneurial pursuits but does have time to follow the South Sydney Rabbitohs. She reluctantly mentions this as she doesn’t want other Non-South Sydney fans to feel inadequate because of their record 21 premierships.

Nicola Haultain-Gall.

Trusted Advisor

Nicola completed an Advanced Diploma of Accounting at TAFE where she gained invaluable practical accounting training and supplemented that training by graduating with a Bachelor of Business and Commerce (Majoring in Accounting). She is currenting undertaking her postgraduate as a Chartered Accountant.

Nicola has many years’ experience in retail building up her customer experience skills which she has brought to her Professional Accounting Career.

Nicola has worked in in several accounting firms since graduating and comes to ProYou with a solid base of practical and theoretical skills. Nicola is a self-confessed good listener and loves to help people out with problems. We are excited to see Nicola use these skills with our team, our clients and our ProYou partners over her career a ProYou.

Nicola maintains a weekend position at her local ice-skating rink where she continues her customer interactions but also gets to operate the Zamboni ice surfacer, which she admits is the best part of the job.

Nicola enjoys movies – especially horror, spending time with their partner, listening to music & podcasts, being in nature, driving, travelling and eating.

Her favourite colour is pink.

Nicola looks forward to partnering with you and your business.

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