Josephine Roberts

Co-Founder

Hi call me Jo.  I joined forces with Kevin in May of 2018 in a joint venture with my existing BAS Agent and cloud integration business.

My journey in helping small businesses began many moons ago, when I combined my teaching background with my accountancy knowledge to train SMEs on how to keep track of their finances with MYOB in the mid 1990s.  Roll forward a couple of decades and I’m still passionate about helping business owners keep track of their finances using the best tools for their business.  Whilst Xero is my software of choice, I realised that not all businesses are suited to this platform.

I am an MYOB Certified Consultant, Reckon Accredited Trainer and QBO Pro Advisor.  Whilst compliance is something which needs to get done, it isn’t why I got into this business.  I enjoy training business owners to keep track of their finances but also in streamlining their workflows by using add-ons specific to their particular industry.  A retailer needs a POS system, a wholesaler needs serious inventory management whilst tradies and those in building and construction need tools to keep track of costs as well as manage their onsite workers. When I’m not glued to my PC road testing new software I am planning road trips with my partner and my fur baby mini schnauzer Toby.  I love to watch lifestyle programs and working out where our next overseas adventure is going to take us.  My twin daughters live in London- are fashion designers and have just completed and shown their first collection, so I have acquired an interest in all things couture!

Email: Josephine@accountantassist.com.au | Phone: 0414 928 339