CPA

Balanix Solutions
is a CPA Business
 
 






Other Staff Members:






 
 

Qualifications

 

Bachelor of Commerce, University of Queensland
Bachelor of Economics, University of Queensland
 
Professional
Memberships       
 
 
 
Fellow, CPA Australia (FCPA)
Fellow, Australian Institute of Certified Bookkeepers (FICB)
Associate Fellow, Australian Institute of Management (AFAIM)
Member, Australian Institute of Company Directors (MAICD)
 
CPA Australia 
Experience
 
 
 

 

 

 

 
Member, Small to Medium Enterprise Committee, CPA Australia Queensland Division (2005 to date)
Immediate Past President, CPA Australia Queensland Division (2004)
Alternate Director to CPA Australia National Board (2004)
President, CPA Australia Queensland Division (2003)
Deputy President, CPA Australia Queensland Division (2002)
Vice President, CPA Australia Queensland Division (2001)
Member, CPA Australia Queensland Executive Committee (2001-2004)
Member, CPA Australia Queensland Divisional Council (2000-2004)
Member, CPA Public Sector Committee (6 years)
Member, CPA Week Organising Committee (7 years - Chaired 3 Years)
Member, Joint Legislative Committee (3 years - CPA Australia and ICA)
 

David is a CPA with some 30+ years of extensive experience in directing, facilitating and project managing financial management initiatives and activities.  He is committed to his clients' success and to adding value to their businesses.  David's capacity to build raport and relationships enables him to quickly understand clients' businesses and get on with developing solutions to their needs.  David's experience includes:

  • working with clients to achieve their outcomes and objectives through the development and implementation of financial management products and initiatives.
  • developing and implementing business and customer plans and profiles.
  • undertaking credit reviews.
  • budget plans and forecasting.
  • financial management processes and reporting to ensure critical monitoring of clients' financial status and sustainability.
  • public presentations on subjects such as statistical data and cashflow management.
  • guest lecturing to post graduate students of Queensland University of Technology on financial management matters such as Corporate Governance.

David is also an experienced MYOB user who continuously enhances his skills through his Fellowship with the Australian Institute of Certified Bookkeepers and the MYOB Professional Partners Program.  David is dedicated to doing the job for clients in the most efficient and effective way, as well as providing follow on benefits from his MYOB connections, including priority technical support, MYOB reference software, complete software maintainence, exclusive training and seminars and the ability to purchase MYOB products for clients usually for less than retail price.

David adds value to clients' businesses through his 30+ years of extensive accounting knowledge and experience, as well as, his:

  • high level proficiency in MYOB software, including payroll, time billing and inventory management.
  • working knowledge of bookkeeping.
  • detailed knowledge of other applications used with MYOB, such as Microsoft Excel and WORD.