We are a large firm based in Adelaide SA.
Five dedicated staff are allocated to each client. At the time of engagement of our services, a courtesy email will be sent informing you of these key contacts.
Lead Principal Consultant
Is the director: the buck stops here. Only gets involved with complex issues. Most work can be undertaken by your practice staff and the following advisors below.
Lead Accountant
Is responsible for the day to day management of your account or any issues you may have. They act as the primary contact , however clients are always encouraged to contact the lead principal consultant by email or phone if they are experiencing any difficulties.
Shadow Accountant
Is the understudy for all your work. They sit in the background assisting with the restructuring process especially when the lead accountant is not available.
Assistant Consultant
Assists the lead principal consultant and the lead accountant in relation to execution of agreements and following up contractual matters.
Corporate secretarial
Is responsible for any changes to your legal and tax structure when the notification of the Australian Securities Commission is required e.g. the issuing of new shares or changing of home addresses when directors move home. Failure to notify a change of your home address attracts a financial penalty of $200 so this is a very important role and assists clients to comply with these legal obligations.
To ensure there is effective communication, we encourage clients to provide a brief email on what the matter is so we can respond appropriately to any concerns. A teleconference may not always be required. It does depend on the nature of the matter. We will advise accordingly because sometimes a simple problem can be more complicated than you think and the opposite is also true.
- Passive and Active Monitoring
- Client feedback response policy
- How our fees work?
- How do we keep our fees down?
- 12 things you can do to keep our fees down and fast track your accounting.
Read about Our Story
For more insights visit our blog.
About me: David Dahm BA (Acc.), CA., FCPA, CTA, FFin, CPM, FAAPM, FAIM, FGLF.
Chartered Accountant, Chartered Tax Adviser, Registered Tax Agent, Former AGPAL Surveyor 10 years of service
David Dahm is CEO and founder of the national medical and healthcare chartered accounting firm Health and Life and global Founder and CEO of the not for profit project the International Healthcare Standards and Ethics Board (www.ihseb.org)
After a serious work related car accident in 1989, and nine operations later I continue to be a patient and provider advocate. I enter my third decade as a national Chartered Accountant for Medical and Healthcare practices in Australia. I am a former 10-year Australian General Practice Accreditation surveyor. I come from a medico family. I have served on the AAPM national Board and was the inaugural national Chair of the Certified Practice Manager CPM post nominal. I continue to provide accounting tax and practice management advice to many practices all over Australia.
You know who you are and I thank you for this real honour and privilege to serve you and your community through you. Note, I am not a lawyer please seek appropriate legal and accounting advice. This information is for general information and discussion only.
