About us
Our friendly and efficient staff members are dedicated to providing all our clients with professional and up to date advice and ensuring that their tax obligations are met in a timely manner.
2024 brings some exciting changes….
Important announcement for our clients and local community:
Things are changing at Koala Tax as we sail into the new year! With immense gratitude for the past, we’re transforming our brand to Trekk Advisory and moving to a new office – Shop 1, 9 Channon St, from January 2024.
We’ve shared our ideas, strategies, and the reasoning behind the transformation with founding partner, Jenny Zerner, along with Lesley and Julie, and they believe, as we do, that the time is ripe for this change and they wholeheartedly support us.
As we embark on this new journey, our commitment to being your expert accountants and trusted business advisors remains stronger than ever!
PERSONALISED ADVICE FROM A DEDICATED TEAM
The numbers don’t lie
The advantage of being a small firm is that our clients, and their businesses, are familiar with all our staff, so expert, personalised advice can be provided at all times. We have built strong, solid and long standing relationships over the years with our clients.
Meet our Partner
Laura Millar
B.Com, CA.
Laura is the Partner of Koala Tax in Gympie and has worked as an accountant since 2013.
Raised in Gympie, she was excited to return home after completing her studies in Brisbane & make an impact on the local businesses of her childhood.
She has grown passionate about connecting with small business communities and helping make a difference in the lives of people around her.
She loves tending her vegetable garden – There’s something magical about pulling something out of the ground and seeing it on your plate minutes later. She also has a few beehives, goats and cows on their small property.
If that doesn’t keep her busy enough, Laura and her hubby have spent the last four years sharing their home and hearts with dogs that needed rescuing, rehabilitating them medically and behaviourally (lots of cuddles!) so they can go find their forever homes.
Vicki Schooth
Senior Accountant
Jennifer Albrecht
Bookkeeper
We are open Monday - Friday 8am - 5pm
Google Maps3 Pillars To Your Success
WHERE ARE YOU NOW?
We can’t move forward without understanding where you are now. When we first get together we will talk about effective data systems that efficiently capture, collate and report accurate and timely information for your business.
WHERE YOU WANT TO BE?
Once we’ve worked on getting your business basics running smoothly we work together to understand what the numbers mean and focus on key impact areas to drive change and improve your business profit, cash, net wealth and efficiency.
WHAT IS YOUR SUCCESSION PLAN?
There then comes a time in any business where you want to start thinking about exit and succession – We can work with you on boosting business value and timing your exit strategy for maximum financial benefit and secure future wealth.