Anita Allan

Director, Accounting

Anita Allan

Anita Allan was the first female to hold the position of Director at Perks – a significant milestone for both her and the firm. Anita joined the firm as an undergraduate accountant in 1999 and within nine years was appointed to her current role of Director.

Anita Allan

About Anita.

Anita Allan was the first female to hold the position of Director at Perks – a significant milestone for both her and the firm. Anita joined the firm as an undergraduate accountant in 1999 and within nine years was appointed to her current role of Director.

Today, she divides her time between managing her growing client base, largely within the pharmacy industry, and focusing on her leadership of Perks’ fast growing cloud accounting solutions team.

As the lead director in our cloud accounting specialist team, her role has centred on improving and creating efficiencies in clients’ internal financial and reporting systems. Capabilities in this area extend to systems review, technology driven data collection and management and development of bridging software programs to ensure a completely integrated function. Further capabilities include managing our outsourcing program and integrating this aspect into our clients’ accounting needs.

As these developments continue to shape and change the current financial reporting landscape, Anita’s skills are widely sought after by business owners looking to gain an edge over their competitors.

Outside her expertise in the emerging Cloud and outsourcing market, Anita is an expert in tax compliance, GST and PAYG advice, financial statement and tax return compliance, budgeting, cash flows and other financial forecasting.

Anita loves helping to resolve a wide variety of issues her clients face every day, and finding the best financial solutions to improve both their business and personal situations.

Qualifications & Associations:

  • Bachelor of Commerce, Accounting
  • Graduate Certificate of Financial Planning
  • Member of Chartered Accountants Australia and New Zealand (CA ANZ)

Specialisations:

  • Bookkeeping
  • Accounting
  • Pharmacy
  • Start-up Advisory
  • Business Advisory

Get in touch with Anita.

Please fill out the form below to make an appointment or request more information.

  • FBEA - Winner 2017
  • SMSF and Account Awards 2017 - Finalist
  • SMSF and Account Awards 2018- Winner
  • Australian Account Awards - Finalist 2018
  • Xero Platinum Partner
  • Adaptive Insights
  • LEA Global