A little history, our vision and the team!

Since 1995, we have been providing our clients with the vital advice they need so they can keep more of what they make. In addition to servicing clients in Victoria, New South Wales and Melbourne, we also handle clients around the country and have specialties in a variety of disciplines.

Our services today transcend accounting to include virtually every aspect of your financial life, whether corporate, personal or estate. Some of our services include tax preparation and planning services, Business Management, incorporations and start up services, Self Managed Superannuation Funds, ATO problem resolution, Quickbooks, Xero, MYOB & Reckon Hosted support and training along with Budgeting and Cash Flow Forecasting .

If you’re looking for a productive relationship with trusted financial experts, we are the right match for you.

OUR VISION

As you pass through the different stages of your life cycle – or likewise, through your career – each stage will require different skills.

At Xerri Evans we work with you, applying a diversity of talent and expertise to help you solve problems, react to trends, measure performance, and make informed decisions.

We are proud of our unparalleled capabilities, our commitment to continuing education, our focus on developing close personal relationships with our clients, and our commitment to their success.

SERVICE PHILOSOPHY

Our firm pays great attention to crystal clear communication with all of our clients.

When you work with Xerri Evans you work with a team of professionals who are dedicated to client satisfaction, professionalism and availability to our clients.

OUR TEAM

Paul Evans

Paul Evans – Paul graduated from University and began working with Tony in 1996.  He gained his CPA qualification in 2000 and Public Practice Certificate in 2006, when he became a partner in the practice.  He is also a Registered Tax Agent.

Paul manages staff and work production, along with dealing directly with clients.  He has 2 children and enjoys most sports, he’ll happily spend his weekend running marathons, golfing, watching sport and playing with the kids.

Stephanie Chappell

Stephanie Chappell – Stephanie joined the practice in 2017 as the Practice Manager, Stephanie works part-time and brings with her a management background, focused on strategic direction. Stephanie resides in Tocumwal with her husband and 2 children.

Outside of work Stephanie, enjoys spending time with her children and catching up with friends, and is involved with many community groups within Tocumwal.

Helene Steward

Helene Steward – Helene began working in the practice in 2001 as an 18 year old, straight out of year 12, and studied for her degree whilst employed full time.  She completed her CPA qualification in 2011.  She has many years experience and helps clients with GST, tax and Reckon Accounts, Xero and MYOB support.  She is also in charge of the auditing and is heavily involved in client accounting.

Helene loves playing any kind of sport, but tennis is definitely her favourite.

Leah Pate

Leah Pate – Leah started in the practice in January 2005 working full time for several years.  She has since had 3 children and is currently working 4 days per week.

Leah has gained her CPA qualification and works on client files whilst at work.  On her days off, Leah enjoys spending time with her children and is still a strong Netballer for Tocumwal Football Netball Club

Madelaine Hamilton

Madelaine Hamilton – Maddy commenced employment with Xerri Evans in 2014 at the age of 18 performing a mixture of accounting and bookkeeping services. She has completed Certificate III in Business Administration and Certificate IV in Accounting and is now undertaking her Bachelor of Commerce through Deakin University majoring in Accounting and minoring in Taxation Regulation and Wealth Management.

Bronte Russell

Bronte Russell – Bronte joined the practice in 2018 as our director of first impressions. Bronte’s brings with her a bright & bubbly personality that provides our clients with the welcome they deserve.

Bronte is a keen Netballer and enjoys both on the court and the social side of the Finley Football Club.

Georgia Hope

Georgia Hope – Georgia joined Xerri Evans in 2018 as a Trainee, Georgia is currently studying her Certificate IV in Accounting. Georgia’s keen interest in Accounting stems from her father also sharing the passion and mentoring her into this role.

Georgia joins the line of keen Netballer’s in the office and enjoys playing with Rennie Football Club. Georgia resides in Mulwala and has recently purchased her first home.

MISSION STATEMENT

We aim to

maintain and expand the knowledge which put us in this business and
always perform with the highest of professionalism and integrity.

We strive to provide our clients with comprehensive service of increasing excellence, a continuous ‘Quality Assured’ product, the knowledge and expertise to achieve personal and financial success, expert and challenging advice suited to their individual needs and the spirit and enthusiasm to be their best at what they do.

We endeavour to provide our staff with a challenging and enjoyable environment,the training to extend themselves and enhance their careers,
the drive to welcome challenges and seek their own answers and the desire to satisfy the needs of our clients.

We commit to striving for excellence in all that we do, and seeking a level of professionalism unmatched by other professional firms.

We are proud to have the ‘prestige’ reputation as perceived by our peers.

Compiled by staff and principal
1998.