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.

Leah Nish

Leah Nish – 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

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.