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 support and training along with Budgeting and Cash Flow Forecasting .

If you’re looking for a productive relationship with trusted financial experts, we may be 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

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Anthony Xerri (Tony)

Anthony Xerri (Tony) – Tony has been in Public Practice since 1980, he is a CPA, Registered Tax Agent, Registered Company Auditor, Registered SMSF Advisor and previously a CPA Quality Assurance Reviewer.

He has a wealth of knowledge which he has gained through his many years of building his own businesses and dealing with clients in assorted industries.  He has 2 adult children and a love of classic cars, including their restoration.

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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 young children and enjoys most sports, he’ll happily spend his weekend running marathons, golfing, watching sport and playing with the kids.

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Lesley Xerri

Lesley Xerri – Lesley began working with Tony in 1995, learning every aspect of the business, from coding to computer systems.  She gained her Reckon Accredited Trainer qualification in 1996, has completed Diploma of Accounting, Cert III Small Business Management, Certificate of Business Computer Applications, Cert IV Financial Services.

She is a registered BAS Agent and works closely with clients, training them in the use of their computers and improving their accounting knowledge. Her IT work has extended into tablets and smart phone training and applications.  She is IT Administrator and Practice Manager.  Like Tony, she has 2 adult children and a love of classic cars and Holdens!

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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 and MYOB support.  She assists Tony with auditing and is heavily involved in client accounting.

Helene loves playing any kind of sport, she is a very talented netball player, but an exceptional tennis player, which is her favourite, recently winning her ninth Club Championship, the only one to ever do so in club history.

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Colleen O’Hara

Colleen O’Hara – Colleen has been with our firm since 2000, when she worked full time for several years. She currently works 2 days a week. She has extensive knowledge of all the workings of the office, specialising in Company Secretarial (Corporate Services) and Super Fund compliance, and can assist with any Reckon Accounts data entry queries.

Colleen has extensive knowledge of the farming industry and has a young son.

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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 2 days per week and working on her own farming business.

Leah has gained her CPA qualification and works on client files whilst at work.  On her days off, Leah works her husband on the land.  She is a keen netball player winning Best

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Danielle Sauro

Danielle Sauro – Danielle began work in the practice in 2015 at the tender age of 17, the day after her last VCE exam. She is a very fast learner and works at the front desk as Client Services Manager. She is currently studying Certificate III in Business Administration.

In her spare time she helps her parents out on their orchard and plays soccer, tennis, netball and basketball.

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Madelaine Hamilton

Madelaine Hamilton – Maddie started work in the practice at the age of 18 in 2014 performing a mixture of client accounting and client services. She has completed Certificate III in Business Administration and just begun Certificate IV in Accounting. Once completed, she hopes to continue her study and gain a degree in Accounting.

She loves the river and is a keen fisher woman, but can’t bear to kill them, but won’t go so far as to kiss them before throwing them back. Very proudly, she and her partner have just purchased their own 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.