Sally James

Associate Director / Senior Advisor

About Sally

“Build and protect your wealth in personal and business assets for the purpose of providing financial independence.”

Sally is a committed and dedicated team member having worked with the firm for over 20 years. Her commitment has seen Sally develop deep professional relationships with a diverse range of clients. As a Certified Practising Accountant Sally works with many of our business clients to provide quality financial reports, taxation advice, tax planning guidance and assistance with compliance.

Sally’s technical knowledge is extensive and she is adept in the implementation of and training in accounting systems. These systems provide intelligence and efficiencies around job costing, job reporting, cashflow management and KPI trends & analysis. Sally works closely with business owners to improve the management of their business by developing procedures for maintaining accurate and timely financial reports that assist them in making informed and reliable decisions.

As a senior team member, Sally’s support and leadership of other staff is highly valued. Outside the office, Sally enjoys time with her young family, travelling, reading, chocolate and all things “crafty”.


  • Personal and business taxation & compliance advice
  • Business structuring
  • Implementation of accounting systems for small to medium enterprises
  • Cloud-based accounting (Xero)


  • Bachelor of Commerce
  • Member of CPA Australia
  • Xero Certified Advisor
  • Xero payroll certified
  • Xero migration certified