About Us

We are a team of committed individuals with industry experience and impressive credentials.

SME bookkeeping professionals

balancemybooks.com.au is an initiative with a mission to refine its client’s financial and operations management. The collective of highly experienced individuals enables continual refinement within these highly competitive industries:

balancemybooks.com.au is here to provide you with high-quality bookkeeping services tailored specifically to your industry.

We know the ins and outs of your industry, and we’re here to help you stay on top of your finances with accurate books and insightful reports delivered on demand.

Our ‘A’ Team

Roman Tepes

Roman Tepes

Chief Book Balancer

Experienced Chief Executive Officer with a quality reputation and good track record of working in the hospitality industry. Skilled in Negotiation, Business Planning, Team Building, Management, Stakeholder Management, Strategic Execution and Leadership. Strong business development professional.

Overseeing all operations, marketing and financial aspects of restaurants, determining product lines, form partnerships, differentiating characteristics and ultimately establishing the company’s vision and future strategies.

Responsible for setting the tone in the workplace and building an effective culture.

david lopez

David Lopez

Business Performance Specialist

With over 20 years of experience in dynamic markets across local and international arenas, David excels in enhancing business profitability and performance. David holds a Bachelor of Business in Accounting and is a Certified Practicing Accountant (CPA). His passion lies in guiding clients to capitalise on growth opportunities and achieve their business objectives. Speacialising in the construction and manufacturing sectors, David brings a deep understanding of the challenges and opportunities faced by family-operated small to medium-sized enterprises (SMEs). He leverages his expertise to drive efficiencies, implement advanced technologies, and establish robust financial controls and methodologies.

andrew sheath

Andrew Sheath

Client Success and Product Specialist

With a robust background spanning 10 years in hospitality, another decade in financial services, and ownership of a business specialising in bookkeeping for small to medium enterprises, Andrew brings a wealth of customer service experience and a deep understanding of accounting software to ensure clients’ success and satisfaction. He plays a pivotal role focused on onboarding clients and ensuring seamless integration into our systems to streamline daily accounting tasks. His expertise lies in providing comprehensive software setup and ongoing support across various packages tailored to our clients’ needs.

Kylie Bown

Kylie Bown

Administration and Accounts Specialist

With a robust background spanning 10 years in hospitality, another decade in financial services, and ownership of a business specialising in bookkeeping for small to medium enterprises, Andrew brings a wealth of customer service experience and a deep understanding of accounting software to ensure clients’ success and satisfaction. He plays a pivotal role focused on onboarding clients and ensuring seamless integration into our systems to streamline daily accounting tasks. His expertise lies in providing comprehensive software setup and ongoing support across various packages tailored to our clients’ needs.

Michael O’Loan

Experienced Accountant and Financial Controller

With over 45 years in the accounting profession, Michael began his career as a Chartered Accountant specialising in external auditing, accumulating 20 years of experience with prominent firms such as KPMG and Grant Thornton in Australia and abroad. His audit and taxation expertise encompassed diverse sectors including manufacturing, retail, gold production, media, and distribution, serving both private groups and listed entities. Transitioning to the private sector, Michael assumed roles as Financial Controller and Accountant for various industries including manufacturing, restaurant management, and crane hire. Currently, he contributes his skills as an Accountant.

Why our clients

us!

Sound good?

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