About Us
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:
- Hospitality
- Construction
- Clubs
- SME
- QSR (Quick Service Restaurants)
- Retail
- Service industries
- Trade services
- Franchising
- Food manufacturing
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
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
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
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
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
Why our clients
us!