Friendly & Professional
Over 25 Years of Experience
Certified Practising Accountants
Stephen Bates CPA
Practice Principal
Certified Practising Accountant
Registered Tax Agent
Bachelor of Business (Accountancy) RMIT Melbourne
Stephen has been involved in Public Practice since 1984. Stephen bought a practice in Bendigo in 1993, which continues to this day. Stephen has had many years of involvement with CPA Australia on committees at the Branch, State and National levels. Stephen has been involved with a local footy club and is currently assisting a local cricket club.
Stephen enjoys family, friends, footy, cricket and bike riding (in nice weather).
Dean Jones CPA
Senior Accountant
Certified Practising Accountant
Bachelor of Business (Accounting) La Trobe University (Bendigo)
Dean has been involved in Public Practice since 2000. Dean has undergone training in major accounting software products including Reckon, Quickbooks, Xero and BGL. Dean has worked with Stephen since 2009. Dean assists with individual tax returns, small business and Self Managed Super Fund reporting.
Dean has been involved with local sporting clubs and cadets at a Committee level.
Heather Bray
Senior Accountant
Bachelor of Commerce (Accounting) La Trobe University (Bendigo).
Heather has been with Stephen since 2001 and has long-standing relationship with clients over the years. Heather handles individual tax returns and small business matters and can assist with Single Touch Payroll (STP) requirements, BAS and IAS forms, Super contribution administration and Work Cover annual declarations.
Kim Halliwell
Administration
Kim started working with Stephen in 1993 on a part-time basis. After working at a couple of other Accounting firms, Kim returned to the Practice in 2022 on a full-time basis. Kim is the first point of contact for clients at reception and on the telephone. Kim handles all administrative tasks of the practice including lodgements, tax assessments, mail and email as well as accounts.
Kim enjoys spending time in her garden and with her family and friends.
Liability Limited by a scheme approved under Professional Standards Legislation.