The Saturday Strategy

Writer

Stream Accounting Pty Ltd

Managing Director

In conjunction with our clients, we will manage, maintain and control the internal accounts function of a business.

We are responsible for:

- keeping accurate records for tax purposes
- creating invoices to send to customers and automate bills processing
- controlling accounts receivable and payable 
- managing payroll, lodging Activity Statements (BAS & IAS) and 
- assisting with management of budgets and cash flow projections

We aim to provide a full service internal accounts function that is normally only provided to large business.

Business Owner

Etax Accountants

- Prepare and review for lodgement, individual online tax returns
- Attend to client queries
- Ensure supporting communications and documents are available to support tax returns

Tax Return Reviewer

Dillon & Elbourn Chartered Accountants

Preparing financial statements and income tax returns for companies, trusts, partnerships, SMSF's and individuals. 
Monthly IAS and BAS preparation for businesses and SMSF's.
Annual FBT preparation and lodgement.
Monthly payroll and payroll tax.
SMSF administration.

Accountant

My business journey started when I was in my mid 20's. I was attempting to make a cricket career take off and while I was doing so, I started working with small businesses who needed help with their bookkeeping.

Fast forward a decade, and, through my business Stream Accounting, I have been able to work 100s of small business owners with their bookkeeping and accounts needs. Growing our team has meant that I am focusing my time with helping the business succeed, while spending quality time with my young family.

Many of the decisions I have made in my own business, as well as the processes and strategies we have discussed with clients, have led to amazing improvements in cash flow, profit and overall business health for numerous people.

If you are on your own business journey, here's a few ways I can help you:

1. Subscribe to my newsletter; Saturday Strategy. Each week you will get free actionable tips to help you improve the cash flow of your business.

Go here: www.streamaccounting.com.au/saturdaystrategy

2. The Xero Training Course for Small Business Owners. Many small business owners manage their own bookkeeping, and you are one of those, we can teach you how to do it better so that your numbers are accurate and meaningful for you and your business.

Go here: www.streamaccounting.com.au/xero-training-course

3. Let my team help you manage your business finances and bookkeeping. The best first step is to book in a free discovery call to chat about how we can help you.

Go here: www.streamaccounting.com.au/discovery

Nathan Price

Phoenix Risk Services Pty Limited

•	Advanced knowledge of general insurance classes
•	Specific financial lines product focus.
•	Proven leadership and management qualities inclusive of mentoring of junior team members.
•	Understanding of business acumen 
•	Excellent knowledge of portfolio management including profit and cost centres.
•	Strong market relationships with local and international providers
•	Ability to place business in both local and international markets
•	Detailed worker’s compensation knowledge
•	Effective written and verbal communication.
•	Strong understanding of underwriting and risk tolerance procedures

Managing Director - Principal Broker 

Markey Insurance Brokers

Responsible for the management and growth of a portfolio of corporate clients, key objectives and achievements:
•	Consistently met and exceeded personal, team and company growth targets;
•	Led and mentored all levels of staff in various facets of insurance broking, risk transfer, claims management, policy understanding and operation:
•	Planned and implemented new business strategies with continued proven success; 
•	Scheduled client meetings, agendas, board reporting and attendee availability;
•	Successfully managed client claims within the aspects of policy operations, by negotiation with both local and international insurers / claims loss adjusters;
•	Prepared client information to enable coverage and pricing negotiations with underwriters;
•	Prepared and planned monthly renewal strategies comprising of timeline and deadlines development including delegation of tasks to team members;
•	Arranged management meetings with reporting on portfolio performance and new business targets / conversions on monthly basis;
•	Organised and implemented client coverage reviews and risk management advice with strategies of how to transfer risk to insurance products.

Senior Insurance Broker

Aon Australia

Responsible to assist the Divisional Manager (Mining, Energy & Constructions) with management and growth of the portfolio of clients;
•	Preparing reports, documents and client presentation
•	Answering client queries both written and verbal
•	Tracking time cost via electronic system for fee negotiations
•	Invoicing, policy document production
•	General day to day portfolio administration
•	New business presentations and negotiations

Account Executive

Marsh

Responsible to assist the Senior Account Executive (Global Inwards Team) with management of the portfolio of clients;
•	Preparing reports, documents and client presentation
•	Answering client queries both written and verbal
•	Invoicing, policy document production
•	General day to day portfolio administration

Assistant Account Executive

Managing Director & Principal Broker - Phoenix Risk Services - Insurance Risk Advice Services & Solutions

Michael Butler has more than 16 years’ experience working for both international and local insurance risk professionals. Michael is widely regarded in the industry as an experienced, professional and ethical Insurance Broker. His attention to detail, excellent communication skills and industry knowledge make him a trusted name in the business. His experience in the industry has allowed him to work with a wide range of underwriters with contacts locally, in Sydney and the major overseas markets.
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Michael is a Qualified Practicing Insurance Broker (QPIB), a Certified Insurance Professional (CIP), and holds a Diploma of Insurance Broking from NIBA. He has been working in the General Insurance industry since 2000 including Broking in the local market since 2006. In 2002 Michael commenced Insurance Broking and since then has developed a professional reputation beyond repute, from both his clients and the Insurer’s perspective.

Servicing a broad range of clients from local small business, financial institutions and national health funds to large corporate multi-national firms employing 1000+ staff, Michael has the knowledge, understanding and commitment to provide you with high quality service that is uniquely specific to you and your business, with specialist experience in the cost-effective placement of Insurance for Large National & Multi-National Corporate Risks including the specialist understand of the financial risks placement of these entities.
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Michael's first job was underwriting which built strong knowledge and understanding of the Insurance Underwriting industry, whilst cementing relationships within the insurance market. This understand of insurance from both sides from an insurer’s perspective as well as from his clients. Using this understanding of both the underwriting and client service to provide you with high quality service that is uniquely specific to you and your business, that delivers relative and timely risk transfer solutions for clients

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The Battle

Nathan Price

MIchael Butler

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