Dedicated Team of Chartered Accountants
At Box Advisory Services, we all come to work every day because we want to solve problems. Everyone is trying to figure out how to navigate this thing we call a business. Business owners don’t know how best to structure their business, what strategies to implement, how much their overheads are costing them, or even whether their business is profitable!
Then that dreaded time of the year – tax time – where you scramble together all the receipts and expenses you can find. You hand that over to your accountant and he/she tells you how much money you owe the tax-man.
We believe that there is a better way to do accounting. A more valuable, rewarding method to the madness of running a business. Our mission at Box Advisory Services is to help guide our contractors and small business owners in making better decisions. By thinking outside of the Box using cloud technology, continuous education of our clients and building a trusting relationship, we believe that we can make accounting simple and easy.
Box Advisory Services is a proud member of the following associations
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Meet our team
Nice to meet you, we’re made up of a group of wonderful people, or shall we say a box of?
Director & Client Manager
Davie has over 10 years of experience in advising businesses in management accounting and taxation issues. He leads a passionate team who are dedicated to offering proactive and outstanding service to our clients.
Davie’s astute business knowledge and extensive experience in providing tax and consulting advice, has paved the way to success for many businesses.
He is a member of the Chartered Accountants Australia and New Zealand, the Australian Tax Practitioners Board and holds a Bachelor of Commerce degree from the University of New South Wales.
While always professional when it comes to business, Davie is always up for a good laugh… or three.
Helping assist Box Advisory Services with its suite of accounting services for small business entities, Joel brings more than 8 years’ experience to the table.
As a chartered accountant and receiving a merit in the taxation module, Joel enjoys helping clients streamline their financial processes.
Outside of work, Joel is all about reading up on everything ATO-related, as well as frequenting social catchups, catching a good movie, listening to music and cooking up a storm.
His personal motto is: “You ‘gotta get up and try.”
Shirley Huang is the manager in accounting, but she doesn’t just stick to that. She also helps in other areas like admin, HR, and IT.
She has over 12 years of experience in tax accounting and a few years in the commercial sector. But now, she specialises in personal & business taxes and self-managed superannuation funds.
Shirley is known for being detail-oriented and constantly looks for ways to improve efficiency by reviewing and implementing new processes.
She’s also the definition of “work hard, play hard”. She’s a strong advocate for maintaining a healthy work-life balance, and for her, this means making time for the things she enjoys – like volleyball, snowboarding, travelling, and spending time with Kirbie.
Molly Lim is a chartered accountant with more than 7 years’ experience in the industry.
After completing her Masters of Commerce and Macquarie University, Molly dove into the accounting and tax space with a passion for helping small business owners achieve their biggest goals.
Molly now oversees the bookkeeping and advisory team at Box Advisory Services, helping clients embrace their objectives both now and in the future.
As a former Big Four accountant, Molly also carries the ability to translate complex accounting standards into more suitable arrangements for small business owners.
Born and raised in Myanmar, Molly loves to see how immigrant families continue to foster and grow successful businesses across Australia and always looks forward to being a part of their journey.
Lisa is the real deal. Having worked in social services for 9 years and with over 15 years of customer service experience, Lisa truly understands people. All kinds of them.
Lisa is passionate about growing businesses and fostering strong relationships with clients. She is an effective communicator who really takes the time to know her clients well and identify what their businesses need.
With meticulous organisation skills that may seem borderline OCD, Lisa makes sure things get done in the office in the most efficient way possible. Even if it means ensuring all the pens are lined up in the right colour order.
She is also an avid traveller, animal activist, social media sharer and all-round happy-go-lucky, positive person.
Head of Tech
Luong’s focus at Box Advisory Services remains centred on innovating the accounting space through strategy, tech, and levelling up teams for scale and growth.
With over 15 years’ experience as a customer-focused consultant in the industry, Luong’s key skills are project/product innovation and delivery, and business analysis/strategy.
Luong has worked internationally in the enterprise space, as well as family offices and start-ups across a range of sectors – including banking and financial services, property, education, technology (SaaS) and government.
Now, Luong utilises his experience and passion for product innovation, modernising processes and systems for business growth, alongside building a culture of data-driven decisions.
With a mantra of “Don’t #@!% the customer over”, Luong embraces playing as a team and always looks forward to a great bottle of wine that’s best shared with others.
In a past life, Luong enjoyed celebrating an outdoor adventure with a fine glass of old-world wine. These days, he’s a lucky and happy new father and is excited to take the little one on the next adventure.
Sean Yee Jiun Fa
With experience as an accountant, financial adviser, vice president and marketing coordinator, working in the industry, academic, and humanitarian environments, Sean is committed to implementing his expertise and knowledge in order to create and implement innovative, effective and efficient solutions to provide value to this society we live in.
Sean’s guiding philosophy and primary focus are to provide value to people around him. Sean wholeheartedly believes and apply it through thinking from the perspective of others, being ethical, maintaining radical objectivity, transparency and truthfulness at the forefront of every project and business decision.
Sean firmly believes that empowering people around him and growing together is a lot more fulfilling than just growing individually. A Jack of all trades, Sean believes that he could do absolutely anything that any other human could do, whether it is fixing cars or being the president, he empowers everybody including his clients to chase their dreams and live their best life. Sean’s philosophical understandings are often derived from books regarding social anthropology or self-development, his favourite book is Principles by Ray Dalio.
Focusing on consultancy, B2B and account management, Tito is a pivotal part of the Box Advisory Services team, providing acquisition of new business and corporate partnerships.
Carrying more than a year of experience as a business specialist and a further 10+ years’ experience in sales, Tito brings his diverse skillset to the table.
From being able to support business intelligence, mortgage brokerage operations, and even marketing and media, Tito’s role at Box Advisory Services is a multi-functional one that only continues to grow.
Outside the world of business, Tito enjoys a good Korean barbeque, alongside watching his favourite movie, Bladerunner 2049 or a flick through the Lord of the Rings series.
Mia is a tax accountant with a demonstrated history of working in the accounting industry. She is strongly interested in technology and continuously seeks to merge the efficient tech advances to automate traditional accounting & bookkeeping tasks. She is willing to take time to get involved in your business and work with you on a regular and consistent basis to tackle any challenges that your circumstances may face. Her passion is to provide clients with quality service so they can focus on things they love, save time and money. She is currently working towards to gain her CPA.
Although she enjoys hanging around with her loved ones to discover new places, she also likes to spend her quality time with good movies and nice drinks at her own pace.
How does it feel working in an industry you love? Debbie can tell you the answer. She loves what she does and her secret of joy in work is taking the stress out of you when it comes to tax time.
Despite completing her Chartered Accounting program, she believes professional knowledge is essential and personal connection is the most important thing. With a knack of being a great listener, our clients feel incredibly comfortable discussing their personal needs with her.
Debbie has a strong interest in piano and her skills have been highly graded. She’s adventurous, with a motto of: “no danger, no fun”.
Rosanne makes it her business to know about your business, ensuring the advice you receive is honest, simple and beneficial. She’s all about making sure she leaves you in a better position.
With years of experience in both commercial and tax accounting, Rosanne also has a passion for cooking, enjoys yoga and watching her kids play sports.
She graduated from the University of Technology Sydney with a double major in Accounting and Finance.
Chief Excitement Officer
Kirbie is the CEO of the office – that’s Chief Excitement Officer. She’s been a corgi for 4.5 years and is the superstar of the workplace.
She has experience barking at everything that moves outside the office, whether it be a car, bird, or a leaf flying around in the wind.
Like her mum Shirley, she believes in a great work-life balance – all play and no work. She loves her job of barking and bringing enthusiasm and energy to the workplace every day.
Her catchphrase is “woof woof!”