history of the firm
Under New Ownership!
BA Accounting was founded by Bill Yates and Anne Utz in October 2013. Sherri & Greg Bard purchased the business in February 2023 and have continued the philosophy of providing a welcoming and supportive environment where clients feel comfortable discussing their individual needs.
After many years in public practice, Bill has retired, and you may find Anne drop in every now and then.
As the new owner of BA Accounting & Advisory, Sherri is committed to continuing to provide friendly, personalised service and high-quality technical advice. She is proactive, energetic and passionate about all aspects of accounting, taxation and business improvement.
Sherri is a local tax accountant who grew up in Prenzlau and moved to Bathurst to study at Charles Sturt University where she started her career as an Accountant. She has extensive experience with:
- Complex corporate structures involving family businesses and self-managed superannuation funds.
- Inter-generational business succession planning and transition implementation.
- Rural and primary production issues including cash flow planning and management.
- Accounting and operational software advisory, set-up and training
- Business advisory including appraisals, benchmarking and cash flow forecasting.
As a Chartered Accountant and Registered Tax Agent, Sherri brings a practical and solutions-focused approach to accounting and enjoys working with motivated and entrepreneurial people and organisations.
Sherri has an active lifestyle and outside of work she enjoys going to Gym and drinking coffee.
Favourite coffee: Caramel latte
Favourite chocolate: Darrell Lea Milk Chocolate Raspberry Bullets
sherri bard
Owner & Director
GREG BARD
Business Manager
chloe aitken
Office Manager