Our Team

 We’re progressive, caring and aim to provide business accounting services tailored to you.

We take the time to get to know our clients and develop lasting relationships based on trust. We’re proud to be part of the local community and understand the everyday pressures of doing business in a regional market.

Our client focus means your interests are always taken care of. 

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REBECCA ROACH

Director

Rebecca Roach, CPA, has been in practice in Tamworth for 23 years. She gained her first degree in Agriculture, before continuing on to study Accounting, becoming a CPA in 2002.

 

Rebeccca's years of experience offers a wealth of knowledge to both small and larger businesses. She's passionate about encouraging business owners to take advantage of all growth opportunities and endeavours to assist them in meeting their complex compliance requirements. She enjoys helping people understand the financial aspects of their business, so they can succeed.

 

Rebecca aims to ensure all clients feel confident and secure in the services Roach Morgan-Jones provides, to enable them to do what they do best, run their business.

Rebecca believes Roach Morgan-Jones is a personal, committed and progressive firm and says you should always spend less than you earn, diversify your portfolio and never stop learning.

 

Rebecca lives on the family farm outside of Tamworth with her husband and three children and when she's not at work, you'll find Rebecca in the kitchen cooking her favourite recipe.

 

CONTACT REBECCA

 

ANDREW SHIELS

Senior Accountant

Andrew began working as an accountant in Tamworth more than a decade ago and became a Chartered Accountant in 2015.

Andrew joined Roach Morgan-Jones in 2019 and excels at providing business coaching services. Andrew uses his experience to simplify the complex world of accounting and tax for clients and helps them manage their business by implementing plans to maximise profitability and net financial position.

Andrew describes Roach Morgan-Jones as a friendly and experienced firm, committed to helping its clients succeed and believes that as a business owner it's important to be disciplined and understand your limitations.

When he's not at work you will find Andrew spending time with family and friends or playing football and golf.

CONTACT ANDREW

 

KERRIE BRUCE

Assistant Accountant

Kerrie is an assistant accountant, who joined Roach Morgan-Jones in early 2020. Kerrie has many years experience in bookkeeping, BAS preparation and accounting. She is committed to assisting clients in the never ending tasks of payroll and superannuation compliance.

 

Kerries also runs a small business in Tamworth with her family, which allows her to successfully help clients with their tax obligations.

CONTACT KERRIE

 

LESLEY COTTER

Office Administration

Lesley Cotter has been working for Roach Morgan-Jones since 2014 as an office administrator. She deals directly with clients and manages our self-managed superannuation funds. Lesley is also in charge of business registrations and ASIC compliance.

 

Lesley also runs a small business with her husband.

CONTACT LESLEY

 

TESTIMONIALS

STEPHANIE CAMERON

EAST WEST ENVIROAG

Operations Manager

Rebecca understands how we do business in the rural North West NSW

East West is a Tamworth based laboratory offering a range of onsite and offsite geotechnical, agricultural, and environmental services.

LEANNE STARKEY

K.P. HAULAGE PTY LTD

Office Manager

Proactive, friendly and professional, specialists in heavy haulage transport, cattle and grain cartage.
We’ve been working with Key Business Advisory since 2013. They provide us with a package of services. Rebecca offers a wide range of help, advice and knowledge over and above a typical accountant.