Advisor: Terry Frankling

Terry has extensive experience in accounting and taxation, working primarily with small business clients. Since joining our firm in 2011, she has become a highly valued member of the team, known for her technical expertise, attention to detail, and commitment to delivering practical, client‑focused solutions.

In her role, Terry manages a diverse portfolio of clients across a range of industries, providing comprehensive compliance and advisory services. Her work includes preparing and reviewing financial statements, tax returns, and BAS/IAS, as well as ensuring clients meet all regulatory and reporting obligations. She also supports clients with strategic guidance in areas such as tax planning, cash‑flow management, and process improvement.

Terry is dedicated to building strong, long‑term relationships with her clients. She takes the time to understand their goals, identify opportunities to add value, and help them make informed financial decisions that support the growth and sustainability of their businesses. Her depth of experience and approachable style make her a trusted advisor to many of the firm’s long‑standing clients.