Carmen Lee

Executive summary

Carmen is a Partner in BDO's Business Services team in Brisbane. She specialises in accounting and tax compliance services for small and medium-sized businesses, including professionals and high net worth individuals.

Carmen makes her clients’ interests her highest priority; a number of them have been with her for over ten years. Her extensive knowledge and experience help clients maximise their wealth. Having run her own business, Carmen understands the secrets of business success.

Carmen commenced her accounting and finance career in 1998. In 2001, she joined a medium-sized firm and was promoted to Partner. She then ran her own public practice from 2016 to 2019, and joined BDO as Partner in February 2019.

Expertise

• Accounting and tax compliance
• Business structuring advice
• Company tax
• Due diligence
• Management accounting
• Self-managed superannuation funds
• Tax planning

Experience

• Due diligence over prospective business purchases - Comprehensive investigation of proposed sellers' accounting and financial records, reporting issues and findings, identifying risks, and making recommendations to help clients make a final decision
• Reviewing finance processes for large organisations - Attending clients’ premises, interviewing staff and management, observing operations, inspecting records, identifying issues, and making innovative recommendations for improvement
• Tax and business structure planning - Providing clients with tailored advisory on using various structures to achieve the best outcome in regard to tax, asset protection, and business and estate succession.

Qualifications and affiliations

• Registered Tax Agent
• Master of Business (Professional Accounting)
• Bachelor of Arts
• Bachelor of Science
• Member, CA ANZ
• Member, CPA Australia

Consolid8 joined BDO in Australia in February 2019.