CPA, Daniel Bartkowski, is a Carrick Aland Client Manager who works with all the partners to look after key relationships with clients.
Daniel originally joined the team as part of Carrick Ashmead. He has always enjoyed tinkering with numbers and followed his calling into the profession.
He believes the combination of his time at Carrick Ashmead, and now Carrick Aland, plus his local upbringing has equipped him with a personal understanding of the unique needs of rural clients.
Day to day, Daniel and his team comprised of Sarah, Shakira and Stacey, do a range of things for clients, including tidying up any loose ends and queries in their businesses or liaising and advocating of behalf of clients with the ATO. They also plays a vital role in keeping Carrick Aland’s cogs turning efficiently by reviewing and completing work for the partners to review, being the first point of contact when clients drop in their records, and even the daily management of some clients’ expenses.
Daniel has a vast breadth of expertise when it comes to agricultural businesses, particularly beef cattle, sheep and cropping including sorghum, wheat, barley, cotton, sunflowers, oats and mung beans with farming clients located in and around Dalby, Bell, Kingaroy, Warra, Brigalow, Chinchilla, Miles, Taroom, Mungallala and down south to Goondiwindi.
As a Client Manager, Daniel is constantly looking at the bigger picture and what might be on the horizon for Western Downs business owners. As he sees it, there are three specific areas he’s developing.
Making the most of your farming country
“We’re formalising how our clients can get more meaningful information to run their businesses through benchmarking and Gross Margin calculations, rather than getting to another financial year-end and saying here is your P&L and results”, says Daniel. “We can give them better information on their numbers that helps negotiations with the bank, or helps someone make smarter decisions about purchasing equipment or property.”
Dalby’s trades and services industry is another sector of interest to Daniel and the team.
“If a tradie does the work on a Monday but only gets around to invoicing on the Friday, we have ways to help shorten the lag time,” says Daniel. “Having the ability to then track your customers and build systems to know where and when your money is coming and going so make life easier. At the end of the day, if a tradie is more efficient, they get paid faster.”
Not-for-profit organisations also benefit from Carrick Aland’s specialised insights.
“We see lots of committees where members churn on a regular basis, so we can help put in systems to keep their processes up-to-date and streamlined to cover changing office bearers,” says Daniel. “More and more volunteers want to decrease their time doing bookwork so we have the tools to help NFPs to do that too.”
Daniel and the team work hard to help every business owner to build a better business, and having a good support network is key.
“Carrick Aland is a great place to learn,” says Daniel. “We’re encouraged to develop new skills and are always given challenging tasks to handle.”
After completing high school in 2006, Dalby local Daniel kicked off his professional career by joining Carrick Ashmead (now Carrick Aland). He holds a Bachelor of Commerce (Accounting and Finance) from The University of Southern Queensland and is a Certified Practising Accountant (CPA). Daniel is also a Xero Certified Adviser as well as proficient across QuickBooks, Phoenix and MYOB accounting systems. In his spare time Daniel travels and is an avid sporting spectator with family and friends.
Connect with Daniel on LinkedIn https://www.linkedin.com/in/daniel-bartkowski-1a208187/
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