Kelly Morgan

Kelly Morgan has over 25 years experience as a Chartered Accountant and is a Senior Client Partner at Azure Group heading up our Business Accounting and Accounting & Assurance divisions. Kelly is passionate about working with business owners. By working closely with her clients, Kelly helps them to maximise the opportunities in their business and assist them to achieve their goals.
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Recent Posts

How to Ensure your Variable Expenses don’t drown your Business

Posted by Kelly Morgan on 25-Feb-2019 10:44:18


Fixed expenses are known, and often they are the ones that businesses focus on because they are the big ticket items. Staffing costs, rent, insurance, vehicle or machinery leases, etc. When we are cost cutting it is these items that we look to see how we can reduce the costs.

However, what many businesses often forget about is the variable expenses. They can be the frivolous amounts that we spend which add up over time and can make a significant difference to our bottom line. They can also be unexpected expenses that blow the budget and leave us with less cash flow than anticipated.

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Topics: Business accounting, Business success, business advisory, business strategy, Accounting

Budget ways to scale your Business as a Startup

Posted by Kelly Morgan on 14-Feb-2019 10:43:23


Starting a business can be a roller coaster of emotions. But there comes a day when the dust has settled where you have to start generating new business, but how do you grow your business when you haven’t got much revenue to work with?

Here are our top tips for scaling your startup when you need to stick to a tight budget.

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Topics: Budget, Startups, Startup Australia, startup accountant, technology, Accounting

Our top 5 Metrics for measuring Team's Productivity

Posted by Kelly Morgan on 29-Jan-2019 11:26:57


When you are assessing the health of your business and business practices we often look at the business stats. We look at our sales performance, profit, margins for our products and our expenses. But there is one vital measurement we should be spending much more time on and that is measuring your team’s productivity.

Staffing costs can be one of our biggest expenses as a business, so you want to make sure that you are getting value for that expenditure and that they are performing to a level that you require in order to meet your business goals.

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Topics: strategy, Business performance, business advisory, business strategy, productivity, team

5 Simple New Years Resolutions to get your finances in shape

Posted by Kelly Morgan on 19-Dec-2018 07:46:55


It’s that time of year again. We know everyone is thinking about Christmas shopping and parties, but don’t forget it is almost the New Year. What better way to start the new year than with a few New Years Resolutions, particularly some financial ones!

Here are our top 5 new years resolutions to have you start the new year without a financial hangover.

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Topics: Budget, Financial advisor, goal setting, business advisory, strategic advisor, business forecast, budgeting, Accounting

7 Tips for setting up a killer Invoicing System that always gets you Paid

Posted by Kelly Morgan on 11-Dec-2018 08:13:45


Generating and sending invoices can be a time-consuming process. Still, it's not a process that should be skipped or ignored. A properly designed invoice helps a business get paid and provides legal protection for both parties.

Asking your clients or customers to pay an invoice isn’t the highlight of the day for business owners. However, it’s an essential task that will make or break your business. 

Here are our 7 top tips when setting up a killer invoicing system:

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Topics: tax invoice, Business accounting, Invoice, invoicing system, Accounting

5 Reasons you should understand the Value of Your Business

Posted by Kelly Morgan on 28-Sep-2018 07:00:00


Ever wondered what your business is worth? 
If you aren’t planning on selling in the near future you may not have even thought about it. However, we think it's important to always understand the value of your business and outline 5 compelling reasons why!

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Topics: Business Growth & Cashflow, strategy, small business, Small Business Accounting, Business success, business valuation, Accounting

Is lack of Financial Record Keeping linked to Company Failure?

Posted by Kelly Morgan on 16-Aug-2018 09:19:47


We all know that the number one reason for companies to fail is inadequate or poor cashflow. However, have you ever stopped to wonder what the other main reasons for company failure are? According to the Australian Securities and Investments Commission (ASIC) the other reasons are poor strategic management of the business, and poor financial control including lack of records.

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Topics: strategy, small business, cashflow, Company Director, business failure, company failure, Accounting

Why you shouldn't do Business without Terms and Conditions?

Posted by Kelly Morgan on 14-Aug-2018 12:33:31


When setting up a business there are hundreds if not thousands of tasks of varying size that need to be done or considered. When you haven’t even got a client yet it is hard to consider that you need good terms and conditions. Many entrepreneurs think those sorts of things can wait till later.

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Topics: Startups, strategy, small business, cashflow, Business success, terms and conditions, Advisory

How Business Owners can avoid a Cashflow Crisis

Posted by Kelly Morgan on 20-Jul-2018 09:53:20


Cashflow!
 Managing the money coming in versus the money going out and getting the timing of this to all line up can be stressful. Cashflow is critical and is one of the major factors in business success and failure.

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Topics: Business Growth & Cashflow, cashflow, Business efficiency, Business performance, Business accounting, Small Business Accounting, Accounting

The challenges of Dashboard Reporting

Posted by Kelly Morgan on 04-Jul-2018 07:00:00


Dashboard reporting
is designed to make life easier. They are a one page snapshot of the real time results of a business and how it is performing against key measures. It is a clear and concise, visually appealing representation of key business drivers and risks. Sounds great right? Well there are a few limitations and issues with dashboard reporting. Here are the key issues you need to be conscious of when viewing your report. The challenges of dashboard reporting

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Topics: Business growth, Business accountants, Dashboard reporting, Business efficiency, Business performance, Sydney Accountants, Accounting

AASB 16: The leases standard is changing from 1 January 2019. Are you ready?

Posted by Kelly Morgan on 20-Jun-2018 13:00:00


Designed to improve transparency, comparability and disclosure of leasing activities there is a new leasing standard coming. It takes effect on January 1, 2019 and you need to be ready. In this article we look at what are the changes, who it affects and what you need to do in order to be ready by 1 January 2019. #sydneyaccountants

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Topics: profit, Business accountants, Tax professionals, Balance Sheet, IFRS16, Accounting model, Leasing standard, AASB16, loss, Lease Accounting Standard, Accounting

Business Accounting: 7 steps to get your Startup on track

Posted by Kelly Morgan on 14-Jun-2018 13:00:00


Starting a new business
can be overwhelming, there is so much to do and not all of it is within your skill set or interests. We find many new business owners struggle with getting a system in place for their accounting and this can cause big headaches down the track. So we have put together a list of areas that you need to put in place early to ensure that your finances run smoothly. #startup #startupadvisor

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Topics: Tech Business, Startups, Business accountants, Startup Australia, Startup investors, Sydney Accountants, technology, Accounting