Montgomery Carey & Associates

Accountant · 225 Koroit Street, Warrnambool, Victoria

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About us

We are here to help grow your business, we offer a "Small Firm Personality, Large Firm Capability" service. We can migrate your existing software data and convert it across to Xero to get you up and running seamlessly. Experience the excitement of real time reporting in Xero in a fully supported team environment. What are you waiting for? Contact us to start your journey today.

Affiliations

Chartered Accountants of Australia & New Zealand
CPA Australia
The Tax Institute

Meet the team

Montgomery Carey & Associates advisors: 11 - Xero certifications: 12

To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.

Dallas Carey

Principal

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.
1 year Xerocon attendance

Michelle Walters

Principal

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.

Nicole Ferguson

Senior Accountant

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.

Richard Montgomery

Managing Principal

Xero payroll certified

Has knowledge and experience of setting up payroll efficiently and ensuring a smooth payroll process.
Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.
Single Touch Payroll

Has training and expertise in helping Australian businesses meet ATO’s requirements for single touch payroll.
Trade & construction

Has training and expertise in advising on apps for trade and construction businesses.
Retail & ecommerce

Has training and expertise in advising on apps for retail and ecommerce businesses.
Professional services

Has training and expertise in advising on apps for professional services firms.
Xero Migration

Has training and expertise in switching clients to Xero.
1 year Xerocon attendance

I'm a Fellow Chartered Accountant passionate about advising SME's to achieve outstanding outcomes. I specialise in Structuring and Restructuring, Business Advisory & Tax Compliance.

Grace Butters

Senior Accountant

Xero payroll certified

Has knowledge and experience of setting up payroll efficiently and ensuring a smooth payroll process.
Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.
Single Touch Payroll

Has training and expertise in helping Australian businesses meet ATO’s requirements for single touch payroll.
1 year Xerocon attendance

Jake Zippel

Senior Accountant

Xero payroll certified

Has knowledge and experience of setting up payroll efficiently and ensuring a smooth payroll process.
Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.

Olivia Jeffers

Accountant

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.
Xero payroll certified

Has knowledge and experience of setting up payroll efficiently and ensuring a smooth payroll process.
Single Touch Payroll

Has training and expertise in helping Australian businesses meet ATO’s requirements for single touch payroll.
Trade & construction

Has training and expertise in advising on apps for trade and construction businesses.
Professional services

Has training and expertise in advising on apps for professional services firms.
Retail & ecommerce

Has training and expertise in advising on apps for retail and ecommerce businesses.
Xero Migration

Has training and expertise in switching clients to Xero.
1 year Xerocon attendance

Montgomery Carey & Associates: Bank experience

Clients of Montgomery Carey & Associates connect to a range of banks via Xero. Montgomery Carey & Associates specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections

ANZ (AU)
American Express (AU)
Bank of Melbourne (AU)
Bendigo Bank (AU)
Commonwealth Bank CBA (AU)
Macquarie (AU)
National Australia Bank NAB (AU)
PayPal
Stripe
Suncorp Bank (AU)
Westpac (AU)

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Montgomery Carey & Associates: Industry experience

Montgomery Carey & Associates works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industry Specialist

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Industries Served

Accommodation and hospitality
Administration and support services
Agriculture
Arts and recreation
Construction and trades
Finance and insurance
Healthcare and social services
Manufacturing
Marketing, advertising and consulting
Professional services
Real estate and hiring services
Repairs and personal services
Retail
Transportation and storage
Not-for-profit

Montgomery Carey & Associates : App experience

Montgomery Carey & Associates serves clients who use 6 different apps that connect and integrate with Xero.

Connected apps

Find us

Montgomery Carey & Associates has an office in 1 location

Warrnambool: 225 Koroit Street, Warrnambool, 3280, Victoria; +61 35564 9333

New to Xero? Montgomery Carey & Associates can help

Xero is beautiful online accounting software for smaller businesses. Montgomery Carey & Associates can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

1 Year Xerocon Attendance ?

The firm shows a commitment to Xero and to professional development by having one or more of their people attend Xerocon, Xero’s annual global conference, for the number of years shown.
Partner since 2017

Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.

Montgomery Carey & Associates

Xero Migration

Single Touch Payroll

Gold champion partner

Partner since 2017

Xero payroll certified

Xero advisor certified

About us

Affiliations

Find us on the web

Meet the team

Dallas Carey

Michelle Walters

Nicole Ferguson

Richard Montgomery

Grace Butters

Jake Zippel

Olivia Jeffers

Montgomery Carey & Associates: Bank experience

Bank connections

Montgomery Carey & Associates: Industry experience

Industry Specialist

Trade & construction

Retail & ecommerce

Professional services

Industries Served

Montgomery Carey & Associates : App experience

Connected apps

Find us

New to Xero? Montgomery Carey & Associates can help

Please note, Xero doesn't guarantee the service of any one advisor