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Robert Berger

As a practising public accountant, Robert has assisted and supported a large number of small to medium-size business clients in financial management, taxation matters, compliance systems, business planning and business development.
Robert has helped them grow their business by introducing strategies on productivity, budget forecasting and bottom-line profitability, which ultimately built proprietors wealth and maximised their business potential.

A passionate person who listens, then shares his broad business knowledge, communicating in an easy to understand language with guidance, strategies and encouraging business proprietors to focus more on working "on the business " rather than "in the business".

Skills:

  • Exit/Succession-
  • Finance-
  • Governance-
  • Grants-
  • HR-
  • Management-
  • Marketing-
  • Online-
  • Relationships-
  • Sales-
  • Planning-

Industries:

  • Administrative and support services-
  • Construction-
  • Financial and insurance services-
  • Hairdressing and Beauty Industry-
  • Manufacturing-
  • Professional, scientific and technical services-
  • Rental, hiring and real estate services-
  • Retail trade-
  • Tourism, hospitality, accommodation and food services-
  • Transport, postal and warehousing-
  • Newsagency-

Spoken Languages:

State: Victoria

Primary Locations:

  • Melbourne CBD-
  • Melbourne South-
  • Melbourne East-
  • Melbourne South East-
  • Mornington Peninsula-
  • Melbourne West-

Locations by request:

  • Geelong-
  • Surfcoast-
  • Melbourne East-
  • Mornington Peninsula-
  • (I visit these locations occasionally and may be able to meet clients there (upon request) )

Mentoring available by:

  • In Person, Face to Face in (Victoria) or by Phone and online

I can also deliver mentoring by phone and online

Current Occupation:

SBMS Mentor

Detailed CV:

  • Professional Experience  1976-1982 - Employed - Chartered Accounting Firm in Melbourne  (6 years)
  • 1982-2012. Self Employed Registered Tax Agent - Public Practice  - (30 Years)
  • 2000-2020. Property Developer  - (20 years)

Robert commenced his career in 1976 at the age of 18 with a Chartered Accounting firm specialising in Taxation and business consulting.  During his seven years of employment, he studied part-time for his Diploma of Business at Swinburne College of Technology and the Professional Year of  Study with the Institute of Chartered Accountants of Australia. In August 1982 at the age of twenty-four, Robert started his own Accountancy Practice and successfully operated the practice for thirty years, employing up to thirty-five staff. During this time Robert was actively involved in consulting and working with hundreds of SME business clients in all aspects of operating an SME business.  Robert has extensive experience in managing and developing SME clients, including assisting in business compliance obligations. Robert has consulted to businesses on all areas of business compliance operating procedures, wealth building, financial modelling, taxation & regulatory obligations.

In 2000, Robert, utilising his accounting and business skills, incorporated a building company and a number of development companies with three business partners and successfully developed and constructed over 275 land sub-division lots, residential houses and multi-storey apartments blocks in the Eastern suburbs of Melbourne, over a twenty-year period. Robert managed the projects with ongoing consultation and negotiations with builders, building consultants, government departments, bankers, real estate agents and legal representatives. Applying his accounting experience and skills, Robert established financial models for property development projects. As a retired business proprietor, Robert is now available to mentor businesses, sharing the knowledge and skills he has developed over forty-five years of being in SME businesses.

Qualifications:

  • CPA
  • Member of Institute of Chartered Accountants
  • Diploma of Accounting

SBMS is proudly supported by the Victorian Government & Small Business Victoria