Meet Joshua Robertson CA: Partner and Client Director

Xact Accounting 2 July 2024

This month we spotlight Joshua Robertson, who joined Xact in March 2020 as Client Director.

Josh is a Chartered Accountant with qualifications in B.COM (ACC & FIN), GRAD.DIP FP, GRAD.DIP (ICAA), brings over a decade of experience in taxation, business advisory, and self-managed superannuation administration (SMSFs) to his role as Partner and Client Director at Xact Accounting.

Josh’s experience spans various industries, including medical, professional services, transport, construction, and agriculture. He is especially skilled in navigating QBCC licencing and financial requirements for building and construction businesses.

Josh is driven by building strong client relationships and providing comprehensive services to maximise long-term wealth and manage risk. His client-centric approach ensures tailored strategies for each business’s unique needs.

Josh’s dedication to sharing his insights and expertise is evident through his regular contributions to Xact Accounting’s webinars and blogs. He loves helping business owners make informed decisions that drive their success. His practical advice and deep understanding of the financial landscape empower clients to navigate complex challenges with confidence.

At Xact Accounting, Josh is more than just a partner and client director; he is a trusted advisor committed to the success and growth of his clients’ businesses. With his extensive experience and specialist knowledge, Josh is a key figure in the Xact Accounting team, continually striving to deliver exceptional value and support to all clients.

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