CLG Assurance & Advisory is a Melbourne based Chartered accounting firm, providing audit and assurance, outsourced finance, risk consulting, sustainability advisory services, and governance support to organisations in various industries.
We have extensive experience working with tertiary education institutions, not-for-profit organisations and charities as well as small and medium-sized businesses (SMEs).
We provide top quality and cost-effective services tailored to our clients’ needs, with a focus on building strong and trusting relationships with each of our clients to address the real issues and deliver solutions.
Our core values:
✓ Professional excellence
✓ Honesty and integrity
✓ Trust and respect
✓ Extraordinary client services
✓ Caring for our clients, people and environment
Australian Council of Superannuation Investors | Australian China Education Foundation
Mother’s Day Classic Foundation | NeuTek Energy | RMIT University | Women in Super
Our team has extensive experience in all aspects of audit and assurance and have a track record in undertaking audits, reviews and agreed-upon procedures.
The purpose of an audit is to provide independent assurance that management has, in its financial statements, presented a “true and fair” view of an organisation’s financial performance and position.
A review provides a lower level of assurance than an audit, where reviewers form a view if nothing has come to their attention that causes them to believe that the financial report does not meet regulatory requirements.
Understanding the design and implementation of controls and monitoring their effectiveness are critical for an organisation’s operational success. Our review of financial and operating systems can provide your organisation with an independent assessment of system design and the effectiveness of the controls.
Due to constantly changing accounting standards, financial reporting compliance and understanding relevant requirements can be a challenge. We can help you understand the latest accounting standards and their implications.
Outsourcing a finance function can be a cost-effective alternative to meeting finance obligations. Our services cover bookkeeping, tax, monthly management reports, annual financial reports, cash flow projection as well as other support essential to finance function.
Environmental, Social and Governance (ESG) performance has been linked to improved profitability. We can assist you in identifying ESG risks and opportunities, assessing materiality, developing strategies, and reviewing impacts and financial implications.
We can also help you identify the suitable sustainability accounting and reporting standards or frameworks to use and assist the implementation process.
Over the past thirty years, annual reports have become increasingly lengthy and complex. Users are often provided with hundreds of pages of information, but still do not have a complete picture of an organisation.
Risk is more than a box-ticking exercise. Managing risk is about creating value through viewing risk management as a lever for building credibility and achieving sustainable growth. We assist clients in identifying, measuring and managing risks spanning the entire organisation or just within a business unit.
Good governance encompasses effective governance structures, an appropriate system of risk oversight and internal controls, and clear delegation and decision-making processes. We help organisations review policies, processes, procedures and governance frameworks. We can also provide company secretarial support to boards and board committees.
BEc, CA, GAICD, IM&A, Registered Company Auditor
Connie has over 25 years’ experience in finance, risk, governance and corporate reporting in Australia, US and China. Her career experience includes nine years with PwC across Shanghai, New York and Melbourne in the Financial Services Practice, six years with the Australian Council of Superannuation Investors as an Executive and the Company Secretary, several years at the largest pan-Asian life insurance company in China as Head of Finance, and various senior positions at the Victorian Auditor-General’s Office and a mid-tier accounting firm providing audit and advisory services to not-for-profit organisations and charities.
Connie has extensive experience in providing audit and assurance services, outsourced CFO, M&A due diligence procedures, corporate governance support, and ESG/sustainability advisory services. With her unique experience in both finance and ESG, she has a strong interest in helping organisations identify ESG risks and opportunities, report on them and, more importantly, link sustainability performance to financial outcomes and enterprise value.
Connie is a qualified Chartered Accountant, a Graduate of the Australian Institute of Company Directors, an ASIC Registered Company Auditor, a Registered Self-Managed Super Fund Auditor, a Sustainability Accounting Standards Board (SASB) and Integrated Reporting
Our consultants are qualified and experienced accountants and industry practitioners, well equipped with the knowledge and skills to assist you with your specific requirements. Our team will provide you with both broad experience and the most up-to-date knowledge to address the issues and challenges you may face in a rapidly changing world.