Sovereign Private
Katherine Lloyd is a seasoned accounting professional with extensive experience in managing accounting and tax services. Currently serving as a Senior Manager at Sovereign Private since February 2022, Katherine specializes in providing expert services to medium-sized private businesses and ultra-high-net-worth families, particularly in tax advisory and corporate finance. Prior to Sovereign Private, Katherine founded and grew an accounting and tax business, Katherine Cain, from 2010 solely through referrals. Additionally, Katherine held a managerial position at HLB Mann Judd from November 2015 to February 2022, leading a team in delivering compliance and advisory services for a client portfolio valued at approximately $1.1 million. Katherine Lloyd is a Chartered Accountant and earned a Bachelor's Degree in Business from the University of Technology Sydney.
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Sovereign Private
Sovereign Private is an award winning boutique Chartered Accounting firm that specialises in providing expert professional services to medium size private businesses, recruitment agencies and ultra high net worth individuals and family office. Our supportive and agile team of experts provide technical services in the areas of tax advisory, business services (including virutal CFO services), tax compliance and corporate finance. We support our clients with the care and dedication needed to ensure high quality and success every step of the way. Our services include: • Tax Consulting & Strategy - If there are tax consequences, we can assist. We provide business-focussed solutions, including dealing with complex issues like restructuring, employee share plans and planning for an exit. • Tax Compliance – Including preparation of tax returns, special purpose financial reports, ASIC lodgements for your business and the owners. • Accounting & Virtual CFO Services - A bespoke, tailored accounting solution built specifically for your business’ needs. You can completely outsource to us or we can provide additional support to your internal accounting function. • M&A – We work with you to find a buyer and provide support services for the sale of your professional services business including financial and tax due diligence support. Our office is located in Sydney and we can support your business in all locations across Australia and Asia. Contact us on: P: (02) 9227 9000 W: http://www.sovereignprivate.com.au/ E: info@sovereignprivate.com.au A: Level 26, 6 O’Connell St, Sydney NSW 2000