What International Women’s Day 2023 means to this female-led financial management service
We thought it would be a great opportunity to reflect this IWD 2023 on just how far we’ve come. As an organisation, we’ve had the honour of advocating for a strong female workforce from day one. In addition to this, we’ve had the pleasure of watching our industry become increasingly enriched with the growing number of talented women choosing to work in financial services. Here at Square Penny, our mission has always been to deliver high-quality service to our clients, and it’s no surprise that the source of this top level customer experience starts with the ingenuity and resilience of our diverse team of women.
For an extra special treat for International Women’s Day 2023, we thought it might be fun for you to hear from our intrepid CEO, Trish Catlin. Trish has been with Square Penny for four years now, and has made a big impact. With her 19 years’ experience in professional services, she’s seen it all. Trish is a Chartered Accountant, registered BAS Agent and qualified Coach. She’s operated internationally, as well as right here in Australia and seen the inner mechanisms of businesses in many industries, from retail to construction, pharmaceuticals to education. We couldn’t think of a better candidate to have a chat with this International Women’s Day. Here’s what Trish had to say…
When did you become CEO of Square Penny?
Officially 1 March 2021
What do you love most about working at Square Penny?
Honestly, the people make every day exciting. I never know what I’m going to get. The clients are fabulous, and we really have the dream team here, working together to help business owners to thrive. Nothing is more rewarding than watching a client’s shoulders relax as the relief washes over them that they’re in safe hands!
What are your personal hopes and goals for the future?
Really, the most important thing for me is to build a strong, supportive culture. I want to see every member of staff progressing and getting the most out of their careers.
What does it mean to you to work in an organisation who advocates for women so strongly?
For too long, women have been undervalued. Working in an organisation where our opinions matter, our voices are heard and our contribution to the team is celebrated means we can forge our own path and have fulfilling careers. Add to that, the knowledge that we are given the space to find the balance between the personal and the professional gives me a strong sense of belonging and loyalty that is completely priceless.
On that note, what does Square Penny do differently to support women in the workplace?
We are a truly flexible business that focusses on output and client service. This means all staff – female and otherwise – can work around their other activities, be it a hobby, taking care of kids or parents, etc, whilst doing meaningful work. It’s a truly forward-thinking place to be, and I’m so proud to be a part of it.
What’s your vision for women in the industry?
I would love to see more women in leadership positions in the financial services industry. It would be great if there were more firms that operated like ours – more female partners, equal pay, female senior execs at large corporates, and so on. Don’t get me wrong, the males in our industry do a great job, but creating more diversity at the top brings different perspectives to how organisations can and should operate.
Celebrate International Women’s Day 2023 by collaborating with a forward-thinking financial services firm who advocates for #EmbracingEquality. To get started, simply call 1300 472 412 to speak with one of our friendly team.
Getting to Know – CFO – Michelle Menelaws
Getting to Know - CFO - Michelle Menelaws What do you enjoy most about your role at SP? Flexibility, variety or work and the people You’ve been...
5 REASONS YOUR START-UP NEEDS A CFO (Part 2 of 2)
In this two-part blog series, we explore the 5 top reasons why your start-up needs a CFO and when to bring an outsourced CFO into the team.
Getting to Know – Square Penny Operations Director – Angela Nicolai
Getting to Know - Square Penny Operations Director – Angela Nicolai What do you enjoy most about your role at SP? Working with the team and...
5 REASONS YOUR START-UP NEEDS A CFO (Part 1 of 2)
In this two-part blog series, we explore the 5 top reasons why your start-up needs a CFO and when to bring an outsourced CFO into the team.
Meet CFO – Anne-Maree McKernan
Learn about Anne-Maree McKernan’s responsibilities as CFO of Square Penny through a concise youtube video
Meet CFO – Alison Vine
Learn about Alison Vine’s responsibilities as CFO of Square Penny through a concise youtube video
Now Actually | Square Penny’s Female Client Trailblazers
Now Actually | Square Penny's Female Client Trailblazers
Case Study – How unclear processes can hinder a business’ financial viability
Case Study – How unclear processes can hinder a business’ financial viability
Work from Home Deduction
The Australian government has recently scrapped the shortcut method for claiming work-from-home deductions.
This method, which was introduced in the 2020-2021 financial year, allowed employees to claim a flat rate of 80 cents per hour for expenses incurred while working from home due to the COVID-19 pandemic.
The Benefits of a Discovery Session
The Benefits of a Discovery Session
Business Outsourcing: What’s best for YOUR business?
If the last few years have taught us anything, it’s that ‘normal’ for business has been completely reimagined. We’ve established in these last three years of discomfort and uncertainty that there are better ways to get things done – from flexible working arrangements to standard recruitment practices.
Getting to Know – Financial Accountant – Amanda Otten
What do you enjoy most about your role at SP?
The variety of work
Best Business Software: Make 2023 your business’ most productive year yet!
So another year has come to pass, and more likely than not, you’re picking up exactly where you left off in 2022. Hopefully you’re feeling more rested for a bit of time to yourselves over the festive period. But now comes reality: back to the grindstone. But what if it didn’t have to be a grind? Here at Square Penny, we pride ourselves on identifying the best business software options to make doing what you do best a breeze. Throughout this blog, we’re going to help you get the most out of every workday for yourself and your employees by leveraging our extensive knowledge of the best productivity tools around. We’re going to problem solve as we go, so each set of tools will be based around a challenge that you may be facing in your own workplace right now. Ready to dive in? Let’s go…
Business planning 101: Your top 5 quick wins before 2022 winds up
If you’ve had a year anything like ours, it’s likely the end of the year came more quickly than you were anticipating. Again. With business shutdowns and festivities approaching, many of our clients are spending the next few weeks getting their business ducks in a row before winding down for some hard-earned relaxation time with friends and family over the festive break. How great it is to know that when they switch their computers on for the first time in 2023, they’ll have already taken care of the bulk of their business planning well in advance, and can hit the ground running. Here’s what we recommend you take care of now for a successful start to 2023 for your business:
Small Business Accountant with All the Trimmings
If you’ve ever wondered what we do here at Square Penny, here’s the run-down of our services. Grow your business with experienced, strategic small business accountants.
Revenue leakage: What you need to know in order to grow
It sounds like something you may need a doctor or plumber to remedy, but this time it’s your friendly financial service provider. If you’re experiencing a slowing of growth in your business, or simply difficulties with cashflow, the likely culprit is revenue leakage. But what is it, and more importantly, how can it be stopped? Read on to discover the fundamentals of revenue leakage, and what you can do to ensure you’re always on top of your business finances no matter what the week throws at you…
7 Tips for being more financially in control of your money
July 2022 Newsletter. Don't get caught out. Do you have separate business bank accounts? As a business owner there are many expenses that can crop...
13 Top Tips from Square Penny for your End of Financial Year Check list
May 2022 Newsletter. 13 Top Tips from Square Penny for your End of Financial Year Check list 1. Are you bank accounts all reconciled and...
Increasing Burnout rates and reduced productivity
April 2022 Newsletter. Increasing Burnout rates and reduced productivity. Burnout is a real problem, not just for the mental health of employees...
Sick Pay, resilience, investigative interviewing and dining vouchers!
March 2022 Newsletter. The Victorian Sick Pay Guarantee and how it can help you Taking time off work when you're sick or taking care of family can...