Katelyn Shirley is a Manager of our Tax and Business Services team based in our Geelong Office. Katelyn works with a variety of clients from small to medium sized businesses, private wealth clients, as well as not-for-profit organisations and enjoys developing trusted relationships to assist her clients navigate their tax and accounting needs.
Katelyn is passionate about looking beyond just the numbers and works with clients to assess their business performance and make strategic decisions through the use of personalised budgets and cash flow forecasts. Katelyn understands that managing finances for a business regardless of its size can be overwhelming at times, but with the right guidance and systems in place, Katelyn’s aim is to strip away the complexity and focus on what really matters – running a successful business.
Taking a client first approach, Katelyn enjoys providing a holistic service offering to her clients, covering compliance requirements whilst also using business data to develop meaningful reports to help guide her clients to financial success.
Katelyn is a born and bred Geelong local, having completed her schooling and tertiary education in Geelong before starting at Davidsons. Katelyn loves a good spreadsheet, but outside of work she likes to step away from the numbers and enjoys tapping into her creative side through music and can sometimes be found in the ‘pit’ as an orchestra member in local theatre productions.
Katelyn commenced her accounting career at Davidsons as a graduate accountant in 2016. Since then, Katelyn has joined the Davidsons Leadership Committee in 2020 and was recently promoted to Manager in July 2023.
Katelyn is CPA qualified and holds a Bachelor of Commerce majoring in Accounting from Deakin University.