About Us

Vision with Tradition – Welcome to the new world of financial opportunities!

While we take a forward-thinking view in all we do, our approach is 100% founded in traditional values of personal service and support.  YBM accountants and advisors will team with you to make your vision of a better future a reality.  We will start by working to learn about you and your business, and work with you to build a plan to help you move closer to your goals and achieve success.

Commitment – to provide professional service with integrity and reliability

Whether we work with you as an individual, retiree, or as business owners, whether we handle your compliance and tax work, or provide financial or business advice, you can always expect first-class, professional service.

Team work – to provide an environment that encourages collaboration, learning and the sharing of knowledge

YBM employ a team approach to the servicing of clients, ensuring we have the best possible resources in order to move clients closer to their goals.  We are proud to have chartered accountants, certified bookkeepers, qualified business advisers and licenced financial planners all under the one roof.  Further, our membership of the Walker Wayland Australasia network provides us with a wide association of resources and services to ensure we can fully meet our clients’ needs.

Making a Difference – by providing opportunities for growth
The YBM leadership group recognise that we can only deliver great service if our team is engaged, happy and technically ahead of their game and fulfilling their potential. As such, we invest in our staff. We also encourage the whole team to support the clubs, associations and sponsored events that shape our local communities; they are committee members (most often treasurers!), team members, provide pro-bono work, or simply participate in and support our chosen charity events.
YBM

Our Region – Our Know-how

We are pleased to offer services to many clients, across a broad range of industries. The expertise, specialisation and experiences of our Directors alone is extensive (refer to their individual profiles on the ‘Meet the Directors’ webpage!). However, we also recognise the importance of three key industries to our region, and have ensured that we have a team that is well equipped to offer high level advice and support to clients in these industries.

Company Mission

YBM makes a difference to the lives of its clients and staff, providing opportunities for growth and an environment that fosters collaboration, problem solving and working towards goals.

Our Vision
YBM will be the go-to firm in the Central West for all accounting, business and financial planning needs. Vision with Tradition – Welcome to the new world of financial opportunities.
Trusted Company
Originally established in the 1930’s, YBM boasts a long history of delivering professional services to the Central West community with integrity and reliability.
Certified Team
Our qualified Accountants, licenced Financial Planners, experienced Business Advisers and certified Bookkeepers employ a team approach to meet all client needs.

Meet Our Team

Director
Sharon Lord
Director
Adam Danielson
Director
Christine Whybrow
Director
Cally Woodhouse
Director
Joanne Kennedy
Director
Patrick Williams
Associate
Paul Centofanti
Business Adviser
Nicola Brazier
Business Adviser
Ben Adams
Financial Planner
Patrick Duffy
Financial Planner
Sarah Carter