Testimonials

What has been said about Diane Lucas and her team at Direct Management?

“As professional accountants, we take a lot of pride in whom we recommend and would never recommend someone we wouldn’t use ourselves.  We’re very client focussed which is also Direct Management’s first ideal and principle.  It’s very important to Diane Lucas, the managing director of the Direct Management (DM) team.  We’re on the same wavelength from that aspect – we have same organisational and operational culture.   

We are very pleased to have Direct Management as our book keeping partners. The feedback from our clients is fantastic and they rave about DM’s work.  One of our clients actually told us that he doesn’t know what he’d do without them.  

DM is so easy to deal with and they just make our job so much simpler because they’re accurate and add considerable value to the relationship between our clients and us.   In addition to the simplicity, the trust between us is implicit and we have full faith in the ability of Diane Lucas and Direct Management.   A significant return on investment for us is the time saved because of their aptitude and accuracy.   While this is hard to quantify in terms of dollars, we can certainly attest to the fact that their error rate is very, very low and our need to constantly monitor is negligible.  This is critical for us because everything needs to be spot on in terms of accuracy. 

I recommend Diane and Direct Management all the time and simply tell people; “If you use DM for your book keeping, you won’t ever have to worry.” 

As an accountant if I ever needed a book keeper, DM would be my first choice.”

Silvio Marinelli, Senior Partner

Highview Accounting Services,Cranbourne, VIC 3997
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 “We’re a relatively small company with a big mission.  PGM Refiners exists to provide to owners of end-of-life (waste) electronic equipment a convenient and environmentally responsible means of disposal.   We provide prompt and trouble free disposal of electronic waste, processing it into a form that maximises recovery of the precious resources it contains.

For us a good bookkeeper is integral to operating our business and as a company with several stakeholders, we need to be sure that our accounts are accurate.   We’ve had several disappointing experience with bookkeepers so having an industry recommendation of Direct Management (DM) was reassuring and has proven to be a good choice for us.

Credibility, competency, accuracy and communication are essential attributes for a bookkeeper and DM is able to deliver on these aspects.

Our books required diligent attention and our booker keeper from DM cleaned them up and went through them all with a magnifying glass and that’s what we needed.  Cassy is pedantic;  we can ask her things and she’s immediate in her response.  We appreciate Cassy’s willingness to work through an issue until it is resolved and the fact that she will ask the appropriate questions of us to ensure we get everything right.  We feel she’s working in our best interests.

Having confidence in DM as our book keepers provides us with the reassurance to know that that side of the administration is accurately and diligently covered off and it provides us with the time we need to concentrate on building the business.

We do recommend DM and suggest that businesses need to first identify and define their financial and accounting and systems problem areas and then work with DM to address the issues.   You have to work with your book keeper as a partner and trust is very important.  We have both the trust and confidence in DM.”

Sam Miller, Chairman & Karvan Jayaweera, Director/Operations Manager

PGM Refiners Pty Ltd, Narre Warren, VIC 3805
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 “I am very pleased I have Direct Management (DM) as my book keepers.  All loose ends are tidied up and I have peace of mind it’s getting done right.  They have taken the worry factor away from me.  Everything is neat without being too complicated because they make it easy to follow.   They’ve helped save me money in many ways through automating my processes and systems and helped make technology work for me.   I can see I’ve saved a lot of money in just fees alone.

To be honest, when I think of DM I can’t think of anything that makes me shudder!  It’s never easy revealing everything about your business finances to a stranger but I was quickly able to gain confidence and trust that they work in my best interests.    I have no regrets about having taken on DM - I wish I’d gotten on to them sooner.

They make all my transactions smooth and information easy to recall.  It’s stress free and automated.  I’d say the trust part of the relationship is huge and gaining my confidence was a big part of it. The books I’ve been able to give my tax accountant are much clearer and have all the information they need.  I’m sure it will save me in accountancy fees in the short and long term.

I would recommend DM to other business owners because they’re easy going but thorough, patient - not pushy and they work with you in your best interests.   I thought it would be a lot harder to find someone who’d work at my pace after speaking with other book keepers.  With DM, I think there’s a good match between us.  I’d give them 10 out of 10 for their services and performance and I don’t just hand out 10s!   I’ve learned a lot and they deserve a highest score from me.  I’m totally satisfied with what they’ve done for me.”

Anthony Carfarella, Owner

Cafa’s All States Electric Motor & Pumps,Koo Wee Rup, VIC 3981
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  “We aim to ensure tax minimisation for all entities and to ensure all business clients meet their business expectations by offering excellent support, whilst acting with integrity, knowledge & the highest level of professionalism. As far as our accountancy practice is concerned meeting our clients’ needs with integrity, knowledge and the highest level of professionalism is our focus.

When we refer our clients to Direct Management (DM) for book keeping we do with absolute confidence and trust because the book keeping is quite simply beautiful and every client I have that they deal with has near perfect books which makes my job easier and means we honour our commitment to our clients .

We selected Diane Lucas, the Director of DM, because of her professionalism, knowledge and understanding of the accounting and technical sides that most book keepers don’t know about.   I am definitely pleased we have partnered with DM.  Their superior knowledge of Quick Books (QB) gives them the ability to make sure files are presented in a way an accountant can access and fully appreciate the information.  Every client I have referred to DM loves her work and likes the way things are explained to them so they fully understand the processes and learn along the way.

I particularly like the fact that when I refer a client DM gets onto it quickly and works with me to ensure we’re working together in the client’s best interests.  Both hands know what they’re doing and that’s good for the client and the whole relationship because of the trust. DM’s work saves me hours of work and therefore saves the clients a lot of money.  As a CPA I couldn’t ask for more.  DM’s worth their weight in gold.”

Kayleen Redman, CPA

WA Nutton & Associates Pty, Berwick, VIC 3806
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“Having Direct Management providing the solution to our administration requirements is like having struck gold.

No one can be good at all areas of a business and with administration not being my strongest point, I needed someone I could really trust working in our business.   I’ve spoken to a number of professional administration service providers but it was Diane Lucas, the Director of Direct Management, who won my confidence.    

Direct Management has absolutely filled the void we had in administration.  Diane is professional disciplined, organised and efficient.  She’s completely on the ball and trustworthy and I’d recommend her and her business 100%.  Her resourcefulness across all areas of business is exceptional.

Engaging Direct Management’s services just four hours a fortnight has freed me up to work on my business.  Our turnover has increased by 20% simply because I have an extra day available to me now.   That’s a fantastic return on investment in anyone’s books!  

There are considerable benefits of having Direct Management working with us on the administration of our business.  Diane has ensured I am up to date with all my paper work sorted out and properly organised.  We’re 90% more efficient and organised as a direct result of Direct Management and we regard Diane as an essential part of our team.”                                                                                                                                                                                         Peter Solari, Director                                                                                                           MightyMo Leisure Pty Ltd, Narre Warren, VIC 3805
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… Diane, she has been instrumental in training me in a more efficient method of working with QuickBooks. This saves me time to get on with my day.

…we really appreciate the initiative shown in making and implementing accountancy suggestions. It has helped us to understand our business better …with Direct Management having a working relationship with our accountant enables all accountant matters to be handled on our behalf.

Diane was referred to me by our accountant following his concern about my bookkeeper. Correcting past entries resulted in a tax credit. Placing my business on monthly BAS and superannuation lodgments resulted in better cash flow for my business. Payroll was converted to a direct credit system, saving time. Filing was restructured in such a way that enabled us to lay our hands on an invoice immediately. I am very pleased with the results achieved.