Meet the team

When the right people meet at the right time...

TaxStrategist

Joss Milner

Joss has previously founded Profit Optimiser, Secure Returns & Cash Flow Story. He brings with him a wealth of experience in the accounting/software industry working closely with a lot of IT startups.

Jane Heidrich

Jane is our tax advisor bringing over 25 years of practical experience, with 10 of those as the owner of a mid-tier firm. Her role is to decipher the tax rules and legislation for our tech team to implement.

Tim Lokot

Tim is our resident tech expert, responsible for translating the business requirements and ideas into simple to use software that everyone knows and loves. He is also the lead developer/architect behind Cash Flow Story and Secure Returns.