Summary
Overview
Work History
Education
Skills
Timeline
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Adam Ison

Tullimbar,NSW

Summary

Experienced Accountant and Bookkeeping Manager with a passion for empowering individuals and companies through comprehensive financial information. Skilled in accounting, bookkeeping, client relations, and accounting software training. Successfully served diverse clients, including individuals/sole traders, small and large businesses locally and remotely, as well as large corporations and government-funded organisations. Recognised for proficiency in day-to-day accounting and tax work, building strong client relationships, and possessing extensive expertise in the Xero accounting system.

Overview

8
8
years of professional experience

Work History

Accountant/Bookkeeping Manager

Clifton Accountants
02.2017 - Current
  • Assisting in the establishment of bookkeeping services through marketing to potential clients, engaging with stakeholders and developing relationships with customers
  • Managing the onboarding process for new clients for accounting and bookkeeping services which includes writing contracts for new clients, meetings, and training on software systems
  • Establish workflow processes and procedures for bookkeeping clients for accounts payable, accounts receivable, payroll, day to day reconciling of accounts and month end reporting for larger entities with minimal to no supervision
  • Manager of Bookkeeping service which includes 3 other accountants and a bookkeeper which requires daily meetings to communicate workflow, review of processes and communicating to clients about their day-to-day bookkeeping or accounting requirements
  • Working with a team of accountants and admin staff and communicating with external stakeholders
  • Client relationship manager for a variety of clients including large for profit and non-for-profit organisations
  • Accounting and expense software expert and training manager for accounting software Xero, hubdoc and dext
  • Producing Income tax returns, company tax returns, Business Activity statements, Income Activity statements, Trust resolutions, Management letters and Ad Hoc reports as requested
  • Team Leader for Payroll, accounts payable, accounts receivable, daily account reconciling, BAS/IAS and End of Month Reporting.
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Reconciled accounts and reviewed expense data, net worth, and assets.
  • Gathered financial information, prepared documents, and closed books.
  • Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
  • Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
  • Streamlined month-end closing processes, resulting in reduced time spent on financial reporting tasks.
  • Managed cash flow effectively, ensuring all company liabilities were met in a timely manner and surplus funds were invested wisely.
  • Enhanced financial decision-making capabilities by providing timely, accurate information to management through regular performance reports.

Education

UniV

Skills

Accounting and bookkeeping Accounts Payable and Receivable Bank Reconciliation Account Reconciliation Financial Statements Financial Reporting Payroll Processing Tax Preparation Payroll Administration Management accounting Tax Return Filing General ledger accounting Customer Relations Accounting Software Systems

Timeline

Accountant/Bookkeeping Manager

Clifton Accountants
02.2017 - Current

UniV

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Adam Ison