Summary
Overview
Work History
Education
Skills
Websites
Certification
References
Timeline
Generic

Casey Perry

Ridgehaven,SA

Summary

Analytical and creative professional with a strong background in customer service, financial services, and problem-solving. Proven ability to manage office operations efficiently and oversee finance functions effectively. Skilled in administration, bookkeeping, process improvement, and communication. Experienced in handling cash, attention to detail, and resolving complex issues. Adept at prioritizing tasks and continuously seeking opportunities to enhance skills and knowledge.

Overview

19
19
years of professional experience
1
1
Certification

Work History

Owner/Operator

Books Bean Kept
03.2023 - Current
  • Established and maintained strong relationships with a diverse client base
  • Conducted thorough initial consultations to accurately assess and meet client needs
  • Maintained accurate financial records for multiple clients, ensuring data integrity
  • Managed payroll for clients, ensuring timely and error-free payment to employees
  • Effectively managed accounts payable and receivable, ensuring timely payments and collections
  • Prepared and presented comprehensive financial statements and reports to clients
  • Utilized various accounting software tools to streamline bookkeeping processes
  • Successfully marketed and promoted bookkeeping services, resulting in increased client acquisition
  • Ensured compliance with legal requirements and industry standards in all bookkeeping practices
  • Implemented a meticulous quality control process that significantly reduced errors and improved accuracy due to exceptional attention to detail
  • Successfully managed multiple projects simultaneously by prioritizing tasks effectively, delegating responsibilities, and meeting all deadlines with precision.

Bookkeeper and Virtual Assistant

Darcy Bookkeeping Services
03.2023 - Current
  • Managed multiple clients across various industries as a subcontract bookkeeper
  • Provided administrative and bookkeeping services tailored to client needs
  • Processed payroll, sales, and purchases efficiently and accurately
  • Reconciled bank statements to ensure financial accuracy
  • Managed accounting software to streamline financial processes
  • Prepared and lodged BAS reports in a timely manner
  • Generated GST reports to comply with tax regulations
  • Responded promptly to external and internal inquiries
  • Produced P&L and Balance Sheet Reports for clients and accountants.

Career Break

Parenting
04.2010 - 03.2022
  • Developed and honed essential skills in leadership, communication, multitasking, and problem-solving while managing household responsibilities.
  • Demonstrated exceptional organizational abilities in balancing multiple schedules, enforcing rules, and providing attentive care to foster a nurturing environment.

Accounts Administrator

Wilson Hire, Darwin
01.2008 - 01.2010
  • Entered accounts receivable invoices accurately and efficiently
  • Issued account statements and actively followed up on overdue accounts, resulting in improved collection rates
  • Built and maintained strong relationships with staff and customers through effective communication and a caring approach
  • Supervised and streamlined day-to-day cash control processes, ensuring accurate payment records and prompt ledger postings
  • Reconciled bank deposits, EFT receipts, cheques, cash, and adjustment notes to maintain financial accuracy
  • Prepared and presented relevant financial reports and documentation to aid management in decision-making and budgeting.

Office Manager

Overall Aircraft Maintenance
01.2005 - 01.2008
  • Managed payroll processing, ensuring accurate calculation of leave entitlements, PAYG withholding, superannuation, and salary sacrificing arrangements
  • Oversaw all administrative and financial tasks, including scheduling for management, organizing team-building activities and lunches, banking, and mailing
  • Performed end-to-end bookkeeping responsibilities such as accounts receivable and payable, data entry, reconciling accounts, and end-of-month processes
  • Demonstrated capability, initiative, and ownership leading to promotion to Office Manager within 3 months of joining the company.

Education

Certificate III In Information Technology -

TAFE SA, South Australia

Certificate IV In Bookkeeping/Accounting -

TAFE SA, South Australia
06.2023

Certificate III In Business -

Chamber of Commerce, Northern Territory
2005

Certificate II In Business -

Charles Darwin University, Northern Territory
2004

Skills

  • Customer Service
  • Communication Skills
  • Office Management
  • Bookkeeping
  • Process Improvement
  • Willingness to Learn
  • Financial Record Keeping
  • Payroll Processing
  • Accounts Payable and Receivable
  • Financial Reporting
  • Software Utilization
  • Business Development
  • Accounting Principles
  • Organizational Skills
  • Time Management
  • Attention to Detail
  • Interpersonal Skills
  • Problem Solving

Certification

  • XERO Advisor Certified - 2022
  • XERO Payroll Certified - 2022
  • QuickBooks Online Certified - 2022

References

Wally Drescher, Branch Manager, CAPS Australia, 0477 766 009

Timeline

Owner/Operator

Books Bean Kept
03.2023 - Current

Bookkeeper and Virtual Assistant

Darcy Bookkeeping Services
03.2023 - Current

Career Break

Parenting
04.2010 - 03.2022

Accounts Administrator

Wilson Hire, Darwin
01.2008 - 01.2010

Office Manager

Overall Aircraft Maintenance
01.2005 - 01.2008

Certificate III In Information Technology -

TAFE SA, South Australia

Certificate IV In Bookkeeping/Accounting -

TAFE SA, South Australia

Certificate III In Business -

Chamber of Commerce, Northern Territory

Certificate II In Business -

Charles Darwin University, Northern Territory

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