Summary
Overview
Work History
Skills
Languages
Reference
Reference
Timeline
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Jeannette Orbegoso

Jeannette Orbegoso

St Marys,NSW

Summary

Since childhood, I have been really good with numbers and love problem-solving. I am interested in helping small businesses grow, particularly in understanding how businesses operate. Additionally, I possess strong communication and relationship-building skills and the ability to think creatively.

Overview

9
9
years of professional experience

Work History

Bookkeeper

Innovate Services
Five Dock, NSW
05.2021 - Current
  • Manage bookkeeping tasks for the accountant's clients, including recording financial transactions, reconciling accounts, and preparing financial statements
  • Utilise accounting software like Xero or MYOB to maintain accurate and up-to-date financial records
  • Assist in preparing financial reports and other accounting documents for client review and submission
  • Collaborate with the accountant to ensure compliance with tax laws and regulations while providing valuable financial insights to clients
  • Manage payroll processing for clients whose bookkeeping was under your responsibility, ensuring accurate and timely payment of employees
  • Calculate wages, deductions, and taxes for each pay period and process payroll through accounting software
  • Handle payroll enquiries from employees and resolve any payroll-related issues promptly and professionally
  • Coordinate with the accountant to incorporate payroll data into financial reports and ensure compliance with payroll tax regulations
  • Assist in preparing year-end payroll reports, including PAYG summaries and annual tax filings for clients
  • Conduct training sessions for staff members on using Xero accounting software, ensuring proficiency in navigating the platform and performing bookkeeping tasks
  • Act as the first point of contact for staff and clients, providing support and guidance on bookkeeping, accounting processes, and software-related queries
  • Collaborate with the accountant to address complex financial issues, analyse data, and provide recommendations for improved financial management
  • Play a key role in maintaining effective communication channels between staff, clients, and the accountant to facilitate smooth workflow and client satisfaction.

Bookkeeper/Personal Assistant

Finn Accountants
Mona Vale, NSW
06.2015 - 05.2021
  • Managed bookkeeping tasks for the accountant's clients, including maintaining financial records, reconciling accounts, and preparing financial reports
  • Assisted the accountant with administrative tasks such as scheduling appointments, managing correspondence, and organising meetings
  • Communicated with clients to gather necessary financial information and documentation for tax filings and financial reporting
  • Coordinated with the accountant to ensure seamless workflow and efficient client service delivery
  • Provided support in managing the accountant's office operations and handling day-to-day administrative responsibilities.

Skills

  • Accounting software
  • Attention to details
  • Problem-Solving
  • Ethical Standards
  • Communications Skills
  • Teamwork
  • Adaptable
  • Leadership Skill
  • Financial Reporting
  • Analytical skills
  • Reconciling accounts
  • Time management
  • Continuous learning
  • Adaptability and Flexibility
  • Bank Statement Reconciliation
  • Bookkeeping
  • General Ledger Entries

Languages

Italian
Professional

Reference

Name: Amy Zang

Job Title: Principal/ Tax Agent

Company Name: Innovate Services 

Email Address: amyz@innovateservices.com.au

Phone: 02 7908 6512 Mobile: 0433 408 934

Reference

Name: Peter Finn

Job Title: Principal/ Tax Agent

Company Name: Finn Accountants

Email Address: peterfinntax@gmail.com

Mobile: 0407 235 699

Timeline

Bookkeeper

Innovate Services
05.2021 - Current

Bookkeeper/Personal Assistant

Finn Accountants
06.2015 - 05.2021
Jeannette Orbegoso