Lachlan Tran

• Tax Experience: Utilized Xero and Suitefiles to prepare and BAS and Tax Returns for individuals, soletraders, trust and companies.
• Financial Modeling: Improved data collection, financial analysis and financial modelling to optimize internal practices and retain customers: creation of fee revenue and fee-drop reports
• Bookkeeping and Management: Oversaw bookkeeping for over five bookkeeping businesses, including account reconciliation, data reviews, payroll management and processing invoices over $20K
• Client Communication: Managing communication channels and ensuring timely responses to inquiries via phone and emails; conducted client meetings to gather necessary information to complete returns; liaising with ATO, fund managers and insurances
• Administrative: Organised workflow and delegated tasks effectively to ensure timely project completion, optimised Xero software, client invoicing and other ad hoc tasks.

• Compiling of financial information from source documents, data entry using Excel/HandiSoft
• Performing checks and balances: identifying discrepancies with comparative years and making adjustments
• Assessing client's trading performance through profit and loss statements and providing recommendations to maximise financial performance
• Assist in preparation of activity statements and tax returns for individuals, sole trader and partnership entities using Handisoft
• Assisting in conducting research on taxation law on behalf of clients re: capital gains tax concessions for small business, GST tax implications etc

Student Market Research Consultant

• Identified potential business opportunities through meticulous competitor analysis and industry trend assessments.
• Presented detailed research findings to clients, highlighting key insights that drove strategic decision-making processes.
• Conducted regular SWOT analyses for clients to identify strengths, weaknesses, opportunities, and threats within their markets.
• Collaborated with cross-functional teams to develop and implement market research strategies.
• Enhanced client satisfaction by conducting thorough market research and delivering insightful reports.