LOIS KEMPNICH

• Small and Medium Business Enterprises (SME) consulting, financial accounting and taxation obligations for companies, partnerships, trusts and individuals.
• Provided full taxation services including: Income Tax, BAS/ IAS, GST, FBT, Income Tax Returns, Payroll Tax, Withholding Tax etc. Reviewing and implementing most tax effective structures available.
• Implementing Xero as the core ERP using modules: Accounting, Tax, Practice Management and Workpapers
• Developed and implemented client improvements for operational efficiencies and to improve internal controls.
• Developed and trained client staff in managing accounting and bookkeeping systems, and adherence to internal controls.
• Undertook detailed client projects as required. Including implementing:

- change of software and associated internal control improvements;

- complete sale of businesses from negotiation to final transfer documents etc;

- advice and assistance to start companies, wind up companies etc.

• Preparing and presenting both lectures and tutorials in numerous different Business School Undergraduate university units, including: Auditing and Professional Practice, Corporate and Financial Accounting, Corporate Governance and Ethics, Accounting Systems and Assurance, Accounting for Decision Making, Principles of Accounting.
• Developed and implemented innovative teaching strategies to engage and motivate students in lectures and coursework, and building confidence in learning new material and concepts.
• Used PowerPoint and Online Classroom technology to give presentations to students face to face. Utilized distance learning technology to instruct students remotely.
• Collaborated with faculty and staff to create meaningful learning experiences.
• Participated in conferences and professional development opportunities to stay up-to-date with latest trends in field.

• Converted over 80 legacy accounting systems (including MYOB, QuickBooks, Excel etc.) to Xero software: consulting with congregations and Presbytery treasurers and admin staff to understand current system; align with Synod Office Xero system - map accounts between legacy and new system; transfer data files via Jet Convert or manually; correct entries on new Xero file.
• Prepare training modules; deliver training face-to-face and via Zoom; respond to queries and provide additional training on an ad-hoc basis to treasurers and Church Councils.
• Assist Congregations and Presbyteries to align a new accounting system with their obligations to meet accounting standard as per the Treasurers Handbook if there was a shortfall in legacy system.
• Manage team of four to achieve goals set for this project and problem solve issues as they arose whilst implementing the new Xero software system and ensuring churches and Presbyteries were happy with results; whilst ensuring the reporting outcomes met requirements of Queensland Synod Office including Presbytery teams.
• Designed, implemented and trained team members on new processes to streamline workload reducing inefficiencies and reducing costs of project, and improving product to churches.
• Bookkeeping services provided for over twenty churches and Presbyteries: Design and implement procedures and undertake day-to-day transactions to prepare end-of-month reports, prepare and lodge BAS returns, answer ad hoc queries of Treasurers.
• Help Desk: assist Treasurers of churches and Presbyteries, and internal Synod Office team members with queries about how to use Xero, how to customise specific reports from Xero, and accessing specific information to queries as required.
• Design, implement, and train team on use of Xero Practice Manager.

• Providing full management accounting services for an African tour company, employing eight staff, and operating in four countries.
• Prepared monthly finance reports for Directors. Worked closely with external accountants to complete EOY accounts, tax returns and all intercompany transactions.
• Undertaking cash management and treasury operations in multiple currencies. Provided team training and undertaking Convera (formerly known as Western Union) AP and AR transactions. Managing cash requirements in different currencies.
• Providing guidance and mentoring team members both in Australia, and offshore (including Germany and South Africa) with accounting in both AR and AP.
• Utilised Xero as its core accounting system and required significant customisation to operate in multiple currencies across different countries - problem solved and developed, implemented, and trained team members as new financial improvements were implemented.
• Includes: entry of all day-to-day entries - involving seven different currencies - AUD, EUR, USD, GBP, ZAR, BWP, ZMW; payroll entries; management account preparation; BAS return preparation; consulting with other tax accountants in Australia, Germany, and South Africa.
• Given multiple countries involved flexibility of business hours required, and exceptional time management and organizational skills were essential, along with understanding different accounting and tax requirements between countries to ensure different compliance regulations were met.

• Developed and implemented application of Australian International Financial Reporting Standards (IFRS) at Queensland Rail
• Collaborated with different departments to understand their needs, and apply the necessary requirements in the new systems developed
• SAP Experience attained
• Reported and assessed project updates to leadership.

• This was a large United Kingdom (UK) government owned investment company, that was used as the government’s vehicle to invest in the private sector in developing countries, and as such it is required to operate in a commercially astute manner.
• In 2003 a major restructure was being undertaken to split the entity, with the long term prospect of being privately funded.
• Undertook extensive project work that involved both management and financial accounting for the ongoing investments.

Required:

- intercompany transactions

- cashflow budgeting

- preparation of financial statements meeting the UK GAAP requirements.

• General tax and accounting compliance work for companies, trusts, superannuation funds, partnerships, and individuals.
• Developed and trained client staff in managing accounting and bookkeeping systems.
• Supervised accounting and training procedures for junior staff members. Assisted team members through extensive training and one-on-one support.

• Company Overview: Holding company of a marketing and media services group that in the 2001 calendar year completed a total company restructure, including selling off many international subsidiary companies
• Role required preparation of management and financial accounting work for over ten subsidiaries and holding companies, in the UK and overseas
• Gathered financial information, prepared documents, and closed books.
• Communication and collaboration with other company accountants in different countries; reconciling inter-company transactions, and preparing financial reports.

• Prepared working papers, reports and supporting documentation for financial statements and tax returns and met all other taxation obligations.
• Identified legal tax savings and recommended ways to improve profits.
• Provided mentoring and training of junior staff.

• 70% of time - Gathered financial information, prepared tax returns and financial statements for SMEs.

- Also implemented new accounting software - Attache - at client businesses. Provided extensive one-on-one training.

• 30% of time - Undertook full audit work

This required - Communicated with client staff to obtain necessary information for audits.

- Analyzed data and findings to prepare reports detailing financial information.

- Planned and executed follow-up audits at appropriate intervals.