Detail-oriented team player with strong organisational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
I am a Eumundi local looking to work in (and with) the local community.
Overview
15
15
years of professional experience
Work History
Practice Manager
Accounting Evolution Pty Ltd
07.2014 - Current
Managed daily practice operations to optimise workflow, including management of work in and out, raising invoices to clients and responding to client queries.
Liaising with the Australian Taxation Office on behalf of clients to establish debt repayment plans.
Daily reconciliation of bank accounts using Xero software.
Management of Accounts Payable and Receivable.
Training clients to use HubDoc software for recording of receipts.
Management of office Trust Account including reconciliation of deposits and payment of amounts when required.
Management of ASIC records for clients including preparation of Forms required to make changes to company addresses, share structures etc.
Keeping the website up to date and preparation of Monthly Newsletter to distribute to clients.
SMSF Manager
Hudson Financial Pty Ltd
03.2011 - 04.2014
Reconciled bank and share transactions for Self Managed Super Fund (SMSF) clients, including share purchases and sales, using Class Super Software.
Assisted with the transition of SMSF's over to Class Super including entering opening figures of all accounts and Member Balances.
Produced Final Reports including Financial Statements and Tax Returns and prepared all associated documents including pension paperwork and investment strategy paperwork.
Preparation of associated workpaper file to confirm all figures in the Financial Statements.
Preparation of all paperwork associated with the establishment of a new SMSF, including preparation of the Trust Deed and Member Application documents etc.
Preparation of file to send to Auditor of the SMSF and liaising with Auditor on any breeches of SMSF rules.
Junior Accountant
Allott Reeves & Co
01.2009 - 01.2011
Prepared Quarterly BAS Statements for clients.
Reconciled bank accounts on a quarterly basis for clients.
Review of Trial Balance figures.
Prepared journal entries and entered into system using MYOB.
Utilized tax software to prepare and file tax returns.
Assisted with preparation of quarterly financial statements.
Accounts payable function on behalf of clients.
Education
Cert IV in Accounting And Bookkeeping - Accounting Technology And Bookkeeping
Monarch Institute
Online
06.2024
Diploma of Commerce - Accounting
Sydney Institute of Business And Technology
Macquarie University, Sydney NSW
06.2007
High School Diploma -
Riverside Girls High School
Gladesville, NSW
12.1998
Skills
Continuous Improvement
Workflow Management
Liaising with Clients
Attention to detail
Timeline
Practice Manager
Accounting Evolution Pty Ltd
07.2014 - Current
SMSF Manager
Hudson Financial Pty Ltd
03.2011 - 04.2014
Junior Accountant
Allott Reeves & Co
01.2009 - 01.2011
Cert IV in Accounting And Bookkeeping - Accounting Technology And Bookkeeping
Monarch Institute
Diploma of Commerce - Accounting
Sydney Institute of Business And Technology
High School Diploma -
Riverside Girls High School
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