- Quarterly/ Monthly BAS - reviewed transactions are up to date for the quarter and GST transactions must be allocated properly.
- Quarterly superannuation - prepared only if the client has payroll.
- Bank reconciliation and data entry from Dext/ Hubdoc - making sure that transactions are allocated to its correct code and if there are transactions that I am unsure of, I'll confirm it to the client if what the transaction was for.
- Know how to use Xero and QBO Softwares.
- Payroll
- Update client manual if there are multiple clients to know the step by step process
- QBO Advanced Certified Pro Advisor Online
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