SUMMARY
STATEMENT
I am a highly analytical, result-driven accountant who works quickly and
accurately under tight deadlines. I am adept at all functions of accounting,
including accounts reconciliation, bills processing (including the generation
of ABA file), invoicing, payroll and Australian Taxation and Financials
Statements with complete working papers
CORE QUALIFICATIONS
a. Online Quickbooks Certified
b. Xero Advisor Certified
c. MYOB, Reckon, Infinity and
d. Can navigate Hubdoc, Dext, and Google Drive
e. MS Office Suite, Outlook and Gmail
f. Bookkeeping expertise
g. Prepare Financial Statements
h. Australian Taxation - Income Tax Return, PAYG Withholdings, Business Activity Statements (Quarterly and Monthly)
i. Payroll
UK Bookkeeping (Upwork)
1. Enter bills and Invoices into Xero
2. Matched and Categorised Bank Transactions
3. Bank reconciliation and account reconciliation, enter journal entry adjustment
Generate reports - Profit and Loss and Balance Sheet
4. Received orders via
2. Once the quotation is approved/accepted by the client, I
create a sales order, check suppliers, estimate delivery and availability of the stocks, and then place an order.
3. Response to customer’s queries
4. Call the supplier and make a card payment through a phone call
5. Check the supplier's statement against Merlin account balances
6. Access Hubspot to add contacts
Australian Taxation
1. Prepare monthly Instalment Activity Statements (PAYG)
2. Prepare quarterly Business Activity Statements (BAS)
3. Prepare Annual Taxable Payment Report (TPAR)
4. Prepare Income Tax Returns on Xero Practice Manager
5. Prepare a full set of Financial Statements using Xero and QBO
6. Navigate the Australian Taxation Office (ATO) portal
a. Generate reports for integrated client accounts
b. Generate reports for Income Tax Account
c. Generate reports for prefill.
d. Generate notice of assessments
e. Add clients and edit client’s details
f. Lodge BAS and Tax return through Xero Practice manager or in TAP
g. Lodge Superannuation on Clearing House
7. Download ASIC extract, change address, or assign tax agent
8. Access Infinity for bulk change address, change directors and transfer of shares.
9. Access ATO Clearing House and prepare super payment instructions, prepare working papers and send them to a senior accountant for review including the draft
10. Call the Australian Tax Office (ATO) for the remission of interest, penalty, payment plan, GST and PAYG Instalment Registration/Cancellation
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