TEAM MEMBER READY FOR PLACEMENT

Kimberly holds a Bachelor of Science in Accountancy. She enjoys watching Netflix, Korean dramas, anime, listening to music, and singing. In her free time, she enjoys staying updated on current events through social media and news platforms, spending time with her family, visiting coffee shops with friends, and relaxing at home. Her calm and grounded personality, combined with her genuine interest in learning and organisation, contributes positively to her professional approach.

Onboarding Training and Assessment

At Affordable Staff, we ensure that every team member possesses a robust understanding of administrative tasks while also having a deep appreciation and comprehension of Australian business practices and cultural nuances. This dual focus ensures they are exceptionally well-prepared to support their clients effectively. All our VAs begin with general admin training that focuses on real estate, providing them with valuable context for working with Australians and a comprehensive overview of general admin competencies. This foundational training ensures that trainees are versatile and capable of supporting a wide range of administrative tasks.

Our training program for Accounts Virtual Assistants (VAs) encompasses a comprehensive suite of topics essential for proficient financial administration. The curriculum begins with foundational bookkeeping tests and a basic accounting refresher, followed by specialised modules on an introduction to Australian accounting and taxation. Trainees delve into business activities and entity reporting within Australia, learn the basics of accounting ledgers, and get acquainted with various accounting software, including Xero and MYOB. The program includes detailed steps for setting up and using these tools, covering everything from bank feeds to payroll compliance and invoice creation. VAs gain hands-on experience by processing various tasks in Xero, ensuring practical application of their learning.

Additionally, the training addresses taxation topics, including types of taxes, regulations, and laws specific to individuals and businesses in Australia. The final segment includes a thorough assessment and certifications in Xero and MYOB, ensuring that trainees are well-prepared for real-world accounting tasks.

This comprehensive approach ensures our VAs are highly skilled in both general administrative support and specialised accounting functions, making them invaluable assets to their clients.

Affordable Staff Tools Training

Tools Training is a crucial part of our training program, ensuring our team members gain proficiency in essential software used in daily operations. Our team members are introduced to LastPass for password management, Outlook for email and calendar organisation, TechSmith for capturing and recording, Hubstaff for time tracking, Zoom and Teams for virtual communication, OneDrive for file management, and Trello for project management.

For those completing our Accounting Foundations course, we place a significant emphasis on Xero and MYOB. Accounting VAs spend considerable time honing their skills through practice and repetition using these tools, ensuring they become highly adept and efficient.

Additional Tools Proficiency

Before her onboarding training, Kimberly had already learned and gained experience with the following tools and software:

• Expert: Xero, Hubdoc, Dext, PMe

Additional Skills and Notable Experience

Kimberly has gained valuable experience through her previous roles as an accounting associate at a finance and accounting firm for 1 year and 7 months, an accounting intern at an accounting firm for 1 month, and a working scholar at a university for 2 years. These experiences allowed her to develop strong accounting knowledge, administrative capabilities, and professional work habits in structured environments.

• Handling accounting and finance-related administrative tasks
• Assisting with bookkeeping and financial documentation
• Managing and organising records with accuracy and attention to detail
• Processing and reviewing accounting-related data
• Supporting daily office and administrative operations
• Demonstrating reliability and consistency in completing assigned tasks
• Maintaining organised workflows and documentation systems
• Applying practical experience using Xero and accounting support tools
• Providing support in collaborative and team-oriented environments
• Staying updated with information and trends through research and online resources

She has been part of Affordable Staff since August 2021 in the Australian Accounting Space. Her tasks include:

• Accounting and Bookkeeping Operations
  • Reviewing, processing, and publishing supplier invoices and bills in Dext, Xero, PropertyMe, QuickBooks, and Hubdoc
  • Recording invoices, commissions, supplier bills, and purchase orders while checking GST, balances, and coding accuracy
  • Preparing sales invoices, managing creditor batch payments, and processing weekly disbursements and trade payments
  • Uploading, renaming, organising, and maintaining financial and invoice records across multiple systems
• Bank Reconciliation and Financial Reporting
  • Performing bank, credit card, PayPal, Stripe, Square, payroll, and trust account reconciliations to ensure balances match accounting records
  • Preparing monthly financial reports including Profit and Loss, General Ledger, Detailed Account Transactions, and management reports
  • Handling monthly depreciation, payroll tax preparation, QLeave preparation, and EOFY reconciliation tasks
  • Assisting with BAS, IAS, and other compliance-related financial reporting requirements
• Payroll and Employee Administration
  • Processing weekly, fortnightly, and monthly payroll runs for employees
  • Setting up employee payroll profiles and maintaining payroll-related records in Xero and QuickBooks
  • Reconciling payroll accounts and ensuring wages and entitlements are properly recorded and paid
  • Supporting payroll reporting and leave accrual processing for management reporting purposes
• Property Management and Administrative Support
  • Processing property-related bills, owner and tenant disbursements, rental bond audits, and online bond lodgements
  • Updating rental property sheets and maintaining property management records using PropertyMe and external property platforms
  • Downloading and organising banking and trust account records for QLD and NSW operations
  • Handling ad hoc administrative support tasks, responding to emails, and coordinating requests from property managers and clients

Learning Ability and Work Proficiency

Kimberly is a well-organised and self-motivated worker who adapts quickly to existing systems and workflows. She is highly autonomous and capable of managing responsibilities with minimal supervision while maintaining accuracy and consistency in her work. As an active listener, she communicates effectively and follows instructions with ease, allowing her to learn new processes efficiently and contribute productively in fast-paced work environments. Her organised approach and strong sense of responsibility further support her ability to handle administrative and accounting-related tasks effectively.

Interpersonal Skills and Personal Characteristics

Kimberly presents herself as warm, calm, and gentle, creating a positive and harmonious working environment with those around her. She is diligent, reliable, and responsible in her approach to work, consistently showing professionalism and care in completing her tasks. Her meticulous nature and orderly work style reflect her strong attention to detail, while her cooperative and respectful attitude allows her to work well within teams. She is also punctual, well-behaved, and dependable, making her a trustworthy and steady presence in the workplace.

Suitability

Kimberly is greatly suitable for any general accounts or general administrative position.

Why Kimberly is Suitable for the Role

Kimberly is well-suited for the Australian Accounting space due to her educational background in Accountancy, relevant accounting experience, and strong familiarity with industry-related tools such as Xero, Hubdoc, Dext, and PMe. Her ability to quickly adapt to systems, work independently, and maintain organised workflows makes her highly capable of handling accounting and administrative responsibilities efficiently. Combined with her calm professionalism, reliability, and strong attention to detail, Kimberly has the qualities needed to become a dependable and valuable support team member for clients.