PLACED WITH CLIENT

Winnie is a dedicated professional with a Bachelor of Science in Management Accounting. Single and deeply passionate about singing, she actively participates in a choir, practicing on Saturdays and performing on Sundays. Winnie enjoys hanging out with friends in her free time, creating a balanced life between her professional responsibilities and personal interests.

Onboarding Training and Assessment

At AffordableStaff, 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 Virtual Assistants (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 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.

AffordableStaff Tools Training

Tools training is a crucial part of our program, ensuring our team members gain proficiency in essential software used in daily operations. Winnie was 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, significant emphasis was placed on Xero and MYOB. Winnie spent considerable time honing her skills through practice and repetition using these tools, ensuring she became highly adept and efficient.

Additional Tools Proficiency

Prior to our onboarding training, Winnie was identified as proficient with various tools and software:

• Expert: Word, PowerPoint, OneDrive
• Advanced: Excel, Outlook, OneNote, Teams, Forms, Adobe Photoshop, Canva, Wondershare Filmora, Capcut
• Practical Application: Publisher, SPSS, QNE Accounting Software, QuickBooks
• Limited Experience: GMP, AutoCAD

Additional Skills and Notable Experience

Winnie graduated with a degree in Management Accounting and took several major accounting subjects. She interned at an audit firm where she handled auditing, bank reconciliation, bookkeeping, and tax compliance, gaining substantial hands-on experience in these areas.

Learning Ability and Work Proficiency

Winnie is a consistent worker capable of working independently, showcasing a logical, critical, and keen mind. She adapts quickly to existing systems and workflows and demonstrates excellent written communication skills. Highly autonomous, Winnie follows instructions precisely and is very organised. While she conveys her thoughts effectively, she is working on boosting her confidence in verbal communication. Winnie is proactive in seeking clarification to avoid overthinking and to ensure she understands tasks fully.

Interpersonal Skills and Personal Characteristics

Winnie is a composed and calm individual who approaches her work with a steady energy. Reliable and brilliant, she takes initiative and demonstrates a sharp, smart mental capacity. Her professional ability is evident through her competency and efficiency. Patient and keen, she shows a strong interest in her work and a systematic approach to organisation. Modest and responsible, Winnie cooperates well with others and is well-behaved. Her logical and critical thinking makes her a consistent and dependable worker.

Suitability

Winnie is greatly suitable for any general accounts administrative position with basic social media tasks.

Why Winnie is Suitable for the Role

Winnie’s extensive training and practical experience in accounting, combined with her proficiency in essential tools and software, make her an ideal candidate for an admin team member in the Australian accounting space. Her systematic approach, reliability, and strong organisational skills ensure she can handle reconciliations, invoicing, and tax filing with confidence and precision. With a keen interest in accounting and a strong foundation in both general and specialised administrative support, Winnie is well-equipped to excel in her role and provide exceptional service to her clients.