Team Member Ready for Placement

Kate is a graduate of Bachelor of Science in Management Accounting with a strong interest in administrative and accounting-related work. She enjoys watching Korean dramas, staying active through exercise, and spending time with friends playing frisbee. She is a cheerful and well-mannered individual who brings a positive energy to her team. With her academic background, internship experience, and commitment to learning, she is well-positioned to contribute meaningfully in a support role within the Australian accounting space.

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
Prior to our onboarding training, Kate had already learned and gained experience with the following tools:

• Practical Application: Word, PowerPoint, Canva
• Limited Experience: Excel

Additional Skills and Notable Experience
Kate previously interned for two months at Pepsi Cola Products Philippines, Inc. under the Human Resources Department, specifically assisting the payroll officer. During this time, she:

• Handled data entry tasks for staff attendance and leave forms
• Computed and processed monthly government remittances through online portals
• Created payment request forms for salary and expense submissions
• Used SAP to encode and export employee records
• Managed administrative follow-ups and documentation processing
• Worked with Excel and Word for tracking and formatting records

She has been working with Affordable Staff since August 2025, where she assisted her client with the following tasks:

• Client Document and Compliance Management
  • Sending client annual reviews
  • Sending payment reminders to clients
  • Sending final tax returns to clients for signature
  • Managing correspondence with the Australian Tax Office (ATO)
  • Preparing and managing forms for business changes (e.g., company address changes) and client removals

• Tax and Accounting Processing
  • Lodging client tax returns
  • Matching transactions with their accounts
  • Processing client loans and dividends
  • Preparing and lodging Business Activity Statements (BAS) quarterly

• Workflow and Data Management
  • Updating job records and tracking document status
  • Generating key performance indicators (KPIs) and critical reports
  • Creating and updating end-of-month work-in-progress (WIP) reports
  • Generating tax lodgement schedules and updating payment instalments every quarter

• Communication and Follow-Ups
  • Managing client correspondence via email
  • Sending follow-up emails to clients for required documents
  • Managing and sending company statements or extracts

Learning Ability and Work Proficiency
She is a consistent and independent worker with strong determination and a willingness to learn. She adapts quickly to systems and workflows, follows instructions well, and is highly organised. Her written and verbal communication skills are good, and she listens actively to ensure clarity. While she is still growing in confidence with tools, she remains accurate and focused on improving efficiency.

Interpersonal Skills and Personal Characteristics
Kate is cheerful, friendly, and well-behaved, with a courteous attitude and a pleasant demeanor. She shows enthusiasm for her work, takes initiative, and collaborates well with others. Her alertness and smart approach to problem-solving make her an asset in any team environment, and her eagerness to take on responsibility reflects a genuine commitment to her professional growth.

Suitability
She is greatly suitable for any general accounts or general administrative position. She is also suitable for voice roles and basic social media.

Why Kate is Suitable for the Role
Kate brings a combination of academic knowledge, real-world internship experience, and a strong administrative foundation that makes her a promising addition to the Australian Accounting space. Her exposure to payroll, government remittances, and data management aligns well with general accounts work. She is highly organised, dependable, and open to feedback, making her well-equipped to thrive in a support role and deliver value to her future clients.