PLACED WITH CLIENT

Annie is a dedicated and talented individual with a Bachelor of Science in Management Accounting. An enthusiast of Netflix, Annie enjoys playing chess and creating DIY crafts. She also serves as the treasurer for her organization, demonstrating her passion for helping others.

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. Annie’s training began with general admin training focused on real estate, providing her 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.

Annie’s training program for Accounts VAs encompassed a comprehensive suite of topics essential for proficient financial administration. The curriculum began with foundational bookkeeping tests and a basic accounting refresher, followed by specialised modules on an introduction to Australian accounting and taxation. Annie delved into business activities and entity reporting within Australia, learned the basics of accounting ledgers, and got acquainted with various accounting software, including Xero and MYOB. The program included detailed steps for setting up and using these tools, covering everything from bank feeds to payroll compliance and invoice creation. Annie gained hands-on experience by processing various tasks in Xero, ensuring practical application of her learning.

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

AffordableStaff 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. Annie 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 is placed on Xero and MYOB. Annie spent considerable time honing her skills through practice and repetition using these tools, ensuring she became highly adept and efficient.

Additional Tools Proficiency

Before joining Affordable Staff, Annie was already proficient with basic MS tools, Canva, and Remini for photo editing, which she primarily used for school projects. This prior experience has given her a solid foundation to build upon during her training.

Additional Skills and Notable Experience

Annie has a notable background in management accounting, having completed her on-the-job training at a local electric cooperative. There, she was responsible for filing, organising, and data entry for employee benefits, loans, and payroll. This experience has further enhanced her skills and prepared her for the accounting administrative role.

Learning Ability and Work Proficiency

Annie is a diligent and conscientious worker, known for her good verbal and written communication skills. She follows instructions with ease and is highly autonomous, demonstrating a self-starter attitude. She is also highly organised and able to quickly adapt to new systems and workflows. While she tends to underestimate her performance, with consistent effort, she has shown great potential. Her Week 1 Trainer described her as a smart and determined individual who needs to be more conscientious of her tasks.

Interpersonal Skills and Personal Characteristics

Her interpersonal skills and personal characteristics make her a pleasure to work with. She is pleasant, active, enthusiastic, brilliant, able, and capable. Her interest in work is lively, and she is orderly in her approach to tasks. Annie is friendly and cooperative, always willing to assist others. Her cheerful and diligent nature makes her a valuable team member, and she consistently shows readiness to accept responsibility.

Suitability

She is greatly suitable for any general accounts administrative position and voice roles.

Why Annie is Suitable for the Role

Annie’s educational background in accounting, combined with her successful completion of the Week 2 Accounts training, makes her an excellent candidate for the role. Her cheerful and enthusiastic personality, coupled with her strong work ethic and organisational skills, ensures she will be a valuable asset to any team. Annie’s determination and ability to follow instructions with ease make her well-suited for the Australian Accounting space.