PLACED WITH CLIENT

Cristal is a graduate of Bachelor of Science in Accounting Technology and has completed two years of a Bachelor of Science in Accounting. She enjoys spending her free time watching Netflix, movies, and videos about businesses. Cristal’s passion for learning and her keen interest in the field of accounting make her a promising candidate for roles within the accounting and administrative sectors.

Onboarding Training and Assessment

At Affordable Staff, we ensure that every team member not only masters administrative tasks but also gains a deep understanding of Australian business practices and cultural nuances. This dual focus equips them to effectively support their clients. Cristal’s onboarding training included a comprehensive general admin curriculum with a focus on real estate, offering valuable insights into working with Australians and a thorough overview of general administrative competencies.

For her role as an Accounts Virtual Assistant (VA), Cristal underwent extensive training covering key areas essential for financial administration. She was introduced to foundational bookkeeping, an accounting refresher, and specialised modules on Australian accounting and taxation. Cristal gained practical experience with various accounting software, including Xero and MYOB, ensuring she is well-prepared to handle real-world accounting tasks. Her training also covered Australian taxation, business activities, entity reporting, and payroll compliance, culminating in certifications in Xero and MYOB.

Affordable Staff Tools Training

Cristal received thorough training in essential tools crucial to her daily operations. She became proficient in using LastPass for secure 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.

Additionally, Cristal spent significant time mastering Xero and MYOB, gaining confidence and efficiency in these platforms through repeated practice.

Additional Tools Proficiency

Cristal’s previous experience provided her with proficiency in several tools and software, further enhancing her capability to excel in her role as an Accounts VA.

Additional Skills and Notable Experience

Cristal brings a wealth of experience to her role, having accumulated several years of hands-on experience in various accounting and inventory control roles. She worked as an accounting staff for 1 year and 9 months at a motorcycle distributing company, where she honed her skills in financial record-keeping and reporting. She then transitioned to a role in inventory control, spending 1 year at a management consultancy company, where she developed a keen eye for detail and accuracy in managing stock levels and inventory systems.

Continuing her professional journey, Cristal served as an Accounting staff for 2 years and 9 months at a motor vehicle dealership. Here, she further refined her expertise in accounting processes, contributing significantly to the company’s financial management and operational efficiency. These roles have not only strengthened her technical abilities but have also enhanced her problem-solving skills and ability to communicate effectively within diverse work environments. Cristal’s solid background in accounting and inventory management makes her a versatile and valuable asset in any administrative or financial setting.

Cristal has been a valuable team member at Affordable Staff since April 2024, where she has excelled in her role within the Accounting space. Her attention to detail and strong organisational skills have enabled her to effectively support her client across a variety of tasks. Her tasks include:

1. Processing payments and managing job queues
   – Applying payments to jobs, moving job queues to “Payment Received,” processing refund requests, and voiding unsuccessful transactions.
2. Reconciling bank feeds and matching transactions
   – Matching bank statement lines with existing transactions in Xero and reconciling bank feeds to maintain accurate financial records.
3. Communicating with clients
   – Sending emails and making calls through RingApp to customers regarding overdue invoices, and following up on pending payments with necessary reports and invoices.
4. Making adjusting entries and providing reports
   – Making requested adjusting entries and providing essential financial reports, such as RMS reports and invoices, to keep clients informed.

Learning Ability and Work Proficiency

Cristal adapts quickly to existing systems and workflows, requiring minimal supervision while maintaining a high level of organisation in her work. She is diligent and systematic, with strong verbal and written communication skills. Cristal’s empathetic nature ensures that she connects well with her colleagues and clients alike. While she excels in many areas, she recognises the need to build confidence in expressing her ideas and concerns, which will further enhance her effectiveness in her role.

Interpersonal Skills and Personal Characteristics

Cristal is a cheerful and composed individual, bringing a sense of calm and reliability to her work environment. She is diligent and shows a readiness to accept responsibility, inspiring those around her with her initiative and smart approach to tasks. Her capability is evident in her enthusiasm and systematic organisation, making her an amiable and modest team member. Cristal’s responsible and attentive nature, combined with her pleasant demeanor, makes her a punctual and dependable professional who is a joy to work with.

Suitability

Cristal is greatly suitable for any general accounts or general administrative position, including voice roles.

Why Cristal is Suitable for the Role

Cristal’s comprehensive training, coupled with her strong work ethic and proficiency in essential accounting tools, makes her an invaluable asset in any general accounts or administrative role. Her ability to adapt quickly, combined with her systematic approach and empathetic communication style, ensures that she can support clients effectively and efficiently. Cristal’s dedication to her work and her ongoing commitment to building confidence in her ideas make her a standout candidate for roles in the Australian Accounting space.