PLACED WITH CLIENT

Joselle is a detail-oriented and highly capable professional with a background in Management Accounting. She enjoys taking videos and documenting her daily life and has been actively involved in organisations such as YES-I and the Polar Math Club. With a strong foundation in accounting and administrative tasks, she is well-prepared to contribute effectively in a structured work environment. Her enthusiasm for continuous learning and ability to adapt to various administrative systems make her a valuable asset to any team.

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 Skills and Notable Experience
She has prior experience in accounting and customer service roles. Her work history includes:

• Intern at an accounting firm for 4 months, where she gained hands-on experience in financial management and bookkeeping tasks.
• Customer service representative at a call center for 1 week, where she developed strong communication and interpersonal skills.

Her experience has strengthened her ability to manage administrative and financial tasks efficiently while maintaining attention to detail.

She has been working with Affordable Staff since August 2023 where she assisted her client with the following tasks:

• Expense and Invoice Reconciliation
  • Recording all expenses accurately in the system.
  • Aligning invoices with expenses to maintain financial accuracy.
  • Checking and reconciling transactions made through Stripe.
  • Recording invoices manually for accurate financial tracking.
  • Checking and reconciling invoices from Corporate Traveller services.
• Credit Card and Payment Processing
  • Reaching out to credit card users to secure necessary invoices for financial tracking.
  • Categorising credit card transactions correctly in the system.
  • Assigning payments received through Stripe accurately.
  • Organising transaction details for review.
  • Processing batch transactions and reconciling payments across different countries.
• Chargeback and Refund Processing
  • Managing daily toll chargebacks for customers.
  • Resolving disputed or failed toll payments.
  • Overseeing refunds and disputes for Tesla supercharger transactions.
  • Adding supercharger fees to relevant customer accounts.
  • Overseeing final charges for customers ending their subscriptions.
• Data and Document Management
  • Recording invoice details manually when automation is unavailable.
  • Adding standardised templates for processing invoices and financial transactions.
  • Formatting and uploading CSV files for financial reporting.
  • Issuing invoices for customer fines.
  • Reviewing financial data in Flexi Purchase for accuracy and organisation.

Learning Ability and Work Proficiency
She is a steady and diligent worker who consistently demonstrates a willingness to improve. She is highly organised and self-motivated, with an analytical and rational mindset that allows her to adapt quickly to existing systems and workflows. While she requires some support when learning new processes, she grasps concepts effectively through hands-on practice and demonstrates continuous progress. Her great verbal and written communication skills, active listening ability, and engagement in discussions make her an effective and reliable team member.

Interpersonal Skills and Personal Characteristics
She is warm, calm, and composed, creating a pleasant and cheerful work environment. She is persevering and reliable, confidently taking initiative when needed. She is also versatile, talented, and capable, demonstrating efficiency in her tasks. She has a steady and meticulous approach to work, ensuring accuracy and consistency. Her ability to cooperate with others is evident in her friendly and sociable nature, making her a valuable team player. Thoughtful, responsible, and trustworthy, she fosters positive relationships and maintains a professional demeanor at all times.

Suitability
Joselle is greatly suitable for any general accounts or general administrative position.

Why Joselle is Suitable for the Role
Her background in Management Accounting, combined with her administrative and customer service experience, makes her a strong candidate for an accounting admin role. She has demonstrated a keen ability to learn and apply new skills, particularly in handling financial records and accounting processes. Her systematic and organised approach, combined with her friendly and professional demeanor, ensures that she can effectively support clients and manage tasks efficiently. Her ability to adapt quickly, strong communication skills, and meticulous attention to detail make her an excellent addition to any team.