Kelly joined WMC Accounting as a graduate in late 2015, after completing her Bachelor of Commerce with Deakin University. She has now commenced her post-tertiary study and is well on the way to becoming a qualified CPA. With previous experience in the export industry, Kelly has a sound understanding of legislative requirements and liaising with government bodies. Progressing to the role of accountant in January 2017, Kelly will continue to expand her education to ensure clients realise superior results in their compliance and business advisory needs.
Working in Director Heath McCartney's team, Kelly spent her first year as a graduate focussing on the intricacies of accounting software, particularly cloud software Intuit, Xero and Reckon Hosted. She can be relied on to allocate GST, reconcile transactions, reconcile bank statements, create efficiencies and set-up payroll. She is certified in both Intuit and Xero and takes pride in training clients on how to use the software efficiently so that they can maximise their time outside the office.
Kelly is developing her accounting skills under Senior Accountant Darren Slattery, and has spent time working on the end of year accounting for self-managed superannuation funds, individuals, sole traders, partnerships and trusts, preparing balance day reconciliations, uptake of assets to the asset register, HP schedules, depreciation schedules and rental property worksheets. Kelly is able to help with a range of compliance matters, including preparation of Business Activity Statements, Instalment Activity Statements, Taxable Payments Annual Reports and PAYG Summary Statements.
Outside of WMC Accounting workplace giving programs, Kelly is proud to support The Cancer Councils Biggest Morning Tea, and the OCRF White Shirt Campaign. In the future Kelly would like to become involved with charitable foundations at board level.
Qualifications: Bachelor of Commerce, CPA
Memberships: Associate Member of CPA Australia
Certifications: Quickbooks Pro-Adviser - Advanced Online, Reckon One, Xero, Xero - Payroll