Bookkeeper Cloud Accountant

Position Overview

Combine your passion for technology and bookkeeping in the role of a Cloud Accountant! If you're an enthusiast of Xero software, you will be responsible for managing multiple client accounts and tasks daily, ensuring data accuracy and client satisfaction. Collaborate closely with the accounting team to maintain smooth operations.

Key Responsibilities

• Set up Xero accounts and provide client training on both Xero files and receipt management systems.
• Perform reconciliation of Xero files to ensure accuracy.
• Monitor and manage hours spent on bookkeeping clients relative to fixed fees, controlling scope creep.
• Track weekly work utilization using a Workflow Capacity Spreadsheet.
• Identify clients with more than a 15% increase in engagement fees due to out-of-scope work, ensuring proper quoting and billing; report findings to directors.
• Assist the Admin Team to provide additional support to Accountants when required.
• Stay updated and continuously train on new app developments to support client training and integration with Xero.
• Communicate with clients regarding transactional queries to maintain up-to-date Xero files.
• Advise the accounting team when clients provide information inefficiently or incorrectly.
• Keep current on wage criteria updates and changes across various Awards applicable to clients.
• Ensure timely reporting and follow up of superannuation payments, including issuing Superannuation Guarantee Charge (SGC) statements when payments are late.
• Take responsibility for generating individual work/job reports.
• Proactively recommend improvements to client systems and processes.
• Maintain weekly utilisation tracking and communicate proactively with managers if under- or over-utilised.
• Focus on improving system efficiencies and adhering to company policies and procedures, making recommendations for necessary changes.