Approximately 8+ years experience in bookkeeping, tax and business services within varied business’ including her own as well as a medium sized semi regional CA firm Located in Nuriootpa.

A bright candidate who conducts herself in a clear and professional manner. She has an approachable, calm and friendly enthusiasm about her.  

Presenting with a strong administration, IT bookkeeping and management background candidate aims to complete her Bachelor degrees in accounting and tax law shortly. 

Tertiary

1997-2001 – University of South Australia

Bachelor of Business Management

Bachelor of Computer and Information Science

Transcripts available on request

The Institute of Chartered Accountants in Australia

2010; studying the Graduate Certificate in Chartered Accountant Foundation.       I have five subjects remaining to complete over the year; this has been the prerequisite assessed by The Institute of Chartered Accountants in Australia and will enable me to study the Chartered Accountants program. 

CPA Australia

Jan 2010 – accepted as eligible to enrol into the CPA program with      

CPA Australia, though I have made the decision to study the CA program 

Advanced Education 

-    Adelaide Institute of TAFE

Advanced Diploma of Accounting

Exceptional Marks Achieved in:

Tax Law; Preparing Complex Tax Returns

Financial Mathematics; Financial Accounting 1 & 2

 -  2009 – The Income Tax Professionals

Certificate of Completion in Income Tax Preparation

 -  2007 – New Enterprise Incentive Scheme (Federal Government initiative for small businesses)

Certificate of Small Business Management 

-          1995-1996 – Douglas Mawson Institute of TAFE, Panorama

Certificate in Women’s Education

Emphasis on:

Policy/Report Writing and Public Speaking Skills

Women in Society – Global, Contemporary and Historical 

Skills and Abilities

• Accounting manager and consultant with more than fifteen years experience in accounting
  • Strong management skills with extensive knowledge in small business management
  • Excellent and proven ability to see the big picture and the processes required in achieving that outcome
  • Excellent analytical, problem solving and system design skills
  • Attention to detail with strong quality assurance
  • A strong focus on exceeding customer expectations
  • Superior communication skills, personal presentation, and people skills
  • Highly motivated, ambitious, personable and tenacious 

Employment History 

Jan 2010 – Current                    

Position:  Graduate Accountant

 Chartered Accountants   Greenhill Road, Adelaide

Duties Include:

• Preparation of financial statements and income tax returns for small to medium clients and their businesses
• Processing of client records into MYOB Accountants Enterprise with Viztopia database and use of PDF Document Manager
• Preparation of complete and accurate workpapers and checklists
• Review of ASIC Forms and other documents regarding Corporate Secretarial requirements
• Research of tax technical issues and application of issues to clients’ circumstances
• Identification of client business and tax issues – preparation of advice thereon including discussions with clients and preparation of advice letters
• Completion of work in a timely and efficient manner – meeting write off and productivity budgets
• Telephone and face-to-face contact with clients
• Liaison with ATO and ASIC on client matters
• Building of client relationships through regular client contact
• Keep up-to-date with technical changes

Sept 2004 – Jan 2010    

Position:  Proprietor

Caroline Prescott Bookkeeping & Management Consultant – Nuriootpa

Duties Include:

• Specialist in improving businesses performance and bottom lines, as well as organising, revising, and/or improving office systems, structures and procedures. 
• Small business advisory service
• Specialise in accounts/office setups, setting up budgets and cash flow projections, bookkeeping, BAS, accounts and bank reconciliations, accounts payable and receivable, payroll, debt collection, workcover, superannuation, and report and letter writing.  In IT I specialise in IT and web site development, and computer training which includes training in MYOB, Quickbooks and Excel. 
• From July 2009 to December 2009 I employed staff to run my business while I started working for ITP. In January 2010 I sold my business and moved to Adelaide to continue working towards becoming a Chartered Accountant. 

July 2009 – Jan 2010

Position:                                  Taxation Consultant

                                                Income Tax Professionals – Nuriootpa

Duties Include:

• Preparing individual, small business and small partnership income tax returns; includes capital gains and depreciation schedules.

2001-2004

Position:                                  IT Project Manager / Systems Analyst

                                                Convention Centre

Duties Included:

• Total management of the complete development of an information system called EPAC (Events Planning and Coordination)
• This also included the requirements analysis, system design and continual progressive testing of the system
• Consultation and ongoing liaison with the client and the users to determine and analyse their exact requirements
• Management of five programmers
• Training of the users
• Assess and research optimal process solutions

 1997-2001

Full-time Student                     The University of South Australia

  City West and Mawson Lakes campus

Was awarded accreditation on the Dean’s Merit List for every year of my four years of full-time study.

Also awarded Golden Key Membership for Outstanding Scholastic Achievement and being in the top 15 percentile of students.