Joanna Loffler
@joannaloffler
Dedicated Bookkeeper with 24 years of financial management experience.
What I'm looking for
I am a dedicated Bookkeeper with over 24 years of experience in financial management and compliance. My expertise spans payroll, tax preparation, and financial reporting, allowing me to deliver accurate and efficient bookkeeping solutions tailored to client needs. As a Registered BAS Agent, I excel in optimizing accounting systems and collaborating remotely, leveraging technology to enhance productivity.
Throughout my career, I have successfully migrated financial systems, improved workflows, and ensured compliance with regulatory standards. My role as a Remote Bookkeeper has allowed me to provide full-cycle bookkeeping for small businesses, while my experience in various managerial positions has honed my skills in client relationship management and process optimization. I am passionate about utilizing diverse software solutions, including Xero, MYOB, and QuickBooks, to streamline accounting processes and support strategic decision-making.
Experience
Work history, roles, and key accomplishments
Remote Bookkeeper
Self-Employed
Feb 2023 - Present (2 years 3 months)
Provide full-cycle bookkeeping for small businesses, including financial reporting and tax compliance. Streamline accounting workflows and ensure adherence to regulations while working remotely.
Firefighter
DFES
Apr 2018 - Present (7 years 1 month)
Participate in emergency response operations and community safety initiatives.
Front of House Manager
Esperance Theatre Guild
Jul 2024 - Present (10 months)
Managing staff scheduling and daily operations to ensure exceptional service at the theatre.
Financial Manager
Bushstar Holdings
Jan 2000 - Present (25 years 4 months)
Oversee all financial operations, including payroll management, tax compliance, and year-end financial reconciliations. Prepare GST, PAYG, and BAS reports in compliance with Australian tax regulations.
Bookkeeper
Recherche Medical Centre
Oct 2019 - Aug 2023 (3 years 10 months)
Migrated financial systems from MYOB to Xero, enhancing efficiency and accuracy in bookkeeping processes. Oversaw payroll processing and ensured compliance with regulatory standards.
Office Manager
Transfield Worley Power Services
Jan 2013 - Oct 2019 (6 years 9 months)
Supervised audits to ensure compliance with licensing and regulatory requirements for the natural gas pipeline network. Optimized reconciliation and payment workflows.
Education
Degrees, certifications, and relevant coursework
Applied Education
Diploma of Payroll, Payroll Management
Currently pursuing a Diploma of Payroll, focusing on the essential skills and knowledge required for effective payroll management and compliance.
Monarch Institute
Diploma of Accounting, Accounting
Completed a Diploma of Accounting, which provided comprehensive training in accounting principles, practices, and financial management.
TAFE NSW
Diploma of Business Administration, Business Administration
Achieved a Diploma of Business Administration, equipping with essential skills in business operations, management, and administration.
TAFE WA
Certificate IV in Project Management Practice, Project Management
Completed a Certificate IV in Project Management Practice, focusing on project planning, execution, and management skills.
AIFA
Certificate IV in Bookkeeping and Accounting, Bookkeeping and Accounting
Obtained a Certificate IV in Bookkeeping and Accounting, providing foundational knowledge in bookkeeping practices and accounting principles.
Applied Education
TASA Agent Services Act 2009, Taxation
2023 - 2023
Completed the TASA Agent Services Act 2009 course, focusing on the legal and regulatory requirements for tax agents.
Applied Education
Code of Professional Conduct, Professional Conduct
2023 - 2023
Completed the Code of Professional Conduct course, emphasizing ethical standards and professional responsibilities in bookkeeping.
Applied Education
Certificate of Payroll Administration, Payroll Administration
2023 - 2023
Achieved a Certificate of Payroll Administration, focusing on payroll processes, compliance, and administration.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
Skills
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