Joanna LofflerJL
Open to opportunities

Joanna Loffler

@joannaloffler

Dedicated Bookkeeper with 24 years of financial management experience.

Australia

What I'm looking for

I seek a role that values accuracy and efficiency, with opportunities for growth.

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

BH
Current

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.

RC

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.

Education

Degrees, certifications, and relevant coursework

AE

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.

MI

Monarch Institute

Diploma of Accounting, Accounting

Completed a Diploma of Accounting, which provided comprehensive training in accounting principles, practices, and financial management.

TN

TAFE NSW

Diploma of Business Administration, Business Administration

Achieved a Diploma of Business Administration, equipping with essential skills in business operations, management, and administration.

TW

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.

AI

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.

AE

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.

AE

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.

AE

Applied Education

Certificate of Payroll Administration, Payroll Administration

2023 - 2023

Achieved a Certificate of Payroll Administration, focusing on payroll processes, compliance, and administration.

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Joanna Loffler - Remote Bookkeeper - Self-Employed | Himalayas