Deb Walker Email & Phone Number

Geelong

Growing public practice located in Lara. Currently servicing clients as far as Queensland.Responsible for all facets of running an expanding business including business cash flow management, systems and technology management, debtor collection and WIP control, advertising and growth strategy and risk management and licencing.Services provided include preparation and lodgement of income tax return for individuals and all entity structures, preparation of financial statements, BAS preparation and lodgement, business advice, cash flow preparation, tax planning, bookkeeping, payroll and superannuation advice, fixed asset register maintenance, structure advice and management of corporate registers. Currently servicing the following clients: cafe owners, plumbers, electricians, hairdressers, property managers, car detailing services, hotel & motels, holiday parks, computer professionals, gardeners, graphic designers, marketing professionals, health professionals, teachers, communications business.

Richmond, Victoria

This firm is a result of the 4 partner firm, Heffernan Crawford Partners splitting into 2, 2 partner firmsTeam manager of 4 accountants (1 senior, 2 intermediate and 1 junior) and a bookkeeper. Duties include monitoring workflow, WIP, productivity, billing & individual staff performance against KPIs and team performance against monthly budget.Involved in staff management including recruitment and interviewing of candidates, staff appraisals, mediation and career development and training.Attendance of partners and managers meetings to discuss various management aspects of the firm including day to day operational issues. Conducts training for accounting staff and monthly administration team training. Reviews all team work including senior staff work. Work includes entity financial work, BAS, income tax returns and superannuation funds financial accounts. Preparation of high wealth client financial accounts. Contact for the majority of team clients. Meets with clients on a regular basis to cover client’s needs including financial reviews, training and technical issues.

Richmond, Victoria

Team manager of 5 accountants including 2 senior accountants, 2 intermediate accountants and a junior accountant. Duties include monitoring workflow, WIP, productivity, billing & individual staff performance against KPIs and team performance against monthly budget.Involved in staff management including recruitment and interviewing of candidates, staff appraisals, mediation and career development and training.Attendance of partners and managers meetings to discuss various management aspects of the firm including day to day operational issues. Conducts training for accounting staff and monthly administration team training. Review of all team work including senior staff work. Work includes entity financial work, BAS, income tax returns and superannuation funds financial accounts. Preparation of high wealth client financial accounts. Contact for the team's clients. Meets with clients on a regular basis to cover client’s needs including financial reviews, training and technical issues.

Geelong

Direct involvement in client work from initial interview with clients, the planning of an assignment through to assignment completion and final meeting with clients.Completed work to reconciled trial balance stage including reconciliation of creditors, debtors, bank accounts, leases and loans.Preparation of financial statements including profit and loss statement and balance sheet for business, superannuation funds and the Catholic Education Office. Maintenance of fixed asset registers.Responsible for all technical aspects of client work.Involved in team meetings to formulate the planning process and identify key areas for strategy on larger business clients.Preparation of business cash flows and budgets. Preparation of business activity statements.Preparation of fringe benefits tax returns. Review of client business status to enable strategic planning for tax minimisation including payment of dividends and wages from private companies and decisions on trust distributions.Advice to clients on appropriate business structures including companies, trusts and partnerships.Preparation of tax returns for business, individuals and superannuation funds and provision of general tax planning advice.Mentoring, supervision and review of junior staff members’ work.Management and prioritisation of own workflow and workflow to junior staff members.Involved in the appraisal process of junior staff.Systems and procedure training to junior and new staff.Direct reporting to clients and partners of the firm.Attendance of personal development seminars and presentation to staff members on core issues discussed.Client Experience:* Directly responsible for 15 SME business clients in a variety of industries* Worked within a team environment on large business clients* Medical professionals* Engineers* Business with inventory

London, United Kingdom

Responsible for preparation of full statutory accounts in accordance with UK GAAP for UK (₤190m turnover).Liaison and assistance in preparation of Continental Europe statutory accounts in accordance with local GAAP requirements. Preparation and filing of statutory accounts for Sotheby’s Defined Contribution and Defined Benefit Pension Scheme (₤8.2m fund value).Member of European finance team which assisted and advised 12 offices on the continent including visits to the Madrid, Geneva and Amsterdam offices. Preparation of quarterly corporate reporting schedules including commentary on related party transactions, inventory, fixed assets, leases and bad debts.Preparation and/or review of quarterly corporate tax schedules for four selling European offices and eight non selling European offices.

London, United Kingdom

Preparation of full statutory accounts and taxation schedules for continental European offices in Italy and Spain, including year end schedules, account reconciliation and analysis for audit.Preparation and reconciliation of fixed asset register for continental European offices in Italy and Spain including calculation of profit or loss on disposal and depreciation expense.Analysis of work in progress at year end for individual projects for preparation of statutory accounts for continental European offices in Italy and Spain.Preparation of full statutory accounts and taxation schedules for UK and consolidated UK, including year end schedules, account reconciliation and analysis for audit.Review and reconciliation of project and financial centre budget forecasts.

Cpa, Accounting

Bachelor Of Commerce (Bcom), Accounting And Finance

Vce