Samantha Donnell Email and Phone Number

Promoted to ESG Advisor as of July 2023. Before this, I was part of the ESG team establishing the service line. My main focus is the environmental section of ESG and increasing the knowledge of all staff about ESG and its impact on SMEs.

I am the Client Services Officer to 2 directors, their managers, and their respective teams of accountants. My responsibilities include:• Establishing new entities (companies and trusts) and ensuring they are appropriately maintained and updated as needed with the relevant government departments.• Maintaining multiple databases with client information, many of which are not integrated in any way. This requires specific processes to ensure information is input in all databases.• Liaising with clients and third parties (such as the ATO, WorkCover, ASIC) to ensure the best possible outcome is achieved.• Compiling tax returns, financials and other documents to go to clients for signing once completed by the accountants. Both in electronic and physical form.• Invoicing of clients• Assisting with the establishment and updating of standards of operation relevant to my role• Dealing with everyday correspondence including payments and notifications from the Australian Taxation Office• Registration and updating of Business names• Training and assisting other Client Services Officers

Working from the Dulwich site I was the main administration and accounting support to a team of 7 accountants (some working remotely). Key responsibilities were:- Supervising a junior and another part-time administration support employee in their roles I ensure work is evenly distributed and completed in a timely manner.- Maintaining the diary of the Principal of the Business Services division and 2 of the senior accountants.- Establishing new entities (companies, trusts, self managed super funds etc) and ensuring they are appropriately maintained and updated as needed with the relevant government departments.- Maintaining multiple databases with client information, many of which are not integrated in any way. This requires specific processes to ensure new/changes to information are input in all databases.- Liaising with clients and third parties (such as the ATO, Workcover, ASIC) to ensure the best possible outcome is achieved.- Compiling tax returns, financials and other documents to go to clients for signing once completed by the accountants See less

I provided administration and accounting support to the Business Services division of Johnston Grocke based mainly at their Ridgehaven office. My responsibilities were similar to those in my current role aside from the supervisory duties.Liaised with the administration staff at the Dulwich office to ensure even distribution of workload. I was the sole receptionist for the Ridgehaven office and only administration personnel located at that office.

When Wise Accountants Pty Ltd took on the client base from Complete Business & Accounting Services Pty Ltd I was instrumental in managing the integration of the 2 databases. As a continuing employee from the purchased firm I ensured that the new partners and accountants understood each client's circumstances as they took on their work.Key responsibilities were:- Job allocation to accountants including scheduling and estimation of hours/$ budgets- Produced KPI reports for directors and accounting staff- Liaised with clients and government departments to resolve client issues- Provided first level IT support to staff & liaised with external IT to escalate issuesIn 2011 I coordinated a complete migration from a server based database software (APS) to a cloud based one (Acclipse) involving over 2,000 individual entities.

Sole administration support and receptionist to 2 accountants. In addition to this I was the Bookkeeper for the Adelaide office and liaised strongly with the Port Lincoln office Bookkeeper.Key responsibilities were:- General reception and diary management- Established & maintained new entities (companies, trusts, self managed super funds etc)- General bookkeeping duties including payroll and debtor management

This role involved contacting potential clients, both current accounting firm clients and businesses within the franchise area, organising an event at which the potential clients are introduced to 10X and organising ongoing contacts (some made by myself) with the potential clients and those that then become clients. The role was heavily dependant upon the telephone calls and contacts I made to potential clients.

Personal assistant to 2 business consultants. In early 2009 added a number of bookkeeping tasks to my personal assistant positionKey Responsibilities: - End of month invoicing of clients- Established & maintained new entities (companies, trusts, self managed super funds etc)- Established standards of operation- Trained and assisted other Administration staff- Maintained the Trust Account- Minuted and implemented recommendations made by the business consultants to the clients - Maintained the business consultants' diaries- Entered invoices and payments for both creditors and debtors into QuickBooks- Reconciled the business bank statements and entered payroll details.

In this role I was the sole administration support to a team of 4 accountants. I started working for Advantage Taxation and Accounting Pty Ltd as the receptionist. I expanded my role over time as I discovered tasks that did not require an Accountant’s knowledge to accomplish. As I integrated these tasks into my role the business itself was expanding resulting in the hire of additional administration staff which I trained.