Hire the Best Management Accounting Specialists
in Australia

Registed Tax Agent | Xero Advisor | Specialist in Books Clean-up | Hello! I’m Ben, a CPA and seasoned Business Accountant and Advisor with extensive experience working with ASX listed companies and multinational corporations. With a robust background in financial and management accounting, I offer a comprehensive end-to-end suite of accounting services tailored to meet your business needs. What I do: ⭐Tax Compliance & Income Tax Returns Let me handle all your tax compliance needs, so you can focus on running your business and rest easy knowing everything is taken care of. ⭐Bookkeeping Say goodbye to the tedious monthly tasks. I’ll keep your books up to date and ensure everything is in order, freeing up your time for what truly matters. ⭐Financial Statements & Advisory Reports Get clear financial statements and insightful, value-adding advice. I’ll help you understand where your business stands, so you can make informed decisions for future growth. ⭐Clean Up Messy Books Not sure if your books are accurate? With years of experience in accounting, I can help you tidy up your records and give you a clear understanding of your financial position. ⭐Xero & Accounting Software Setup Streamlining your accounting processes with expert setup and customization of Xero and other accounting software. ⭐BAS & Tax Return Preparation I provide efficient and accurate preparation and lodgment of BAS and tax returns, ensuring your compliance is handled smoothly and on time. Why Choose Me: ✅CPA Certified: A trusted Certified Practising Accountant, bringing credibility and professionalism. ✅ASX & Multinational Expertise: Proven track record in handling complex accounting needs for ASX listed companies and multinational entities. ✅Attention to Detail: Meticulous and precise, ensuring compliance and accuracy in all financial matters. ✅Client-Centric Approach: Dedicated to understanding and fulfilling your unique business requirements. Let’s Connect: Ready to streamline your accounting processes and enhance your financial management? Let’s work together to achieve your business goals. Contact me today to discuss your project! Skills: Financial Accounting Management Accounting Financial Reporting Xero Setup and Management BAS Preparation Tax Return Preparation Budgeting and Forecasting Multinational Accounting ASX Compliance Certifications: CPA Australia Xero Certified Advisor Portfolio: ⭐Financial Management for ASX Listed Company: Managed and reported financial activities, ensuring compliance with ASX regulations. ⭐Multinational Corporation Accounting Setup: Set up and streamlined accounting processes across multiple countries using Xero. ⭐Comprehensive BAS & Tax Returns: Prepared and lodged accurate BAS and tax returns for various clients, ensuring maximum compliance and efficiency.

👋 Welcome to My Upwork Profile ACCA Qualified | Bachelor’s Degree in Accounting Business GNVQ (Advanced) – Merit Cert IV in Business | Cert II in Business (AAC) Advanced Xero Certification | Xero Payroll Certificate Advanced MYOB Certification | MYOB Payroll Certificate Advanced QuickBooks Certification SAGE & Zoho Books Qualified Excel Professional Customer Service Coaching Qualification – Impact Factory 💼 Professional Summary: I’m Katy Heley, a detail-oriented Accountant and Bookkeeper with over 10 years of experience in Accounting, Bookkeeping, Payroll, and Financial Management across Australia and the UK. I bring strong expertise in Accounts Payable (AP), Accounts Receivable (AR), Payroll Management, Financial Reporting, and Budget Forecasting, using leading platforms such as Xero, MYOB, QuickBooks, SAGE, Jim2 ERP, Zoho Books, and Excel. I’m passionate about accuracy, efficiency, and helping businesses maintain strong financial health. Whether you need end-to-end bookkeeping, payroll setup, or support with aged payables/receivables, I’ll bring structure, precision, and reliability to your finance operations. ✅ Bookkeeping & Accounting Bank reconciliations, journal entries, general ledger maintenance Preparation of balance sheets, P&L, and cash flow statements Month-end and year-end reporting ✅ Accounts Payable & Receivable Management Invoice processing, payment runs, and aging reports Vendor and client account reconciliation Dispute resolution and cash flow optimization ✅ Payroll Management Accurate payroll processing and compliance with ATO standards Superannuation, PAYG, and employee entitlements Setup and automation using Xero, MYOB, and QuickBooks ✅ Financial Reporting & Forecasting Budgeting, forecasting, and variance analysis Financial planning and performance reporting Risk management and compliance 💡 Why Work With Me 🔹 Decade of Experience: From finance management at Serco UK to bookkeeping roles with Australian SMEs, I’ve handled everything from strategic planning to hands-on bookkeeping. 🔹 Software Expertise: Proficient in Xero, MYOB, QBO, SAGE, Jim2 ERP, Zoho Books, and Excel. 🔹 Dependable & Detail-Oriented: I pride myself on accuracy, transparency, and meeting deadlines. 🔹 Client-Focused Approach: I believe in building long-term, trust-based relationships through clear communication and reliable service delivery. 🏢 Professional Experience AP, AR & Payroll Manager - Ginko IT, Melbourne Manage full-cycle bookkeeping, including AP, AR, and payroll processing Oversee budgeting, forecasting, and financial reporting Conduct cash flow projections and maintain vendor relationships Finance Manager AP, AR & Payroll - Serco UK Developed and implemented financial strategies and controls Conducted risk analysis, forecasts, and budgeting Oversaw payroll and ensured compliance with UK standards Bookkeeper – AP, AR & Payroll Assistant - EBS Accounting Handled invoicing, reconciliations, and financial statement preparation Supported senior accountants in payroll and compliance tasks Finance Manager El Patron, London UK Managed full-cycle bookkeeping, payroll, and accounts reconciliation Maintained financial records in compliance with UK accounting standards 💻 Xero | MYOB | QuickBooks | SAGE | Jim2 ERP | Zoho Books | Excel | ADP | Adobe | XPA Whether you’re a growing business in need of consistent bookkeeping support or an established company looking to streamline your payroll and financial systems, I can provide dependable, professional solutions tailored to your goals. 📩 Let’s connect — I’m available for ongoing or project-based work, and can align with UK or US hours as needed.

I am a highly responsible, dynamic, detail-oriented, and reliable finance professional with strong English communication skills. I hold a Bachelor’s degree in Accounting and Audit and a Master’s degree in Business Informatics, combining financial expertise with advanced business technology knowledge. With over 9 years of experience in accounting, auditing, and financial management, I have worked and supported businesses across diverse industries. My hands-on experience covers financial reporting, bookkeeping, budgeting, audit assistance, compliance, and system implementation. I am proficient in a wide range of accounting and ERP software, including QuickBooks, Wave, Xero, Odoo, and NetSuite, as well as SAP, Oracle NetSuite, Microsoft Dynamics 365, Zoho Books, and FreshBooks. This diverse technical background allows me to streamline financial processes, enhance accuracy, and deliver actionable financial insights. As a Financial Profesional I strive to provide clients and employers with the best possible outcomes, ensuring precision, efficiency, and strategic value in every task I undertake. My goal is always to combine financial expertise with digital tools to optimize performance and drive growth.

If your books aren’t fully reconciled, your numbers can’t be trusted — I specialise in fixing that quickly and properly. I’m a Chartered Management Accountant (ACMA, CGMA) with 25+ years of experience, specialising in clean-ups, reconciliations, and reliable bookkeeping for businesses worldwide. What I help you achieve: ✔ Clean, fully reconciled books you can rely on ✔ Accurate reports for better business decisions ✔ Clear visibility of cash flow and profitability ✔ No surprises at tax or year-end Core Services: • Xero, QuickBooks, MYOB & Zoho Books bookkeeping • Catch-ups and clean-ups (even months/years behind) • Bank, credit card & balance sheet reconciliations • Accounts Payable & Receivable management • Payroll support (where required) • Monthly reporting (P&L, Balance Sheet, Cash Flow) E-commerce (A2X Certified): • Shopify, Amazon, Etsy reconciliation • Accurate mapping of sales, fees, and payouts • Clear and reliable profit reporting I also work alongside a registered BAS Agent (for Australian clients), ensuring compliance is handled correctly while I focus on maintaining clean and accurate books. Recent results: • Cleaned up 12+ months of unreconciled transactions • Fixed A2X mapping issues for e-commerce businesses • Delivered fully audit-ready financials I’m detail-focused, reliable, and proactive — I make sure your numbers are accurate, structured, and actually make sense. Happy to start with a small task so you can see how I work.

I am a Xero Payroll Specialist (Australia) with hands-on experience in payroll processing, STP reporting, and payroll reconciliation. I support businesses and accountants with accurate payroll runs, bank reconciliation, and payroll reporting, ensuring compliance with Australian payroll requirements. My services are ideal for small businesses, bookkeepers, and accounting firms needing reliable payroll and banking support without the cost of a full-time payroll officer. What I can help with: • Xero payroll setup and pay runs • PAYG, superannuation & leave processing • STP submissions and payroll reporting • Payroll and bank reconciliation • Investigating payroll discrepancies and payment issues • Payroll data checks and Excel reporting I am detail-focused, deadline-driven, and customer-oriented. I pride myself on clear communication, confidentiality, and accurate work. Xero Payroll Specialist (AU) Certified Available for ongoing support or short-term payroll projects.

I would like to introduce myself as an Australian Tax Accountant, Bookkeeper and Tax Specialist Freelancer. I have completed Bachelor of Commerce, MBA (Finance), Member of the Institute of Public Accountants (MIPA, Melbourne Australia), Master of Professional Accounting (MPA) from Edith Cowan University, Perth Western Australia and now working in a Chartered Accountancy Firm, Western Australia as a Senior Tax Accountant. I have ten years plus experience in Australian Accounting and Taxation I provide the following services as a freelancer : - Bookkeeping in XERO(Certified), QUICKBOOKS(certified), MYOB, MAS, XPA and HANDI LEDGER - Preparation and Lodgement of Business Activity Statement and FBT Returns - Preparation and Lodgement of Income Tax Returns (Including SMSF, Individuals, Trust, Partnership and Companies) - Preparation of Financial Reports (Including SMSF and XYZ Financials) - Management Reporting, Benchmarking, KPI's and Fathom Report - Cash Flow Statement - Account Payable Reconciliation - Account Receivable Reconciliation - Bank and Credit Card Reconciliation - Payroll Processing (PAYRUN) - Single Touch Payroll (STP) and TPAR filing - Superannuation Reconciliation - Prepayments and Borrowing Cost Workpapers - FBT and Payroll Tax Return - Property Cost Base and Budgeting - GST Reconciliation - Income Tax Reconciliation - Annual and Long Service Leaves Reconciliation - Wages and Salary Reconciliation - Research and Development Tax Incentive Schedule (R & D) - Accounting and Taxation Depreciation Schedule - MS Excel, Word, Outlook, PowerPoint and OneNote - Attention to details, strong organisation skills and administration skills I also help client in tax planning, change of business structure, setting up new entity, ABN, TFN and Director ID. If you would like to discuss in details we can have a online meeting and you can ask any questions you have. Thanks and looking forward to it. Rajan Kataria I have ten years plus experience in Australian Accounting and Taxation I provide the following services as a freelancer : - Bookkeeping in XERO(Certified), QUICKBOOKS(certified), MYOB, MAS, XPA and HANDI LEDGER - Preparation and Lodgement of Business Activity Statement and FBT Returns - Preparation and Lodgement of Income Tax Returns (Including SMSF, Individuals, Trust, Partnership and Companies) - Preparation of Financial Reports (Including SMSF and XYZ Financials) - Management Reporting, Benchmarking, KPI's and Fathom Report - Cash Flow Statement - Account Payable Reconciliation - Account Receivable Reconciliation - Bank and Credit Card Reconciliation - Payroll Processing (PAYRUN) - Single Touch Payroll (STP) and TPAR filing - Superannuation Reconciliation - Prepayments and Borrowing Cost Workpapers - FBT and Payroll Tax Return - Property Cost Base and Budgeting - GST Reconciliation - Income Tax Reconciliation - Annual and Long Service Leaves Reconciliation - Wages and Salary Reconciliation - Research and Development Tax Incentive Schedule (R & D) - Accounting and Taxation Depreciation Schedule - MS Excel, Word, Outlook, PowerPoint and OneNote - Attention to details, strong organisation skills and administration skills I also help client in tax planning, change of business structure, setting up new entity, ABN, TFN and Director ID. If you would like to discuss in details we can have a online meeting and you can ask any questions you have. Thanks and looking forward to it. Rajan Kataria