• Prepare year-end financial statements and income tax returns for companies, trusts, partnerships, sole traders and individuals
• Trusts: prepare trust returns, review distribution resolutions, track unpaid present entitlements (UPEs) and beneficiary entitlements
• Division 7A and FBT as they arise (occasional): Div 7A loan identification, minimum yearly repayments and loan schedules; annual FBT returns and workpapers
• Prepare BAS/IAS, GST reconciliations, PAYG instalment reviews, year-end STP and superannuation reconciliations
• SMSF (BGL Simple Fund 360): annual financial statements, member statements, SMSF annual returns, audit packs and liaison with the independent auditor
• Corporate secretarial (BGL CAS 360): ASIC annual reviews, solvency resolutions, company changes and registers
• ATO online services for agents: pre-lodgement checks – ICA/ITA balances, lodgement status, prefill data, outstanding obligations and lodgement program reporting
• Xero ledger review and clean-up: bank reconciliations, journals, accruals, fixed asset registers and depreciation
• Practice management: help set up and run Xero Practice Manager (XPM, being implemented) – jobs, statuses, daily timesheets and job budgets; flag overruns early
• Practice Ignition: prepare annual compliance proposals and engagement renewals for Director approval
• Draft information requests and client query emails for Director approval; once established, send routine written follow-ups from the practice email under the firm’s name. All calls, meetings, pricing and advice remain with the Director / Practice Manager
• Prepare pre-30 June tax planning estimates and workpapers for Director review
• AI bookkeeping (from month 3, once core work is established): help implement and run AI-assisted bookkeeping/transaction coding – build rules, review exceptions, document the process and measure time saved
• Maintain a standard, documented workpaper file for every job