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Evolutionary Worklfow/About Business Bookkeeping and Oasis Bookkeeping…
Evolutionary Worklfow/About Business Bookkeeping and
Oasis Bookkeeping Services
About Business Bookkeeping :
Mel - Practice Manager - BAS Agent - P/T 30 Hours
Internal Audits
All Lodgements Gov Reports & ATO Portal
Training Bookkeepers
Meeting Accountants and building relationships to promote NB
Consulting with clients
Setup & training XERO clients
Staff 'go-to'
XERO Specialist
Managing workflow
Managing On boarding clients
XERO Rescues
Amanda - Senior Bookkeeper Contractor - Approx 15 hours
New Client onboarding
QBO Training & Set up
Receipt Bank
Rescue's
QBO Specialist
QBO/XERO client facing
Manages Clarisse & Margies workload
Dianne - Senior BAS Agent
Legend Waterproofing XERO
Bookkeepers VA - These are employed by EW & contracted to ABB
Margie
XERO Small Business Clients - ABB
OR clients - Kim, Kristy, Steven & Alicia
XERO Bookkeeping, payroll, Prep IAS&BAS
Clarisse 8 hours a week
QBO Small Business Clients
OR clients - Sam
QBO Bookkeeping, payroll, Prep IAS&BAS
Kris
XERO - OR Client Sam & Brooke
Nikki VA - Marketing Socials 20 hours
Do Mel's Programme
Linked In Sales Navigator - Ulinc (Set & and start)
Copy
Woodpecker
Email Tracking
LinkedIn & FB Messages
Organic Marketing
EA - ClickUP 20 hours a week
Evolutionary Workflow
Director - Jacqui
Ciara
Operations Manager
Outsourced Support Manager
Implementation Specialist
HR & Onboarding
Client Onboarding
Margie
Outsourced XERO
ABB XERO
Kristy XERO
Kristoffer
Outsourced - XERO
Clarisse
ABB QBO
Workflow Implementation
Mentoring
Mel's Program
Offshoring
Oasis Bookkeeping Services
Director - Kristy
Tanya - Executive Assistant (p/t 20 hrs per week - for now)
Tanya is managing Kristy's Karbon Triage and allocating client related emails and items as they come in to Triage
Tanya is also looking after the admin process of New Client Onboarding
Amanda - Senior Bookkeeper (works Monday/Tuesday and any overflow on Fridays)
Currently Amanda is doing a lot of the Receipt Bank processing and coding work, this will be moved to Clarisse and Margie as Kristy learns to let go and write more detailed
processes
Amanda has direct contact with some clients now including Kristy and Craig Ambrose
AMB Processing includes generating invoices for Customers
Margie - Bookkeeper (up to 20 hours per week, 4 hrs per day)
Margie handles the bank rec for most other clients and prepares the IAS and BAS reconciliation reports for Kristy to review
TBP
Day to day tasks for including approving and sending customer invoices; reconciling the bank feed; resolving customer queries regarding remittance and credit notes;
Clarisse - Senior Bookkeeper (in training) (f/t 40 hrs per week