KATE

Finance & Insurance


EDUCATION & TRAINING, ACCOUNTING & AUDITING, FINANCIAL SERVICES

  • Financial Report Writing
  • Excel with VBA
  • Data Modeling in Excel
  • Visual Basic and Macros
  • Excel Automation
  • Reports and Dashboards
  • Monthly Management Reporting
  • Budgeting and Review
  • Cashflow Management and Forecasting
  • Costing and BOM
  • Fixed Assets Register
  • Accounting Software Setup
  • Sage
  • Xero
  • Wave
  • Audit Preparation
  • Bookkeeper
  • Accountant
 
 

HIRE ME TODAY!

ABOUT KATE

I am a Company Secretary and have over 15 years experience working with companies in different industries and across sectors ranging in size. I have the ability to quickly and accurately assess the accounting and reporting needs and requirements of a client. My special interest is in providing real-time reports for information and decision making. I follow best practice principles and I am meticulous and detail focused.

I have strong MS Office skills and have worked with online accounting software like Sage, Xero and Wave. I have a fully functional home office with fast and reliable internet. I work in a mostly paperless environment and am available for monthly management meetings if required.

For the smaller business, I can assist you with the initial design and setup of an accounting package that you can manage yourself if you so choose. Or I can manage it for you on a monthly basis.

Contact me for an initial meeting to assess your company's accounting needs. I will work out a competitive monthly retainer rate tailored to your requirements for all monthly processing.

Financial Management services available include :
• Setting up of budgets and the process for review
• Review of cash-flow and insights into improvements
• Review of monthly expenses to minimise wasteful expenditure
• Provision of monthly management reports that are easy to understand and use
• Assistance in the financial decision making process by providing “what-if” scenarios
• Researching of financial related queries like debtors insurance
• Creating of templates for dynamic reporting

Additional value – added services may include (but is not limited to) :
• Providing best practice guidelines for debt collection to accounts receivable personnel
• Providing best practice guidelines for purchasing within budget and cash-flow constraints to accounts payable and purchasing personnel
• Training non-financial personnel on financial aspects of business integration

Contact me on 082-873-0744 or kate@pracctical.co.za
 
 

CONTACT

M: 076 xxx xxxx
T: 021 xxx xxxx
facebook.com/xxxx
twitter.com/xxxx
 
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SKILLS

  • Financial Report Writing
  • Excel with VBA
  • Data Modeling in Excel
  • Visual Basic and Macros
  • Excel Automation
  • Reports and Dashboards
  • Monthly Management Reporting
  • Budgeting and Review
  • Cashflow Management and Forecasting
  • Costing and BOM
  • Fixed Assets Register
  • Accounting Software Setup
  • Sage
  • Xero
  • Wave
  • Audit Preparation
  • Bookkeeper
  • Accountant