Account Aspects welcomes our newest Bookkeeper, Kate. Kate has joined our expanding team of Bookkeepers with a passion to help business owners. She has completed her studies and now gaining experience while loving her introduction to Xero. Kate has quickly learnt our methodology and how important our services are to our clients. Kate’s personality and values compliments our team and is enjoying meeting the clients and friends of Account Aspects.

We sat down with Kate to find out more about her and how she is settling into her role at Account Aspects as Bookkeeper.

Tell me a little bit about yourself?

I’m a married Mum of two (2 & 5 years old). I am originally from Cronulla in Sydney but relocated to the Newcastle area in 2016. I completed a Bachelor of Commerce and wanted to find a Bookkeeping role to put my studies into practice. I love being by the beach, that’s why we decided to build and moved into a new home in Catherine Hill Bay.

What do you like to do in your spare time?

I have many hobbies but most of my spare time is spent with my kids and my family. I also love playing soccer, decorating my new house (I need a bottomless bank account!), going to the beach and socialising with friends over a few good wines.

Kate Terrey Bookkeeper Account Aspects

What is your role within Account Aspects? 

My role is a part-time Bookkeeper working 3 days a week. This mainly entails processing the day to day transactions for our clients by following our fundamental keys. I thrive on ensuring accuracy so my clients can rely on their numbers to make decisions for their business. Account Aspects recently strengthened their partnership with Receiptbank where I am heading up the implementation. This has been exciting as I have been getting in touch with more of our clients and hearing about their business stories. Through learning about new software technologies, I have seen how they improve processes and make things easier for our clients.

What do you like about working for Account Aspects? 

Being a Bookkeeper within a small team I have felt welcomed and appreciated. It has allowed me to be exposed to many different facets of the business. I also get to experience a variety of tasks that I may not in a large team. Plus the girls are a lot of fun too! I really enjoy being able to work with small businesses. I can see we make their lives easier, so they can focus on the things they love while they let us take care of the numbers. I am loving the opportunity to take the lead on the Receiptbank introduction. It can be cumbersome obtaining paperwork and Receiptbank is one way we are making this process easier. It has allowed me to meet some of our lovely clients and form my own relationships.

Why did you want to work in the Bookkeeping industry? 

I’ve always got a kick out of maths (call me crazy!) and working with people helping them solve problems. I completed a Bachelor of Commerce (Accounting) at the University of Wollongong in 2015 which I enjoyed immensely. I knew that a role as a Bookkeeper would encapsulate my skills in maths and desire to work with business owners. My role as a part-time Bookkeeper has enabled me to use my knowledge, gain experience and work around my young family. A perfect balance.

What are your strengths?  

This is a tough one, I would say that my strengths are in my ability to learn and my people skills. I am also a friendly, reliable and trustworthy person. I feel that I am very approachable and would work hard to solve any problem presented to me.

What were you doing before joining Account Aspects?

As I mentioned previously, I have 2 small children, so a lot of my time was with them watch them grow. I spent two years working as a tax consultant preparing individual, sole trader and partnership tax returns. While this gave me exposure to the industry, I craved a Bookkeeping role where I could help businesses more regularly. I loved studying and learning new things so I continued my education starting my BAS Agent qualification course.

If you would like to meet Kate or find out more about how we work with Xero and Receiptbank, contact us for an appointment today.