Jo Stirling

Experience

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  Carey Smith & Co Ltd

  Apr 1986 - Dec 1998

  Accounting Technican

  I started at Carey Smith & Co Ltd straight from school as Office Junior and worked my way up to senior accountant while studying for my BBS & AT.

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  Young Read Woudberg Ltd

  Jun 1999 - Nov 2006

  Chartered Accountant

  I worked at YRW as a Chartered Accountant/Manager dealing with a range of clients on a wide variety of statutory and optional requirements.

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  Grace Team Accounting Ltd

  Nov 2006 - Apr 2010

  Chartered Accountant

  I worked at Grace Team Accounting Ltd as a Chartered Accountant/Manager until establishing my own small accountancy practice.

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  Stirling Accounting Ltd

  May 2010 - Feb 2013

  Director

  Stirling Accounting Ltd clients have now been transferred to Young Read Woudberg Ltd in Tauranga as I have moved to Perth, Western Australia.Stirling Accounting Ltd was a sole operator down to earth Chartered Accountancy practice that focused on the personal touch.

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  Ballast

  Apr 2013 - Oct 2013

  Chartered Accountant

  Chartered Accountant working within the Accountancy Practice of Ballast Group. Superannuation Funds and Taxation. Today more than ever before, advisers, brokers, accountants, lawyers & their clients are seeking integrated solutions to all of their home and business financial needs, and Ballast has been designed to service all of these needs as only a committed and reliable company can.Ballast's services are provided in order to give a 'one-stop' answer to most financial and investment questions. Show less

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  Hughes and Guy Pty Ltd

  Oct 2013 - Feb 2015

  Chartered Accountant

  Senior Accountant at Hughes and Guy Pty Ltd. Hughes and Guy are a boutique chartered accountancy practice that look after a large range of SME's and SMSF's with preparation of statutory accounting requirements and various other client needs.In my time at Hughes and Guy I have completed senior duties of preparation of financial statements and tax returns for a variety of entities and assisted with any other requirements that clients required.

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  Everstone Group

  May 2015 - Nov 2016

  Chartered Accountant

  Working in a Chartered Accountant/Senior Accounting role with the majority of work in Taxation Compliance for SME's and SMSF's.I left this position to return back to my former Director/Employer in a new Company.

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  Level 45 Accounting & Business Management

  Nov 2016 - Apr 2023

  Chartered Accountant

  My work responsibilities at Level 45 Accounting & Business Management involve a wide range of services for our clients and assistance to staff members and Directors, these include but are not limited to:COMPLIANCE - Taxation, Financial Reporting, Business & Instalment Activity Statements, ASIC BUSINESS SETUP - Assistance with creation of Business Structures eg Partnerships, Companies, Trusts. Registration of taxes and Companies.FINANCE - Financial Analsyis, Cashflow Forecasting, Cashflow Management, Financials for preparation of business saleWEALTH PROTECTION - Assistance with Will preparation, Assistance with Enduring Power of Attorney DocumentationThe Director of Level 45 Accounting & Business Management was a former Director of Hughes & Guy were I worked in 2013-2014. Show less

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  Byford Accountants

  Apr 2023 - Jan 2024

  Senior Accountant

  Duties:• Preparation of financial statements and tax returns for Individuals, Partnerships, Trusts and Companies• Review of peer work including Business Activity Statements, Fringe Benefit Returns, Income Tax Returns,Financial Statements• Client meetings to prepare tax returns, business schedules and other requests within the meeting time• Client meetings to determine work required, review their situation, discussion and analysis of outcomes• Any other client consultations as and when required• Assistance in creation of business structures• Preparation of Business Activity Statements• Calculation of Fringe Benefit Taxes and preparation of required documentation• Assisting colleagues whenever and however required. Show less