Jacqueline Kido

Client Services Coordinator at Core Tax & Accounting

Managed ASIC annual company statements, including preparing resolutions and ASIC invoices for electronic or physical signing. Used ASIC Connect, ASIC Portal and NowInfinity to update company details, and assisted the director with client onboarding through the Seamless program. Issued ethical letters, prepared monthly/quarterly activity statements with Xero XPM, and produced client signing forms stored in Dropbox. Supported SMSF audits, liaised with auditors, and managed client communications for timely responses. Maintained staff calendars and booked client appointments, building strong client relationships. Handled ~50+ daily calls, ensuring smooth handoffs and maintaining comprehensive records for follow-up and service history. Used Microsoft 365, Asana, Xero, and similar tools to streamline workflows.

Administration Officer at Craig Lawson Consulting

Assisted accountants with SMSF audit document preparation, managed communication with auditors, and coordinated client signing for annual documents. Prepared monthly activity statements using HandiTax & XPM, produced electronic client forms, and maintained directors' calendars. Delivered professional customer service, processed invoices, and supported regular office operations. Contributed to efficient collaboration across the team and ensured timely retrieval of documents.

Accounts Payable Officer at Quayclean Australia Pty Ltd

High-volume accounts payable data entry in Xero and AP inbox management. Full reception duties, cross-department collaboration, and assistance with month-end close. Identified discrepancies in invoices and purchase orders, prioritized high-risk items from aging reports, and facilitated timely payments. Assisted project managers and operations staff; contributed to a paperless AP transition and reconciled records to support accurate financials.

Administration & Client Services Officer at CEL Accounting

Produced tax forms for clients and managed ASIC annual duties, including resolutions and invoicing. Extensive use of Microsoft Office, Handisoft, and electronic filing; lodged taxation documents with the ATO. Maintained staff calendars, booked client appointments, and fostered strong client relationships with proactive follow-up and clear communication. Ensured thorough records of client interactions and smooth operation flows.

Office Manager at AT Hydraulics Pty Ltd

High-volume accounts payable entry in MYOB; managed AP tracking and client payments, including overdue follow-ups. Full admin inbox and reception duties; assisted the director with payroll for ~20 staff. Processed monthly/quarterly/weekly payment runs via ABA files, month-end closing, and supplier communications. Maintained meticulous filing systems, reconciled credit cards, and supported cross-department collaboration to improve efficiency.