It may sound strange to some people but I’m passionate about finance and numbers.
You could even call me a numbers nerd. I get a thrill out of solving number problems, which means I love doing a reconciliation.
I’ve been part of the Lumos Business Solutions team since early 2023. I can confidently say being part of this team, relying on my team members and them on me means so much. Stepping in to the role of 2IC in 2025 lifts the bar for both the team and myself.
This trust translates to our clients who count on us to look after their books. The 2025 year will see the Lumos team taking on an even more proactive and illuminating approach with our clients. I’m excited!
As a Lumos bookkeeper I experience great satisfaction guiding clients through the process from chaos to calm and utilising the tools available to me. For example, working with an industry leading business and current client to streamline bookkeeping processes has meant the owner could focus on his business. Then to watch that client and his business grow and thrive is thrilling. That’s why I do what I do.
I’ve been a bookkeeper for almost 20 years and have experience with numerous accounting programs including XERO and MYOB.
My background in the building industry means I not only enjoy working with trades people, I’m very familiar with processes of the industry.
At Lumos, we are focused on providing each client with a unique experience based on your industry and we strive to find processes that work best for you and your business.
In my day-to-day role, I am responsible for
- Reconciling all transactions to ensure accurate account keeping. I do this by using documents provided by the client on platforms such as DEXT and HUBDOC and input using accounting software such as XERO.
- Managing the accounts receivables and payables
- Managing payroll
- Producing accurate financial reports to clients
