Rebecca Taffe...
Rebecca Taffe is the owner of Do The Books and has been for 13 years. Rebecca’s role is Bookkeeping Consultant & BAS Agent. Do The Books is a business committed to providing a first class bookkeeping consultancy service to all home based, small-medium sized and start-up businesses at an affordable rate.
Rebecca’s focus within her role is being responsible for overseeing Do The Books accounting and financial operations. This includes everything from ATO legislation changes and procedures, keeping informed with all regulatory compliance with accounting/bookkeeping standards and practices within the bookkeeping sector, attending annual bookkeeping conferences/workshops to ensure the necessary training requirements are kept up-to-date and ensuring all client book work is completed in a timely manner.
Rebecca is from Adelaide, South Australia and is a big Adelaide Crows supporter. She has been married to Geoff for 24 years. They both moved to Rockingham in 1998 as Geoff is a submariner in the Royal Australian Navy. They have two amazing children – Sian is 19 and William is 13.
Rebecca’s background is Hospitality, Office Management and the Small Business Advisory Sector. Rebecca grew up in family hotels in the Barossa Valley and Adelaide.
In her spare time Rebecca competes in local dancing competitions in Tap, Jazz and Hip-Hop genres with her awesome dancing troupe. Rebecca enjoys travelling overseas. She spent a year in Lausanne, Switzerland as an exchange student, a year in Paris, France as a Nanny and 3 months working as a summer camp counsellor in Iowa, USA. During 2015 Rebecca & her family spent 1 month on the Gallipoli Cruise – travelling the exact same routes the diggers did over 100 years ago and it was amazing. Followed by a 3-month trek around Europe and the States.
After working in the small business advisory sector for 12 years, Rebecca decided to venture out on her own and this is where Do The Books was created.
Rebecca enjoys helping people to better understand their business financials and work out ways to increase their profitability.
Do The Books started as a home-based business with 5 clients in 2007. The business has grown dramatically, and Rebecca now looks after 35 clients. Rebecca has a couple of clients she has never met as they are based in Brisbane and Melbourne. This bookkeeping is completed using TeamViewer.
Two and a half years ago, Rebecca employed her first ever staff member and she helped to expand the business further with her skills and knowledge. Her second employee started a few months ago. Rebecca only employs qualified bookkeepers and registered BAS Agents.
Bookkeeping has dramatically changed since Rebecca started Do The Books. Bookkeepers are no longer “just a data entry clerk” anymore. Bookkeepers are an integral part of their client’s businesses. Most business owners do not want to know about their business financial obligations and will use a bookkeeper to do it all for them.
Most of Rebecca’s clients have been with her for over 10 years and she looks after all of their business bookkeeping from:
- Data entry
- Account reconciliations
- Accounts receivables/payables
- Setting up & implementing payroll
- Processing Single Touch Payroll Events via software packages or GovReports
- Processing monthly super contributions via MYOB & Xero Super portals
- Ensuring annual leave & long service leave entitlements are set up correctly
- Preparing and lodging monthly/quarterly Business Activity Statements
- As well as financial advisory, budgeting, cash flow forecasts
- Rescue work – sometimes a new client will have more than 3 months’ worth of receipts/invoices/bank statements to be entered. An additional fee is charged to complete this work due to the time it takes to enter the information
- Liasing with the Australian Taxation Office (ATO) on behalf of the client
- Completing Superannuation Audits as directed by the ATO
- Keeping in touch with all clients on a regular basis
Rebecca’s qualifications are:
- Registered BAS Agent for 9 years
- Qualified Bookkeeper: Certificate IV – Financial Services (Bookkeeping and Accounting)
- MYOB Gold Partner
- MYOB Certified Consultant
- Xero Certified Advisor
- Pure Bookkeeping Certified
- Certificate IV in Small Business Management
- Certificate III in Accounts Clerical
- Certificate III in Office Administration
- Certificate in Vocational Tourism and Hospitality
Tracey Marino...
Tracey has a Cert IV in Bookkeeping & Accounting and is currently studying a Diploma in Accounting. Her 30 years of industry experience and expertise in creation & implementation of systems, problem solving and providing solutions makes Tracey a valuable team member.
Tracey has made it her quest to help small business owners grow their businesses by keeping herself up to date with industry changes so her clients can have total confidence that they are receiving the current information.
Her focus is to create lasting relationships built on trust, honesty, integrity, confidence and communication.
In Tracey’s free time she enjoys reading, gardening, dancing, quiz nights, crafts, spending time with her two dogs and socialising with family & friends.