Summary
Overview
Work History
Education
Skills
Hobbies
Timeline
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Sharon Porter

Accounting Technician
Moturoa,TKI

Summary

I am currently 57 years old and my date of birth is 18 August 1965.

My background is dairy farming, and this is my favored accounting work.

I was widowed in 2019 and have 4 adult children.

While I have a base in Hawera, most of my time is spent in New Plymouth with my partner.


My most experience is in preparing GST returns and financial accounts. It is only in the last year that I have been responsible for preparing income tax returns.

Overview

30
30
years of professional experience

Work History

Accounting Technician

Auctus Taranaki
11.2021 - Current

Auctus is a Xero based accounting firm. My roles have included:-

  • Preparing & filing GST returns
  • Preparing annual accounts. This process includes preparing sets of financial accounts, minutes, income tax returns and the letter to the client.
  • Processing accounts for payment using Hubdocs to Xero. This is for an entity that owns 4 dairy farms.


The systems used at Auctus are:

  • Xero & Xero XPM with Workpapers
  • Figured Lite
  • Hubdoc
  • PDF Studio
  • Suitefiles

Account Manager

Harris Taylor Ltd
02.2009 - 11.2021

In my position as an account manager I was responsible for my own portfolio of clients. Harris Taylor used APS. MYOB Essentials, Xero, are the tools for processing GST, then downloaded into APS for financial reporting:

  • Preparing & filing GST returns
  • Preparing financial accounts
  • I was the first person my clients asked for and if I wasn't able to answer their query, I would pass them onto whomever could help.


Accounting

Hughson & Associates
Hawera
08.2002 - 08.2008

Other accounting positions

Laurie Jordan
08.1987 - 08.1997

Education

Accounting Technician
2016

Opunake High School
Opunake, TKI
1982

Skills

  • Xero - for GST processing and preparing financial accounts
  • Xero XPM - I have been using this since I started at Auctus
  • APS
  • Banklink
  • MYOB Essentials
  • Farm Focus
  • Cash Manager
  • I also work with Excel I'm not experienced, but can do basics

Hobbies

My hobbies include cycling, fishing and gardening.

Timeline

Accounting Technician

Auctus Taranaki
11.2021 - Current

Account Manager

Harris Taylor Ltd
02.2009 - 11.2021

Accounting

Hughson & Associates
08.2002 - 08.2008

Other accounting positions

Laurie Jordan
08.1987 - 08.1997

Accounting Technician

Opunake High School

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Sharon PorterAccounting Technician