Xero
Cornelius Johannes Koch
Accountant In Practice
Langebaan
Summary
Accomplished Seasoned Accountant and Tax Professional and Business owner with 25 years of comprehensive experience in public accounting, specializing in financial accounting, taxation and auditing. Expert in driving operational efficiency and financial integrity within diverse client environments. Renowned for meticulous attention to detail and an unwavering commitment to delivering exceptional client service. Proven leadership in managing a successful practice, with a strong background in trust and estate administration. Demonstrates exceptional problem-solving abilities and proficiency in Xero and Pastel.
Overview
27
27
years of professional experience
10
10
years of post-secondary education
2
2
Certificates
Work History
Accounting and Tax Professional
Zaccheus Accountants
Langebaan
10.2014 - Current
Running the daily operations of an accounting firm, including:
- Maintaining approximately 300 diverse clientele ranging from individuals to medium-sized entities
- Preparing 20 - 30 monthly management accounts and annual financial statements
- Analyzing AFS and other data
- Budgeting, forecasting and monitoring cash flow
- Preparing approximately 50 various statutory returns and reports monthly
- Tax planning
- Handling around 30 - 45 all types of SARS enquiries monthly
- Processing salaries, wages and related returns for 12 clients.
- Completing books to trial balance
- Setting up and managing IT systems
- Data entry, database management and model development for 20 fixed clients monthly
- Estate administration and planning when needed
- Performing audits and reviews when required
- Preparing approximately 10 - 15 wills and forming trusts annually
- Selling, implementing, and providing training and support to several cloud-based accounting software for anyone who needs assistance.
- Carrying out business reviews, due diligence engagements, and reporting findings to clients for more or less 30 clients.
- Leading engagements from start to finish and within established budgets
- Undertaking continued IT developments and training on new products
- Secretarial duties (Business registrations, amendments, etc, CIPC Annual returns, Beneficial Ownership)
Senior Accountant
Lloyd & Jansen Chartered Accountants
Ermelo
01.1998 - 08.2014
Senior Accountant, Team Leader, and Assistant Auditor, including:
- Supervising a team of 4 and provide training as well
- Maintaining approximately 450 diverse clientele ranging from individuals to medium-sized entities
- Preparing around 20 - 30 monthly management accounts and annual financial statements (AFS)
- Budgeting, forecasting and monitoring cash flow
- Preparing various statutory returns and reports
- Tax planning
- Dealing daily with all types of SARS enquiries
- Processing salaries, wages and related returns
- Completing books to trial balance
- Setting up and managing IT systems
- Data entry, database management and model development
- Estate administration and planning
- Performing audits and reviews
- Preparing wills and forming trusts
- Selling, implementing, providing training and support of Pastel Accounting Systems
- Leading engagements from start to finish and within established budgets
- Undertaking continued IT developments and training on new products
Education
Bacherlor of Accounting Science - Accounting
University of South Africa
South Africa 01.1998 - 12.2007
Skills
Proficient in Financial and Management Statement preparations
Proficient in Tax preparation, tax planning strategies and tax return filings
Proficient in complex financial analysis
Skilled, proficient and up-to-date knowledge in Xero, Pastel, Quickbooks
IFRS & GAAP expertise
Auditing techniques
Estate planning and trust forming
Advanced Excel
Bank, debtors and creditors reconciliations
General Ledger reconciliations
Payroll management
Problem-solving abilities
Accomplishments
- Led a team of 4 to complete an investigation of criminal charges against a client for tax evasion, resulting in proving the client's innocence.
- Used Microsoft Excel to develop spreadsheets for ways to capture data for accounting software systems and completed tasks with accuracy and efficiency.
- Achieved higher tax refunds for clients by applying the correct tax laws, resulting in client satisfaction.
Affiliations
- South African Institute of Professional Accountants - Full Member
- South African Institute of Professional Accountants – Centre of Tax Excellence – Affiliate Member
- South Africa Institute of South African Institute of Professional Accountants – Registered Independent Reviewer
- South Africa Institute of South African Institute of Professional Accountants – Registered Tax Practitioner
Personal interest
I enjoy spending time with God and my family, woodworking, camping, watching movies, playing golf, fishing, and sightseeing.
Certification
SAICA Training Contract
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Don't judge a book by it's cover
George Eliot
Software
Pastel Partner / Express
Quickbooks
Microsoft Office
Draftworx
Omni Accounting
Sage Evolution
VIP Payroll
Simple Pay
CaseWare
Motodata
IQ Retail
Languages
Afrikaans
Bilingual or Proficient (C2)
English
Upper intermediate (B2)
Interests
Golf
Church
Fishing
Sightseeing
Movies
Camping
Timeline
Accounting and Tax Professional
Zaccheus Accountants
10.2014 - Current
Senior Accountant
Lloyd & Jansen Chartered Accountants
01.1998 - 08.2014
Bacherlor of Accounting Science - Accounting
University of South Africa
01.1998 - 12.2007