René Greyling PA(SA)
Ballito,South Africa
Summary
Skilled Accountant and Xero champion experienced in financial statement preparation, corporate tax, and VAT compliance. Onboards clients to cloud-based systems, streamlining accounting processes and providing training on Xero, Dext, and SimplePay. Manages client relationships, compiles independent review files, and produces monthly management reports, utilising CaseWare for financial analysis and risk evaluation.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Accountant & Xero Champion
RJCO Ballito
Ballito
04.2025 - Current
- Onboard new clients onto Xero, improving transition from legacy bookkeeping workflows.
- Set daily training standards for staff and clients using Xero add-ons.
- Deliver bookkeeping and accounting training for internal staff teams.
- Optimised cloud-based systems to increase efficiency and facilitate better data management. and accounting cycles.
- Produce monthly management reports for client finance teams.
- Approve drafted financial statements and Caseware working papers.
- Compile independent review files for assurance tasks in Caseware.
- Manage client relationships and resolve routine account queries to enhance client satisfaction.
- Oversee timely VAT return submissions against agreed schedules.
- Coordinate VAT audit file preparation and supporting documentation for reviews.
- Lead Simplepay training for payroll processing and required procedures.
- Process payroll through approved Simplepay procedures and records.
Assistant Accountant
Joanknecht Assurance B.V.
Eindhoven, Netherlands
09.2024 - 02.2025
- Compiled financial statements in CaseWare Cloud, ensuring accuracy and compliance standards were met.
- Performed in-depth financial analysis to assess performance and identify growth opportunities.
- Identified and evaluated financial risks to support informed decision-making and establish controls.
Xero Champion and MAC Department Manager
Baker Tilly Greenwoods
Cape Town
02.2024 - 07.2024
- Delivered Xero training to equip clients and staff with practical skills.
- Collaborated with clients to pinpoint accounting needs and provide tailored solutions.
- Managed month-end client billing and handled write-offs accurately and efficiently.
- Streamlined processes and trained employees on best practices, enhancing workflow efficiency.
- Resolved customer issues promptly, delivering friendly and knowledgeable service to ensure satisfaction.
- Established new department, overseeing daily operations to facilitate growth.
Trainee Accountant
Baker Tilly Greenwoods
Cape Town
03.2021 - 01.2024
- Prepared tax returns for companies, trusts, and individuals using approved processes.
- Managed bookkeeping, payroll, and taxes, ensuring compliance and accurate reporting using Caseware, Xero, SimplePay, and similar tools.
- Reviewed financial statements and tax returns, ensuring accuracy and completeness to meet regulatory standards.
- Compiled financial statements for closed corporations and trusts under IFRS for SMEs.
- Managed client portfolio with direct collaboration across partners and clients.
- Trained and mentored junior staff, enhancing their skills and daily efficiency in accounting practices.
- Enabled clients to transition to cloud-based paperless accounting using Xero.
Education
Bachelor of Commerce - Financial: Accounting
North West University
Potchefstroom12-2020
NVQ Level 4 -
Overvaal High School
Vereeniging01-2017
Skills
- Xero expertise
- Financial reporting
- Tax compliance
- Proficient in tax return filing
- Financial analysis
- Advanced Microsoft Excel skills
- Analytical skills
- Time management and organisational skills
- Strong communication skills
- Staff training and development
Certification
- Xero certified advisor
- DEXT certified advisor
- SimplePay certification
- Syft Analytics certification
Affiliations
- South African Institute of Professional Accountants
- Golden Key Honours Society,
Hobbies and Interests
- Committed to an active lifestyle, regularly engaging in running and hiking.
- Passionate about music, singing, playing piano, and learning musical theory.
- Active contributor to my local church community.
- Enjoy the meditative challenge of puzzle-building, knitting and exploring cafes good coffee.
Languages
Afrikaans
Proficient
C2
English
Advanced
C1
Dutch
Elementary
A2
Timeline
Accountant & Xero Champion
RJCO Ballito
04.2025 - Current
Assistant Accountant
Joanknecht Assurance B.V.
09.2024 - 02.2025
Xero Champion and MAC Department Manager
Baker Tilly Greenwoods
02.2024 - 07.2024
Trainee Accountant
Baker Tilly Greenwoods
03.2021 - 01.2024
Bachelor of Commerce - Financial: Accounting
North West University
NVQ Level 4 -
Overvaal High School