CSO

1. Workflow & Compliance

Manage monthly workflow processes for scheduled jobs.

Send checklists out to clients and follow up workpapers.

Ensure workpapers are saved, scanned, and matched to checklists.

Maintain accurate job entries in workflow systems.

2. ASIC & Corporate Secretarial

Handle annual reviews, payment reminders, and client follow-ups to avoid late fees.

Prepare and lodge ASIC documentation for company structure changes (e.g., director appointments, share transfers, deed variations).

Manage business name registrations, renewals, and changes.

3. New Entity Setups

Coordinate setup of new companies, trusts, and business names.

Review and submit registration documents and communicate with clients.

4. Client Onboarding & Offboarding

Facilitate onboarding/offboarding processes, including ethical clearance and ATO portal updates.

5. Signing & Lodgements

Track and follow up on BAS, financial reports, and tax return signatures to meet ATO deadlines.

6. ATO/ATOMate Support

Assist accountants with ATO communications, payment plans, and document lodgements.

Monitor ATOMate workflows and follow up overdue items.

7. General Support

Answer overflow calls and provide administrative assistance as needed.

General administration tasks

Please contact us if you have someone that would suit.