Dianna Davies

Highly qualified, Dianna has built a successful career in bookkeeping and administration over the past 25 years. Dianna received her Diploma in Accounting in 2014 and also has to her credit:

• 2013 – Certificate IV Accounting
• 2011 – Certificate IV Bookkeeping
• 2011 – Certificate III Financial Services (Accounts Clerical)
• 2002 – Certificate III Information Technology (Networking)
• 2002 – Certificate III Information Technology (Software Administration)

Dianna’s enquiring mind led her into bookkeeping over five years ago.  Her love of working with figures and helping people has given Dianna a great foundation on which to build a successful bookkeeping business.  Dianna enjoys assisting a range of clients with their small business needs using software such as MYOB and Xero, with tasks in accounts payable, accounts receivable, setting up the accounting system, payroll processing, reconciliation of accounts and preparing BAS.

Dianna recognises the need for confidentiality when it comes to her client’s business, and having worked in government departments and banking, this is always paramount in everything Dianna does.

With a background that includes working for the ATO, taxation is one of Dianna’s specialist skills – she now makes sure she keeps up to date on the latest changes and information – this, of course, leads to expert, up-to-the-minute advice which benefits all of her clients.

The software is a major component of bookkeeping these days, and Dianna stays abreast of all technology with an excellent understanding of computers and the latest software. Dianna has studied and is very interested in technology; this proves a great asset for herself and her clients.

To build a good customer base, you need professionalism, knowledge and excellent customer service skills. Whether visiting onsite or working in her home office, Dianna values all of her clients and believes that excellent service will turn into repeat customers and referrals.

Interested and active within the industry in which she works, Dianna holds memberships to the Institute of Certified Bookkeepers and the Australian Bookkeepers Association. She is constantly looking for opportunities to learn new skills and keep pace with industry changes.

Dianna has a positive disposition who loves interacting with people; she is trustworthy, reliable and honest. Her extensive experience in the taxation industry, banking and IT give her a broad base from which to help a wide variety of small businesses. Dianna loves the work she does and is determined to grow her own small business through hard work and dedication to all her clients.