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Kim Sargeson

KSargeson

Kim Sargeson, AAT

Member Since 2007

NSW

What made you choose to be a bookkeeper?

Becoming a bookkeeper was a natural progression. I grew up watching my parents run their business and helped them out where I could. It gave me an insight into what their business looked like on paper and, eventually, an interest that evolved into a very satisfying career path.

How has your career path unfolded?

I worked in administration and accounts payable/receivable roles, but it was my husband's business which gave me the opportunity to move forward, improve systems and explore.

With the guidance of my husband's accountant, I transferred his manual bookkeeping method to a software accounting package. This gave me the knowledge to help other small business owners. Many of them had been struggling to understand common bookkeeping tasks within their own software. Often, they had no record keeping systems in place.

In 1999 I had enough clients to leave my administration and accounts receivable job with a surfwear manufacturer. I could now focus solely on preparing for the introduction of the GST system, which commenced in July 2000.

 

Tell us about your present role

I work alone from home and visit offsite businesses. I use cloud-based and software based accounting packages.

I'm currently familiarising myself with other cloud-based options such as payroll systems and service industry job management/scheduling, which integrate with accounting packages. My husband's accounting package has been transferred again. This time it is cloud-based, which has made it much more accessible for us.

The bookkeeping environment is changing and constantly challenging. Our tools are certainly improving and that ultimately improves the business outcomes for our clients. As for me, well, I love what I do!

 

What courses have you done?

Completed Certificate IV in accounting which includes payroll and BAS preparation.
MYOB training, Saasu certified partner, registered BAS Agent with the TPB.

 

When and why did you join AAT Australia?

I joined AAT in 2007. It was an immediate shot of confidence, knowing that AAT would keep me informed of tax changes, industry feedback and development opportunities such as educational seminars. The fact that it's supported by industry heavyweights like CPA Australia, ICA and the IPA is another major bonus.

AAT's quarterly magazine always contains rich information, resources and is a useful keeper!

AAT Membership gives me peace of mind, knowing that the information I get is relevant, up to date, and beneficial to both me and my clients.

 

What are some of your favourite things?

Twitter would have to top the list here. It's a wonderful way to observe the interaction of bookkeepers or join in on the conversation.
Twitter keeps me abreast of industry news such as the latest from the ATO, accountants' tips, or who's using cloud based connectors and add-ons. Even AAT Australia shares posts.
If you work alone, Twitter is a great way to get accounting or bookkeeping tips, ideas and opinions.

Start-ups are also a favourite. It's so rewarding to steer a young business in the right direction. To watch its owners develop good record-keeping habits, learn to read a profit and loss report and build the confidence to talk with their financial advisor.

 

Could you tell us a little more about yourself?

My husband and I enjoy all things outdoors with our two children. Surfing, fishing, bushwalking...we'll give anything a go!
My daughter and I share a passion for horses. It's wonderful that I can share my knowledge and guide her through all the joys of owning a horse and learning to ride.
We have loads of positive energy for our children. We want them to have the ultimate childhood with lots of happy memories.

 
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