--- title: 'Bookkeeper at Coleman Advisory' canonical: 'https://feeny.ai/job/bookkeeper-coleman-advisory-nadi-s2w06ww34ff6' type: 'job' last_seen: '2026-09-14' --- # Bookkeeper at Coleman Advisory - **Company:** Coleman Advisory - **Location:** Nadi - **Employment:** full-time - **Work type:** remote - **Posted:** 2023-11-29 - **Last confirmed live:** 2026-09-14 - **Apply:** https://jobs.gem.com/colemanadvisory-com-au/am9icG9zdDo4iBBm0MlIsQpP6uFRSb9i ## Job description A bookkeeper plays a crucial role in managing an organization's financial records. The primary responsibility of a bookkeeper is to accurately record and maintain financial transactions for a business. Here is a typical job description for a bookkeeper: Job Title: Bookkeeper Job Overview: As a bookkeeper, you will be responsible for recording and maintaining financial transactions, including purchases, expenses, sales, and receipts. You will play a key role in ensuring the accuracy of financial data and assisting in the preparation of financial statements. Attention to detail, organizational skills, and a strong understanding of accounting principles are essential for success in this role. Key Responsibilities: - Record Transactions: - Accurately record and classify financial transactions in the accounting system. - Maintain detailed and organized financial records for easy retrieval and reference. - Accounts Payable: - Process and record invoices, ensuring timely and accurate payments to vendors. - Reconcile accounts payable transactions and resolve discrepancies. - Accounts Receivable: - Record and track customer invoices, receipts, and payments. - Follow up on overdue payments and communicate with clients regarding outstanding balances. - Bank Reconciliation: - Reconcile bank statements to ensure accuracy and identify any discrepancies. - Investigate and resolve discrepancies in a timely manner. - Financial Reporting: - Assist in the preparation of financial statements, including profit and loss statements, balance sheets, and cash flow statements. - Provide financial reports to management on a regular basis. - Payroll Processing: - Process payroll accurately and on time. - Ensure compliance with tax regulations related to payroll. - Compliance: - Stay informed about relevant accounting regulations and ensure compliance with local, state, and federal laws. - Assist with audits and provide necessary documentation. - Financial Analysis: - Provide support for financial analysis and budgeting activities. - Assist in identifying areas for cost savings and efficiency improvements. Qualifications: - Proven experience as a bookkeeper or in a similar role. - Solid understanding of accounting principles and financial regulations. - Proficiency in accounting software and Microsoft Excel. - Excellent attention to detail and organizational skills. - Strong communication and interpersonal skills. - Ability to work independently and collaboratively as part of a team. - High degree of integrity and confidentiality. Education: - A degree in accounting, finance, or a related field is preferred. - Relevant certifications (e.g., Certified Bookkeeper) may be advantageous. ## About Coleman Advisory ## Company Overview - **One-liner**: Coleman Advisory provides accounting, taxation, financial planning, mortgage broking, and business advisory services to individuals, families, and small businesses across Australia. - **Entity Type**: Private (Australian Private Company, ABN 58 657 827 864) - **Headquarters**: Umina Beach, NSW 2257, Australia - **Founded**: 2022 (ABN active from 7 March 2022) - **Founders**: Aidan Coleman (based on public listings) ## Core Business - **Primary industry**: Financial Services – Accounting, Tax, Financial Planning, Mortgage Broking, Business Advisory - **Target customers**: B2C (individuals, families) and B2B (small businesses, self-employed) - **Mission statement**: “To provide trusted advice so that everyone has the freedom to achieve their full potential.” ## Products & Services - **Accounting & Tax**: Registered tax agents handling personal and business tax returns, BAS/GST, bookkeeping, and accounting system setups. - **Financial Planning**: Wealth creation strategies, retirement planning, SMSF (self-managed super fund) administration. - **Mortgage Broking**: Home loans, refinancing, investment property loans, business and car loans. - **Business Advisory**: Business setup, financial reporting, strategic planning, and ongoing advisory support. ## Market Standing - **Valuation/Market Cap**: Not disclosed (private company) - **Key Metric**: Total funding – None (bootstrapped); Annual revenue – Not publicly available - **Employees**: 8 (as of early 2026, with monthly headcount growth of +12.5%) - **Notable Investors/Partners**: None publicly listed - **Growth Signals**: Monthly website traffic of ~6,335 visits, growing +433% month-over-month and +475.9% year-over-year; strong local presence in the Central Coast region of NSW. ## Competitive Advantages - Full suite of financial services under one roof (accounting, financial planning, mortgage broking) – clients get a “big firm experience without the price tag.” - Open communication and approachable team culture, focused on building long-term relationships. - Deep local knowledge of the Central Coast market and regulations. ## Strategic Focus - Expanding digital presence (website traffic growth indicates increased online reach). - Growing the team (Gem careers page suggests active hiring). - Continuously broadening service offerings to meet client needs across personal and business finance. ## Why Work Here - **Culture**: Emphasis on approachability, communication, and taking an active interest in clients’ affairs. Small team environment (8 people) offers high autonomy and broad exposure. - **Work policy**: Likely office-based in Umina Beach, NSW (no remote/hybrid policy publicly stated). - **Perks**: Not explicitly detailed, but the firm’s growth trajectory suggests opportunity for career advancement and skill development across multiple financial disciplines. - **Engineering/tech culture**: Not applicable (financial services firm, not a tech company). ## Sources 1. [ABN Lookup – COLEMAN ADVISORY PTY LTD](https://abr.business.gov.au/ABN/View?id=58657827864) 2. [AccountantList – Coleman Advisory](https://www.accountantlist.com.au/4474-Coleman-Advisory.aspx) 3. [Coleman Financial Group (company website)](https://colemanfinancialgroup.com.au/) 4. 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