Board governance — agendas, board packs, professional minute-taking
Director transitions — onboarding, offboarding, ASIC/ACNC documentation
Executive inbox, scheduling and correspondence — complex calendars, email filtering, drafting communications on behalf of leadership
Meeting coordination — papers circulated on time, action items tracked, follow-ups chased
Compliance calendar — key governance dates and reporting deadlines tracked and met
Digital filing — secure, audit-ready filing systems
Special projects — clearing bottlenecks, building workflows, supporting change
Lifecycle management — onboarding through to offboarding, for both staff and contractors
Contractor onboarding — agreements, ABN and insurance checks, induction documentation, system access
Staff onboarding — new starter paperwork, induction scheduling, policy sign-off, orientation coordination
System setup — implementing digital tools, maintaining one source of truth
Personnel records — compliant, up to date, easy to find
Timesheets — collected, checked and prepared
Policy and procedure support — documenting and updating how things run
Custom reporting — Excel tools that make sense of your service data
Workflow design — built and refined to fit how you actually work
NDIS administration — service agreements, client records, claiming and payment reconciliation
System transitions — coordinated moves between systems with data accuracy protected throughout
Risk and incident reporting — workflows to track risks, incidents and feedback
Compliance documentation — records maintained and audit-ready for quality checks
Stakeholder liaison — coordinating with participants, families and support coordinators
Accounts payable and receivable — bills processed, invoices generated
Payroll administration — pay cycles, superannuation and record-keeping in Xero
Bank and account reconciliations — errors caught, missing or delayed payments followed up
Financial record-keeping (non-BAS) — organised and current
Donor and contribution management — recorded and reconciled
Debtor management — professional follow-up on outstanding accounts
Budget tracking — spend monitored against budget with variances flagged early
Governance and day-to-day operations, mental health sector - A mental health organisation needed someone to run board support, HR admin and finance without adding to leadership's workload. I took on agendas, minutes and compliance records, managed accounts payable, receivable and payroll administration, and coordinated day-to-day operations end to end — freeing leadership to focus on service delivery.
High-volume NDIS claims and reconciliations - An NDIS provider's claims, payments and reconciliations were falling behind. I took over processing end to end, cleared the backlog and kept it that way — cash flow and reporting stayed accurate and up to date from then on.
Building admin systems from scratch - A newly registered NDIS provider had no administrative or compliance systems in place. I built the frameworks from the ground up — client intake, recordkeeping, compliance processes — so the organisation could operate as a registered provider from day one.
Cleaning up legacy client records - A financial services team was working off client records that hadn't been properly maintained. I reviewed and updated the data across their platform so advisers could trust what was in front of them, instead of double-checking it first.
A structured intranet, built from nothing - A health organisation had information scattered across shared drives and inboxes. I built a structured SharePoint and Teams intranet so the team could find what they needed without asking around first.
Ready to reclaim your time and get your business running smoothly?