About My Money Managed

MMM (My Money Managed) Finance World is the result of one person's desire to provide a service that all business owners need and ask for.

My name is Kayleen Mahony.

Starting my career in the National Australia bank in 1985, I have always enjoyed the combination of customer service and the requirement to reconcile on a daily basis.

After continuing to add to my skills in the NAB, Security Permanent Building Societty and IOOF, I soon craved the challenge of smaller specialised firms enabling me to refine my office management abilities.

It was whilst working as an Office Manager / Bookkeeper at the James R Knowles Office in Melbourne, (June 2002 to May 2004) that I stumbled across my desire to explore the bookkeeping field in more detail. With the support of the company Accountant and my brother, James Mahony (CPA), I began to add to my qualifications.

To this day I believe that it is not until we encounter a life changing event that we truly take stock of where we are in life and what we want to achieve. In March 2004 I lost my brother to brain cancer. Even though he continually told me that my bookkeeping ability was one of the best he had encountered in his own Accounting firm, it was not until he was gone that I decided to follow his instructions to commence my own business as my desire to work 6 days a week and be paid for 5 was not benefical.

I applied for an ABN and commenced my business on 01 July 2004. With the knowledge that if a business succeeds after the first 5 years then I have a future, I  started the count down to 30/06/2009 to see if I would suceed as James had promised.

As the face of MMM Finance World, I personally source and choose clients that will benefit from my expertise. With each new client I follow the following steps.

1. Assess and then analyse their accounts.

2. Familiarise myself with the clients lifestyle.

3. Work with the client to create a bookkeeping solution that will optmize the use of business expense and decrease the tax calculated on annual drawings.

In addition I enjoy the ability to offer my services in superannuation audit preparation and other forms of analytical or forensic bookkeeping.

QUALIFICATIONS:

2004 - Bookkeeping Basic and Intermiate courses - Swinburn University of Technology

2007 - Certificate IV in Financial Services (Finance / Mortage Broking)

2010 - ATO Regisitered BAS Agent (91810003)

2013 - Certificate IV in Financial Services (Bookkeeping)

2014 - Xero Certified

MEMEBERSHIPS

2009/2010 - BNI Carlton

2010/2011 - BNI Success Connections

2010/2011 - BNI Ambassandor

2013/2014 - ATMA (Association of Taxation & Management Accountants)

SKILLS

MYOB Software V13 to V2012.6

XERO Software 

Financial Reporting

Payroll Assistance including Superannuation

Office restructuring and Human Resources Assistance