• Welcome and frame the firm • Lead the kickoff meeting: objectives, scope, milestones, roles (sponsor, internal contacts). • Assess the context: firm size and organization, business priorities, calendar constraints. • Provide the training kit and enroll participants in Pennylane group sessions. • Prepare and facilitate “first steps” workshops focused on key workflows (bookkeeping, review, VAT, period‑end closing). • Monitor participation and follow up with teams until the expected level is achieved. • Define prerequisites and checklists; establish a simple dated schedule. • Organize short, regular unblock sessions; respond promptly to questions. • Centralize feedback, handle straightforward issues, and escalate technical topics to the relevant teams (Migration, Support, Product). • Maintain a dashboard: progress, adoption, incidents, risks. • Produce clear minutes after each meeting; record decisions. • Prepare the handover package for the team responsible for long‑term adoption follow‑up. • Equip the sponsor and internal contact with communication tools for staff. • Collect field feedback and continuously improve materials (FAQ, guides, templates).

• Unsolicited application to join the Pennylane team as an Accountant.

• Record accounting entries in accordance with the chart of accounts and current regulations; • Perform account reconciliations (bank, suppliers, customers, and other balance sheet accounts); • Organize and manage physical and digital accounting documents; • Assist in the preparation of financial statements and management reports; • Support internal and external audit processes; • Support compliance with accounting-related regulatory requirements; • Contribute to the standardization and continuous improvement of departmental processes.

• Bank reconciliations, accounts payable, invoicing • Cash flow management and end of month reporting • Managing employee expenses • Payroll processing using Xero • Managing work cover compliance • General admin and data entry as required.