About

About Our Maitland Bookkeeping Practice

Our Story: A Safe Place for Your Business

Established in June 2017, The Vault Bookkeeping was born out of a deep understanding of the importance of trust and flexibility in the world of business. The name “Vault” reflects our commitment to providing a secure and reliable place for your business’s financial well-being. We understand that your business is priceless, and you can trust us to care for it as if it were our own.

The Vision Behind It All: Pioneering a New Era in Bookkeeping

When our founder, Katie, embarked on this journey, she had a clear vision in mind. It was a time before the COVID-19 pandemic and the widespread adoption of flexible working conditions. With a husband who worked shift working hours, a two-year-old child, and another on the way, the constraints of a traditional, office-based job simply wouldn’t fit her family’s needs.

In this unique moment, a virtual bookkeeping practice was born. It was new and unheard of, a pioneering approach to financial management that broke free from the conventional mould. The Vault Bookkeeping, even to this date, remains committed to pushing boundaries beyond the norm. Our philosophy “Beautiful Business, Virtually Anywhere,” continues to be the guiding principle that defines us.

Katie brought a wealth of financial expertise to the table, with a background spanning banking, lending, insurance, and superannuation. Her experience extended beyond finance, encompassing training and assessment, as well as contract management within the mining industry. It was a natural choice for Katie to leverage her knowledge and passion to help and teach others.

Family-Centric Values

At The Vault Bookkeeping, we believe that family is at the core of everything we do. Our business is designed to work for your family, just as it was designed to work for ours.

Our Core Vision: Empowering Tradespeople

Our central mission is to empower trade-based businesses. We collaborate closely with tradespeople to help them reclaim their time, gain control over costs, and fuel their growth. Our approach involves a range of strategies, from implementing cutting-edge apps to easily track job profitability to enabling four-day workweeks. We work with you to set both business and personal goals and hold you accountable to budgets and cashflow plans.

Fueling Growth and Creating Freedom

Our ultimate goal is to enable trade-based businesses to transform their back-end operations into a virtual, efficient powerhouse. By doing so, we help business owners step away from the daily grind and enjoy more quality time with their loved ones.

At The Vault Bookkeeping, we’re not just about numbers; we’re about creating a secure, flexible, and prosperous future for your business and your family. Join us on this journey, and let’s unlock the potential of your business together.

Stay focused on your business

The Vault Bookkeeping is your local Maitland bookkeeper and registered BAS Agent.

You have read what we are about, why not meet the team. 

Katie Williams

Managing Director & BAS Agent

In 2018, Katie launched The Vault Bookkeeping. Her extensive background spans various domains, including Banking & Lending, Superannuation & Training, Marketing, and Sales.

Katie’s true passion lies in collaborating with SMEs to streamline their business operations, enabling them to focus on their core strengths.

Beyond work, she enjoys quality time with her husband, two adorable daughters, and their two dachshunds Theodore & Millie. They’re avid travellers and love exploring Australia’s beauty in their caravan.

Racheal Graham

BAS Agent | Admin Pro

Racheal joined the team in 2020 after several years working in accounts management within the building
industry.

Previously had her own bookkeeping business supporting locals in the beautiful Dungog region.

In her spare time, she loves being with her family, including two lively grandsons and the grandsnag Trax (dachshund), kayaking, and sewing.

Katrina Roxby

Bookkeeper

Katrina, who joined the team in September 2023. With her extensive experience in trade business bookkeeping and a passion for streamlining processes, she’s working towards her BAS agent registration and is a valuable addition to our team.

Beyond her professional skills, Katrina cherishes time with her family and grandchildren, loves exploring new places, and enjoys diverse culinary experiences and wines.

Her vibrant energy and family-centric values align perfectly with our values at The Vault Bookkeeping. 

Donna March

Bookkeeper | Budget Pro

Donna has been with us since 2020 and comes with the knowledge of 30 years of banking and lending. 

Donna’s role at The Vault is working with our Micro clients and allowing them to focus on what they do best.

You can find Donna in her spare time enjoying a walk, being with family or travelling in their motorhome.

Josie Taylor

Trainee Bookkeeper

Josie is our newest trainee, starting in early June 2023. 

Previously working as an early childcare educator and within the management team. 

She loves a schedule and has an eye for detail and consistency. 

Josie has a beautiful little girl and also a dachshund called Duke.

New Employee?

Bookkeeper

Are you a whiz at balancing books and a master of spreadsheets? If so, our team needs you! We’re on the hunt for our next Bookkeeping Pro – someone who’s passionate about precision and loves a good number crunch.

No need to own a dachshund, but a sense of humor and a knack for numbers are must-haves! Join us in making finance fun and keeping our accounts in tip-top shape.

Ready to be our accounting ace? Apply now and let’s see if you’re the perfect fit!

Hello….. Is it YOU we are looking for?

There is always place at The Vault for the right person – is that you?

We are a supportive bunch, passionate about skill growth as we build long-term relationships within the team and alongside our clients. Weather you are a BAS Agent or looking for a Traineeship, we could have the spot as for you.

If so, email your CV and cover letter, including highlights about yourself, your ideal work-life balance, your availability, and why The Vault Maitland Bookkeeper could be perfect for you to: support@thevaultbookkeeping.com.

  • Supportive
    The team have each other’s backs in every matter
  • Flexible
    We offer flexible work days, times & locations
  • Growth
    There are opportunities to grow within your role and beyond.
  • Collaborative
    A strong team dynamic is our #1 priority
  • Quality
    A fast game isn’t necessarily a good game – we value quality over quantity
  • Empowering
    Our Purpose is to empower, support and inspire our clients in their business goals 

 

And no, owning a dachshund is not a requirement to work here, but it’s definitely a bonus if you do!

Keen to chat?

We offer free consultations to all new clients.