Ah, accounting. Such a small word for one that entails a great deal of work.
Financial management is critical to any business. Regardless of what businesses are trending, a healthy cash flow still remains to be the lifeblood of a functioning company. Staying on top of your sales and expenses (i.e., knowing where the money is coming from or going) is critical to your business success.
However, let’s face it. Accounting is tedious and time-consuming. Sure, you can’t do without it, but you also risk neglecting actually growing your business if you allocate too much time for it. On the other hand, hiring a full-time bookkeeper or accountant can be too costly for most small business owners too.
So, what’s the solution to all this?
In a word, it’s outsourcing to the Philippines. Now, before you roll your eyes, hear me out.
The Philippines happens to be a hotbed for some of the world’s best remote talents. Whether we’re talking graphic design, customer service, or bookkeeping, they’re bound to have some pretty viable candidates for it. In addition, the country’s melting pot history also resulted in its citizens having an excellent command of the English language. Their neutral accent, for one, makes communication a lot easier, and this is critical to any successful remote working relationship.
Now that that’s out of the way, let’s talk about how you can go about outsourcing accounting and bookkeeping successfully:
1. Identify the specific tasks you want to outsource.
Accounting is a big and diverse field. It would be easier to hire the right people if you’re clear about the specifics of what you want them to do from the get go.
What does this mean? Well, for example, instead of saying you need an accounting expert, list down the tasks you need to outsource. These may include:
- Bookkeeping;
- Payroll management;
- Tax preparation and filing;
- Drawing up financial statements.
If there’s a specific software your remote worker needs to be familiar with, be sure to indicate that as well.
2. Canvas your options.
You can look into hiring a freelancer vs. going through an outsourcing agency. For the former, you can troll online job platforms, check Facebook groups, or ask for referrals. In the latter’s case, well, you can check out Remote Staff. *wink*wink*
Both options have their own pros and cons, of course, which you can read about here. Thus, make your decision based on which option suits yours and your business’ needs better.
3. Seek out a remote worker or team with the right experience.
It’s all too tempting to hire the next stay-at-home parent with rock-bottom rates to do your numbers. But remember, an amateur’s mistakes could end up costing you far more than an expert’s paycheck ever could.
Related read: Here’s Why You Need to Outsource Your Bookkeeping
So, by all means, seek cost-effective options, but don’t neglect the level or sort of experience that your business needs too. If you have a small or medium business, you’ll want to work with someone who’s used to doing the numbers for such. It’ll make onboarding them easier, and you’ll have more peace of mind down the line.
4. Book a discovery call or call back to learn more.
This will apply if you opt to outsource your accounting or bookkeeping via an agency. Fortunately, such calls are free of charge, but they’re a great way to learn more about the company.
For instance, you’d want to know about how long they’ve been in the industry, their SOP’s for recruitment and onboarding, as well as their pricing. If you have concerns or questions about other things, you can bring them up during the call too.
Candidates:
Filter by Role:
*Booking interviews depend on candidates' availability and interest.
All-inclusive Rate: USD $8.54/hr
May
Candidate ID: 380378
ADVANCED
-
Xero, Bookkeeping, Microsoft Office, Google Spreadsheet...
INTERMEDIATE
-
QuickBooks, Adobe Photoshop, English Language...
Median Rate
$8.54
$9.29
if $1 = PHP52
$10.96
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 8.54 per hour or $USD 740.06 per month
Full Time: $USD 8.54 per hour or $USD 1480.13 per month
Remote Staff Recruiter Comments
- Mhai finished a bachelor's degree in Accountancy and has been working for 10 years now. For five years now, she has worked for AU-based clients as a Bookkeeper in an accounting firm handling various accounts such as retail, restaurant, construction, and gift shop.
- Her latest client is with a UK company where she worked as a Bookkeeper and Technical Support for almost a year.
- She is competent in performing the following tasks:
- Accounts Receivable and Account Payable management
- Bookkeeping
- Auditing
- Invoicing
- Bank and credit card reconciliation
- Inventory control
- Payroll administration - Australia
- BAS/IAS preparation
- Administrative activities
- She is a user of Xero, QuickBooks Desktop and Online, Microsoft Office Apps (Excel, Word, Access, Outlook, Teams), HubDoc, and Google Spreadsheet.
- She is a Certified Xero Advisor.
- She is available to start immediately in part-time and full-time roles, day shift.
Strongest Behaviors
- Proactivity, assertiveness, and sense of urgency in driving to reach personal goals. Openly challenges the world.
- Independent in putting forth their own ideas, which are often innovative and, if implemented, cause change. Resourcefully works through or around anything blocking completion of what they want to accomplish; aggressive when challenged.
- Collaborative; usually works with and through others. Intuitive understanding of team cohesion, dynamics, and interpersonal relations.
Behavioral Summary
May Ann is a confident, independent self-starter with competitive drive, initiative, a sense of urgency, and the ability to make decisions and take responsibility for them. Can react and adjust quickly to changing conditions and come up with ideas for dealing with them.
Her drive is purposeful, directed at getting things done quickly. She responds positively and actively to challenge and pressure, and has confidence in their own ability to handle novel problems and people. An outgoing, poised person, a lively and enthusiastic communicator, tending to be a little more authoritative than persuasive in style. Talks briskly, with assurance and conviction and is a stimulating influence on others, while being firm, direct, and self-assured in dealing with them.
Employment History
Xero Bookkeeper
Industry:
Construction / Building / Engineering
Employment Period:
February 2020 to April 2021 (14 Months)
Duties and Responsibilities:
- Review and process' receipts and invoices uploaded in Receiptbank to Xero.
- Ensure all client company transactions are accurately coded in Xero.
- Prepare payroll for clients.
- Review suppliers' statements and chase suppliers for any missing invoices.
- Review activity statements as part of BAS preparation and inform the accountant once ready for lodgment.
Bookkeeper
Industry:
Accounting / Audit / Tax
Employment Period:
January 2011 to October 2012 (21 Months)
Duties and Responsibilities:
- Receives approves, and, when necessary, investigates client's accounts payable invoices.
- Codes payables for accounts payable clerks to input.
- Communicates (both in verbal and written form) with clients, client suppliers, vendors, and banking contacts.
- Handles client mail.
- Prepares appropriate schedules and reports as requested by clients.
- Assists clients on tax return preparation.
- Other duties as assigned from time to time by clients or bosses.
Project Accountant
Industry:
Heavy Industrial / Machinery / Equipment
Employment Period:
August 2013 to September 2014 (13 Months)
Duties and Responsibilities:
- Prepares and processes a biweekly salary of over 700 employees allocate in two respective accounts.
- Validates the salary discrepancy claims filed by the employee and submit adjustments reports.
- Responds to inquiries concerning compensation and benefits.
- Documents financial transactions on a daily basis.
- Recommends financial actions by analyzing accounting options.
- Prepares financial reports by collecting, analyzing and summarizing account information.
Project Auditor
Industry:
Oil / Gas / Petroleum
Employment Period:
November 2014 to May 2015 (6 Months)
Duties and Responsibilities:
- Plan and manage assigned audit projects according to established standards.
- Oversee auditing for operational, financial and compliance areas.
- Evaluate business processes and internal controls to identify gaps and risks.
- Analyze the root causes of control inefficiencies and recommend corrective actions.
- Review audit findings and prepare audit reports with recommendations.
- Review audit recommendations with management and develop action plans.
Treasury Staff
Industry:
Retail / Merchandise
Employment Period:
October 2015 to July 2016 (9 Months)
Duties and Responsibilities:
- Prepare daily reports including Consolidated Sales, Sales Adjustment, Error and Deviation, Credit Card Settlement and Billing, Deposits, etc.
- Responsible for the safety, security and accurate handling of cash funds.
- Verifies vault and petty cash fund
- Prepares, records, and monitors till distribution
- Prepares to batch of small bills and ensures that small bills are available all times.
- Deposits total sales to the bank to be picked up by the bank teller.
- Receives and records cash and credit sales from cashiers and customer service staff.
- Performs other related tasks assigned by the immediate superior of Store Managers
Bookkeeper (AU)
Industry:
Accounting / Audit / Tax
Employment Period:
August 2018 to November 2018 (3 Months)
Duties and Responsibilities:
- Review and process client's receipts and invoices uploaded in Hubdoc.
- Ensure all the files uploaded by the client have been forwarded in Xero and tag has been added for easy record keeping.
- Ensure all client’s company transactions are accurately coded in Xero.
- Prepare necessary manual journals.
- Prepare payroll for clients, send the payslip to all employees and attend to all employee's queries regarding their wages.
- Reconcile tax liabilities in clients' Xero account against clients' ATO portal.
- Create Xero custom templates for the client's business.
- Prepare BAS/IAS.
Bookkeeper (AU)
Industry:
Accounting / Audit / Tax
Employment Period:
August 2018 to October 2019 (14 Months)
Duties and Responsibilities:
- Review and process client's receipts and invoices uploaded in Hubdoc.
- Ensure all the files uploaded by client has been forwarded in Xero and tag has been added for easy record keeping.
- Ensure all client’s company transactions are accurately coded in Xero.
- Prepare necessary manual journals.
- Prepare payroll for clients, send payslip to all employees and attend to all employee's queries regarding their wages.
- Reconcile tax liabilities in clients' Xero account against clients' ATO portal.
- Create Xero custom templates for client's business.
- Prepare BAS/IAS.
- Self research and training regarding software and policy updates.
Xero Bookkeeper
Industry:
Accounting / Audit / Tax
Employment Period:
February 2021 to May 2021 (3 Months)
Duties and Responsibilities:
- Review and process client's receipts and invoices uploaded in Receiptbank to Xero.
- Ensure all client’s company transactions are accurately coded in Xero.
- Prepare payroll for clients.
- Review supplier's statement and chase the supplier for any missing invoices.
- Review activthe ity statement as part of BAS preparation and inform the accountant once ready for lodgement.
Executive Assistant (AU)
Industry:
Law / Legal
Employment Period:
June 2021 to December 2022 (18 Months)
Duties and Responsibilities:
- Train new helpdesk team members to excel in their roles, offering ongoing support to enhance their performance.
- Assist legal team by helping to create various important documents like legal claims and briefs.
- Ensure client files were accurate and up-to-date, preventing any important dates from being overlooked.
- Support lawyers with tasks like organizing documents and communicating with different parties.
- Keep track of the progress of legal matters and communicated any needs for evidence.
- Manage the creation and updating of case files using Actionstep software.
- Check invoices and expenses for accuracy on each case.
Bookkeeper and Technical Support (UK)
Industry:
Law / Legal
Employment Period:
April 2023 to March 2024 (11 Months)
Duties and Responsibilities:
- Review and process bills.
- Reconcile all bank accounts and ensure the Xero balance matches bank-issued statements.
- Ensure that all transactions are coded correctly.
- Configure the Actionstep backend to add or update existing matter workflows, document templates, calculated merge fields, etc.
- Assist lawyers in resolving any Actionstep-related technical issues.
- Raise invoices in Actionstep.
- Reconcile Actionstep client ledgers, ensuring all bank transactions are entered appropriately.
Bookkeeper (AU)
Industry:
Accounting / Audit / Tax
Employment Period:
March 2019 to October 2019 (7 Months)
Duties and Responsibilities:
- Review and process clients' receipts and invoices uploaded in Hubdoc to Xero.
- Ensure all client company transactions are accurately coded in Xero.
- Prepare necessary manual journals.
- Prepare payroll for clients. Create Xero custom templates for clients' businesses.
- Prepare BAS/IAS.
Bookkeeper (AU)
Industry:
Others
Employment Period:
November 2019 to May 2020 (6 Months)
Duties and Responsibilities:
- Review and process clients' receipts and invoices uploaded in Receiptbank to Xero.
- Reconcile all bank accounts and ensure the Xero balance matches bank-issued statements.
- Process weekly payroll for employees.
- Ensure that all transactions are coded correctly.
- Prepare and lodge BAS through the Xero portal.
Education History
Field of Study:
Finance/Accountancy/Banking
Major:
ACCOUNTANCY
Graduation Date:
April 1, 2013
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
-
Xero, Bookkeeping, Microsoft Office, Google Spreadsheet,
INTERMEDIATE ★★
-
QuickBooksAdobe PhotoshopEnglish Language
Work at Home Capabilities:
- Internet Bandwidth: Between 5mbps to 100mbps
- Working Environment: Private Room
- Speed Test Result: https://www.speedtest.net/result/16060379215
- Internet Type: Fiber
- Hardware Type: Desktop
- Brand Name: Gigabyte
- Processor: AMD Ryzen 5
- Operating System: Windows 10
All-inclusive Rate: USD $9.50/hr
Mechelle
Candidate ID: 370028
ADVANCED
-
Xero Accounting, Microsoft Office...
INTERMEDIATE
-
Accounting Reconciliation, Accounts Payable Management, Accounts Receivable Management, Financial Accounting...
Median Rate
$9.50
$10.40
if $1 = PHP52
$12.40
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 10.46 per hour or $USD 906.26 per month
Full Time: $USD 9.50 per hour or $USD 1646.32 per month
Remote Staff Recruiter Comments
Mechelle demonstrates strong qualifications for the bookkeeping role, with extensive hands-on experience in bank reconciliations, accounts payable/receivable, payroll processing, and client communications. She has worked in the finance and construction industries as well as banking, consistently handling end-to-end bookkeeping responsibilities. In her most recent roles, she processed bills and payroll, managed sales invoicing, performed daily bank reconciliations in Xero and MYOB, and supported tax compliance tasks including BAS, IAS, and year-end reporting.
Her background shows adaptability in managing multiple client files, including file clean-ups, reconciliations, and preparation of financial statements. She has direct experience corresponding with clients to clarify missing documents and receipts, ensuring accuracy and compliance in reporting. Additionally, her prior leadership roles as a branch accountant and payroll officer highlight her ability to collaborate effectively with managers and principals while delivering accurate results under deadlines.
Mechelle is Xero Advisor Certified, further strengthening her technical competency for this role. With proven reliability, attention to detail, and the ability to support ad hoc accounting and tax preparation tasks securely, she is well-prepared to manage a portfolio of client files while contributing positively to the team.
Predictive Index Behavioral Profile - Operator
Strongest Behaviors
- Guarded, serious, deeply introspective, and very reserved; it takes MECHELLE quite a while to connect to and trust anyone new.
- An immersive thinker, has a strong ability to concentrate on the current task at hand for very long periods. Much more focused on technical matters than social ones. Very consistent and patient with systematic routines.
- Works at a very steady, methodical, pace; needs familiar processes, environments, and co-workers to be effective. Changes these only when absolutely necessary.
- Persistence; consistent pursuit of goals in calm, methodical manner even when setbacks occur. Opinionated; slow to change.
- Cooperative, easy-going, and agreeable in getting along with others. A focused, uncritical listener who won’t “rock the boat.”
- Methodical, steady, and even-paced; loses productivity when interrupted.
Employment History
Senior Accountant
Industry:
Repair and Maintenance Services
Employment Period:
May 2022 to December 2022 (7 Months)
Duties and Responsibilities:
• Bank Reconciliation with Ibody (inhouse Accounting Software) and Xero
• Profit and loss analyzation
• Uploading of certain documents and invoices related to entries
• Journalizing
• Train newly hired Accountants
• Prepare Ex GST and InGST
Branch Controller
Industry:
Banking / Financial Services
Employment Period:
January 2020 to May 2022 (27 Months)
Duties and Responsibilities:
• Monthly preparation of financial Statement
• Bank reconciliation
• Local Tax Preparation
• Financial Forecasting
• Journal Entry
• Accounts Receivable and Payable Reporting
• Profit and loss Reporting
Budget Assistant
Industry:
Government / Defence
Employment Period:
January 2018 to December 2019 (23 Months)
Duties and Responsibilities:
• Preparing daily reports on budget and in progress contracts
• Email Management
• Schedule appointment (Personal or Office)
Branch Accountant
Industry:
Banking / Financial Services
Employment Period:
September 2011 to February 2013 (17 Months)
Duties and Responsibilities:
• Bank Reconciliation
• Local Tax Preparation
• Financial Forecasting
• Journal Entry
• AP/AR & PL Reports
• Financial Analysis
• Invoicing
HR Head/Payroll officer
Industry:
Construction / Building / Engineering
Employment Period:
August 2015 to August 2017 (24 Months)
Duties and Responsibilities:
• Administered pre-employment background checks and facilitated drug screenings
• Monitored employee relations and supported harmonious work culture through effective conflict resolution
• Explained HR policies and procedures and answer employee questions
• Addressed all hourly staffing and recruiting needs, including job postings, interviews and temp agency collaboration
• Met with new hires to conduct orientation and on-boarding sessions.
• Managed the onboarding of new employees, including processing paperworks, conducting orientations and providing information such as compensation, benefits and opportunities for promotion.
Branch Accountant
Industry:
Banking / Financial Services
Employment Period:
February 2011 to August 2011 (6 Months)
Duties and Responsibilities:
• AP/AR Schedules
• Ageing
• Invoicing
Bookkeeper
Industry:
Utilities / Power
Employment Period:
May 2023 to August 2023 (3 Months)
Duties and Responsibilities:
- Perform accounts receivable, payable and cashflow
- Perform bank and loan reconciliation
- Assist month end closing activities
- Prepare balance sheet
- Perform financial statement
- Perform any Adhoc related tasks
Bookkeeper
Industry:
Telecommunication
Employment Period:
August 2023 to April 2024 (8 Months)
Duties and Responsibilities:
Accounts Payable (AP) Management:
- Process bills and vendor invoices through Hubdoc.
- Ensure timely approvals and payments.
Payroll Processing:
- Manage payroll for employees, ensuring accuracy in deductions, benefits, and salaries.
- Submit payroll records for compliance and reporting purposes.
Sales Invoice Processing:
- Create, manage, and track sales invoices.
- Follow up on outstanding payments and maintain accurate records.
End-of-Year (EOY) Income Tax Return (ITR) Processing:
- Prepare financial records for EOY reporting.
- Assist in the compilation and submission of ITRs.
Business Activity Statement (BAS) and Instalment Activity Statement (IAS) Processing:
- Prepare and lodge BAS and IAS with accurate GST and tax reporting.
- Ensure compliance with local tax regulations.
Bank Reconciliation:
- Perform daily/weekly bank reconciliations to align accounts with financial statements.
- Identify discrepancies and resolve them promptly.
April Monthly Tasks:
- Summarize and report all financial activities for the month.
- Ensure all month-end procedures are completed for accurate bookkeeping.
Bookkeeper(Part time, minimal hours on weekend)
Industry:
Accounting / Audit / Tax
Employment Period:
April 2024 to Present
Duties and Responsibilities:
- Manage accounts payable and receivable.
- Track and categorize expenses.
- Process payroll and calculate deductions.
- Reconcile bank accounts regularly.
- Prepare documents for tax filings.
- Generate monthly financial reports.
- Maintain organized and accurate financial records.
Education History
Field of Study:
Finance/Accountancy/Banking
Major:
Accountancy
Graduation Date:
March 26, 2010
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
-
Xero AccountingMicrosoft Office
INTERMEDIATE ★★
-
Accounting Reconciliation, Accounts Payable ManagementAccounts Receivable ManagementFinancial AccountingXero AccountingGeneral Accounting
Work at Home Capabilities:
- Internet Bandwidth: Between 5mbps to 100mbps
- Working Environment: Shared Room
- Speed Test Result:
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: HP
- Processor: AMD Ryzen 5 4500U with Radeon Graphics 2.38 GHz
- Operating System: Windows 11
All-inclusive Rate: USD $13.33/hr
Emerson
Candidate ID: 367230
ADVANCED
-
Taxation, BAS, BAS Reporting, Invoice Audit...
INTERMEDIATE
-
Teaching, Accounting, Accounting Reconciliation, Financial Accounting...
Median Rate
$13.33
$14.84
if $1 = PHP52
$18.17
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 13.33 per hour or $USD 1155.55 per month
Full Time: $USD 13.33 per hour or $USD 2311.11 per month
Remote Staff Recruiter Comments
- Emer is working since 2011 in the field of Accounting.
- He gained experience in Financial reports, accounts receivable, accounts payable, balance sheet, income statement, auditing, reconciliation, and bookkeeping.
- He also has extensive knowledge of Australian taxation. Preparing and lodge BAS, IAS, and Individual Tax Returns.
- He has worked with companies that cater to clients in Australia.
- He has used tools such as Xero, MYOB, BGL, Peachtree, QuickBooks, BassNet, Oracle and Microsoft Office.
- He is available to start ASAP.
Employment History
ACCOUNTING ASSOCIATE
Industry:
Banking / Financial Services
Employment Period:
November 2011 to June 2012 (7 Months)
Duties and Responsibilities:
- Prepares Monthly Financial Statements
- Prepares Monthly Bank Reconciliation
- Prepares Monthly Accounts Receivable Aging
- Prepares Monthly Accounts Payable Aging
- Prepares Monthly Sales Report
- Prepares Sales Invoices
- Prepares Disbursements Vouchers
SENIOR ACCOUNTING ASSISTANT
Industry:
Transportation / Logistics
Employment Period:
January 2014 to June 2015 (17 Months)
Duties and Responsibilities:
- Prepares Monthly Payslips for Foreign Seafarers
- Processing Monthly Earnings and Deductions of Foreign Seafarers
- Prepares Monthly Cash Position Per Vessel
- Prepares Monthly Balance Sheet Accounts Reconciliation
- Prepares Monthly Accounts Receivable Aging and Analysis
STAFF AUDITOR II
Industry:
Accounting / Audit / Tax
Employment Period:
June 2012 to June 2013 (12 Months)
Duties and Responsibilities:
- Prepares Monthly Financial Statements
- Prepares Monthly Bank Reconciliation
- Prepares Monthly Accounts Receivable Aging
- Prepares Monthly Accounts Payable Aging
- Prepares Monthly Sales Report
- Prepares Sales Invoices
- Prepares Disbursements Vouchers
- Prepares Audit Plan
- Prepares Management Letter
- Prepares Draft Audited Financial Statements
SENIOR ACCOUNTANT
Industry:
Insurance
Employment Period:
June 2013 to January 2014 (7 Months)
Duties and Responsibilities:
- Prepares Monthly Sales Report
- Prepares Monthly Accounts Receivable Aging
- Prepares Monthly Cash Position
- Prepares Monthly Sales Forecast
- Prepares Monthly Tax Returns
CLIENT MANAGER
Industry:
Employment Period:
April 2017 to June 2019 (26 Months)
Duties and Responsibilities:
- Manage and Oversee the day to day Operation of the Business (Client Bookkeeping)
- Preparation of Financial Reports
- Preparation of Tax Return
- Serves as the main contact person of the clients for all their accounting concerns
- Make sure that AP, AR, Bank Recon, and Payroll team works with precision and timeliness
- Check all works and reports before being released to clients.
- Oversee the preparation of weekly/monthly financial reports
- Oversee the preparation of monthly Workpapers
- Preparation of Financial Reports and Tax Returns
- Prepares detailed Tax Reconciliation with proper documentation of every reconciling item. This may include reconciliation of Australian Tax Office Liability account movement against Payments, and File and Lodged Tax Returns
- Prepares and lodge BAS, IAS, and Individual Tax Returns ◦ Prepares BAS reconciliation
SENIOR ACCOUNTANT
Industry:
Accounting / Audit / Tax
Employment Period:
June 2019 to May 2021 (23 Months)
Duties and Responsibilities:
- Supervision of Australian Pension Funds (Self Managed Superannuation Funds)
- Preparation of Financial Reports for Company/Partnerships/Trust
- Preparation of Individual Tax Return
- Supervise fund movements and prepare monthly financial reports (AP/AR Aging, Balance Sheet, and Income Statements.
- Transaction processing
- Uploading, coding and classifying transactions either from Bank statements and documents provided by clients.
- Preparation of Leadsheets and Workpapers for Fund Audit.
- Prepares Leadsheets and Workpapers with comprehensive details of each account present in the Financial Statements which are linked to available source documents and other required reports for review and audit.
- Preparation of Financial Reports and Tax Returns
- Prepares detailed Tax Reconciliation with proper documentation of every reconciling item for SMSFs, Company and Partnerships. This may include reconciliation of Australian Tax Office Liability account movement against Payments, and File and Lodged Tax Returns.
- Prepares and lodge Monthly Tax Returns and Payroll Taxes and Individual Tax Returns
ACCOUNT MANAGER
Industry:
Accounting / Audit / Tax
Employment Period:
June 2015 to December 2016 (18 Months)
Duties and Responsibilities:
- Supervision of Australian Pension Funds (Self Managed Superannuation Funds)
- Preparation of Financial Reports for Company/Partnerships/Trust
- Preparation of Individual Tax Return
- Supervise fund movements and prepare monthly financial reports (AP/AR Aging, Balance Sheet, and Income Statements.
- Transaction processing
- Uploading, coding and classifying transactions either from Bank statements and documents provided by clients.
- Preparation of Leadsheets and Workpapers for Fund Audit
- Prepares Leadsheets and Workpapers with comprehensive details of each account present in the Financial Statements which are linked to available source documents and other required reports for review and audit. h. Preparation of Financial Reports and Tax Returns
- Prepares detailed Tax Reconciliation with proper documentation of every reconciling item for SMSFs, Company and Partnerships. This may include reconciliation of Australian Tax Office Liability account movement against Payments, and File and Lodged Tax Returns.
- Prepares and lodge Monthly Tax Returns and Payroll Taxes and Individual Tax Returns
Education History
Field of Study:
Finance/Accountancy/Banking
Major:
Accountancy
Graduation Date:
January 2, 2011
Located In:
Philippines
License and Certification: :
N/A
Field of Study:
Business Studies/Administration/Management
Major:
BUSINESS MANAGEMENT
Graduation Date:
June 2, 2021
Located In:
Philippines
License and Certification: :
N/A
Field of Study:
Law
Major:
Graduation Date:
June 2, 2021
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
-
Taxation, BAS, BAS Reporting, Invoice Audit, Financial Statements,
INTERMEDIATE ★★
-
TeachingAccountingAccounting ReconciliationFinancial Accounting
Work at Home Capabilities:
- Internet Bandwidth: Between 5mbps to 100mbps
- Working Environment: Shared Room
- Speed Test Result:
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: ASUS
- Processor: AMD E-350 Processor 1.60 GHz
- Operating System: Windows 8
All-inclusive Rate: USD $13.81/hr
Ivy
Candidate ID: 361724
ADVANCED
-
Xero Accounting, Australian Business Register, Australian Securities and Investments Commission, Australian GST...
INTERMEDIATE
-
QuickBooks, Australian Tax...
Median Rate
$13.81
$15.39
if $1 = PHP52
$18.89
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Full Time: $USD 13.81 per hour or $USD 2394.20 per month
Remote Staff Recruiter Comments
- Ivy is a seasoned professional with more than 10 years of experience in Australian accounting. She holds a degree in Accountancy and is Xero Certified. She worked with various clients through an accounting firm - medical, e-commerce, rental property, and construction.
- For over 10 years, she specialized in the following:
- Preparation of individual tax returns (ITR), company and trust tax returns, and BAS
- Accounts receivable recording
- Accounts payable recording
- Bookkeeping
- Company, trust, and SMSF setup
- Call & email handling
- Payroll
- PAYG Instalment Lodgment and variation
- She used a number of applications and software such as Xero, XPM, MYOB, ATO Portal, Microsoft Office Apps (Excel, Word, Outlook, Teams), Trello, Asana, Slack, QuickBooks, ASIC Connect, Mailchimp, Docusign, and Nowinfinity.
- She can start anytime.
- Ivy prefers working the day shift in either a part-time or full-time position that matches her skillset.
Strongest Behaviors
- Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
- Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
- Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.
Ivy Kristine is thoughtful, disciplined, and particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within their area of expertise. Works at a steady, even pace, leveraging their background for the betterment of the team, company, or customer.
With experience and/or training, they will develop a high level of specialized expertise. Serious and dedicated to the job and the company. Their work pace is steady and even-keeled, and they’re motivated by a real concern for getting work done thoroughly and correctly. Discipline and circumspect thinking will lend caution to their decision-making; Ivy Kristine plans ahead, double checks, and follows up carefully on decisions and actions.
Employment History
ACCOUNTANT/BOOKKEEPER/ADMIN
Industry:
Accounting / Audit / Tax
Employment Period:
November 2023 to August 2024 (9 Months)
Duties and Responsibilities:
- E- commerce Bookkeeping
- Ecommerce Trust and Company Tax Return Preparation
- Rental Property & Estates Financials Tax Return
- Business Activity Statements
ACCOUNTANT/BOOKKEEPER/ADMIN
Industry:
Accounting / Audit / Tax
Employment Period:
November 2019 to November 2023 (47 Months)
Duties and Responsibilities:
- Company & Trust tax Return preparations
- Financial Statements Monthly, Quarterly or Annual GST / BAS Preparation
- Bookkeeping Workpapers Call & email handling
- Contacting Australian taxation Office to waive late H &R
- Block individual tax return training fees & interest
- Charges Xero Software
- Training Contacting ASIC for changes Issues & fee waiver.
- Virtual Assistant Training
- Updating ABN details on ABR
- Customer Service and Collections
- PAYG Instalment Lodgment and variation Training
Accountant/Bookkeeper/Admin
Industry:
Accounting / Audit / Tax
Employment Period:
October 2015 to December 2019 (50 Months)
Duties and Responsibilities:
- Prepared more than 1,000 individual tax returns
- Handled bookkeeping for construction companies,
- restaurants, labour hire and many more.
- Directly communicating with our clients via email and call
ACCOUNTANT
Industry:
Accounting / Audit / Tax
Employment Period:
September 2015 to July 2016 (10 Months)
Duties and Responsibilities:
- Allocating clients advertisement
- Payroll
- recording AP/AR
- Process employees reimbursements
Accountant/Administrative Assistant
Industry:
Accounting / Audit / Tax
Employment Period:
January 2013 to September 2015 (32 Months)
Duties and Responsibilities:
- Individual tax preparation
- Communication with ATO and ASIC
- Emailing Handling
- Communication with our clients
ACCOUNTANT/BOOKKEEPER
Industry:
Accounting / Audit / Tax
Employment Period:
November 2023 to August 2024 (9 Months)
Duties and Responsibilities:
- Bookkeeping
- Individual Tax Return Preparation
- E- Commerce Tax preparation
- Rental Property & Estates Financials Tax
- Return
- Business Activity Statements/IAS
Education History
Field of Study:
Finance/Accountancy/Banking
Major:
Accountancy
Graduation Date:
April 1, 2011
Located In:
Philippines
License and Certification: :
Xero Certified
Skills
ADVANCED ★★★
-
Xero Accounting, Australian Business Register, Australian Securities and Investments Commission, Australian GST,
INTERMEDIATE ★★
-
QuickBooksAustralian Tax
Work at Home Capabilities:
- Internet Bandwidth: Between 5mbps to 100mbps
- Working Environment: Private Room
- Speed Test Result: https://www.speedtest.net/result/15500441997
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: MacBook Air
- Processor: M1
- Operating System: MacOS X
All-inclusive Rate: USD $8.54/hr
Jodel
Candidate ID: 311795
ADVANCED
-
MYOB, Microsoft Office, Bookkeeping...
INTERMEDIATE
-
Financial Statements, QuickBooks, NetSuite...
Median Rate
$8.54
$9.29
if $1 = PHP52
$10.96
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 5.66 per hour or $USD 490.77 per month
Remote Staff Recruiter Comments
- Jodel is well experienced in Bookkeeping
- He started working since 2000
- He worked with several industries like Food, Retail, Real Estate and BPO
- He handled MYOB for over 3 years.
- His skills and expertise are the following: .
- Prepares Monthly Financial Statement Report
- Balance Sheet & Trial Balance Schedule.
- Bank Reconciliation
- Subsidiary Ledgers.
- Schedule of Collection & Disbursement.
- Cash Position Report.
- Maintain file and records
- Invoice Handling
- Process AP and AR
- Monthly Flux Analysis
- Monthly Fixed Asset Depreciation and Disposals of Asset
- Candidate can start ASAP
Predictive Index Behavioral Profile - Controller
https://www.predictiveindex.com/reference-profile/controller/
Strongest Behaviors:
- Very careful with rules; is literal and unwavering in interpreting rules, schedules and results. Puts tremendous pressure on themself to move quickly through the day.
- Cautious, exacting, and very thorough; often perfectionistic. Works diligently to ensure nothing falls through the cracks, and follows up intensely to ensure results are precisely on-time, accurate, and were achieved using the proper methods.
- Needs operational efficiencies: pushes hard to get things done as fast as possible, using proven methods, and ensuring a high-quality outcome. Very little tolerance for routines.
Jodel is a self-disciplined, conscientious person who will develop a high degree of expertise and skill in a specialized job. Has the drive to get things done right and in accordance with established standards of accuracy and quality.
A conservative and analytical person who respects traditional organizational values. Reserved, serious, and thoughtful about everything to be done, is a no-nonsense worker who worries about getting things exactly right. Never superficial, will make sure that they know what they’re talking about before speaking. Needs a lot of certainty and structure in their work so that it meets very high, specific quality standards.
Employment History
ACCOUNTANT / CONSULTANT
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
February 2017 to June 2020 (40 Months)
Duties and Responsibilities:
- Records journal entries for inter-company transactions and prepares reconciliation of balances.
- Prepares journal entries for amortization of prepaid expenses and intangibles, accruals, and other monthly recurring transactions.
- Inputs data on various MYOB Masterfile, which includes vendor & customer masterfile and cost centers.
- Records employee reimbursements, cash advances and liquidation.
- Prepares bank reconciliation statements.
- Prepares Daily Cash Position Report for budget monitoring.
- Prepares schedule for Monthly Expanded Withholding tax and Vat Relief with filing thru EFPS.
- Prepares schedules for the Monthly P&L and Balance Sheet Report.
- Process documentations for opening and closing of Corporate Bank Accounts.
FINANCE OFFICER
Industry:
Construction / Building / Engineering
Employment Period:
June 2014 to June 2016 (24 Months)
Duties and Responsibilities:
- Undertake processing of accounts payable and review of accounts receivables, including disbursement vouchers, checks and Purchase order preparation.
- Verify, review and confirm the accuracy, validity and propriety of all project expenses, including completeness and authenticity of supporting documents in compliance on financial policies and procedures.
- Confirm cost codes, task codes and tax deductions for each transactions.
- Initiate investigation of discrepancies or any unusual claims, and propose corrective actions for review by finance manager.
- Provide logistical support to Project operations including general banking duties.
- Prepare schedule of Expanded Withholding Tax and Vat Relief with filing thru Manual and EFPS.
- Prepare Monthly bank reconciliation report.
ACCOUNTS PAYABLE SPECIALIST
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
January 2011 to June 2013 (28 Months)
Duties and Responsibilities:
- Review and book all valid invoices, credit card transactions and expense reports coming from USA, Australia and Philippines.
- Maintain file of all valid vendor and ensure all records are properly archived both hard copy documents and soft copies.
- Prepares schedule for month end reporting such as Accrual Journals, Fixed Asset Depreciation, Expanded Withholding Tax and Vat.
- Prepares Monthly Flux Analysis for such accounts assigned by the Manager.
- Reviews compliance of approval of invoices and expense report based on approval limits of authority and keep a master list of specimen signature of approvers.
- Prepares Monthly Fixed Asset Depreciation and Disposals of Asset.
- Reconciles with supplier on a scheduled basis.
- File and prepares Philippine statutory reports thru EFPS such as 1601E/ 1604E, 2550Q /2550M, 1604E / 1604C, 1702 /1702Q.
- Acts as a Liaison officer to the bank, internal revenue law firm and other government agencies.
- Process and file Annual Business Permits and PEZA reports.
PROPERTY ACCOUNTANT
Industry:
Accounting / Audit / Tax
Employment Period:
July 2009 to January 2011 (18 Months)
Duties and Responsibilities:
- Prepares Monthly Financial Statement Report such as:
- Balance Sheet & Trial Balance Schedule.
- Bank Reconciliation
- Subsidiary Ledgers.
- Schedule of Collection & Disbursement.
- Cash Position Report.
- Prepares BIR certificates for filing such as Vat 2550M & Q Expanded 1601E & 1604E
- Monitor & Control Petty Cash Replenishment
- Prepares monthly billing for Association Dues, Electricity / Water and Rental to Condo tenants.
- Issuance of Official Receipts for the cash collections from tenants.
SENIOR ACCOUNTING STAFF
Industry:
Employment Period:
April 2004 to December 2008 (55 Months)
Duties and Responsibilities:
- Conduct frequent asset inventory to all Company Outlets and Head Office.
- Custodian of Asset for Disposal and Auction.
- Verifies the completeness of Inventory of Asset thru accounting records and assesses balances and frequent Asset Inventory.
- Prepares Store Monthly Depreciation Report of all Outlets and Head Office for internal use.
- Monitor and controls the issuance of accounting documents like Transfer of Asset; Disposal Slips; Gate Pass and Asset Acknowledgement Receipt
- Heads and Supervise EGRESS (store demolition).
- Coordinates with prospective buyers for asset disposal.
- Reconciles/checks with the supplier’s records.
- Bank Reconciliation.
STORE SUPERVISOR (OIC)
Industry:
Retail / Merchandise
Employment Period:
August 2000 to November 2001 (14 Months)
Duties and Responsibilities:
- Manage and controls all store operations that includes staff/employees
- Controls inventory/stocks
- Prepares forecasting report and sales report for accounting use
- Performs month-end inventory of stocks
- Cashiering using Visual Fox Pro
- Monitors marketing replenishments
- Prepares month-end report/performance
Education History
Field of Study:
Finance/Accountancy/Banking
Major:
Banking and Finance
Graduation Date:
May 5, 2000
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
-
MYOBMicrosoft OfficeBookkeeping
INTERMEDIATE ★★
-
Financial StatementsQuickBooksNetSuite
Work at Home Capabilities:
- Internet Bandwidth: 25 Mbps
- Working Environment: Private Room
- Speed Test Result: Download: 18.06, Upload: 54.05
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: LENOVO
- Processor: INTEL CORE I5
- Operating System: Windows 10
All-inclusive Rate: USD $8.54/hr
Amor
Candidate ID: 309290
ADVANCED
-
Accounting, Bookkeeping, Budgeting, Cash Disbursement...
INTERMEDIATE
-
QuickBooks, Xero...
Median Rate
$8.54
$9.29
if $1 = PHP52
$10.96
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 10.46 per hour or $USD 906.26 per month
Full Time: $USD 8.54 per hour or $USD 1480.13 per month
Remote Staff Recruiter Comments
- Amy is a Certified Public Accountant with 35 years of experience in end-to-end accounting. She's been with the government and renewable energy companies and is now keen to work remotely. At present, she is a project-based Finance Officer at a local company.
- Throughout the years, she became adept with the following:
- Data entry
- Cash management
- Budgeting
- Financial reporting and analysis
- Account reconciliation
- Taxation
- Bookkeeping
- Invoice and bill preparation
- She is exposed to Xero, QuickBooks, Microsoft Office Apps (Excel, Outlook, Teams) Zoom, and Google Forms.
- She is knowledgeable in MYOB and GST and has relevant work experience in using Xero for more than 2 years now.
- She enrolled herself in online courses for Australian Accounting and holds certifications for Xero and QuickBooks.
- She can start by February 12, 2024.
- She prefers working the morning or mid-shift to any part-time or full-time position.
Strongest Behaviors
- Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
- Operationally, as opposed to socially, focused. Thinks, in specific terms, about what needs to be done and how to do it accurately and flawlessly; follows, in a literal way, that execution plan.
- Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
Amor Corazon is a very conscientious person, particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within own area of expertise.
With experience and/or training, Amor Corazon will develop a high level of specialized expertise and efficiency. Disciplined and dedicated to the job and the company. Work pace is somewhat faster-than-average, and Amor Corazon is motivated by a real concern for getting work done on time and correctly. Discipline and circumspect thinking will lend caution to decision-making; plans ahead, double checks, and follows up carefully on decisions and actions.
Employment History
Finance Officer
Industry:
Consumer Products / FMCG
Employment Period:
June 2023 to January 2024 (7 Months)
Duties and Responsibilities:
Financial Accountant
Industry:
Utilities / Power
Employment Period:
August 2022 to January 2023 (5 Months)
Duties and Responsibilities:
- Sets up the organization details and financial settings in Xero.
- Sets up the chart of accounts.
- Sets up bank account feeds.
- Prepares invoices and bills.
- Issues invoices to customers.
- Sets up and prepares payroll.
- Reconciles bank balance with book balance.
- Prepares and submits financial statements (quarterly and annual) to the Parent Company
- Files income tax returns (monthly, quarterly and annual) and alpha list electronically to Bureau of Internal Revenue.
Internal Auditor III/II
Industry:
Government / Defence
Employment Period:
October 2019 to July 2022 (33 Months)
Duties and Responsibilities:
Finance Manager
Industry:
Oil / Gas / Petroleum
Employment Period:
September 2008 to June 2016 (92 Months)
Duties and Responsibilities:
Cashier IV
Industry:
Government / Defence
Employment Period:
August 1984 to December 2006 (268 Months)
Duties and Responsibilities:
May 1993 - Dec 2006
- Assisted the Division Chief in the supervision of collection, disbursement and fund management functions of the Treasury Division
- Checked the monthly reports of Collections and Disbursements.
- Handled the budgetary estimates of the Division
- Signed checks in the absence of the Division Chief
Jan 1991 - May 1993
- Reviewed the accounting documents and other statements that are for the signature of the Chief Accountant
- Prepared and submitted the Trial Balance of the agency for the signature of the Chief Accountant
- Reviewed the supporting schedules to the Trial Balance prepared by the bookkeeper.
- Prepared the bank reconciliation statements.
Aug 1984 - Dec 1990
- Verified disbursement vouchers with particular emphasis on compliance with governmental requirements on cash disbursements
- Prepared treasury reconciliation statements
- Recorded and maintained the books of account of the Department
- Handled actions required on voucher suspensions and disallowances by the external auditor a s may be required
Freelance Bookkeeper / Accounting Consultant
Industry:
Accounting / Audit / Tax
Employment Period:
January 2024 to August 2026 (31 Months)
Duties and Responsibilities:
Education History
Field of Study:
Commerce
Major:
Accounting
Graduation Date:
April 1, 1981
Located In:
Philippines
License and Certification: :
- Certified Public Accountant
Skills
ADVANCED ★★★
-
Accounting, Bookkeeping, Budgeting, Cash Disbursement, Cash Collection, Accounts Payable Management, Accounts Receivable Management,
INTERMEDIATE ★★
-
QuickBooksXero
Work at Home Capabilities:
- Internet Bandwidth: Greater than 100mbps
- Working Environment: Private Room
- Speed Test Result: https://www.speedtest.net/result/14256233293
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: Lenovo
- Processor: 12th Gen Intel Core i5
- Operating System: Windows 11
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
5. Interview your remote working candidates individually.
Once the agency does forward a short list of candidates for you, take time to interview them one by one. A video call is actually advisable so that you can verify their identity and test the stability of their internet connection at the same time. The latter is especially important if you want to be in constant communication.
Also, a video call is great for assessing a candidate’s ability to communicate effectively. Analyzing and interpreting such numbers are a key part of the job, after all.
Lastly, when you do manage to hire your remote accountants or bookkeepers, do make it a point to stay in touch with them. Of course, you shouldn’t involve yourself in the nitty-gritty of things anymore, but you should have periodic meetings at least. The key is to keep yourself updated and for the team to always be on hand in case you have questions.
With Remote Staff, we’ve got a rich pool of Filipino remote talents. We also take care of pre-screening each of them to ensure that they’re proficient in the latest bookkeeping software and that they’re equipped to be responsive and efficient remote workers.
Click here to schedule a callback today and experience cost-effective convenience for yourself.
Serena has been working remotely and writing content for the better part of the last decade. To date, she's written for Pepper.ph and Mabuhay Magazine, among others, and has churned out more than a thousand articles on everything from The Basics of Stock Market Investing to How to Make Milk Tea-Flavored Taho at home.
