The Top 6 Benefits of Outsourcing Bookkeeping

• Lorraine has a bachelor's degree in Accountancy and has worked for 9 years in different local companies in the BPO, hotel, and manufacturing industries. She handled positions such as Accountant, Junior Cost Accountant, Payroll Inventory Assistant, and Accounts Payable Assistant. In 2020, she shifted to remote work and was employed by US and Australia-based clients
• She was a remote contractor to an Au accounting firm for a 2-month project through Remote Staff as an Accounting Assistant. She also worked for other AU client for 2 months.
• She is competent in supporting the following tasks:
  • General Accounting
  • Bookkeeping
  • Audit of financial statements
  • Filing of GST and PST 
  • BAS preparation and lodgment
  • Invoicing
  • Billing
  • Accounts Payable and Accounts Receivable
  • Bank reconciliation
  • Payroll
  • Financial statements
  • Admin and Reports
• She is proficient in systems such as Xero, NetSuite (ERP), QuickBooks, Salesforce, and Microsoft tools.
• Lorraine is available to start immediately, and she is amenable to working the day shift for any part-time or full-time role.

• Socially-focused, naturally empathizes with people, easily seeing their point of view or understanding their emotions. Positive, non-threatening communication.
• Teaches and shares; often working collaboratively with others to help in any capacity.
• Accommodating; most comfortable working with others, often puts team/company goals before personal goals. Promotes teamwork by actively sharing authority.

Behavioral Summary

A pleasant and extraverted person, Lorraine is an effective communicator, able to stimulate and motivate others while being aware of and responsive to their needs and concerns. Their congenial personality and friendly, interested attitude make them readily approachable. Lorraine gets along easily with a wide variety of people. Their drive is directed at working with and for others. They derive particular satisfaction from doing things for others, the company, management, the team, and for the company’s customers. Cooperative and willing, this individual can be a particularly effective teacher and communicator of the company’s policies, programs, and systems.

• Justine has been working for almost 3 years handling roles such as Admin Operations Assistant/Case Manager Virtual Assistance, Executive Admin Assistant, Content Creator Virtual Assistance, Quality Assurance Virtual Assistance and Operations Customer Service Representative in the Business Process Outsourcing Company, Construction Firm, Law Firm, e-commerce, affiliate marketing, solar business, digital marketing and financial services. She was able to cater clients from US and UK. 
• She was exposed to the following tasks:
  • Executive Virtua Assistance
  • Accounting
  • Appointment Setting
  • Sales Lead Generation
  • Property Management
  • Amazon Product Research
  • Legal Assistance
  • Payroll
  • Calendar management
  • Graphic design
  • Customer Service
  • Social media management
  • Bookkeeping
  • Invoicing
  • Contract Management
  • Handled a team (web developers,graphic designers, an SEO analyst, social media specialists, paid media specialists, digital marketing specialists)
  • Admnistrative tasks
• She is proficient in using tools such as: Adobe Express
  • Asana
  • Canva
  • CapCut
  • Calendly
  • Clickup
  • Eventbrite
  • Google Data Studio
  • Google Analytics
  • Google Trends
  • Last Pass
  • Lucid Chart
  • OneDrive
  • Panda Docs
  • Quickbooks
  • Shopify
  • Slack
  • Trello
  • Toggl
  • SuperHuman
  • Helium 10
  • HootSuite
  • Hubstaff
  • Loom
  • LinkedIn Navigator
  • Monday.com
  • MS Word/Excel
  • MyCase
  • Notion
  • WooCommerce
  • Xero
  • Zappier
  • Zoom
  • Flodesk
  • Call Log Tracking Metrics
  • Animaker
  • Chat GPT
  • Tube Buddy
• She can start ASAP, amenable to working any shifts and open to any full-time or part-time roles.

• Formal, reserved, introspective, and skeptical of new people; requires “proof” to build trust in new people.
• 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.

• Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules and results.

Ma Justine 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.

Reserved, serious, and always concerned with the exact correctness of the work. Self-discipline, sense of duty, and respect for authority and tradition are strong qualities in Ma Justine, who takes responsibilities very seriously.

With experience and/or training, Ma Justine 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 Ma Justine 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.

• Katlyn is a double degree of Bachelor of Science in Accountancy and Bachelor of Science in Accounting Technology 
• She has 4 years of total working experience and and transitioned to Digital Marketing last 2021 
• She has supported client from Denmark where she gained her experience in doing paid ads 
• Some of her notable tasks were
  • Setting up ad set in Google, Facebook, and Instagram 
  • Setting up proper target and demographics to align with the objective of the campaign
  • Preparing assets like videos and graphics before uploading the ads
  • Doing brainstorming regarding the strategy and plans for ads 
  • Suggesting budget for optimizations and for launch of ads 
  • Generating reports and monitoring ads performance  
• She has also experience with SEO, social management, and bookkeeping 
• She has handled maximum budget for the following 
  • Facebook 50 Danish Krone per day 
  • Google 100 Danish Kron per day 
• She has experience with tools like 
  • Google Ads 
  • Google Analytics 
  • Facebook Meta Business 
  • QuickBooks 
  • Canva 
  • CapCut 
  • SEMrush
  • AHrefs
• She can start as soon as possible 

• Socially-focused, naturally empathizes with people, easily seeing their point of view or understanding their emotions. Positive, non-threatening communication.
• Teaches and shares; often working collaboratively with others to help in any capacity.
• Accommodating; most comfortable working with others, often puts team/company goals before personal goals. Promotes teamwork by actively sharing authority.

• Unassuming, unselfish and has a genuine interest in other people and a strong, intuitive understanding of them. Outgoing and friendly, they enjoy working with others and is lively, warm company.
• A pleasant and extraverted person, Katlyn is an effective communicator, able to stimulate and motivate others while being aware of and responsive to their needs and concerns. Their congenial personality and friendly, interested attitude make them readily approachable. Katlyn gets along easily with a wide variety of people.

• Eiza has been working for almost 12 years in the Business Process Outsourcing Industries handling accounts such as Telecommunications and Leasing Company performing roles such as Customer Service Representative and Appointment Setter. She then venture into the freelancing world and became a General Virtual Assistant. She holds a bachelor's degree in Information technology. She has catered to international clients.
• She was exposed to the following tasks such as:
  • Phone Support - Inbound and Outbound
  • Appointment Setter 
  • B2B and B2C Campaign
  • Lead Generation
  • Customer Service
  • Bookkeeping
  • Social Media Management
  • Conduct Research 
  • Administrative tasks
• She is proficient in using tools such as:
  • MS Tool
  • Avaya
  • Hubstaff
  • Zoom
  • Skype
  • Google Apps
• She can start ASAP, amenable to working any shifts and open to any part-time roles.

• Formal, reserved, introspective, and skeptical of new people; requires “proof” to build trust in new people.
• 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.”
• 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.

Eiza 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.

Reserved, serious, and always concerned with the exact correctness of the work. Self-discipline, sense of duty, and respect for authority and tradition are strong qualities in Eiza, who takes responsibilities very seriously.

With experience and/or training, Eiza 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 Eiza 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.

• Bookkeeping
• Accounts Receivable
• Accounts Payables
• Preparations of Journal entries
• Payroll management
• Bank Reconciliation
• Tax Support
• Financial Statements
• Assisting the General manager
• Admin task

• Xero
• QuickBooks
• Peachtree
• Microsoft Dynamics
• SAP
• Workday
• Slack

• Strongly venturesome in taking risks and focusing on the future; almost exclusively concerned with where they’re going rather than either how they’ll get there, or where they’ve been. Very adaptable; solves problems as they occur rather than through advance planning.
• Makes decisions and takes action, even when there’s an absence of proof confirming their decision. Comfortable operating outside of traditions, LENY pursues strongly innovative ideas, even in the face of failures or popular opposition.
• Remarkably independent. Resists authority and proven, “by the book” methods in favor of their own ideas.

A very independent, confident, decisive, self-starter, intense and driving. This individual has a strong sense of urgency, can react and adjust quickly to changing conditions, generate novel ideas, and deal with them swiftly.

Their drive is directed at getting the important things done. Competitive, ambitious and venturesome, they respond positively and actively to challenge and pressure, always sure of an ability to handle problems and people. This individual is outgoing and poised; a forceful, animated, communicator tending to be more authoritative than persuasive in style. They talk briskly, with assurance and conviction and are a stimulating influence on others, while being direct, determined and flexible.

• Jennie is an Accountancy graduate with 8 years of relevant experience. She started her career as an Accounting Assistant II in an automotive business where she stayed for more than 4 years. She then joined a manufacturing company where she spent the next 3 years as a General Junior Accountant. In September 2022, she shifted to remote work and landed a freelance Accountant job in an Australia-based accounting firm. She catered to 10+ clients engaging in the laundry and food industries for around 11 months.
• Throughout the years, she gets to perform the following:
  • Invoice and transaction monitoring
  • Accounts receivable management
  • Bank reconciliation
  • Bookkeeping
  • Payroll processing
  • Assisted in financial statement preparation
  • BAS and IAS preparation
  • PAYG and superannuation
  • GST preparation
• She is a certified Xero Advisor.
• Jennie is proficient with Xero, Xero Practice Manager, HubDoc, Oracle, Deputy, Dropbox, Microsoft Office Apps (Word, Excel, Outlook, Teams), and Google Suite (Drive, Sheets, Calendar), while a beginner with MYOB and SAP.
• She can start ASAP and is amenable to working the day shift in any part-time or full-time role.

• Precy is a Certified Public Accountant with 14 years of relevant experience. She is also a practicing lawyer for 5 years focusing on taxation, business, intellectual property, and labor laws. For more than a decade, she gets to explore a number of industries such as marketing, BPO, government, and accounting firms. In August 2020, she shifted to remote work and was a Virtual Accountant and Legal Assistant for 2+ years to a US-based real estate business and a Virtual Accountant to an Australian accounting and taxation consulting for 6 months.
• She is proficient in performing the following:
  • Legal research
  • Drafting of notices and contracts
  • AU Payroll
  • Local and US tax compliance
  • Bookkeeping
  • Invoice audit
  • Accounts payable management
  • Account reconciliation
• She is knowledgeable about BAS and GST.
• Some of her employment milestones were:
  • Filed small claims cases for a US real estate client
  • Assisted the legal counsel in California and helped the firm apply for a renter's subsidy
  • Spearheaded the migration from personalized accounting software to QuickBooks
• She managed up to 10 members as a Finance Manager.
• She is well-versed with MYOB Advance, Xero, QuickBooks, MS Dynamics, SAP, JDE, Entrata, Microsoft Office Apps (Word, Excel, PowerPoint, Teams, Outlook), and Google Workspace.
• She can start ASAP.
• She is amenable to working the day shift in any part-time or full-time role.

• Kath has a bachelor's degree in Accountancy. She has been working for almost 7 years in the amusement and telecommunications industries where she handled and performed roles such as Accounting Assistant - Accounts Payable Section and Accounts Receivable Accountant.
• As part of her upskilling, she attended a Virtual assistant training for  Bookkeeping with QuickBooks Online Certification last April 2023.
• She has a background in the following accounting administrative tasks:
  • Accounts Payable and Accounts Receivable Management.
  • Phone Support - Call suppliers, contractors, clients, and customers.
  • Account Reconciliation
  • Invoicing
  • Billing and Collections
  • Processing payments 
  • Prepare cash disbursements
  • Auditing
  • Preparation of reports
• She is proficient in using QuickBooks online and desktop and MS Office.
• She is QuickBooks certified.
• She can start in after 3 weeks, amendable working any shifts, and open for any full-time or part-time role.

• Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules and results.
• Detail-oriented and thorough; works to ensure things don’t fall through the cracks, and follows up to ensure they’re done properly and on time.
• Formal, reserved, introspective, and skeptical of new people; requires “proof” to build trust in new people.
• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.

KATHERINE 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.

Reserved, serious, and always concerned with the exact correctness of the work. Self-discipline, sense of duty, and respect for authority and tradition are strong qualities in KATHERINE, who takes responsibilities very seriously.

With experience and/or training, KATHERINE 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 KATHERINE 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.

• Heidi has been working for almost 4 years in business process outsourcing and ventured into freelancing where she handled Healthcare and Maintenance accounts where she handled and performed roles such as Accounts Receivable Analyst, Billing Specialist, and Payroll Specialist. She catered to clients from Germany and California. She has a bachelor's degree in accountancy. She is also a Certified Public Accountant, Registered Cost Accountant, and Certified Accounting Technician.
• She was exposed to the following tasks:
  • Accounts Receivable Management
  • Monitor Credit Insurance
  • Billing
  • Payroll
  • Invoicing
  • Preparation of financial reports
  • Customer Service
  • Administrative tasks
• She is proficient in using tools such as JIRA, SAP, Slack, Google apps, Microsoft Office and Teams.
• When she was working in the Healthcare company she has been awarded as a Billing Superstar.
• She can start ASAP, amendable working any shifts and open to any full-time or part-time role.

• Formal, reserved, introspective, and skeptical of new people; requires “proof” to build trust in new people.
• 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.

• Task-focused; quickly notices and pushes to fix technical problems, assertively cutting through any personal/emotional issues. Has aptitude to spot trends in data or figure out how complex systems work.
• Independent, analytical, critical, and creative thinking and action; little need for external validation before action. Private.

Heidi is a serious, introspective person and an analytical and disciplined thinker. Careful, thorough and very focused on their responsibilities.

This individual is reserved and will generally express themself in a factual, direct, and succinct manner. A conscientious person, their approach to the work is systematic, methodical, and well organized, based on thorough knowledge of, and respect for “the book”. Working with factual, technical or detailed information, they’ll produce carefully thought-out work of high quality and precision. Whether doing work themself, or delegating to others, follow up is close to ensure high-quality results.

Quiet and reserved in primarily social situations, this individual will express themself factually and specifically in talking about matters of which they have knowledge. With experience, will likely develop thorough, detailed knowledge and expertise in their particular field of training and experience.

• Grace has a bachelors degree in Accountancy.
• She has been working for almost 9 years in the property management/real-estate industry where she handled roles such as:
  • Senior Trust Accountant
  • Property Accountant
  • Billing and Collection Officer
• She has an experience with the following tasks:
  • Tax Compliance
  • Billing and Collections
  • Invoicing
  • Accounts receivable and payable management
  • Prepare financial reports and statements
  • Account reconciliation
  • Client coordination
  • Budgeting
  • Journalizing
  • Payroll 
  • Trust accounting
  • Bookkeeping
  • Data entry
• She has an experience working for local and Australian client.
• She has a background in Australian accounting.
• She is familiar with GST, BAS and IAS.
• She is proficient using microsoft office, CRMs and PropertyPlus.
• She has a basic knowledge in Quickbooks, Xero and oracle.
• She can start after June 9, 2023, prefer morning shifts and open for any full-time or part-time role.

• Unhurried and deliberate, stable and will do things using the established process; finds it difficult to change these systems. Dependable, consistent and needs familiar environments and coworkers to be most productive.
• 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.

• Private, serious, introspective, and reserved. Takes time to connect to and trust new people.
• Focused; can concentrate on the task at hand for long periods. Quickly notices and understands technical matters more than social ones. Consistent and patiently thoughtful.

Helpful, patient, and stable; works steadily and consistently. Respectful of established processes, standards, and policies, they will work within those standards to ensure repeated successes and high-quality results. Mary Grace has the patience and tolerance required for routine work and can be relied on to do such work consistently and in a relaxed manner. Prefers having, and following, a well thought-out process to ensure success. If they are responsible for establishing the process, they will do so in a thoughtful, methodical manner, paying close attention to details and time-honored successes. Once established, they’ll expect that the process be followed consistently.

Will focus on the details of the work and will handle them with somewhat better than average accuracy. In work involving repeated contact with people, Mary Grace will be pleasant, agreeable, and supportive. Derives satisfaction from helping others and likes to feel part of a secure team.

Mea Lyza is a Certified Public Accountant (CPA) with over five years of experience in accounting, bookkeeping, accounts receivable (AR) management, accounts payable (AP) management, payroll processing, and financial reporting. With three years of hands-on experience supporting Australian clients, she has worked across industries such as e-commerce, construction, entertainment, and financial services.

She specializes in managing full-cycle AR processes, including invoice preparation, payment reconciliation, and debt collection, and has extensive experience using Xero, QuickBooks, Oracle, and Sage 50. 

📌 Freelance Accountant & Bookkeeper (2020 – Present)

• Managed bookkeeping for Australian and US-based clients across multiple industries.
• Handled full-cycle AR and AP processes, including invoice processing and payment reconciliation.
• Prepared financial reports, including BAS preparation (but not filing).
• Processed payroll, including timesheet entry and payment application.
• Utilized accounting software such as Xero, QuickBooks, Oracle, and Sage 50.

📌 Government Accounting Officer (2018 – 2020)

• Managed financial records, expense tracking, and government compliance reporting.
• Ensured accurate financial data entry and report generation.

• Accounts Receivable (AR) & Debt Collection
• Accounts Payable (AP) & Vendor Payments
• Bank & Credit Card Reconciliation
• Payroll Processing & Timesheet Management
• BAS Preparation & Financial Reporting
• Accounting Software: Xero, QuickBooks, Oracle, Sage 50
• Email Management & Client Communication

📌 Successfully handled full AR and AP processes for multiple Australian businesses.
📌 Reduced outstanding debts by implementing an efficient follow-up system for overdue invoices.
📌 Processed payroll and managed employee timesheets with high accuracy.
📌 Maintained organized financial records and reconciliations for improved financial reporting.

She can start immediately and is amenable to Part-time and Full-time arrangement.

Predictive Index Behavioral Profile - Controller

Strongest Behaviors

• Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules and results.
• Detail-oriented and thorough; works to ensure things don’t fall through the cracks, and follows up to ensure they’re done properly and on time.
• Driven to achieve operational eciencies: thinks about what needs to be done and how it can be done as fast as possible while maintaining a high-quality outcome. Impatient with routines.

Mea Allyza 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 supercial, 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, specic quality standards.

• Mea has a bachelor's degree in Accountancy and is a Certified Public Accountant. She has more than 3 years of professional work experience in government agency, business consultancy, and outsourcing handling entertainment and financial services accounts.
• She has been an Accountant to an AU-based client since March 2023 and is actively looking for a new, more stable job.
• She is an expert with the following accounting administrative tasks:
  • Accounts receivable and payable management
  • Purchasing and Invoicing
  • Billing 
  • Bank Reconciliation
  • Preparation of financial reports and statements
  • Inventory Management
  • Email management
• She is proficient in using Xero, Oracle, SimPro, and Microsoft Office Apps (Outlook, Word, PowerPoint, Excel, Teams). 
• She is Xero certified.
• She prepares BAS and has basic knowledge of Australian tax and payroll.
• She can start after two weeks, prefers the morning shift, and is open to a full-time or part-time role.

• Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules and results.
• Detail-oriented and thorough; works to ensure things don’t fall through the cracks, and follows up to ensure they’re done properly and on time.
• Driven to achieve operational efficiencies: thinks about what needs to be done and how it can be done as fast as possible while maintaining a high-quality outcome. Impatient with routines.

Behavioral Summary

Allyza 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.

Understanding the technical aspects of own work well, is capable of exercising ingenuity in problem-solving within the limits of specialized expertise and training. Conservative and eager to avoid risk, is cautious and skeptical about new ideas. Will be comfortable with established, approved systems, technology, organizational relationships, and people.

Marietha has over 5 years of experience in accounting specifically in Accounts Receivables, Invoicing, and Billing process

• Processing of revenue reconciliation 
• Recording and review of payments
• Accounts Receivables
• Preparing weekly billing statements
• Follow-up clients with outstanding invoices via phone, email, or onsite visit
• Processing of invoices
• Encoded bookings from Simplr to SAP
• Entering new accounts into SAP

She has hands-on experience with these accounting tools

• Xero (11 months)
• SAP (4 years)
• Cisco (5 years)

She is open to both part-time and full-time positions and is available to start immediately
 

Predictive Index Behavioral Profile - Artisan

Strongest Behaviors:

• Private, serious, introspective, and reserved. Takes time to connect to and trust new people.
• Focused; can concentrate on the task at hand for long periods. Quickly notices and understands technical matters more than social ones. Consistent and patiently thoughtful.
• Works at a steady, unwavering pace; most comfortable with familiar processes, environments, and co-workers. Doesn’t easily change.

Marietha 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 her area of expertise. Works at a steady, even pace, leveraging her background for the betterment of the team, company, or customer.

With experience and/or training, she will develop a high level of specialized expertise. Serious and dedicated to the job and the company. Her work pace is steady and even-keeled, and she's motivated by a real concern for getting work done thoroughly and correctly. Discipline and circumspect thinking will lend caution to her decision-making; Marietha plans ahead, double checks, and follows up carefully on decisions and actions.