Maximise Your ROI: Onboard Pre-Vetted Remote Bookkeepers to Maintain Flawless Compliance

• Alyne has been working since 2014 and handled roles such as Accounting clerk (Payroll), Executive Assistant to the CEO, Virtual Assistant, and Bookkeeper within accounting, retail, furnishing, and BPO industries.
• She honed her skills in:
  • Accounting & Bookkeeping
  • Payroll
  • Invoices
  • Accounting Receivables
  • Accounting Payables 
  • Sales report preparation
  • Reconciliations
• She is well-versed with software and tools such as MS Word, MS Excel, Google Workspace , Calendar and Slides, QuickBooks, Google Meet, Slack, Skype, SAP Hana, and Xero.
• She is amenable to start immediately.

• Lovely has been working for around 11 years. She's been part of various industries such as manufacturing, health and wellness, advertising agency, and BPO.
• She can be coined as a jack-of-all-trades. She was an HR and Admin Executive Assistant, an Accounting Executive Assistant, a Project and Events Manager, a Sales Associate, and recently, as an E-Commerce Administrative Assistant.
• She is currently connected with a US-based client as a part-time Virtual Assistant.
• She's proficient in supporting the following:
  • Administrative support
  • Accounting
  • E-commerce management
  • Order fulfillment
  • Communicating with vendors
  • Billing
  • Events/project management
  • Customer support
  • Invoicing
• She's been exposed to the following tools/applications:
  • Photoshop
  • HTML
  • Canva
  • QuickBooks 
  • Asana
  • Shopify
  • Trello
  • Amazon
  • MS Office
  • Google Suite
  • MS Outlook
  • MS Teams
• Lovely is available to start immediately 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.

• Socially informal, extroverted, and outgoing; gets familiar quickly. Communicates in an uninhibited, lively, and adaptable manner, drawing others into the conversation.
• Interested in people, building relationships, and teamwork rather than technical matters. Affable, optimistic, and easily trusting.

Lovely Elaine is an outgoing, talkative, very friendly individual, a lively and stimulating communicator. A good mixer who is poised, active and responsive in social situations.

The complete extravert; informal and uninhibited in their behavior; understands people well and is capable of using that understanding to gain the friendship and cooperation of others. It is important to this individual to be liked and accepted, and they express themself to individuals or groups with warmth and enthusiasm. Easily understands and accepts other viewpoints, ideas, and feelings, and can be effective at getting diverse groups to come together and collaborate.

Relatively unconcerned about details and often inclined to consider them unimportant, this individual expresses themself in general terms, aimed more at gaining the interest or attention of others than in communicating specific, factual information. Their interest in details and specifics which are not crucial to success is, at best, casual. As such, they focus on the “big picture” personal goals, and if appropriate, their colleagues, direct reports, or team. They’re flexible about how they attain these goals, often thinking “out of the box” and collaborating widely to get there.

• Jel has a Bachelor's Degree in Business Administration, majoring in Financial Managerial Accounting. She has been working for 7 years within financial, rental, and software development companies where she held roles such as Bookkeeper, Billing Specialist, Executive Assistant, HR Administrator, Revenue Specialist, Internal Auditor, and Finance Officer.
• She adeptly performed the following financial activities:
  • Weekly and semi-monthly payroll
  • Accounts Payable/Accounts Receivable Management
  • Bank reconciliation
  • Revenue reporting
  • Invoicing
  • Collections
  • Bills, Payments, Managing past due accounts
• In 2020, she shifted to remote work and provided her services to Australian and US-based clients.
• She is proficient with a variety of tools like QuickBooks, Xero, NetSuite, Sage, Salesforce, Zoho, MYOB, Microsoft Office Apps (Outlook, Teams, Excel), and Google Workspace.
• She can start anytime.
• She prefers working the day shift and is open to any part-time or full-time positions.

• 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.

Jelly Marie 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 Jelly Marie, who takes responsibilities very seriously.

• Technical Expertise: Proficient in accounting software (QuickBooks, Salesforce, SAP), financial statement preparation, and multi-state sales tax compliance.
• Process Optimization: Adept at documenting and streamlining workflows, contributing to knowledge sharing and operational consistency.
• Team Leadership: Strong mentoring skills, effectively training new employees on systems and best practices.
• Client Management: Exceptional at onboarding, maintaining communication, and addressing client concerns, ensuring satisfaction and compliance.
• Attention to Detail: Demonstrates accuracy in managing high-volume transactions, reconciliations, and regulatory reporting.
• She is able to start immediately.

• 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-dened team for which they produce high-quality output and decisions.
• Unhurried and deliberate, stable and will do things using the established process; nds it dicult 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.”

Katrina is a very conscientious and disciplined person; particularly careful, thorough, and accurate in their work. This individual is exacting and strives to produce results that precisely meet the established goals. Works best where there are clear standards, expectations, reporting relationships and measurements for the work. Katrina Marie will depend upon professional training, their own experience, or management leadership, to provide those standards and the structure needed for their work.

Katrina Marie is unselsh, motivated by a strong sense of duty. Derives satisfaction from doing good work for the company or the team, and values recognition of their dedication and specialized skill. Cautious; takes work responsibilities very seriously. Does things the established or conventional way, and will make changes only when convinced, with hard evidence, that the new way will be better. In rolling out new changes, Katrina Marie will be very tactical, thinking through exactly how it should be done, creating a complete plan, and having solutions to possible pitfalls. Decisions will be equally well thought-out.

• Jona is a Certified Public Accountant with 10 years of relevant experience. She was employed within the BPO, accounting firm, and real estate industries in progressive roles. She showcased her expertise in different accounting functions to clients based in Australia and Singapore. In addition, she also provided consulting services to local clients for 2 years where she got exposed to royalty reporting for a real estate client.
• She is proficient in supporting, but not limited to, the following:
  • General Accounting
  • Reporting Analysis
  • Budgeting
  • Taxation
  • Bookkeeping
  • Accounting Reconciliation
• She used numerous applications and software such as JDE, Xero, IFCA Property Plus, QuickBooks Desktop, SAP, MS Excel, MYOB, Sleek ERP, Dext/Receipt System, HubDoc, Zendesk, Front, Slack, and MS 365.
• She is a certified Xero Advisor.
• She can start immediately, prefers the day shift, and is open to either a part-time or full-time position.

• 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.
• 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.

• Mae is a Highly efficient and self-motivated Accountant with 4 years of proven meaningful experience in accounting and remote bookkeeping.
• She is able to focus on tasks with minimal supervision, versatile and well rounded with different accounting software such as AppFolio, QuickBooks, Xero, and Spreadsheet.
• She is a Certified Public Accountant
• She is also a Xero Certified Advisor and Quickbooks Pro Advisor
• She has done reconciliation of bank accounts in QuickBooks Online. She does monthly Reconciliation of bank accounts in AppFolio.She also do Financial Statements Review.
• She can start with one week notice

• 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.
• Authoritative and direct, driven to accomplish personal goals; pushes through roadblocks assertively. Communication is direct, to the point, and sometimes brusque.

• Private, serious, introspective, and reserved. Takes time to connect to and trust new people.

Jessah Mae Joyce is independent and individualistic in thinking and behavior. Has strong ideas and opinions and expresses them with confidence and certainty.

Having a willingness to take risk, this individual is likely to develop and act on ideas that are distinctly new or unconventional. This is a creative and nonconformist personality.

• Angelisa has been doing accounting work for over nine years. Some of her responsibilities include:
  • Processing and monitoring of Account Payables and Receivables
  • Bank Reconciliations
  • Preparation of IAS, BAS, and GST
  • Assisted in the annual forecast and budget model creation
  • Prepared monthly and annual accrual report
  • Prepared journal entries for allocation and recovery of Utilities consumption
  • Cash flow forecast and management
  • Payroll set-up, processing and reconciliation
  • Preparing monthly end reports for cash flow and profit and loss
• She has worked with a real estate company where she is mainly responsible for processing monthly rentals and utilities as well as managing petty cash 
• Proficient in Xero, SAP, Oracle, Myob, Quickbooks, Odor
• Has worked with clients in Australia and New Zealand
• Open for both part-time and full-time positions.
• She can start after November 17 

• 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.”
• 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.

• Angelisa is 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. Angelisa 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.

• Cost accounting
• Pricing and costing modeling
• Balance sheet review
• Preparation of financial statement, annual budget
• Bookkeeping
• Tax exposure review
• Cash forecasting
• Variance analyses

• SAP
• Oracle
• Quickbooks
• Netsuite
• QBO

• Jen has been working for almost 3 years now. At present, she is providing virtual assistance to a US real estate client.
• She is proficient in supporting the following:
  • Financial Reporting
  • General Accounting
  • Bank Reconciliation
  • Data migration to Quickbooks Online
  • Data entry
  • Lead Generation
  • Email Handling
  • Social Media Management
• She is exposed to the following tools/applications/softwares:
  • Quickbooks Online
  • MS Excel
  • Google Workspace
  • Xero
  • MLS
  • Ring Central
• She holds a degree in Accountancy.
• She has the following certifications:
  • Certified Bookkeeper
  • Certified Quickbooks Proadvisor
  • Certified Xero Advisor
  • Xero Payroll Certified
  • Civil Service Professional
• She can start in a week notice.
• She is open for a part-time job between 8PM-12AM and 4AM-8AM Manila time.

Predictive Index Behavioral Profile - Guardian

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.

• 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.

Behavioral Summary

Jenilyn is a very conscientious and disciplined person; particularly careful, thorough, and accurate in their work. This individual is exacting and strives to produce results that precisely meet the established goals. Works best where there are clear standards, expectations, reporting relationships, and measurements for the work. Jenilyn will depend upon professional training, their own experience, or management leadership, to provide those standards and the structure needed for their work.

• Rusha has a bachelor's degree in Accountancy.
• She has almost 8 years experience in local and US accounting under agricultural services, property management, food and finance industries where she performed the following roles: 
  • General Accounting Staff
  • Accounts Payable In-charge (Trade/Non Trade)
  • Bookkeeper
  • Payment Processor
• She has a background with the following financial activities:
  • Reconciliation of accounts
  • Accounts payabale and receivable management
  • Phone Support - Vendors and courier
  • Email handling
  • Invoicing
  • Financial report and statment preparation
  • Tax Filing
  • Auditing
  • Preparing Payments
• She is proficient using GP dynamics, Oracle,SAP and Microsoft office.
• She has a basic knowledge in Quickbooks and currently taking her online course.
• She can start asap, amendable working any shift and open to any full-time or part-time job.

• Strongly formal and reflective; a cool, sometimes withdrawn person who’s often deep in thought. Very skeptical of new people, requires substantial “proof” to build trust in someone.
• Extreme precision, sometimes perfectionistic; strong follow-through to ensure tasks are completed exactly in accordance with quality standards.
• Nearly exclusive focus on technical, rather than social issues. Very disciplined, specific thinking about what needs to be done, how to do it perfectly, and how to avoid pitfalls. Makes and checks an execution plan that is followed literally.

• 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.

Rusha Mae 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 Rusha Mae, who takes responsibilities very seriously.

With experience and/or training, Rusha Mae 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 Rusha Mae 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.

• Anthony is a Certified Public Accountant with six years of relevant work experience. He has a short stint of working in a local Accounting firm.
• In his experience as a Freelance Accountant for 4 years, he has catered clients in the US and Australia in the field of retail, manufacturing, food and beverage.
• Overall, he is confident in supporting the following:
  • bookkeeping
  • taxation 
  • accounts payables
  • financial reporting
  • general ledger
• He is proficient with the following tools:
  • MS Excel
  • Xero
  • Quickbooks
  • Oracle
  • SAP
  • Freshbooks
  • MYOB
• He can start ASAP. Open for full-time and part-time position. 

Behavioral Summary
Anthony John 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. Their drive is purposeful, directed at getting things done quickly. This individual responds positively and actively to challenge and pressure, and has confidence in their own ability to handle novel problems and people.

Predictive Index Behavioral Profile - Captain

Strongest Behaviors

• Marg has been working for almost 15 years in several Financial institutions and several industries were she supported the following roles:
  • Bookkeeper
  • Accountant
  • Virtual Assistant
  • Data Entry 
  • Email and Calendar management
  • Administrative tasks
  • Appointment Setting
• She has a Master's Degree in Business Administration, QuickBooks Certified ProAdvisor, Xero advisor & payroll certified
• She is adept in QuickBooks and Xero.
• She is proficient with the following tools:
  • American Funds
  • AnyDesk
  • Asana
  • Buffer
  •  Canva
  • Citrix
  • ClickSend
  • Crello
  • Dropbox
  • Google Docs
  • Heartland
  • Hootsuite
  • Microsoft 365
  • QBO
  • SuiteFiles
  • TeamViewer
  • Trello
  • Wave
  • Wix
  • Xero
  • XPM
  • Zoom
  • MS Office
• She have worked in an accounting firm for an Australian and US clients.
• She has a solid background in the accounting cycle.
• She has been preparing the following reports:
  • Financial Statements
  • Balance Sheet
  • Tax Report
  • Sales and Expense Report
  • Bank Reconciliation
  • BAS
• She has a good communication skills
• She is employed part-time but can start ASAP and open for any full-time of part-time positions.
• She is available anytime for the next step.

• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.
• With an ability to concentrate on the task at hand, is generally more focused on the technical matters than the social ones. Consistent and thoughtful.
• 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.”

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. Margie 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, Margie will be pleasant, agreeable, and supportive. Derives satisfaction from helping others and likes to feel part of a secure team.

• Margie has been working for almost 6 years in the field of Accounting. 
• She has experience in bookkeeping from data collection, entry to report generation, bank reconciliations, data migration, file check-up, clean-up and catch-up works, ASIC, updates, and tax return lodgments.
• She also did admin tasks like Email and calendar management, Research tasks, Transcribing. and Travel arrangements.
• She is knowledgeable in tools such as Xero, Wave, Hubdoc, Asana, Quickbooks, Hootsuite, Trello, and MYOB. 
• She can start immediately.