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• Ellie honed her skills in accounting and taxation in 20+ years of practice. She is a Certified Public Accountant and holds certifications in QuickBooks and Xero. She had progressive roles in various industries such as banking, real estate, IT, and jewelry. In mid-2016, she decided to run her own accounting and taxation business where she catered to local and some offshore clients. She helps an Australia-based sole trader with their quarterly taxation and bookkeeping needs for more than 5 years now.
• Ellie is an expert in:
  • Financial report preparation
  • Accounting
  • Bookkeeping
  • Payroll
  • GST
  • BAS
  • Quarterly taxation (sole trading)
• She also had the opportunity to supervise a team of 6 accounting staffs back in her employment with a jewelry boutique.
• She is an adept user of Xero, QuickBooks, Microsoft Office Apps (Word, Excel, Outlook), Google Workspace (Spreadsheets, Document), and Slack.
• She can start ASAP and prefers working the day shift in any part-time or full-time position.

• Renz has been working since 2011 and has handled roles such as Computer Software and Hardware Technician, Technical Sales Representative, Technical Case Manager, and Sales Team Leader and Sales Professional VA within BPO industries. 
• He honed his skills in Customer Service, Sales, Upsell and hard-selling process, technical concerns such as computers, mobile phones, and software applications, Inbound and Outbound calls.
• He was promoted as Floorwalker and Team leader he handled 3 accounts with 5-10 agents. 
• Well versed with the following software tools:
  • CRM
  • Dial pad 
  • Avaya
  • MS Applications
  • MS Word and Excel
  • Skype
  • Outlook 
  • Vicci Dialer
  • Google Docs
  •  Google  Sheets ( used for creating reports and entering data of successful sales)
• He can start Immediately 
• Renz is an Individualist
• Strongest Behaviors

  Florenz Ceasar will most strongly express the following behaviors:

  • Persistence; consistent pursuit of goals in calm, methodical manner even when setbacks occur. Opinionated; slow to change.
  • Casual with rules. Focused on the goal, not how to get there; willing to bend the rules. Delegates implementation details.
  • Unworried and unhurried; takes each day as it comes with little planning for what might happen, particularly given the predictable routines that have been established.
  • A relatively private individual, it takes Florenz Ceasar some extra time to connect to and trust new people. Serious and reserved.
  • 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.
  • Works at a relatively steady pace; best working with familiar processes, environments, and co-workers. Not inclined to change.
  • Patient, stable, and consistent; does things generally systematically and is not inclined to change these systems. Dependable, relatively consistent and works best in familiar environments, with familiar people.
  • Tolerant, easy-going, and uncritical in getting along with others. A focused listener.
  • Works steadily at an even pace; most productive with fewer interruptions.
• Summary

  Florenz Ceasar 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.

  In expressing and acting on their ideas, this individual is determined and persistent and has the kind of confidence and nerve involved in initiating innovation or change. Very determined and persistent, once a goal is set they’ll generally push hard to reach it, regardless of the goal’s popularity with others. Undaunted by criticisms or failures.

  Dealing with people, Florenz Ceasar is frank and outspoken, communicating factually, at times bluntly, and with strong conviction. In general, interest in people is secondary to a concern for getting things done their own way and at their own pace. Patient and persevering, works at a steady, unhurried pace, at times developing new ideas which are presented in a self-assured and forthright manner.

  Being more conceptual than detail-oriented, Florenz Ceasar is fairly casual in working with details which are not vital to the job. Prefers to delegate such work to other people whenever possible. What is much more interesting is a new idea, or the big picture and an analytical, critical approach to solving problems and in getting results.

• She has been working since 2017 ang gained experiences in purchasing, hanlde supplies, admin, and shedule outgoing shipments for returns or when sending purchased materials or supplies to a company’s off-site locations.
• She work with local and Chinese clients
• She possess average communication skills
• She can start ASAP

• 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. 

• Administrative
• Data Entry
• Data Encoding
• Scheduling appointment
• Social Media management

• Over 8 years of relevant experience in recruitment, with a focus on technical roles in IT and construction.
• Managed full-cycle recruitment processes including sourcing, screening, and onboarding.
• Worked across multiple industries, including IT (RYLEM via ISupport Worldwide), construction (Bamboo Remodel), and hospitality (Intercontinental Hotels Group).

• Successfully managed recruitment operations for high-volume technical roles at Northbridge Recruitment, leading to improved hiring timelines and candidate quality.
• Streamlined candidate experience at OKTA by identifying and implementing process improvements, enhancing scheduling efficiency and overall candidate satisfaction.

• Recruitment: 8+ years of experience, particularly in technical recruitment.
• ATS Management: Proficient in various Applicant Tracking Systems and LinkedIn Recruiter, with experience in keeping systems up-to-date and utilizing metrics-driven approaches to improve hiring outcomes.
• Communication: Strong interpersonal skills, adept at managing candidate relationships and collaborating with cross-functional teams.

• DICE, Monster, CareerBuilder, Craigslist, the ladders, ATS (bullhorn)

• Den is a customer service professional with fourteen years of experience in financial accounts with the most admired outsourcing companies in the country.
• She has deep training knowledge and experience on delivering learning and development programs to new hires and tenured employees. She also has experience mentoring junior training staff, new hires and upskill agents.
• As a CSR, she handled credit cards, rewards and redeeming points in their cards. She also did account maintenance and some upselling. 
• He ideal client is someone who will share more ideas and open to new ideas. A client who will put trust on her and guide her as well.
• She is available to start immediately.

Predictive Index Behavioral Profile - Analyzer

https://www.predictiveindex.com/reference-profile/analyzer/

Strongest Behaviors:

• 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.

Edelnora is an intense, results-oriented person, whose drive and sense of urgency are tempered and disciplined by a strong concern for the accuracy and quality of the details of any work for which she is responsible. Approach to any work done will be based on thorough analysis and detailed knowledge of all pertinent facts.

Much more technically than socially-oriented; has confidence in technical/professional knowledge and ability to get things done correctly. With experience, will develop a high level of expertise in her own work and will be critical of mistakes made by herself or others. Takes the work and responsibilities very seriously and expects others to do the same.

Over 3 years of experience in virtual assistance with a strong focus on executive support, operations, and administrative management.

Worked directly with CEOs and business executives from U.S. and Australian companies, providing end-to-end support for both startups and scaling businesses.

Strong background in Sales Operations, having held a lead EA role, managing other assistants and working as the go-to person for internal tools and systems like Salesforce.

Executive & Operational Support

• Provided direct support to C-suite executives, including calendar and inbox management, meeting coordination, travel bookings, and stakeholder communication.
• Handled personal assistant tasks, such as hotel and flight bookings, travel itinerary planning, and personal calendar syncing.
• Represented executives during escalations, handled confidential information, and responded to stakeholders on their behalf.

• Experienced in creating and managing Salesforce reports, serving as the main point of contact for all CRM-related queries.
• Produced internal reports, sales tracking, and performance data analysis.
• Familiar with profit and loss (P&L) statements, basic bookkeeping, and understanding of gross margins—particularly relevant for product-based businesses.
• Created SOPs, structured workflows, and implemented systems for new business setups (especially in lean/startup environments).

• Drafted professional correspondence and prepared presentations and documentation for meetings.
• Experienced in project tracking, liaising with multiple departments, and ensuring deadlines and deliverables are met.
• Has supported product research, packaging coordination, and supplier communication for e-commerce and product sourcing businesses.

• CRM: Salesforce (advanced)
• Office Tools: Google Workspace, Microsoft Office Suite (Excel, Word, PowerPoint)
• Time Trackers: Familiar with Hubstaff, FastETR, and Remote Staff’s proprietary monitoring tool
• Communication & Collaboration: Zoom, Slack, Email Management Platforms

• Cristina has been working for more than 10 years as a Quantity Surveyor/Estimator. She has a degree in Civil Engineering,
• She estimates and evaluates the materials needed for the project. She reviews and prepares quotations for pre and post-construction plans. She does daily reports, Job Order and Evaluate Client to Owner Change orders. She has experience with Residential, Commercial, Architectural and Construction Projects. She has background in Waterproofing way back 2017.She is knowledgeable in AU building codes, regulations, and construction practices
• She used the following softwares"
  • Bluebeam Revu
  • V-6 Software
  • e-take off
  • Microsoft Excel
  • Microsoft Dynamic 365
  • Smartbid
• She can Start ASAP  for Full time and part time positions

• 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.
• 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.

Cristina is a very conscientious and disciplined person; particularly careful, thorough, and accurate in their work. She 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. Cristina will depend upon professional training, their own experience, or management leadership, to provide those standards and the structure needed for their work.

Given sufficient experience, She will produce work of high quality, giving close attention to the accuracy of details. She is stable and dependable; consistent in their actions and, if necessary, has sufficient patience to do work of a repetitive nature. She believes in having, and following, well-defined processes and procedures.

• Lara has been working since 2006. She started working in the BPO industry and has later on transitioned getting freelance/home based jobs catering clients mostly in US & Bulgaria
• She gained experience/expertise in:
  • Customer Service
  • Virtual Assistance
  • Product Listing
  • E commerce (eBay, Amazon)
• She is also skilled with product research, data entry, order processing and has basic photo editing & optimizing titles using SEO Keywords
• She is adept with using the following tools/technologies:
  • DSM Tool
  • Dropship Beast
  • Hydra Lister
  • Canva
  • ZIK Analytics
• Available to start immediately for full-time/part-time roles.

Evaluation Comment

• Bernie has been working for almost 10 years in the BPO Industry as a Customer Service Representative where she does the following tasks:
• Phone and email handling
• Technical Support
• Customer Handling

• Bernie has been working for almost 10 years in the BPO Industry as a Customer Service Representative where she does the following tasks:
  • Phone and email handling
  • Technical Support
  • Customer Handling
• She started her remote job in 2020 as a Lead Generation and General Virtual Assistant where she was able to perform the following:
  • Lead Generation
  • Social Media Management (Facebook and Instagram)
  • Admin Support
  • Email Marketing
  • Transcription
  • Basic Graphic Designing using Canva
  • Customer care 
  • Email correspondence 
  • Preparing quotations 
  • Invoicing 
  • Taking Minutes of the Meetings 
• She is adept in using the tools/applications like:
  • HubSpot (CRM)
  • Zendesk
  • Social Media Platform
  • WordPress
  • MailChimp
  • MS Office: Word, Excel, & Outlook
  • Google Apps: Docs, Sheets, and Calendar
  • MYOB
• She can 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-defined team for which they produce high-quality output and decisions.

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. Bernadette will depend upon professional training, their own experience, or management leadership, to provide those standards and the structure needed for their work.

Given sufficient experience, they will produce work of high quality, giving close attention to the accuracy of details. Stable and dependable; consistent in their actions and, if necessary, has sufficient patience to do work of a repetitive nature. Believes in having, and following, well-defined processes and procedures.

• Debs has been working since 2006 and has handled roles such as Accounting Clerk, Customer service representative, Outbound sales representative, Sales representative, and Senior Agent within the Business process outsourcing industry.
• She gained skills/expertise when it comes to:
  • customer service
  • sales
  • outbound sales
  • upselling
  • Inbound/Outbound call
  • email and call management
• Well versed with the following software tools:
  • Salesforce
  • Genesis
  • Vici dialer
  • Gmail
  • Skype 
  • WhatsApp
• She can start immediately  

Predictive Index Behavioral Profile - Specialist

Strongest Behaviors

• 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.

Behavioral Summary

Deborah 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 Deborah , who takes responsibilities very seriously.

• Jules acquired a degree in Commerce majoring in Accounting. She has more than 10 years of relevant experience in bookkeeping and payroll and provided her services to clients and employers in the BPO, logistics, and travel industries to name a few, local, New Zealand, and Australia-based.
• She was a Remote Staff contractor to an Australian accounting firm for more than 6 months as a Payroll Accountant.
• At present, she is a freelance Bookkeeper for a PR agency in Australia, allotting 1 hour each day for work.
• Some of her primary responsibilities include
  • Payroll (Australia and New Zealand)
  • Xero accounting software management
  • Accounts and bank reconciliation
  • Bookkeeping (payable, receivable, and invoicing)
  • BAS and ITR preparation
  • Data migration
  • Email management
• She is adept with Xero, Asana, Workflow Max, ClickUp, Hubdoc, Hubstaff, QuickBooks, Deputy, Dext, Microsoft Office Apps (Excel, Teams), ICOS Live, ServiceM8, and PipeDrive.
• She can start anytime.
• She is amenable to a day shift, part-time, or full-time role.

• A relatively private individual, it takes Juliana some extra time to connect to and trust new people.
• Serious and reserved. 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. Works at a relatively steady pace; best working with familiar processes, environments, and co-workers. Not inclined to change.

• Juliana has a relevant experience in doing Gneral Accounting and Bank Reconciliation aside from that she is also familiar in Bookkeeping 
• She is getting  commendation thru her superior regarding the quality of her job. 
• Her experience is perfectly fit in working in an enviroment with Accounting and Bookkeeping people and any related field including finance
• She is very pleasant during the interview and with good disposition in working homebased. 

Jane Pauline is an experienced administrative and customer service professional with a strong background in property management, sales, and client-facing roles. She has held progressively responsible positions in both the real estate and healthcare sectors, particularly in sales and account management capacities. Her communication and coordination skills stand out, especially in environments requiring client engagement, scheduling, and lead conversion.

• Advanced: Real Estate, Property Management, Social Media Management, Sales Management, Administrative Support
• Intermediate: Bookkeeping
• Soft Skills: Strong communicator, client-centric, detail-oriented, team player

• Client-Facing Experience: Demonstrated ability to manage client relationships, resolve concerns, and handle inquiries across phone, email, and chat platforms.
• Property Management Proficiency: Full cycle of property listings, showings, and tenant support.
• Sales and Marketing Exposure: Proven lead generation and funnel management from various sales roles.
• Healthcare Industry Familiarity: Previous roles with Becton Dickinson and Roche.

Predictive Index Behavioral Profile - Artisan

• 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.

Behavioral Summary

Pauline 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; Pauline plans ahead, double checks, and follows up carefully on decisions and actions.

• 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.

• 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.

• Jesus Jr. is working as a Principal Consultant.
• He is a technical Lead and doing L2 & L3 infrastructure Support.
• He provide support for Windows Server (Windows 2003, Windows 2008 and Windows 2012 Platform).
• He is  involved in providing daily monitoring of Backup using CommVault backup Software.
• He provides support for Active Directory and Azure Active Directory; Enterprise Email System (Exchange 2010, Exchange 2013, Exchange Online) ; M365 / Office 365.
• He do daily support of VMware and  Citrix and provide support to virtual application deployed to production  Citrix Xenapp.
• He is proficient in using:
  • VMware - 10yrs
  • Active Directories - 10yrs
  • Citrix - 10yrs
  • Office 365 - 2yrs
  • Team Viewer - 10yrs
  • Event Viewer - 10yrs
• He has experience in creating user and assigning license to the user in Office 365.
• He also have knowledge in  SCCM and WSUS.
• He needs 30 days notice.

• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
• 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.

Jesus Jr. 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 Jesus Jr., who takes responsibilities very seriously.

A modest and unassuming person, works quite autonomously and decisively in their specialized area. When working outside of their expertise, they’ll look to management, written resources, or subject-matter experts for direction. Most effective and productive when working within the field of own specialty and experience, and prefers to stick to the proven way. If it becomes necessary to initiate or adopt change, Jesus Jr. will need to see cold, hard, evidence to prove that the new way is more efficient, yields high-quality results, and is complete. In addition, Jesus Jr. will carefully plan the implementation to minimize problems and maximize results.

Katherine demonstrates a strong alignment with the requirements of this role through her extensive background in administrative support, client communication, and meticulous data handling. Her experience as a Marketing Virtual Assistant, Customer Service Virtual Assistant, and Data Enrichment Specialist shows she can manage large volumes of information accurately, a key skill for handling insurance and annuity applications. She has consistently performed tasks such as database management, lead generation, and direct client interaction via phone, email, and LinkedIn, which directly parallels the duties of collecting and following up on client information.

Her recent work as an Executive & Marketing Assistant further highlights her ability to manage schedules, organize inboxes, handle project tasks, and communicate professionally on behalf of her employers. Additionally, her roles in legal intake and consulting firms involved verifying documentation, requesting missing information, and updating records mirroring the precision, urgency, and client follow-up required in processing insurance applications and tracking cases.

Katherine’s technical skills in data entry, research, and spreadsheet management, combined with her soft skills being organized, adaptable, and a fast learner position her to excel in maintaining the production log, ensuring timely updates, and keeping impeccable records. Her proven ability to work independently while maintaining high accuracy and responsiveness makes her a strong candidate to deliver exceptional new business processing, client support, and reporting in this role.

Predictive Index Behavioral Profile - Altruist

Strongest Behaviors

• 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.

• 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.

• Fluent, enthusiastic, and comparatively frequent in communication; a motivator who pays attention to others’ points of view.

• Collaborative; works with and through others. Focused on team cohesion, dynamics, and interpersonal relations.

• Asana
• Trello
• Amazon
• Hubspot
• Hunter
• Quickbooks
• Olarc
• Slack
• Magento 

• 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.

• Cloyd is a marketing expert with at least 15 years of experience. He is a Computer Science graduate and has been specializing in marketing and web development since 2005. At present, he is a freelance Marketing Manager working for 1-2 hours each day.
• Some of the tasks he was responsible for were
  • Creating marketing strategies
  • Lead generation
  • Branding
  • Content strategy including market positioning, drafting USPs and value propositions
  • Producing marketing materials such as posters, billboards, magazine placements, and promotional video
  • Building automation using CRM
  • Deploying several automated sales pipelines, email automation, and automated reports
  • WordPress web development - building websites, including e-commerce
  • SEO - SERPS ranking techniques, content strategy, and website optimization
  • Data Analytics - creating data management processes that automate data collection; creating data visualization reports to be used for business intelligence and insights
  • Running Ads Campaign (B2C/B2B) - PPC Ads, Google Ads, FB Ads, and LinkedIn Ads
  • Content Writing - blog posts, articles about mortgage, real estate, and time management
• He writes up to 1000 words per article. He also co-authored an e-book about real estate released on Amazon in December 2017.
• He's been applying the NLP techniques to his work.
• He is proficient in using WordPress, Joomla, Shopify, Mailchimp, GetResponse, Canva, Active Campaign, PipeDrive, HubSpot, Trello, Microsoft Office Apps (Excel, Word, PowerPoint, Teams, Outlook), Google Suite, Google Analytics, Google Looker Studio, Adobe Photoshop, and Illustrator. He also knows how to code in HTML, CSS, and PHP.
• He is available to start anytime and prefers working the day shift to any part-time or full-time role.

• 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.

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. Cloyd will depend upon professional training, their own experience, or management leadership, to provide those standards and the structure needed for their work.

Given sufficient experience, they will produce work of high quality, giving close attention to the accuracy of details. Stable and dependable; consistent in their actions and, if necessary, has sufficient patience to do work of a repetitive nature. Believes in having, and following, well-defined processes and procedures.

• Paul has been working since 2006 and has handled various roles such as Hotel Reservation supervisor, Customer Service Representative, Inbound Service Representative, Chat and Email Support, Senior Customer Service Executive, Virtual Assistant within Leisure Marketing Services, BPO, Financial, and Fitness industries.
• He honed his skills in Customer service, customer management, Virtual Assistant, Data entry, Calendar management, Inbound/outbound calls, email, and chat management.
• Has worked with US, AU and UK based company in the Philippines
• Proficient in Software tools like: 
  • Asana
  • Ring Central
  • Zendesk
  • G-suite
  • Slack
  • MS Word
  • MS Excel
• He can start after 1 week notice

• Ed has been working for 7 years as Graphic Designer/Motion Designer within manufacturing, eCommerce, and training companies 
• He has already catered with clients from US, and Singapore 
• He has extensive experience in different areas of designing which include:
  • Product design & Packaging design 
  • Social media graphics 
  • 3D and 2D Modelling 
  • Animation 
  • Motion graphics 
  • Photo manipulation and Photo enhancement 
  • Photography 
  • Motion graphics 
  • Video editing for long form and short form 
  • Instructional design 
  • Web Designing
• He is a confident user of the following tools 
  • Adobe Photoshop
  • Adobe Illustrator 
  • Adobe InDesign 
  • Adobe Premiere Pro 
  • Adobe After Effects 
  • Adobe Animate 
  • Articulate 360 
  • Asana 
  • Slacks 
  • Microsoft Note
• He can start as soon as possible 

• 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.

• 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. Ediver will depend upon professional training, their own experience, or management leadership, to provide those standards and the structure needed for their work.

Jonalyn is an experienced accountant and bookkeeper with over 10 years of practice across diverse industries, including outsourcing services, property management, retail trading, and BPO/consulting environments. In her most recent role, she worked remotely as a part-time bookkeeper and administrative support for a client in the Australian events industry through an outsourcing platform.

Her day-to-day responsibilities included managing a centralized inbox system to organize supplier and customer communications efficiently. She issued customer invoices and processed supplier bills, ensuring accuracy and timeliness. She handled payroll preparation and processing on both weekly and fortnightly schedules, making sure to account for special items such as bonuses and discretionary payments.

Jonalyn performed daily bank reconciliations across multiple Xero entities to maintain accurate financial records. She prepared manual journal entries for month-end adjustments, including prepayments and accruals, and generated aged payables and receivables reports on a weekly and monthly basis. She also produced cashflow forecasts, adjusting schedules weekly or twice monthly based on collections and spending patterns.

Her work required strong knowledge of Australian compliance requirements, including conducting monthly GST reconciliations for quarterly BAS lodgment. She regularly performed P&L and balance sheet analyses to support month-end closings and provide clear financial insights.

Additionally, she has experience with large-scale cleanup and reconciliation projects in previous outsourcing engagements, where she resolved multi-year backlogs of non-compliant accounts. Jonalyn holds a Bachelor of Science in Accountancy, which has provided a solid foundation for her extensive professional practice in bookkeeping and financial management.

1.     Career Highlights / Relevant Projects

• Successfully managed end-to-end bookkeeping functions for multiple clients in Australia:
• Cleaned up and reconciled three financial years of backlogged accounts.
• Processed payroll with varying schedules (weekly/fortnightly) while ensuring compliance with local statutory requirements (PAYG, Superannuation).
• Led quarterly BAS preparation, including GST reconciliations.
• Produced monthly financial reports (aged AP/AR, P&L, balance sheet) for management.
• Performed daily bank reconciliations and maintained accurate cashflow forecasts.
• Managed email communications and task delegation from a centralized inbox system.
• Assisted with admin tasks like preparing artist contracts and managing supplier/customer correspondence for the events industry.
• In prior roles at a property management-focused BPO, handled daily receipting, bank reconciliations, invoicing (AR/AP), and assisted with annual budgeting.
• Has experience supporting other industries like retail trading (SKU costing, promo analysis) and corporate services (financial analysis for project feasibility).

2.     Skill Proficiency + Tech / Software Proficiency 

Accounting/Bookkeeping Skills:

• End-to-end bookkeeping (AP/AR, payroll, BAS/GST, month-end close).
• Cashflow forecasting.
• Financial reporting and analysis.
• Account reconciliation and data cleanup.
• Journal entries and accruals.
• Email and calendar management.

Admin Support:

• Contract preparation.
• Supplier and customer communications.
• Centralized inbox management.

Software Proficiency:

• Xero (5+ years, primary platform).
• SAP (background experience).
• Sage, MYOB, QuickBooks (basic familiarity).
• Asana (for task management).
• Monday.com (used for project/task tracking with prior clients, including marketing budget analysis).
• Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Cirrus 8 (Australian property management system).
• Apparel Magic (basic knowledge).
• Salesforce (basic knowledge).

She can start immediately.

Predictive Index Behavioral Profile: Persuader

Strongest behavior:

• Proactively connects quickly to others; open and sharing. Builds and leverages relationships to get work done.
• Collaborative; usually works with and through others. Intuitive understanding of team cohesion, dynamics, and interpersonal relations.
• Comfortably fluent and fast talk, in volume. Enthusiastically persuades and motivates others by considering their point of view and adjusting delivery.

Behavioral Summary:

• Jonalyn is an engaging, stimulating communicator, poised and capable of projecting enthusiasm and warmth, and of motivating other people.
• Has a strong sense of urgency, initiative and competitive drive to get things done, with emphasis on working with and through people in the process. Understands people well and uses that understanding effectively in influencing and persuading others to act.