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• Accounts Receivable (AR) – invoice generation, aging reports
• Accounts Payable (AP) – bills processing via platforms like bills.com
• Monthly and weekly bank reconciliations
• Business Activity Statements (BAS) and sales tax reporting
• Preparation and analysis of Profit and Loss Statements
• Payroll management

• Proficient in QuickBooks (Desktop & Online) – rated 8/10 in proficiency.
• Regular user of Excel/Spreadsheets for financial reporting – comfortable creating basic reports with annotations.
• Experienced in using CRM tools (e.g., ServiceTitan) and adapting to new systems.
• Familiar with Hubstaff and Time Doctor for productivity tracking.

• Construction supplies (as in-house bookkeeper in a corporate setting)
• HVAC services and service-based businesses through U.S. and Australian accounting firms
• Exposure to food export industry, specifically relevant to the current client setup

• Liezel has accumulated approximately 8 years of administrative and financial support experience, primarily within office-based and local Philippine companies, with a brief stint in remote international work.
• Her experience spans both administrative operations and basic accounting/bookkeeping functions
• She is available to start immediately.

• Handled logistics-related responsibilities for a telecommunications company, including deployment of technician vehicles, fuel monitoring, inventory of tools and materials, and operations support.
• Oversaw monthly branch budget preparation, including data entry of expenses and submission of replenishment requests.

• Performed accounts receivable tasks for a U.S.-based client on a project basis, including checking bills, issuing invoices, and ensuring data accuracy before dispatch.
• In prior local roles, handled data entry, ledger updating, and daily cash reconciliation for loans and collections.
• Familiar with basic auditing practices, ensuring the correctness of entries and accounting documents.

• Communicated regularly with external suppliers (e.g., vehicle leasing, fuel companies) regarding billing concerns and rental contracts.
• Experience in customer support via email, with growing confidence in taking and making business calls.

• Comfortable with Microsoft Excel (rated 9/10) – has used advanced formulas and generated reports.
• Used SAP in a logistics setting.
• Basic familiarity with Google Workspace tools.

Jacky has extensive experience in technical support and customer service, with a strong focus on handling high call volumes and managing escalations effectively. Her most relevant background includes supporting customers for telecom and internet service providers, specifically handling troubleshooting for issues related to phone and internet connectivity.

She has also worked in a virtual assistant capacity, which adds to her flexibility and organizational skills, and she is well-versed in remote work setups. She demonstrated familiarity with tracking tools such as Hubstaff and is comfortable using productivity monitoring software, aligning well with the client’s in-house systems.

Technical Proficiency and Experience:

• She has previously worked with Australian clients and is familiar with the culture and expectations in that market.
• Notably, she has handled accounts such as Telstra and Comcast, managing up to 80+ calls per day, indicating her ability to work in high-pressure environments.
• Proficient in using remote monitoring tools such as Hubstaff
• Experienced in customer support software used by telecom providers
• Familiar with remote communication platforms
• She is able to start immediately.

• Extremely informal, extraverted, and outgoing; gets familiar very soon after you meet. Communicates effusively, flexibly, and engagingly; draws others into the conversation.
• Almost exclusively focused on people, building relationships, and teamwork rather than technical matters. Uninhibited; very open and trusting in sharing thoughts and in asking personal questions.
• Not interested in the details; delegates them freely. Needs unstructured projects where flexibly working with people, and a focus on the goals rather than the plans, is necessary.
• 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.
• Socially-focused, naturally empathizes with people, easily seeing their point of view or understanding their emotions. Positive, non-threatening communication.

Jacky 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.

• Rommel has hands-on experience supporting property managers for a client in the Australian property management sector.
• He is proficient in tools such as Property Tree, PropertyMe, Airtable, Inspection Manager, Maintenance Manager, and Invoice Genius.
• His tasks included lease documentation, rental invoicing, calendar management, compliance form storage, handling tenant communications, and generating weekly performance reports.
• He also has experience with both inbound and outbound communications, as well as escalations and troubleshooting.
• He is able to start immediately.

Predictive Index Behavioral Profile - Operator

Strongest Behaviors

• 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.
• A relatively private individual, it takes Rommel 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.

Rommel 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.

He 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.

• She has gained valuable experience working in the construction and engineering industry, holding roles as an Office Engineer and Junior Civil Engineer.
• Her experience at a multinational construction company involved assisting in project planning, contract management, and technical documentation, which demonstrates her ability to work in a fast-paced engineering environment.
• Additionally, her previous role as a Junior Civil Engineer enhanced her skills in cost estimation, technical drawing, and project coordination. 
• She is available to start immediately.

• She is proficient in AutoCAD, SketchUp, STAAD, and Planswift, which are essential tools for structural analysis and project planning.
• Her competency in Microsoft Office and basic programming knowledge in MATLAB, Python, and JavaScript adds versatility to her skill set.
• She has also obtained relevant certifications, including training in ISO 9001:2015, FIDIC contracts, and concrete troubleshooting, showcasing her commitment to continuous professional development.

• Driven to protect the company against risk by thoroughly leveraging their background and strictlynfollowing “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.
• 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.
• Formal, reserved, introspective, and skeptical of new people; requires “proof” to build trust in new people.

Keanna-mari 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; Keanna-mari plans ahead, double checks, and follows up carefully on decisions and actions.

Ning is a skilled virtual assistant with over a year of experience in lead generation, administrative support, and strategic outreach. He demonstrates a clear understanding of prospecting workflows and a structured approach to relationship building. His strong communication skills, adaptability, and interest in niche industries make him a promising candidate for roles involving outreach and business development.

• Over a year of hands-on experience in lead generation and outreach, including CRM use (Apollo AI) to mine and qualify leads based on engagement and relevance.

• Managed and organized lead databases using Google Sheets, including key contact details and communication history for transparency and collaboration with clients.

• Demonstrated initiative by crafting outreach emails using ChatGPT, refining the output to maintain professionalism and a human tone.

• Experienced in preparing meeting briefs, scheduling calls via Calendly, and handling follow-ups to convert interested leads into viable partnerships.

• Showed strong adaptability and a proactive learning mindset toward new industries—particularly open to gaining knowledge in wellness, spirituality, and human design.

• Apollo AI – Used for scraping leads, evaluating quality, and managing outreach flow.

• Calendly – Familiar with scheduling and coordinating meetings between clients and leads.

• Google Sheets – Primary tool for lead tracking and database management.

• ChatGPT – Utilized to craft and refine outreach messages with a personalized tone.

• LinkedIn & Facebook – Used for lead sourcing and background verification of potential partners.

• Notion – Basic usage as a note-taking tool, open to deeper adoption if needed.

• 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.
• Proactively connects quickly to others; open and sharing. Builds and leverages relationships to get work done.

Ning 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.

Yolanda is a proactive and people-focused Lead Generation and Strategic Outreach Assistant with relevant experience in client engagement, database management, and email/DM outreach. She has supported industries such as real estate and offshoring services, and is now excited to contribute to the wellness and personal development space. Her thoughtful approach to lead qualification and follow-ups, combined with her adaptability and strong communication style, make her a promising fit for outreach roles requiring both empathy and strategy.

• Conducted lead generation and strategic outreach for real estate investors, wholesale buyers, and offshoring clients—creating personalized emails and DMs to secure collaborations and virtual assistant partnerships.

• Successfully managed lead lists using tagging and prioritization strategies, ensuring timely follow-ups and organized outreach pipelines.

• Delivered customer-centric communication by adjusting message tone and structure based on the recipient’s needs and industry, using tools such as AI-assisted drafting to maintain professionalism and warmth.

• Engaged with Australian and U.S.-based clients in previous roles, showcasing cultural familiarity and strong written and verbal communication.

• Demonstrated interest in wellness and human-centric businesses, expressing both a personal and professional alignment with the client’s values and audience.

Skill Proficiency: Lead research, outreach messaging, follow-up cadence, lead list management, client communication, meeting brief preparation, inbox coordination, and calendar scheduling.

Tech / Software Proficiency: Calendly (basic use), Gmail, Google Workspace, Facebook outreach, LinkedIn (basic familiarity, open to training), AI writing tools (e.g., ChatGPT), and basic CRM functions.

She is available to start immediately. 

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.

• Construction Materials Expertise: Has experience estimating various materials, including rebars (steel reinforcing materials), which are critical in the early stages of construction. Understands the importance of accurate rebar cutting lists and fabrication processes.
• Software Proficiency: Experienced in using Bluebeam and other estimation tools for quantity take-offs and scheduling. Although unfamiliar with ASA Rebar software, he is adaptable and confident in learning new platforms.
• Australian Standards Compliance: Familiar with Australian measurement systems and material standards, demonstrating adaptability to different industry requirements.
• Estimation & Take-Off Process: Follows a structured approach to material take-offs, ensuring accuracy by scaling projects correctly, marking material quantities, and maintaining organized documentation.
• Problem-Solving & Adaptability: Effectively manages project delays, material shortages, and unexpected changes by implementing contingency plans, adjusting manpower, and coordinating with suppliers.
• Communication & Coordination: Acknowledges the importance of client and contractor communication in preventing errors due to incorrect or outdated plans. Proactively seeks clarification and ensures alignment between design and execution.
• He can start immediately. 

• Socially-focused, generally empathizes with people, seeing their point of view or understanding their emotions. Positive communication.
• Teaches and shares; generally interested in working collaboratively with others to help out.
• Friendly and service-oriented; drives for the “greater good” rather than individual goals. Promotes teamwork by sharing authority.
• Drive to protect the company against risk by doing things in general accordance with established standards.
• Careful; usually follows a plan to avoid making mistakes. Generally has proof to support decisions before taking action.

Jose is 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, He 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. He gets along easily with a wide variety of people.

• Over five years of professional experience in video editing, with a focus on content creation for advertising campaigns, social media, news media, and real estate.
• Skilled in handling various content formats, including short-form advertising videos (15-30 seconds), long-form vlogs, commercial ads, podcasts, and reels for platforms such as TikTok, Instagram, Facebook, and YouTube.
• Has worked with clients in healthcare, real estate, virtual assistant services, news media, and content creation, showing strong adaptability to different industries.
• Extensive experience in managing multiple clients and projects simultaneously, demonstrating strong time management and organizational skills.
• He is able to start immediately.

• Video Editing Software: Advanced proficiency in Adobe Premiere Pro (primary tool since 2018), Adobe After Effects, and experience with DaVinci Resolve and other editing tools.
• Graphic Design: Knowledgeable in Adobe Photoshop & Illustrator, which complements his video editing capabilities.
• Editing Techniques: Strong understanding of video hooks, pacing, and storytelling to capture audience attention within the first 3-5 seconds, inspired by successful content strategies (e.g., Mr. Beast’s approach).
• Sample Portfolio: https://janpaulosaltingportfolio.my.canva.site/

• 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.
• 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.

Jan Paulo 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 they are 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 their own work and will be critical of mistakes made by themself or others. Takes the work and responsibilities very seriously and expects others to do the same.

Julius is a highly experienced video editor with over a decade of professional experience in video production and motion graphics. His background spans multiple industries, including news media, logistics, and advertising. He demonstrates strong proficiency in industry-standard tools such as Adobe Premiere Pro and After Effects, particularly in motion graphics and explainer videos.

His adaptability to different content styles, from corporate campaigns to social media advertisements, makes him a versatile candidate for this role. He has worked with international clients, including a full-service advertising agency in Canada and a U.S.-based automotive brand, showcasing his ability to produce engaging, high-quality content for diverse audiences.

Technical Skills & Experience:

• Over 10 years of experience in professional video editing.
• Strong expertise in Adobe Premiere Pro and After Effects.
• Experience creating infographics for live news broadcasts, explainer videos, and social media ads.
• Worked on ad campaigns, including corporate promotions, product showcases, and local business marketing.
• Created content for advertising campaigns, ensuring audience engagement within the first few seconds.
• Developed social media reels and segment openers for a Canadian media outlet.
• Sample Portfolio: https://juliustasis.pixpa.com/
• He can start immediately.

• 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.
• 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.

Julius 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.

A modest and unassuming person, they work autonomously in their area of expertise. When working outside of that area, their drive is to seek specialized knowledge by finding definitive answers from written resources, authoritative management, or established subject-matter experts. 

Johanna is a results-driven professional with over 12 years of experience in client-facing and back-office roles within the financial services and SaaS industries. She brings with her an exceptional track record in fraud prevention, payment lifecycle management, and customer onboarding. 

• Fraud Prevention & Risk Management
• Client Onboarding & Support
• Escalation & VIP Support
• Customer Service
• Successfully transitioned from voice-based support to fraud prevention, culminating in a senior payment lifecycle analyst role managing escalations from high-net-worth clients.
• Oversaw multimillion-dollar transaction reviews with minimal error margins and high trust levels from internal stakeholders.
• Spearheaded onboarding improvements at her current SaaS client, contributing to higher client retention and successful fraud screening measures.
• Can start immediately

Tools & Software:

• Zendesk (Email/Customer Support)
• Slack (Internal Communications)
• Stripe (Payments/Disputes)
• Zoom (Virtual Meetings)
• CRM App (proprietary, similar to QuickBooks)

Strongest Behaviors:

• Proactive, assertive, and driven to reach personal and team goals.
• Independent, innovative thinker who thrives in dynamic, fast-paced environments.
• Persuasive communicator who builds and leverages relationships effectively.

Behavioral Summary:

Johanna is a confident and self-starting professional who thrives under pressure and adapts well to changing conditions. She combines her assertiveness with a relationship-oriented approach, making her effective in both collaborative and independent settings. Known for her urgency and ability to influence outcomes, she excels in environments that allow autonomy, quick decision-making, and impactful client engagement. Her preference for action over routine aligns well with roles that require initiative and direct client interaction, making her a valuable addition to fast-moving teams.

Richelle is a highly experienced bookkeeper with six years of experience in finance, accounts receivable (AR), accounts payable (AP), and debt collection. She has worked in various industries including government, food & beverage, construction, and media production.

📌 Freelance Bookkeeper (USA & Singapore, 2023 – Present)

• Manages bookkeeping, financial reporting, and reconciliations for a video production company (USA) and a music production company (Singapore).
• Handles both AP and AR processes, including invoicing and collections.
• Utilizes QuickBooks Online and Xero for financial management.

📌 Part-Time Bookkeeper (USA-Based Firm, 2022 – 2023)

• Processed AP & AR transactions, including billing, payment tracking, and sending reminders for overdue accounts.
• Conducted bank reconciliations and financial reporting.

📌 Bookkeeper – Government & Food & Beverage Industry (Philippines, 2019 – 2022)

• Managed financial records, payroll processing, and tax compliance.
• Implemented a structured follow-up system that successfully reduced outstanding debt.
• Maintained AP/AR, reconciled accounts, and prepared financial statements.

📌 Bookkeeper – Construction Industry (Philippines, 2017 – 2019)

• Handled daily financial operations, including invoicing, payments, and payroll processing.
• Tracked job costing and financial reporting for construction projects.

• Accounts Receivable & Debt Collection (Invoicing, Payment Tracking, Follow-Ups)
• Accounts Payable (Bill Processing, Supplier Reconciliation, Expense Tracking)
• Bookkeeping & Bank Reconciliation
• Payroll Processing & Financial Reporting
• Software & Tools: QuickBooks Online (Advanced), Xero (1+ Year Experience), Microsoft Excel

📌 Reduced outstanding debt for a previous employer by implementing a structured follow-up system.
📌 Successfully transitioned from government and corporate bookkeeping to international freelance bookkeeping.
📌 Experienced in handling financial operations for both local and international clients, including Australian businesses.

She can start ASAP and is amenable to part-time arrangement.

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.

Richelle 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 Richelle, who takes responsibilities very seriously.