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by your side, every step of the way!

 

Hire World-Class, High Performing, Vetted Accountants.
Cut Labor Costs by 70%

We’ll Source, Hire and help Manage them for you so you don’t have to.
Lifetime support, dedicated account manager by your side, every step of the way!

 

17 Years of
Virtual Staffing
Experience

Trusted by
3,368
SME’s

6,948
Virtual Staff
Hired

Hire World-Class, High Performing, Vetted Accountants.
Cut Labor Costs by 70%

We’ll Source, Hire and help Manage them for you so you don’t have to. Lifetime support, dedicated account manager by your side, every step of the way!


17 Years of
Virtual Staffing
Experience


Trusted by
3,368
SME’s


6,948
Virtual Staff
Hired

Top Talent. Lifetime Support Not Found Anywhere.

Hire an Accountant

Every business needs to prepare and manage its finances with care, from tracking expenses and balancing books to filing taxes and planning for growth.

However, handling these essential tasks requires time, accuracy, and professional expertise.

Let’s face it: your energy is better spent on growing your business, serving clients, and planning your company’s future growth, not buried in spreadsheets or tax paperwork.

That’s why many entrepreneurs, freelancers, and companies rely on accountants to handle essential financial work efficiently and correctly.

 

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Candidates:

49

Filter by Role:

*Booking interviews depend on candidates' availability and interest.

All-inclusive Rate: USD $12.09/hr

Priscila

Candidate ID: 512355


ADVANCED

    QuickBooks, MYOB, Microsoft Dynamics...

INTERMEDIATE

    Microsoft Excel, Microsoft Word, Xero...

Employment Preferences

Availability:
Part Time Full Time
Preferred Timezone:
Australian Western Standard Time Australian Central Standard Time Australian Eastern Standard Time New Zealand Daylight Time
Hourly & Monthly Rate:
(inclusive of service fee)

*Plus GST for Australian Businesses

Part Time: $USD 12.09 per hour or $USD 1047.73 per month

Full Time: $USD 12.09 per hour or $USD 2095.47 per month

Remote Staff Recruiter Comments

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

Strongest Behaviors
  • Works at a faster-than-average pace, producing results in general accordance with schedules and “the book.”
  • Detail-oriented; typically makes and follows a plan to keep track of things and usually follows up to ensure completion.
  • Focused on operational efficiencies: thinks about what needs to be done and how it can be done quickly without losing quality. Impatient with routines.
Behavioral Summary

Priscila is unselfish, 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, Priscila 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.

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.

Employment History

Accountant

Industry:

Accounting / Audit / Tax

Employment Period:

November 2022 to April 2023 (5 Months)

Duties and Responsibilities:

  • Collect and analyze financial information and prepare the necessary entries
  • Manage accounts payable and disbursement
  • Ensure all transactions are recorded in the books
  • Prepare payroll and month-end adjustments
  • Make weekly report for the management
  • Other accounting task or ad hoc duties that is assigned by the superior

Accountant and Legal Assistant/Researcher

Industry:

Property / Real Estate

Employment Period:

August 2020 to December 2022 (27 Months)

Duties and Responsibilities:

  • Manage accounts payable & disbursement.
  • Responsible for checking the accuracy of the amount on the system of assigned accounts
  • Review and edit contracts and other legal documents
  • Prepare legal documents and assist external legal counsel for documentation and attachment
  • Conduct research into applicable tax, business or real estate law for a particular topic given.
  • Other accounting task or ad hoc duties that is assigned by the superior

Finance Manager/ In-House Legal Counsel

Industry:

Retail / Merchandise

Employment Period:

January 2017 to February 2020 (37 Months)

Duties and Responsibilities:

  • Managed and oversaw the preparation of financial statements and monthly/annual sales from different media platforms.
  • Managed and supervised finance department employees, which has 4 units (Treasury, Accounts Payable and Purchasing, Sales and Accounting Units).
  • Maintained and oversaw all accounting procedures and processes and the compliance with Generally Accepted Accounting Principles (GAAP) for financial statements
  • Helped the management in their decision making
  • Oversaw the preparation of budgets, the financial analysis and interpreted complicated financial information for managers and executives and reported directly to the CEO
  • Advise on procedure and financial management as well as developing policies  
  • Oversaw the financial report for stockholders, taxes, regulatory agencies, and other financial groups relating to company finance

Consultant/Partner

Industry:

Accounting / Audit / Tax

Employment Period:

January 2012 to April 2020 (99 Months)

Duties and Responsibilities:

  • In- charged of handling and managing the services that we provide to our clients in various industries.
  • Responsible for checking that all the reports we submit to our clients are correct.
  • Responsible for verifying that all the remittances and returns we submit to BIR and other government agencies are correct.
  • Responsible in generating the Financial Statements for our clients for submission to Audit.
  • In-charged of dealing to Government agencies in behalf of our clients.

General Accountant

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

February 2011 to April 2012 (13 Months)

Duties and Responsibilities:

  • Responsible for the review and analysis of the bank transactions
  • Responsible for journal entries and recording of collections, disbursement and other transactions related to bank.
  • Responsible for the daily Bank Reconciliation, and Account Reconciliation Tracker.
  • Monitoring of Completion of Analysis and Reconciliation for RTR assigned accounts
  • Financial Analysis, Balance Sheet Reconciliation, Posting of Journal Entries
  • Other accounting and administrative functions and ad hoc duties as assigned from time to time by my superior.

Financial Analyst

Industry:

Oil / Gas / Petroleum

Employment Period:

December 2010 to January 2011 (1 Months)

Duties and Responsibilities:

  • Prepare and analyze daily cash flow
  • Monitor and analyze the importation and accounts payable. Monitor and analyze the operating expenses and make necessary suggestions on how to minimize the
  • Other accounting and administrative functions and ad hoc duties as assigned from time to time by my superior

Assistant Accounting Supervisor

Industry:

Retail / Merchandise

Employment Period:

July 2010 to November 2010 (4 Months)

Duties and Responsibilities:

  • Responsible for the supervision, review and checking of accounting transactions, preparation of financial statements and reports, payroll, computation of taxes and preparation of tax returns.
  • Responsible for reconciling and reviewing balance sheet accounts and making correcting entries, if necessary.
  • Assisted with audit requests to ensure compliance with GAAP accounting.
  • Analyzed & prepared accurate & timely financial statements of co-owned stores such as: comparative. PNL, Balance Sheet.
  • Analyzed the Balance Sheet Accounts to ensure that all accounts are properly accounted so that possible loss will be avoided.
  • Analyzed and reviewed thoroughly store expenses to avoid loss and establish accuracy of charges.
  • Reconciled store bank accounts to establish completeness of cash to avoid losses.
  • Reviewed budget inputs submitted by Store Managers to ensure correctness of income and expense projections based on established trends and current contracts.
  • Arranged settlement to suppliers. Prepares government regulatory reports.
  • Other accounting and administrative functions and ad hoc duties as assigned from time to time by my superior.

Researcher/Analyst

Industry:

Government / Defence

Employment Period:

October 2009 to June 2010 (8 Months)

Duties and Responsibilities:

  • Organized, Processed and Analyzed data. 
  • Performed financial analysis of AFP budget department. Prepares government regulatory reports.
  • Performed audits or QA checks on all proofed transcripts, logging and categorizing errors correctly on the worksheet.
  • Conducted an ocular audit of the different headquarters of AFP in the different provinces across the nation with regards to provided personnel funds.
  • Other accounting and administrative functions and ad hoc duties as assigned from time to time by my superior.

Auditor Staff/ Accountant

Industry:

Accounting / Audit / Tax

Employment Period:

December 2008 to August 2009 (8 Months)

Duties and Responsibilities:

  • Conducted audit of various accounts (Balance Sheet and Income Statement) of different clients/companies.
  • Prepared financial statements and full set of accounts.
  • Prepared government regulatory reports including tax returns.
  • Conduct Inventory & AR Audit in field areas.
  • Provided efficient assistance in establishing key internal control measures across all areas of operations through consistent monitoring, review and update of systems and procedures.
  • Assisted in the development of strategic proposals and initiatives based on report findings and business analyses to support and maintain the company’s integrity.
  • Identified internal control weaknesses, communicating weaknesses through the preparation of a management letter.
  • Conducted extensive qualitative and quantitative due diligence on industry and company factors independently.
  • Dedicatedly analyzed investment risks and rewards to assist the management in transaction process.
  • Performed financial statement analysis of company specific factors (leverage, profitability, interest rate coverage) to determine its financial flexibility, cash flow strength etc.

Education History

Field of Study:

Major:

Graduation Date:

January 2, 2016

Located In:

Philippines

License and Certification: :

N/A

Field of Study:

Finance/Accountancy/Banking

Major:

Accountancy

Graduation Date:

May 1, 2007

Located In:

Philippines

License and Certification: :

  • Certified Public Accountant

Field of Study:

Law

Major:

Law

Graduation Date:

May 1, 2015

Located In:

Philippines

License and Certification: :

  • Philippine Bar Passer


Skills

ADVANCED ★★★

    QuickBooksMYOBMicrosoft Dynamics

INTERMEDIATE ★★

    Microsoft ExcelMicrosoft WordXero

Work at Home Capabilities:

  • Internet Bandwidth: Between 5mbps to 100mbps
  • Working Environment: Private Room
  • Speed Test Result: https://www.speedtest.net/result/15009679052
  • Internet Type: Broadband
  • Hardware Type: Laptop
  • Brand Name: Dell
  • Processor: Intel Core i7
  • Operating System: Windows 11

All-inclusive Rate: USD $8.36/hr

Katherine

Candidate ID: 500589


ADVANCED

    QuickBooks, Microsoft Office...

INTERMEDIATE

    Accounting, Accounting Reconciliation, General Accounting, Accounts Payable Management...

Employment Preferences

Availability:
Full Time Part Time
Preferred Timezone:
Hourly & Monthly Rate:
(inclusive of service fee)

*Plus GST for Australian Businesses

Part Time: $USD 7.18 per hour or $USD 622.35 per month

Full Time: $USD 8.36 per hour or $USD 1448.88 per month

Remote Staff Recruiter Comments

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

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

KATHERINE is a very conscientious person, particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within own area of expertise.

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

With experience and/or training, KATHERINE will develop a high level of specialized expertise and efficiency. Disciplined and dedicated to the job and the company. Work pace is somewhat faster-than-average, and KATHERINE is motivated by a real concern for getting work done on time and correctly. Discipline and circumspect thinking will lend caution to decision-making; plans ahead, double checks, and follows up carefully on decisions and actions.


Employment History

Accounts Receivable Accountant

Industry:

Telecommunication

Employment Period:

September 2022 to June 2023 (9 Months)

Duties and Responsibilities:

  • Prepare and send invoices to clients
  • Contact clients as needed to ensure payment of outstanding invoices
  • Perform day-to-day financial transactions, including verifying, classifying, computing, posting, and recording accounts receivables’ data
  • Maintain precise records of all incoming payments
  • Process accounts and incoming payments in compliance with financial policies and procedures
  • Reconcile the accounts receivable ledger to ensure that all payments are accounted for and properly posted.
  • Audit all receipts on a determined schedule to ensure accuracy in accounting
  • Prepares and posing of accruals and reversals in to the system.
  • Prepares and ensures Cash advances are liquidated timely.
  • Work collaboratively with accounts payable and other accounting staff to ensure accuracy in finances
  • Generate and deliver reports including AR Aging to different departments monthly or as needed
  • Generate reports detailing accounts receivable status directly to the President and all other involved departments.

Accounting Assistant - Accounts Payable Section

Industry:

Others

Employment Period:

April 2016 to September 2022 (76 Months)

Duties and Responsibilities:

  • Review, verify, and validate attachments especially the receipts on petty cash/reimbursement if accurate.
  • Prepares cash disbursement specifically Petty cash fund, reimbursements and cash advance.
  • Process request for payment for PO and non-PO transactions.
  • Checking Purchase orders VS invoices accurately prior to payment.
  • Ensures all invoices will be processed on time.
  • Prepares payment for monthly fixed rentals.
  • Prepares reconciliation of account with suppliers.
  • Assist with other accounts payable and help with month end responsibilities.
  • Ensures all payments are in timely manner.

Billing clerk

Industry:

Telecommunication

Employment Period:

August 2023 to December 2023 (4 Months)

Duties and Responsibilities:

Accounts Payable Accounts receivable Customer service billing account Purchasing

Revenue specialist

Industry:

Non-Profit Organisation / Social Services / NGO

Employment Period:

January 2024 to January 2025 (11 Months)

Duties and Responsibilities:

Mainly accounts receivable tasks Monthly recons AR

Education History

Field of Study:

Major:

Accountancy

Graduation Date:

January 2, 2015

Located In:

Philippines

License and Certification: :

N/A

Field of Study:

Major:

Graduation Date:

January 2, 2006

Located In:

Philippines

License and Certification: :

N/A


Skills

ADVANCED ★★★

    QuickBooksMicrosoft Office

INTERMEDIATE ★★

    Accounting, Accounting Reconciliation, General Accounting, Accounts Payable Management, Accounts Receivable Management, Collections, Billing, InvoicingPhone SupportEmail HandlingNetSuiteSalesforce.com

Work at Home Capabilities:

  • Internet Bandwidth: Greater than 100mbps
  • Working Environment: Private Room
  • Speed Test Result: https://www.speedtest.net/result/18553929842
  • Internet Type: Fiber
  • Hardware Type: Laptop
  • Brand Name: Lenovo
  • Processor: 12th Gen Intel(R) Core(TM) i5-12450H (2.00 GHz)
  • Operating System: Windows 11

All-inclusive Rate: USD $9.64/hr

CHERYLL

Candidate ID: 498772


ADVANCED

    Administrative Support, Database Administration, Administrative Skills, Client Relations...

INTERMEDIATE

    Accounts Payable Management, Project Coordination...

Employment Preferences

Availability:
Part Time Full Time
Preferred Timezone:
Australian Western Standard Time Australian Central Standard Time Australian Eastern Standard Time New Zealand Daylight Time
Hourly & Monthly Rate:
(inclusive of service fee)

*Plus GST for Australian Businesses

Part Time: $USD 9.64 per hour or $USD 835.04 per month

Full Time: $USD 9.64 per hour or $USD 1670.08 per month

Remote Staff Recruiter Comments

Cheryll work history includes roles such as Operations Manager and Administration Manager/Bookkeeper, where she processed invoices, reconciled transactions, and supported month-end reporting in collaboration with external accountants. Additionally, she has effectively maintained internal systems, led process improvements, and created SOPs and templates to enhance efficiency.

She is highly organized and communicative, with experience handling over 150 clients and 160 staff, showcasing excellent multitasking and interpersonal skills. She is adept with a wide range of tools including Xero, Google Workspace, Notion, Slack, Asana, and Monday.com, and is quick to adapt to new platforms and workflows.

Her ability to self-direct and operate in remote/asynchronous environments is well-established, complemented by certifications in Agile, Scrum, Six Sigma, and Executive Assistance. She displays a proactive, problem-solving mindset and has proven success in both independent and collaborative settings.

Overall, this is a strong candidate who meets and exceeds the key requirements for the role, with the versatility, tech proficiency, and leadership experience ideal for supporting dynamic and evolving business operations.

Bookkeeping & Financial Tasks (Xero, BAS, Payroll, Invoicing)
Direct Experience:

Extensive use of Xero across multiple roles including payroll processing, leave tracking, and maintaining credit card transactions.
Experience reconciling sales and rental bank transactions.
Experience in payroll, invoice processing, and sales commission settlements.
Strength: Strong command of Australian bookkeeping tools and practices; Xero-certified (Advisor and Payroll).

Operational Support & Documentation
Created and maintained monthly reports, statements, and ledgers.
Supported the preparation of marketing packages, employee documents, and management agreements.
Has worked closely with Property Managers and Clients, showing a strong admin and operations support background.

Email, Calendar, and Supplier Coordination
Coordinated with external stakeholders and handled admin support tasks in current and previous roles.
Likely to have transferable experience in email/calendar management though not explicitly stated.

Process Improvement & Initiative
Demonstrated ability to suggest improvements and systematize tasks in banking and real estate environments.
Took initiative in organizing and filing systems, maintaining records, and streamlining payroll and tax processes.

Technical Proficiencies Evaluation:

Cheryll displays an impressive and comprehensive level of technical proficiency aligned with the needs of the role. She is highly tech-comfortable, with hands-on experience using a wide range of platforms essential for bookkeeping, operations, project coordination, and remote team collaboration.

Key platforms and tools include:
Accounting & Finance: Xero (certified), QuickBooks, MYOB, Class, Stripe – used for processing invoices, reconciliations, and financial reporting.

Project & Task Management: Asana, Notion, Monday.com, Trello, AdviserLogic – utilized to support project coordination, streamline workflows, and manage team efficiency.

Administrative & Communication Tools: Google Workspace, Microsoft Office Suite, Slack, Microsoft Teams, SharePoint, WhatsApp – for document management, team communication, scheduling, and email coordination.

CRM & Marketing Platforms: HubSpot, Keap, Mailchimp, ClickFunnels, GHL, Hootsuite, Infusionsoft – used in client engagement, marketing support, and lead nurturing roles.

Other Systems: Dropbox, ATO Portal, Practice Protect, LinkedIn Sales Navigator, Canva, Social Media Schedulers (Socialbu, Social Jukebox) – supporting research, creative tasks, and secure data handling.

Her ability to quickly adopt and optimize a wide variety of systems shows strong digital literacy and adaptability. This technical fluency, coupled with her operational and administrative expertise, makes her particularly well-suited for a fast-paced and evolving role.

Overall, the candidate demonstrates exceptional technical competence, capable of leveraging tools effectively to support strategic and day-to-day operations.

Predictive Index Behavioral Profile - Venturer

Strongest Behaviors
Risk-taking, daring, and focus on future goals; this individual is more concerned with where they’re going than either how they’ll get there, or where they’ve been. Adaptable, operates flexibly.
Makes decisions and takes action, even with little proof confirming their decision. Confident in their own ideas and unimpressed with tradition.
Flexible approach to “the book” often bends the rules and does things their own way. An innovative, "outside the box" thinker who is undaunted by failure.
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.

Overall Recommendation:
Cheryll is a distinctly independent and individualistic person, strong-minded and determined. Venturesome, will “stick their neck out”; and take responsibility for risks when they believe they are right. The challenge of new problems and new ventures is stimulating and will be responded to with action. They have a lot of confidence in themself, their own knowledge, ability and decisions.

Cheryll is an ingenious and innovative problem-solver and troubleshooter. They have an actively inquiring mind, a lively interest in the technical aspects of the work, and a need to know and learn more about the systems, techniques, facts, and concepts involved in it. They will drive hard to get things done their own way, and quickly. A self-starter that initiates, makes decisions, and assumes responsibility for those decisions. They have a strong competitive drive, are ambitious, and will drive hard to achieve goals. Their sense of urgency and impatience for results will put pressure on others as well as on themself.
 

Cheryll has more than 5 years of experience in the finance industry specifically dealing with Australian clients

She has experience in doing basic accounting work such as:

  • General bookkeeping
  • Accounts Receivable management
  • Accounts Payable management
  • Client set-up and management in MYOB
  • Data entry and client set-up in XERO
  • Payroll entry

She also has experience with SMSF 

Cheryll is also a Certified Scrum Master, Agile Scrum Certified, Scrum Fundamentals Certified, Six Sigma White and Yellow Belt

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

Predictive Index Behavioral Profile - Venturer

Strongest Behaviors:

  • Proactivity, assertiveness, and sense of urgency in driving to reach personal goals. Openly challenges the world.
  • Independent in putting forth their own ideas, which are often innovative and, if implemented, cause change. Resourcefully works through or around anything blocking completion of what they want to accomplish; aggressive when challenged.
  • Risk-taking, daring, and focus on future goals; this individual is more concerned with where they’re going than either how they’ll get there, or where they’ve been. Adaptable, operates flexibly.
Behavioral Summary:

Cheryll is a distinctly independent and individualistic person, strong-minded and determined. Venturesome, will “stick her neck out”; and take responsibility for risks when she believes she is right. The challenge of new problems and new ventures is stimulating and will be responded to with action. She has a lot of confidence in herself, her own knowledge, ability and decisions.

Cheryll is an ingenious and innovative problem-solver and troubleshooter. She has an actively inquiring mind, a lively interest in the technical aspects of the work, and a need to know and learn more about the systems, techniques, facts, and concepts involved in it. She will drive hard to get things done her own way, and quickly. A self-starter that initiates, makes decisions, and assumes responsibility for those decisions. She has a strong competitive drive, is ambitious, and will drive hard to achieve goals. Her sense of urgency and impatience for results will put pressure on others as well as on herself.



Employment History

Operations Manager

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

November 2021 to June 2023 (19 Months)

Duties and Responsibilities:

  • Work closely with the General Manager to oversee daily business operations and performance
  • Supports General Manager and performs duties when the manager is absent or out of the office
  • Work with senior stakeholders
  • Build systems to triage naming requests and manage creative workflow
  • Ensuring all operations are carried on in an appropriate, cost-effective way
  • Provide inspired leadership for the organization
  • Make important policy, planning, and strategy decisions
  • Develop, implement, and review operational policies and procedures
  • Help promote a company culture that encourages top performance and high morale Ensure that members of the operations team adhere to company rules and work ethics
  • Work to encourage team members, including communicating team goals and identifying areas for new training and development training
  • Conduct regular performance evaluations and report directly to the General Manager
  • Work with the board of directors to determine values and mission, and plan for short and long-term goals
  • Identify and address problems and opportunities for the company
  • Build alliances and partnerships with other organizations
  • Support worker communication with the management team
  • Conducts team meetings to update members on best practices and continuing expectations
  • Discover training needs and provide a list of required training
  • Listen to team members’ feedback and resolve any issues or conflicts
  • Assists the HR department with hiring processes and new team member training requirements
  • Plan and organize team-building activities and engagements to coordinate with the HR department
  • Engage and maintain relationship with clients to grow their staff in the company

People and Culture Manager

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

August 2020 to November 2021 (14 Months)

Duties and Responsibilities:

  • Reporting to the PCSM (Senior Manager),
  • Helps the PCSM in aligning the Team Members to company goals and values 
  • Helps the TM understand each individual client's objective through collaboration with the AM and CEM
  • Helps drive productivity and engagement by ensuring that the work environment, internal communication, teamwork, respect, and healthy relationships in the workplace take place

STAFF EXPERIENCE MANAGER/SMSF COORDINATOR

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

December 2018 to August 2020 (20 Months)

Duties and Responsibilities:

  • Offshore management leaves and schedules Incentives and Bonus
  • Annual Performance Reviews
  • Ensure that Culture is Positive
  • HR Management
  • OA POC SMSF Coordinator Property Adminstrator

CLIENT SERVICE/SMSF ADMINISTRATION COORDINATOR

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

December 2018 to August 2020 (19 Months)

Duties and Responsibilities:

  • Client and CRM Management
  • Accounts Payable/Receivable
  • Corporate Secretarial Process
  • Basic XERO Bank Reconciliaition 

BUSINESS SUPPORT MANAGER

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

February 2016 to December 2018 (33 Months)

Duties and Responsibilities:

  • Operations Strategy Mentor and Lead
  • WTD, MTD, YTD Reports
  • Data Entry
  • Liaise with different dpertaments and managers
  • Audits
  • Executive Asisstant Administration
  • Marketing Assistant
  • Financial Planning Assistant

ADMINISTRATION OFFICER

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

September 2014 to February 2016 (16 Months)

Duties and Responsibilities:

  • Data Entry
  • Liaise with different dpertaments and managers
  • Audits
  • Executive Asisstant
  • Administration Marketing Assistant
  • Financial Planning Assistant

FREELANCE

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

July 2006 to June 2023 (203 Months)

Duties and Responsibilities:

  • Executive Assistant/Account Manager Marketing Assistant
  • Social Media Management Payments Coordinator/Customer Service Manager Accounts Receivable and Accounts Payable
  • Basic Bookkeeping through XERO
  • Class Email Marketing through Hootsuite, Keap, Mailchimp
  • Data Entry and Research
  • Email Marketing
  • CRM Management
  • Website Management through Clickfunnels and WordPress
  • Communications Platform Microsip, Teams, Slack, WhatsApp
  • Project Management through Asana and Adviserlogic

Education History

Field of Study:

Business Studies/Administration/Management

Major:

Marketing Management

Graduation Date:

March 26, 2004

Located In:

Philippines

License and Certification: :

N/A


Skills

ADVANCED ★★★

    Administrative Support, Database Administration, Administrative Skills, Client Relations, Operations Management, WorkflowMax, Office Administration, Administration, CRM,

INTERMEDIATE ★★

    Accounts Payable ManagementProject Coordination

Work at Home Capabilities:

  • Internet Bandwidth: Between 5mbps to 100mbps
  • Working Environment: Private Room
  • Speed Test Result: https://www.speedtest.net/result/14947690130
  • Internet Type: Fiber
  • Hardware Type: Laptop
  • Brand Name: ACER
  • Processor: 11th Gen Intel Core i3 8GB
  • Operating System: Windows 11

All-inclusive Rate: USD $9.64/hr

Mary

Candidate ID: 498712


ADVANCED

    Xero Accounting, Xero...

INTERMEDIATE

    Tax compliance, Billing, Invoicing, Accounts Payable Management...

Employment Preferences

Availability:
Part Time Full Time
Preferred Timezone:
Australian Western Standard Time Australian Central Standard Time Australian Eastern Standard Time
Hourly & Monthly Rate:
(inclusive of service fee)

*Plus GST for Australian Businesses

Part Time: $USD 9.64 per hour or $USD 835.04 per month

Full Time: $USD 9.64 per hour or $USD 1670.08 per month

Remote Staff Recruiter Comments

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

Strongest Behaviors
  • Unhurried and deliberate, stable and will do things using the established process; finds it difficult to change these systems. Dependable, consistent and needs familiar environments and coworkers to be most productive.
  • Cooperative, easy-going, and agreeable in getting along with others. A focused, uncritical listener who won’t “rock the boat.”
  • Methodical, steady, and even-paced; loses productivity when interrupted.
  • Private, serious, introspective, and reserved. Takes time to connect to and trust new people.
  • Focused; can concentrate on the task at hand for long periods. Quickly notices and understands technical matters more than social ones. Consistent and patiently thoughtful.
Behavioral Summary

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

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


Employment History

Billing and Collection Officer

Industry:

Property / Real Estate

Employment Period:

January 2014 to January 2015 (12 Months)

Duties and Responsibilities:

  • Perform billing tasks and create client invoices in Oracle such as Management fees, Staff Financial Reporting expenses and other reimbursable expenses.
  • Attend to client billing concerns and update Budgeting information of suppliers in the system. Identified, researched, and resolved billing variations to maintain system and monetary accuracy.
  • Communicated with clients with Accounts Reconciliation past accounts and followed up with appropriate parties to obtain immediate payments.
  • Monitoring Aging of Accounts Receivable and weekly report status to the Accounting Trust Accounting Manager.

Education History

Field of Study:

Business Studies/Administration/Management

Major:

Property Accountant

Graduation Date:

March 28, 2019

Located In:

Philippines

License and Certification: :

N/A


Skills

ADVANCED ★★★

    Xero AccountingXero

INTERMEDIATE ★★

    Tax compliance, Billing, Invoicing, Accounts Payable Management, Accounts Receivable Management, Financial Accounting, Financial Analysis, Financial ManagementAccounting ReconciliationBank ReconciliationAccountingBookkeeping

Work at Home Capabilities:

  • Internet Bandwidth: Greater than 100mbps
  • Working Environment: Private Room
  • Speed Test Result: N/A
  • Internet Type: Fiber
  • Hardware Type: Desktop
  • Brand Name: MSI
  • Processor: AMD Athlon 3000G with Radeon Vega Graphics 3.50 GHz
  • Operating System: Windows 10

All-inclusive Rate: USD $9.14/hr

Anna

Candidate ID: 497519


ADVANCED

    Invoicing, Bookkeeping, Financial Accounting, Accounts Payable Management...

INTERMEDIATE

    Virtual Assistant Skills, Billing, Taxation, Bank Reconciliation...

Employment Preferences

Availability:
Full Time Part Time
Preferred Timezone:
Australian Western Standard Time Australian Central Standard Time Australian Eastern Standard Time
Hourly & Monthly Rate:
(inclusive of service fee)

*Plus GST for Australian Businesses

Part Time: $USD 9.14 per hour or $USD 792.50 per month

Full Time: $USD 9.14 per hour or $USD 1585.00 per month

Remote Staff Recruiter Comments

  • Anna is a graduate of Computer Science. She has 12 years of experience working within various industries such as retail, information technology, and home improvement. She handled roles like Assistant Store Manager, Virtual Assistant, Bookkeeper, Accounts Payables Assistant, and Sales Administrative. She catered to clients in the US and Australia. She also helps in their family bookkeeping business.
  • She supported the following tasks in line with accounting:
    • Invoicing
    • Accounts payables and accounts receivable
    • Financial statement preparation
    • Bank reconciliation
    • Payroll
    • Billing
  • She was a previous Remote Contractor and worked with one of our clients for 4 years where she was exposed to Australian Payroll. She also prepared BAS and shadowed with its lodgment to the ATO portal.
  • She is proficient with NetSuite, QuickBooks, Xero, MYOB, Microsoft Office Apps (Excel, Word, Teams, Outlook), Google Spreadsheets, Slack, and Asana, while a beginner with Notion, Shopify, and HubSpot.
  • Anna is available to start immediately, and she is amenable to working the day shift for any part-time or full-time position.
Predictive Index Behavioral Profile - Analyzer

Strongest Behaviors
  • Attention to detail; follows through on tasks to ensure completion in general accordance with quality standards.
  • Operationally, as opposed to socially, focused. Thinks about what needs to be done, and how to do it well, and generally follows that execution plan.
  • Proactivity in driving to reach goals while moving at a faster-than-average pace. 
Behavioral Summary

Anna Marie Vanessa 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.

Employment History

Bookkeeper

Industry:

Accounting / Audit / Tax

Employment Period:

September 2008 to February 2024 (185 Months)

Duties and Responsibilities:

This is their family business she helps every once a month only,
  • Keep financial records and establish maintain and balance various accounts using manual and computerized bookkeeping systems
  • Post journal entries and reconcile accounts and prepare financial statements
  • Calculate and prepare cheques for payrolls and tax and other bills
  • Complete and submit tax remittance forms worker’s compensation forms pension contribution forms and other government documents
  • Issuing financial statements when needed or required
  • Prepare tax returns and perform other personal bookkeeping services
  • Monitoring of assets and management of invoices

Virtual Commercial Analyst/Bookkeeper

Industry:

Others

Employment Period:

June 2019 to December 2024 (66 Months)

Duties and Responsibilities:

  • Apply expertise in Microsoft Office applications to produce Daily Sales Report and Daily Quote Report
  • Maintain spreadsheets and databases through data entry, data processing and using software applications to create documents.
  • Perform billing, bookkeeping, accounting by utilizing skill with various billing platforms and accounting software
  • Supervise the tradesmen for their schedule maintenance jobs
  • Manage email account on daily basis, ensuring excellent customer care for clients
  • Manage appointments calendar and booked meetings and property visits between tradesmen and tenants
  • Manage to enter scope of work for quotations through company software
  • Tools Used: Servicem8, Xero, Microsoft Excel

Virtual Sales Administrative Assistant

Industry:

Others

Employment Period:

October 2020 to July 2025 (57 Months)

Duties and Responsibilities:

  • Responsible for everyday Accounts Payable and Receivable
  • Manage weekly metrics from team members and input into a central spreadsheet
  • Organizing support within the HR team and executive team
  • Overall, back-end support
  • Filtering email and responding to customer’s inquiries
  • Generating Sales Reports from internal application system
  • Interpreting data and creating data summary presentations

Accounts Payable Assistant

Industry:

Others

Employment Period:

December 2019 to August 2020 (7 Months)

Duties and Responsibilities:

  • Daily processing of supplier invoices
  • Review code and process supplier invoices
  • Matching weekly invoice and order records across multiple databases
  • Reconcile discrepancies
  • Requesting missing invoice information from suppliers
  • Data Entry associated with Accounts Payable
  • Address and respond to supplier inquiries via email
  • Tools Used: MYOB, Microsoft Excel, Google Sheets

Conversion Consultant/Virtual Assistant

Industry:

Computer / Information Technology (Software)

Employment Period:

September 2016 to March 2019 (29 Months)

Duties and Responsibilities:

  • Do reports such as bookkeeping and financial report creation and update.
  • Ensure data sets received from the client are complete and ready for conversion
  • Run conversion tools for the applicable legacy system to convert client data to company software
  • Timely and accurate conversion of data
  • Do reports on Converted Data
  • Testing of inhouse conversion software
  • Tools Used: MYOB, MS Excel, Reports,  Xero, Asana, Slack, QuickBooks

Assistant Store Manager

Industry:

Food & Beverage / Catering / Restaurant

Employment Period:

December 2011 to August 2013 (20 Months)

Duties and Responsibilities:

  • Responsible for always maintaining a high and active profile in the Restaurant, and for promptly dealing with any situation that may arise. Also, in charge of getting the entire staff together & making sure they all push in the same direction
  • Keeping food, beverage, and labor costs under control
  • Making sure the restaurant looks good and is ready for the day’s trading.
  • Supervising a team of twenty people.
  • Receiving and checking the quality of goods from suppliers.
  • Performing clerical and administrative duties to support senior managers.
  • Increasing sales and customer service levels
  • Assisted the manager in recruiting diligent professionals, committed to high principles of service and performance.
  • Designed and coordinated training programs for employees to enhance work efficiency – Conducted training sessions and workshops to improve the workforce and productivity of the firm.
  • Maintained cordial relations with other staff and assisted them in resolving their issues.

Bookkeeper

Industry:

Transportation / Logistics

Employment Period:

July 2023 to December 2023 (5 Months)

Duties and Responsibilities:

  • Payroll
  • Issuing and Consolidating Invoices
  • Generate Payroll & Invoice Reports
  • Import / Export reports between spreadsheets and XERO
  • Bank Reconciliation via XERO
  • Accounts Receivable via XERO
  • Statement Contributions/Reconciliation via XERO
  • Crew Members Profile for Super and Tax Declaration and any Adhoc tasks
  • Import Crew Members Profile - Clearing House (Australian Super)
  • Super Reconciliation - Clearing House (Australian Super)
  • Maintain Email regarding any accounts/payroll inquiries etc

Bookkeeper Admin Assistant

Industry:

Others

Employment Period:

May 2024 to August 2024 (3 Months)

Duties and Responsibilities:

  • Invoicing Support:
    • Draft, review, and process invoices, including handling technical items (training provided)
    • Verify timesheets for accuracy in charges and costs
    • Ensure timely follow-up on outstanding invoices by doing outbound calls to customers.
  • Bookkeeping:
    • Provide support with both Accounts Payable and Accounts Receivable tasks through Xero
    • Assist with bank reconciliation through Xero
  • Administrative Activities:
    • Draft letters and documents.
    • Schedule interviews and manage calendar reminders.
    • Assist the project managers and directors with invoicing enquiries and concerns

Education History

Field of Study:

Computer Science/Information Technology

Major:

Computer Science

Graduation Date:

April 6, 2005

Located In:

Philippines

License and Certification: :

N/A


Skills

ADVANCED ★★★

    Invoicing, Bookkeeping, Financial Accounting, Accounts Payable Management, MYOB, Xero,

INTERMEDIATE ★★

    Virtual Assistant SkillsBillingTaxationBank Reconciliation

Work at Home Capabilities:

  • Internet Bandwidth: Between 5mbps to 100mbps
  • Working Environment: Private Room
  • Speed Test Result:
  • Internet Type: Fiber
  • Hardware Type: Laptop
  • Brand Name: Huawei
  • Processor: M2
  • Operating System: Windows 11

All-inclusive Rate: USD $14.05/hr

JEAN

Candidate ID: 497246


ADVANCED

    Accounting Reconciliation, Accounts Payable Management, Accounts Receivable Management, Auditing...

INTERMEDIATE

    .NET 2.0...

Employment Preferences

Availability:
Part Time Full Time
Preferred Timezone:
Australian Western Standard Time Australian Central Standard Time Australian Eastern Standard Time New Zealand Daylight Time Hawaii Standard Time US Pacific Standard Time US Mountain Standard Time US Central Standard Time US Eastern Standard Time
Hourly & Monthly Rate:
(inclusive of service fee)

*Plus GST for Australian Businesses

Part Time: $USD 14.05 per hour or $USD 1217.89 per month

Full Time: $USD 14.05 per hour or $USD 2435.77 per month

Remote Staff Recruiter Comments

  • Jean has more than 20 years of relevant work experience as an Accountant in the bank, construction, consultancy, and distribution industries where she catered to clients who are based locally and internationally (US and Japan). She has a degree in Accountancy and a Master’s Degree in Business Administration. Jean has worked in Dubai for 6 years catering for two companies as an Accountant.

  • She is adept at performing the following tasks:

    • Accounts Payable/Accounts Receivable
    • Accounts & Bank Reconciliations
    • Resolving Discrepancies and Fraud Findings
    • Bookkeeping
    • Petty Cash handling
    • Payroll Processing
    • Inventory Control
    • Tax/Vat Reports Submission 
    • Budget Forecast
    • Assisting in Audits
    • Preparation of Financial & Management Reports 
  • Jean just finished her training for Australian Taxation and keeps herself up to date with accounting trends via webinars and watching videos online.

  • She is proficient in accounting systems such as QuickBooks, ERP systems, Sage50,  and tools like Microsoft Excel, Microsoft Word

  • She needs 1-week notice before starting and is amenable to working the morning and night shifts for any full-time and part-time position.

 

Predictive Index Behavioral Profile - Analyzer

Strongest Behaviors

  • Task-focused; often notices and is driven to fix technical problems, cutting through any personal/emotional issues. In areas of interest, has the aptitude to spot trends in data or figure out how complex systems work.

  • Works at a faster-than-average pace, producing results in general accordance with schedules and “the book.”

  • Detail-oriented; typically makes and follows a plan to keep track of things and usually follows up to ensure completion.

 

Behavioral Summary

Jean 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. The 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, Jean 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.


Employment History

FINANCIAL MANAGEMENT SPECIALIST

Industry:

Government / Defence

Employment Period:

February 1995 to April 2001 (74 Months)

Duties and Responsibilities:

  •  Check, review & analyze entries submitted to our end.
  • Maintained Subsidiary Ledger of various Financial Accounts reconciled with GL.
  • Assists various divisions on accounting-related matters and in the resolution of audit-related findings, observation and problems relative to the proper booking of accounts.
  • Prepare financial & mgmt. reports and provide data to various internal & external auditors.

ACCOUNTANT CUM MASTER PAYROLL

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

May 2013 to August 2015 (27 Months)

Duties and Responsibilities:

  • Handled & Process Billings & Collection for International Clients with Contract Agreement, record payments and post entries.
  • Process Payroll and Gov’t. Taxes Reports & Remittances, Banks Coordination, and the supervision of Accounting & Admin. Group.
  • Negotiates Clients & Suppliers in Contracts Issue related to Payments & Finance Matters.
  • Reconcile Statement of Accounts, Bank Statements and Handles Petty Cash.
  • Provide Mgmt & Financial Reports, and maintained organized & updated accounting records.
  • Performed Internal Audit for Sales, Inventories & Work In Progress, assigned from time to time.
  • Performed Interviews, Exams & Trainings of Accounting Applicants.

ACCOUNTS CUM ADMINISTRATIVE OFFICER (Temporary/Part Time)

Industry:

Consulting (Business & Management)

Employment Period:

April 2016 to June 2017 (14 Months)

Duties and Responsibilities:

  • A multi-task functions, handle day-to-day operations of the office and execute General Accounting Functions.
  • Process Payables & Receivables, Collections Reconciliation of Accounts, Preparation of Reports, Handling of Petty Cash and bookkeeping of accounting records.
  • Arranged schedule of meetings, appointments, travel & guest arrangements and assist client’s business set-up requirements, legalization of documents and Bank Transactions.
  • Handles emails, arrange and organize records, conduct research work, reports and presentations.

ACCOUNTANT

Industry:

Grooming / Beauty / Fitness

Employment Period:

September 2017 to July 2020 (34 Months)

Duties and Responsibilities:

  • Process Invoice, Quotations, Costing & Pricing, and Inventory Control.
  • Prepares monthly Sales Report & Commissions, Accruals and Fixed Assets Depreciations.
  • Prepares monthly Bank and Accounts Reconciliation, VAT submission and Financial Statements.
  • Handles Employees Documentation for Visa & Insurance processing and others

ACCOUNTANT (Remote)

Industry:

Grooming / Beauty / Fitness

Employment Period:

September 2020 to March 2023 (30 Months)

Duties and Responsibilities:

  • Review completeness and accuracy of recorded transactions of two (2) companies in cloud system and check the supporting documents.
  • Oversee day to day activities of Local Accountants and coordinate any related concerns as to accuracy and completeness of recording transactions and inform/provide they should be corrections and adjustments.
  • Reconcile and resolve discrepancies of accounts for cash, credit cards, online payments, other bank transactions, Gift Cards, and others unearned revenues transactions.
  • Submit monthly Financial and Management Reports to Managing Partners and Owner.
  • Prepare and submit online VAT Filing to Federal Tax Authority.
  • Bookkeeping from time to time as per needed.

Education History

Field of Study:

Finance/Accountancy/Banking

Major:

ACCOUNTING

Graduation Date:

October 1, 1991

Located In:

Philippines

License and Certification: :

N/A

Field of Study:

Business Studies/Administration/Management

Major:

BUSINESS ADMINISTRATION

Graduation Date:

January 1, 1999

Located In:

Philippines

License and Certification: :

N/A


Skills

ADVANCED ★★★

    Accounting Reconciliation, Accounts Payable Management, Accounts Receivable Management, Auditing, Payroll Management, Payroll Processing, Bank Reconciliation, Forecasting, Cash flow forecasting, Collections, Cash Collection, Credit Analysis, Creditor Account Reconciliation, Tax compliance, Financial Accounting, Financial Management, Financial Reports, Insurance Consulting,

INTERMEDIATE ★★

    .NET 2.0

Work at Home Capabilities:

  • Internet Bandwidth: Greater than 100mbps
  • Working Environment: Private Room
  • Speed Test Result: Download: 45.05, Upload: 52.07
  • Internet Type: Fiber
  • Hardware Type: Laptop
  • Brand Name: Lenovo
  • Processor: Intel Core i3
  • Operating System: Windows 10

All-inclusive Rate: USD $7.67/hr

JANNEL

Candidate ID: 496734


ADVANCED

    Accounting Reconciliation, Accounts Payable Management, Accounts Receivable Management, Cost Accounting...

INTERMEDIATE

    Email Handling, Calendar Management...

Employment Preferences

Availability:
Full Time Part Time
Preferred Timezone:
Australian Western Standard Time Australian Central Standard Time Australian Eastern Standard Time
Hourly & Monthly Rate:
(inclusive of service fee)

*Plus GST for Australian Businesses

Part Time: $USD 7.67 per hour or $USD 664.88 per month

Full Time: $USD 7.67 per hour or $USD 1329.77 per month

Remote Staff Recruiter Comments

Jannel is an accomplished Certified Public Accountant with 15 years of experience in the banking industry, primarily serving local clients. She currently excels as a Senior Accountant for a U.S.-based client, handling a comprehensive array of tasks including bank and account reconciliation, journal entries, financial report preparation, payroll processing, utility auditing, and budget forecasting. Her practical expertise, combined with her QuickBooks ProAdvisor Certification, make her proficient in managing diverse accounting needs efficiently.

While she has undergone specialized training in Australian accounting practices and Xero software, she has yet to gain hands-on experience with Australian clients or Xero in a professional capacity. However, her training demonstrates her readiness and adaptability, positioning her well for roles that may require these skills in the future.

Jannel is also highly skilled in software such as QuickBooks, Propertyware, HubSpot, Microsoft Excel, Teams, and Outlook, enabling her to manage complex financial processes seamlessly. Her dedication to continuous improvement is evident through her recent certifications, including a 2024 QuickBooks Online Recertification, and advanced training in public finance budgeting and controls.

Available to start immediately, Jannel is open to day-shift positions and would be a valuable asset for both full-time and part-time roles requiring a meticulous, adaptable, and skilled accounting professional.

 

Predictive Index Behavioral Profile - Specialist

Strongest Behaviors

  • 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.

  • 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

Jannel 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 Jannel, who takes responsibilities very seriously.


Employment History

Senior Audit Associate

Industry:

Banking / Financial Services

Employment Period:

July 2007 to December 2009 (29 Months)

Duties and Responsibilities:

  • Conduct complex professional internal audits, including performance, financial, and compliance audit projects
  • Lead audit teams in examining high-risk units or units with complex business processes
  • Provide consulting services to management and staff, offering expertise to enhance organizational processes
  • Contribute to the development of the annual audit plan with strategic insights
  • Train and coach internal audit staff to build skills and ensure quality performance
  • Uphold organizational and professional ethical standards at all times
  • Operate independently under general supervision, exercising significant initiative and independent judgment

Branch Accountant

Industry:

Banking / Financial Services

Employment Period:

February 2010 to May 2014 (51 Months)

Duties and Responsibilities:

  • Review and approve transactions and reports, and verify over-the-counter transactions in compliance with established policies and procedures
  • Serve as custodian of all accountable forms and securities held as collateral
  • Ensure thorough KYC compliance for all accounts opened, following Bank, BSP, and AMLA policies and guidelines
  • Maintain responsibility and accountability for the secure safekeeping and control of all branch funds and accountable forms, including items such as CIV-in-Vault, cash in ATM, picos box, ATM cards, checkbooks, passbooks, unissued CTDs, and official receipts
  • Directly supervise Tellers, Customer Service Assistants, Roving Tellers, Loan Processors, and Agency-Based Personnel

Branch Manager

Industry:

Banking / Financial Services

Employment Period:

May 2014 to April 2022 (94 Months)

Duties and Responsibilities:

  • Implement strategies to achieve branch goals aligned with the Bank's overall strategic plan
  • Assist in developing the branch's annual budget and ensure adherence to budget guidelines
  • Supervise daily branch operations, coordinating with the Service Head to meet customers' financial service needs
  • Integrate risk mitigation and compliance measures, especially concerning AMLA requirements
  • Safeguard the branch’s primary resources by jointly assuming responsibility with the Service Head for the proper management and security of cash in vaults and ATMs, adhering to internal controls to prevent fraud, detect theft, and prevent unauthorized use of funds and resources
  • Foster a strong team culture by building, developing, and inspiring an effective team; drive performance through motivation and recognize team members for advancement opportunities to enhance productivity and achieve branch goal

Finance & Accounting Manager

Industry:

Others

Employment Period:

May 2022 to October 2022 (4 Months)

Duties and Responsibilities:

  • Provide strategic recommendations to enhance financial performance and identify business opportunities
  • Prepare, analyze, and report financial performance against key business metrics
  • Lead and ensure compliance with applicable regulatory laws and standards
  • Oversee and manage all finance functions within the organization
  • Supervise and guide the Finance and Accounting Department team members

Senior Accountant

Industry:

Property / Real Estate

Employment Period:

October 2022 to October 2024 (23 Months)

Duties and Responsibilities:

  • Reconcile bank accounts to ensure accurate financial records
  • Perform and record both internal and external bank transfers
  • Record journal entries for financial transactions
  • Enter payments received from tenants and vendors
  • Record and audit utility billing processes for accuracy
  • Record payables to the owner or tenants as needed
  • Oversee and assist with security deposit refunds and deductions
  • Process periodic check runs efficiently
  • Address questions and resolve issues raised by customers, vendors, and Junior Accountants

Education History

Field of Study:

Computer Science/Information Technology

Major:

Computer Science

Graduation Date:

March 1, 2003

Located In:

Philippines

License and Certification: :

N/A

Field of Study:

Commerce

Major:

Accountancy

Graduation Date:

October 1, 2005

Located In:

Philippines

License and Certification: :

N/A


Skills

ADVANCED ★★★

    Accounting Reconciliation, Accounts Payable Management, Accounts Receivable Management, Cost Accounting, Financial Accounting, Cash management, Collections, Bank Reconciliation, Auditing, Internal Auditing, Forecasting, Financial Reports, Financial Planning, Compliance,

INTERMEDIATE ★★

    Email HandlingCalendar Management

Work at Home Capabilities:

  • Internet Bandwidth: Between 5mbps to 100mbps
  • Working Environment: Private Room
  • Speed Test Result: Download: 137.88, Upload: 42.64
  • Internet Type: Fiber
  • Hardware Type: Laptop
  • Brand Name: HP
  • Processor: Intel Core i5
  • Operating System: Windows 11

All-inclusive Rate: USD $10.13/hr

Francis

Candidate ID: 495570


ADVANCED

    Xero Accounting, QuickBooks, Auditing, Accounting...

INTERMEDIATE

    Administrative Support...

Employment Preferences

Availability:
Full Time Part Time
Preferred Timezone:
Australian Western Standard Time Australian Central Standard Time Australian Eastern Standard Time New Zealand Daylight Time UK London US Eastern Standard Time US Central Standard Time
Hourly & Monthly Rate:
(inclusive of service fee)

*Plus GST for Australian Businesses

Part Time: $USD 11.60 per hour or $USD 1005.19 per month

Full Time: $USD 10.13 per hour or $USD 1755.16 per month

Remote Staff Recruiter Comments

  • Hari has a bachelors degree in Accountancy, graduated as Cum laude and a Certified Public Accountant.
  • He has been working for almost 8 years in the Food and Retail, Financial Institutions,  Manufacturing and Fintech start-up where he performed the following roles:
    • Audit Head
    • Senior Associate
    • Finance Officer
    • Finance Manager
    • Consultant
  • He has in-depth experience in financial accounting, management
    and auditing.
  • Has been involved in non-audit services such as review of interim financial statements, internal controls and compliance to different government regulatory requirements.
  • He is proficient using Quickbooks, Xero, SA, Google worrkspace and MS office.
  • He can start ASAP, prefers working nght shift and open to any full-time or part-time role.
Predictive Index 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.
  • Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules and results.
Behavioral Summary

FRANCIS HARI 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 FRANCIS HARI, who takes responsibilities very seriously.

With experience and/or training, FRANCIS HARI 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 FRANCIS HARI is motivated by a real concern for getting work done on time and correctly. Discipline and circumspect thinking will lend caution to decision-making; plans ahead, double checks, and follows up carefully on decisions and actions.


Employment History

Audit Head

Industry:

Banking / Financial Services

Employment Period:

January 2018 to July 2018 (6 Months)

Duties and Responsibilities:

  • Reviewed and evaluated operating controls, guidelines and processes and evaluates that such controls are functional, adequate and in adherence to company’s standards, regulatory requirements and policies
  • Recommended changes in operational systems/policies as maybe needed
  • Reviewed and approved audit findings and final reports to ensure that observations are clearly communicated to stakeholders (Audit Committee, Management, Concerned Branches/Units)

Senior Associate

Industry:

Accounting / Audit / Tax

Employment Period:

November 2014 to September 2017 (34 Months)

Duties and Responsibilities:

  • Three years of in-depth experience in the assurance practice
  • Supervised the day-to-day audit execution of several engagements and junior staff
  • Participated in the design and direct implementation of audit procedures
  • Noted areas for improvement in both financial reporting and operations of clients in audit engagements for formal communication after the audit
  • Led the discussions during internal and client meetings
  • Worked and reported directly to audit executives (partners and managers)

Finance Manager

Industry:

Employment Period:

July 2019 to March 2020 (8 Months)

Duties and Responsibilities:

  • Oversaw the daily operations of the finance department (treasury, accounting, tax and compliance)
  • Reviewed all tax returns filed by the Company
  • Formulated annual budget, cash forecasts and variance reports
  • Reviewed monthly and annual financial reports
  • Reported directly to Company’s executives (General Manager, Chief Financial Officer, Chief Executive Officer/President)

Finance Officer

Industry:

Employment Period:

July 2018 to June 2019 (11 Months)

Duties and Responsibilities:

  • Oversaw and managed the daily financial and operational aspects of a start-up Company
  • Prepared and analyzed financial data and reports
  • Assisted potential investors with their due diligence and audit
  • Oversaw the day-to-day operations of the company and regularly reviewed and discussed current and new processes with the team including recommendations for improvement
  • Reported directly to Chief Executive Officer

Consultant

Industry:

Others

Employment Period:

March 2020 to May 2023 (37 Months)

Duties and Responsibilities:

  • Conducted a variety of accounting and consulting services
  • Assisted management team with identifying potential business risks and opportunities
  • Prepared management reports, such as annual budgets, income statement, balance sheets, cashflows and variance analysis reports
  • Performed bookkeeping services

Education History

Field of Study:

Finance/Accountancy/Banking

Major:

Accountancy

Graduation Date:

March 31, 2014

Located In:

Philippines

License and Certification: :

N/A


Skills

ADVANCED ★★★

    Xero Accounting, QuickBooks, Auditing, Accounting, Bookkeeping,

INTERMEDIATE ★★

    Administrative Support

Work at Home Capabilities:

  • Internet Bandwidth: Between 5mbps to 100mbps
  • Working Environment: Private Room
  • Speed Test Result:
  • Internet Type: Fiber
  • Hardware Type: Laptop
  • Brand Name: MSI
  • Processor: Intel® Core™ i5-7730HQ CPU @ 2.50GHz
  • Operating System: Windows 10

All-inclusive Rate: USD $7.67/hr

Mae

Candidate ID: 495467


ADVANCED

    Microsoft Office, Google Apps, CRM, Salesforce CRM...

INTERMEDIATE

    Administrative Support...

Employment Preferences

Availability:
Full Time Part Time
Preferred Timezone:
Australian Western Standard Time Australian Central Standard Time Australian Eastern Standard Time New Zealand Daylight Time UK London US Eastern Standard Time US Central Standard Time
Hourly & Monthly Rate:
(inclusive of service fee)

*Plus GST for Australian Businesses

Part Time: $USD 7.67 per hour or $USD 664.88 per month

Full Time: $USD 7.67 per hour or $USD 1329.77 per month

Remote Staff Recruiter Comments

  • Mae has a bachelor's degree in Accountancy. She has been working for almost 12 years in the Real-estate, Digital Marketing, and Business Process Outsourcing handling financial accounts where she handled and performed roles such as Financial Account Associate, Database Manager, Digital Marketing Virtual Assistant, Executive Assistant, and Real-Estate Virtual Assistant. She catered to Clients from Australia and US.
  • She attended an online course for Xero Accounting.
  • She worked as a Financial Account associate where she was task to do the following:
    • Customer Service
    • Phone Support
    • Process refunds
    • Resolved customer complaints via phone and verify account information.
    • Helped Clients with their Debit and Credit Card Accounts.
    • Assisted them with refunds and waiving fees.
    • Processed Credit Card Payment
    • Checked Credit Card Statements Pin and Card Activation
    • Assist clients with fraudulent transactions on their cards
  • She has been working as a Virtual Assistant for almost 3 years and has a background doing the following tasks:
    • Basic Accounting
    • Accounts receivable management
    • Accounts payable management
    • Prepare financial reports and statements
    • Client and vendor management
    • Appointment setting
    • Email marketing
    • B2C and B2B marketing
    • Phone Support 
    • Cold calling
    • Contract Management
    • Copywriting
    • Social Media Marketing
    • Sales 
    • Product Research
    • Process Order
    • Creating contents
    • Qualifying leads
    • Administrative tasks
    • Assist in Transaction management
    • Property management
  • She is proficient in using Salesforce, Chime, Sisu, Xero, Receipt Bank, A2x, Flodesk, ShopifyClickUp, MailChimp, Microsoft Office ( Outlook, Word, etc. ), Google Workspace, Active Campaign, Calendly, Canva, Zoom, Hubspot and Slack.
  • She can start asap, is amendable working any shifts, and open to any full-time or part-time role.
Predictive Index Profile - Artisan

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.
  • 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.
Behavioral Summary

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


Employment History

Adaptively Education

Industry:

Education

Employment Period:

August 2023 to December 2023 (4 Months)

Duties and Responsibilities:

  • Source new sales lead through outbound emails andcalls
  • Execute promotional campaigns in collaboration withleadership
  • Assist with the development of content for social andother media platforms
  • Design, plan, and execute traditional, social media,and email blasts
  • Create sales content aligned to brand styleguide/playbook
  • Maintain sales functions within CRM platforms (ie:HubSpot) -
  • Routing qualified leads to leadership for furtherdevelopment and closure

Real Estate Virtual Assistant | Inside Sales Agent

Industry:

Property / Real Estate

Employment Period:

November 2021 to March 2023 (16 Months)

Duties and Responsibilities:

  • Assist the Transaction Coordinator (Contracts)
  • CRM | Database Management
  • Update leads in all database and lead platforms
  • Ensure all leads are nurtured, have follow-up tasks,and are in a smart plan.
  • Create and set up Agents' CRM accounts
  • Track agents' scores and productivity (Excel)
  • Onboard new agents
  • Meeting Notes
  • Create weekly and daily reports (Excel)
  • Make outbound calls to the identified leads to initiatecontact and engage in conversation.
  • Set an appointment to meet with one of our Realtorsvia Zoom or in the office.

Social Media Outreach Specialist

Industry:

Grooming / Beauty / Fitness

Employment Period:

June 2023 to September 2023 (3 Months)

Duties and Responsibilities:

  • Identify potential leads through Facebook, Instagram,and LinkedIn. Create and maintain a database ofleads.
  • Initiate contact with potential clients through directmessaging on social media ( FB, IG, & LI )Communicate the benefits of the fitness coachingservices and how we can help clients achieve theirfitness goals.
  • Conduct initial assessments and conversations todetermine the fitness goals, needs, and readiness ofpotential clients. Gather relevant information toassess if they are a good fit for the coaching services.
  • Build relationships with leads who may not be readyto commit immediately. Implement lead nurturingstrategies to keep potential clients engaged andinterested in the coaching services over time.
  • Maintain an organized record of interactions withleads in a CRM system. Ensure accurate and up-to-date lead information, including contact details andlead status.
  • Monitor and report on key performance metrics, suchas the number of leads generated, conversion rates,and lead quality. Use data to refine lead generationstrategies and improve conversion rates.

Outsourced Doers

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

July 2021 to January 2022 (6 Months)

Duties and Responsibilities:

  • Create social media content and schedule posts.
  • Light graphic design for social media posting, LeadMagnets, and E-book
  • PowerPoint Presentation
  • Organic Lead Generation (FB & Instagram)
  • Lead Prospecting
  • Repurposing contents
  • Email marketing campaigns/automation
  • Website Management (WordPress)
  • Email Management
  • Customer Service using Zendesk
  • Ad Hoc Admin Tasks

Cold Caller | Appointment Setter

Industry:

Property / Real Estate

Employment Period:

November 2020 to July 2021 (8 Months)

Duties and Responsibilities:

  • Worked with Real Estate Investors
  • Conducting research and utilizing various sources toidentify potential leads, such as expired listings, forsale by owner (FSBO) properties, pre-foreclosures, orother targeted lists. The goal is to create a databaseof potential clients to contact.
  • Making outbound calls to the identified leads toinitiate contact and engage in conversation. Thisinvolves using effective opening statements or scriptsto capture the prospect's attention, introduce myself,and discuss their real estate needs

Social Media Outreach (Lead Gen)

Industry:

Consulting (Business & Management)

Employment Period:

January 2024 to March 2024 (1 Months)

Duties and Responsibilities:

  • Identify potential leads through Facebook, Manage Facebook Groups and Community engagement.
  • Reach out to prospects, engage with them, and introduce our company and its services.
  • Manage and organize leads in the CRM.

Sales Executive Virtual Assistant

Industry:

Consulting (Business & Management)

Employment Period:

January 2024 to January 2025 (11 Months)

Duties and Responsibilities:

  • Initiating chats on Facebook to new group members and prospects who engaged with content using scripts
  • Being active on current chats to warm up prospects for an intro call with coach
  • Add prospect details such as name, email and phone number to BGB’s CRM to enter email sequence
  • Report on email sequence
  • Manage member entry on Facebook group, capturing details on everyone that has joined to offer to put into a report
  • Add new members on the Facebook group daily and remove inactive members from group
  • Identify the now buyers and the future buyers in all chats and group entries, report back to BGB on a daily basis
  • Manage group posts every week with member tags and admin comments

Education History

Field of Study:

Finance/Accountancy/Banking

Major:

Accountancy

Graduation Date:

January 1, 2014

Located In:

Philippines

License and Certification: :

N/A


Skills

ADVANCED ★★★

    Microsoft Office, Google Apps, CRM, Salesforce CRM, Xero Accounting, Xero, MailChimp, Slack, Canva, Calendly, Database Administration, Cold Calling, Outbound Sales, Inbound Telemarketing, Inbound Lead Generation, Outbound Appointment Setting,

INTERMEDIATE ★★

    Administrative Support

Work at Home Capabilities:

  • Internet Bandwidth: Between 5mbps to 100mbps
  • Working Environment: Private Room
  • Speed Test Result:
  • Internet Type: Fiber
  • Hardware Type: Laptop
  • Brand Name: MSI
  • Processor: 11th Gen Intel(R) Core(TM) i3-1155G4 @ 3.00GHz 3.00GHz
  • Operating System: Windows 10

All-inclusive Rate: USD $8.65/hr

Jessie

Candidate ID: 492000


ADVANCED

    Payroll Processing, Bank Reconciliation, Bookkeeping, Taxation...

INTERMEDIATE

    Xero Accounting, Superannuation, BAS Reporting, Australian GST...

Employment Preferences

Availability:
Full Time Part Time
Preferred Timezone:
Australian Western Standard Time Australian Central Standard Time Australian Eastern Standard Time New Zealand Daylight Time
Hourly & Monthly Rate:
(inclusive of service fee)

*Plus GST for Australian Businesses

Part Time: $USD 8.65 per hour or $USD 749.96 per month

Full Time: $USD 8.65 per hour or $USD 1499.92 per month

Remote Staff Recruiter Comments

  • Jessie has been working for almost 3 years as a Bookkeeper and Accountant within different industries such as Retail, medical, logistics, and finance.
  • He is confident in supporting the following tasks:
    • Superannuation Preparation
    • Payroll
    • Bank reconciliation
    • Generating reports
    • Preparation of BAS and IAS
    • Tax Preparation
    • Financial Statements
    • Invoicing
    • Bookkeeping
  • He has a degree in Bachelor of Science in Accountancy and a Xero certified.
  • He has catered clients based in the US, UK, New Zealand and Australia.
  • He is proficient with Xero, QuickBooks, MYOB, SAP, Dext, Salesforce, and Hubdoc.
  • He is available to start immediately.
Predictive Index Behavioral Profile- Specialist 

Strongest Behaviors
  • Relatively formal, reserved, and skeptical of new people; requires some “proof” to build trust in new people.
  • Attention to detail; follows through on tasks to ensure completion in general accordance with quality standards.
  • Detail-oriented; typically makes and follows a plan to keep track of things and usually follows up to ensure completion.

Behavioral Summary

Jessie Louis 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 Jessie Louis, who takes responsibilities very seriously.


Employment History

FREELANCE BOOKKEEPING

Industry:

Others

Employment Period:

October 2020 to January 2022 (14 Months)

Duties and Responsibilities:

  • Creating an appropriate accounting system for the client
  • Organizing and categorizing client documents. Determining what accounting title is appropriate.
  • Preparation of financial statements (Income statement, Cash Flow statement, balance sheets, statement of shareholder's equity)
  • Tax preparation for various clients (local and international client)
  • Tax services • Preparation of Business Activity Statements for Australian clients

STAFF ACCOUNTANT

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

January 2021 to December 2021 (11 Months)

Duties and Responsibilities:

  • Checking opportunities via Salesforce for invoicing
  • Creation of invoice via Salesforce, once created invoice details will be uploaded to google sheet tracking report and upload the copy of the invoice into google drive folder whereas clients can view that specific sheet and specific folder for transparency.
  • Checking of Balances and Activity Report via bank feed and uploading the details via google sheet whereas clients can also view that specific sheet and can confirm unidentifiable deposits.
  • Application of bank deposits via Sage Intacct that came from the Balances and Activity Report.
  • Applications of Check payments via Sage Intacct.
  • Creation of Import files regarding donations via Classy and PayPal.
  • Creation of Import files regarding Stripe membership fees.
  • Reclassification entry for Stripe membership fees.
  • Checking of Grants and creation of Grant AR Record.
  • Checking of Donation Pledges and creation of Pledge AR Record.
  • Recording of Payroll Entries sent by client.
  • Creation of adjusting entries needed for bank reconciliation.
  • Preparation of Individual Tax Returns; individuals with business rental properties, capital gains tax.
  • Preparation of Business Activity Statements and IAS
  • Preparation of Company Tax Returns and Trust Tax Returns
  • Liaised with Senior Accountants
  • Checking through ATO Portal and downloading ATO Reports such as ICA and ITA and, for Individuals if they made Personal Superannuation Contributions.
  • Bookkeeping using Xero Accounting Software

BOOKKEEPER/TAX ACCOUNTANT

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

January 2022 to June 2023 (17 Months)

Duties and Responsibilities:

  • Maintain records of financial transactions for multiple clients
  • Prepare payroll reports and bank reconciliation
  • Superannuation Preparation
  • Provide monthly management accounting support by maintaining financial accounts such as profit and loss, balance sheet reconciliations
  • Review accuracy of information required for all financial transactions (accounts payable and receivable)
  • Prepare related reports and summaries
  • Other bookkeeping and reporting duties as required
  • Preparation of Individual Tax Returns; individuals with business rental properties, capital gains tax.
  • Preparation of Business Activity Statements and IAS
  • Preparation of Company Tax Returns and Trust Tax Returns
  • Liaised with Senior Accountants
  • Checking through ATO Portal and downloading ATO Reports such as ICA and ITA and, for Individuals if they made Personal

Education History

Field of Study:

Finance/Accountancy/Banking

Major:

ACCOUNTANCY

Graduation Date:

April 1, 2020

Located In:

Philippines

License and Certification: :

N/A

Field of Study:

Finance/Accountancy/Banking

Major:

ACCOUNTING

Graduation Date:

April 1, 2019

Located In:

Philippines

License and Certification: :

N/A


Skills

ADVANCED ★★★

    Payroll ProcessingBank ReconciliationBookkeepingTaxation

INTERMEDIATE ★★

    Xero AccountingSuperannuationBAS ReportingAustralian GST

Work at Home Capabilities:

  • Internet Bandwidth: Between 5mbps to 100mbps
  • Working Environment: Private Room
  • Speed Test Result: https://www.speedtest.net/result/14687322486
  • Internet Type: Fiber
  • Hardware Type: Desktop
  • Brand Name: customized
  • Processor: AMD Ryzen 5
  • Operating System: Windows 10

All-inclusive Rate: USD $7.97/hr

Richelda

Candidate ID: 490186


ADVANCED

    Xero Accounting, MYOB, QuickBooks, Oracle...

INTERMEDIATE

    Administrative Support...

Employment Preferences

Availability:
Full Time Part Time
Preferred Timezone:
Australian Western Standard Time Australian Central Standard Time Australian Eastern Standard Time New Zealand Daylight Time UK London US Eastern Standard Time US Central Standard Time
Hourly & Monthly Rate:
(inclusive of service fee)

*Plus GST for Australian Businesses

Part Time: $USD 7.97 per hour or $USD 690.41 per month

Full Time: $USD 7.97 per hour or $USD 1380.81 per month

Remote Staff Recruiter Comments

  • Chel has a bachelor’s degree in Operations Management.
  • She has been working for 7 years in various industries - in a software company, real estate, consulting agency, retail, e-commerce, construction, solar company, and in an accounting firm.
  • She started her remote job in November 2022 catering to US and AU clients.
  • She has relevant experience in performing the following:
    • Auditing
    • Preparing financial reports and statements
    • Bookkeeping
    • Bank reconciliation
    • Collections
    • Managing end-to-end accounts receivable and payable
    • Purchasing and invoicing
    • Payroll
    • Phone support for clients and internal employees
    • Database entry/management
  • She has experience with vendor management wherein she contacted the supplier for outstanding payments and invoices. 
  • Her experience with Order Management & Shipping Management involved the creation of purchase orders, arranging shipment documents, and providing the necessary invoices. 
  • She has also done Inventory management, wherein she does physical audits of office supplies and manufacturing products. 
  • She is proficient in using different accounting software such as Oracle, QuickBooks Online, Xero, MYOB, Tiller Money, Expensify, Hubdoc, Carbon, and Suitefiles.
  • She considers herself an adaptable and resourceful person.
  • She can start immediately, amendable to work any shifts, and open for any full-time or part-time role.
Predictive Index Profile - Altruist

Strongest Behaviors
  • 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.
  • 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.
Behavioral Summary

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, Richelda 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. Richelda gets along easily with a wide variety of people.

Their drive is directed at working with and for others. They derive particular satisfaction from doing things for others, the company, management, the team, and for the company’s customers. Cooperative and willing, this individual can be a particularly effective teacher and communicator of the company’s policies, programs, and systems.

 

Employment History

Treasury Assistant

Industry:

Retail / Merchandise

Employment Period:

March 2017 to April 2019 (24 Months)

Duties and Responsibilities:

  • Prepare financial reports
  • Monitor the status of Petty Cash Fund
  • Perform daily audit
  • Prepare daily cash sales report

Accounting Assistant

Industry:

Retail / Merchandise

Employment Period:

January 2020 to February 2022 (24 Months)

Duties and Responsibilities:

  • Matching invoice, purchase order and receipt
  • Maintaining Records and vendor files
  • Resolving vendor  and supplier inquiries professionally
  • Analyzing accounts and preparing reports
  • Reconciliation (Book Entries and Bank Transactions)
  • Assist with other accounting function

Accounting Assistant/Site Accountant

Industry:

Property / Real Estate

Employment Period:

February 2022 to August 2022 (6 Months)

Duties and Responsibilities:

  • Prepare and Generate Reports: GL/BS/P&L
  • Reconciliations: Bank/Accounts/Payroll
  • Handle Accounts Payables and Accounts Receivables
  • Accurately enter and process data related to billing and invoices promptly
  • Fund Forecasting

Bookkeeper

Industry:

Others

Employment Period:

November 2022 to December 2023 (13 Months)

Duties and Responsibilities:

  • Bookkeep daily transactions
  • Data Entries & Analyzation
  • Process payroll
  • Reconciliations: Bank/Accounts/Payroll
  • Preparing & Generates Reports:GL/P&L/BS

AU Bookkeeper

Industry:

Accounting / Audit / Tax

Employment Period:

September 2023 to March 2024 (5 Months)

Duties and Responsibilities:

  • Bookkeep daily transactions
  • Prepare EOM/BAS/IAS
  • Daily bank and credit card reconciliation
  • Registered Fixed Asset and run depreciation
  • Create journal entries of invoices and bills

Education History

Field of Study:

Business Studies/Administration/Management

Major:

Operations Management

Graduation Date:

October 1, 2016

Located In:

Philippines

License and Certification: :

N/A


Skills

ADVANCED ★★★

    Xero Accounting, MYOB, QuickBooks, Oracle, Microsoft Excel,

INTERMEDIATE ★★

    Administrative Support

Work at Home Capabilities:

  • Internet Bandwidth: Between 5mbps to 100mbps
  • Working Environment: Private Room
  • Speed Test Result:
  • Internet Type: Fiber
  • Hardware Type: Laptop
  • Brand Name: HP
  • Processor: 12th Gen Intel(R) Core(TM) i5-1235U 1.30GHz
  • Operating System: Windows 11

All-inclusive Rate: USD $6.89/hr

John

Candidate ID: 486318


ADVANCED

    Microsoft Excel, Microsoft Outlook...

INTERMEDIATE

    Gmail, CRM, Microsoft Office...

Employment Preferences

Availability:
Full Time
Preferred Timezone:
Australian Western Standard Time Australian Central Standard Time Australian Eastern Standard Time New Zealand Daylight Time Hawaii Standard Time Alaska Standard Time US Pacific Standard Time US Mountain Standard Time US Central Standard Time US Eastern Standard Time UK London
Hourly & Monthly Rate:
(inclusive of service fee)

*Plus GST for Australian Businesses

Full Time: $USD 6.89 per hour or $USD 1193.64 per month

Remote Staff Recruiter Comments

  • Kirby has a bachelor's degree in Financial Management.
  • He has been working for almost 7 years in the Construction, Accounting and Finance, Retail and Business process Outsourcing industries where he supported the following tasks:
    • Purchasing Officer
    • Cash Clerk
    • Phone Support
    • Retail Store Supervisor
    • Accounts Payable Analyst
    • Basic Accounting and Bookkeeping
    • Invoice Processing
    • Inventory Management
    • Data entry
    • Administrative tasks
  • He has a background creating the following accounting reports:
    • Statement of accounts
    • Cash disbursement
    • Bank reconciliation
    • Scheduling of expenses
    • Journal Entries
    • Handling vouchers
  • He became a General VA for a rental business in US, he handled shopify account of the business. He also do research for suppliers. 
  • He is proficient using MS outlook, excel, spreadsheet, MS office, Gmail, CRMs, adobe and Inventory Management tool.
  • He has an experience working for a US client.
  • He has a good communication skill.
  • He considers himself as dedicated and passionate person.
  • He can start asap, amendable working any shift, open for any full-time or part-time role.

Behavioral Summary
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. John Kirby will depend upon professional training, their own experience, or management leadership, to provide those standards and the structure needed for their work. 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. Predictive Index 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.


Employment History

Cash Accounting Clerk

Industry:

Government / Defence

Employment Period:

March 2016 to March 2021 (60 Months)

Duties and Responsibilities:

  • Handles the company's petty cash funds and is in charge of paying company expenses (utility
  • expenses, miscellaneous expenses, supplies, etc.)
  • Responsible for the inventory of office supplies.
  • Responsible for purchasing of office supplies.
  • Responsible for answering inquiries/calls from members.
  • Responsible for monitoring members and government shares.
  • Responsible for consolidating the monthly members & government shares of members.
  • Process loan applications & retirement benefits of members.
  • Prepares monthly payroll of employees.
  • Prepares & processes disbursement vouchers for loans, salary, retirement funds, and bank
  • checks.
  • Process customer payments in form of cash & checks.
  • Assist the accountant with month-end accruals and other duties as assigned.
  • Assist the manager in preparation of presentation for meetings with the board of trustees.
  • Prepares journal entries.
  • Responsible for the preparation of the balance sheet.
  • Responsible for the preparation of expenses schedule.
  • Communicate with local banks for remittances/checks/statement of the account.
  • Responsible for bank reconciliations (remittances & checks)
  • Knowledge base in Accounts Payable or bookkeeping

Accounts Payable Analyst

Industry:

Call Center / IT-Enabled Services / BPO

Employment Period:

June 2022 to June 2023 (12 Months)

Duties and Responsibilities:

  • For processing invoices and vouchers procedures prepares invoice batches for scanning into the archive by printing, sorting, and stamping; add GL coding and submit for approval.
  • Accurately matches appropriate invoices to purchase orders.
  • Works with vendors, Department Managers, AP Team Lead, and other AP staff to resolve vendor information discrepancies in a timely manner; reconciles vendor statements to outstanding payment reports.
  • Assists AP Supervisor/Team Lead with month-end accruals and other duties as assigned.
  • Assists Procurement Team to resolve purchase order and invoice exceptions.
  • Resolves and processes Electronic Invoices Processing errors.
  • Researches and resolves invoice exceptions efficiently and effectively.
  • Processes new vendor addition and change forms with proper documentation as outlined in the procedure book from the corporate AP department. Keeps current with all document revisions as required by corporate AP.
  • Highlights incorrect document/invoice numbers, dates, amounts, and vendor mismatches for immediate correction. Takes a proactive role in working with a team on vendor holds and resolving errors.
  • Inputs documents, vouchers, invoices, and check requests, ensuring the accuracy of vendor names and coding; adheres to due dates per corporate guidelines.
  • Develop and maintain a filing system for records and documents to ensure easily available information.
  • Handles ad hoc analysis and special projects as requested by management.

Retail Store Supervisor

Industry:

Electrical & Electronics

Employment Period:

April 2021 to May 2022 (13 Months)

Duties and Responsibilities:

  • Tracking company stock levels, invoices, and delivery information.
  • Manage retail staff, among which includes people working on the floor, and the cashiers.
  • Performing inventory inspections.
  • Conducting product research of potential suppliers. Sourcing, canvassing and comparing bids of suppliers.
  • Negotiating terms and prices with suppliers. Placing bulk orders with suppliers and vendors.
  • Reviewing product quality.
  • Preparing cost analysis reports on purchases.
  • Tracking orders and delivery progress.
  • Coordinating with warehouse staff for proper storage.
  • Reporting any damaged or faulty purchases.
  • Maintaining records of all orders and payments.
  • Coordinating with suppliers, delivery team, and warehouse staff.
  • Maintaining working relationships with vendors and suppliers.

Purchasing Officer

Industry:

Construction / Building / Engineering

Employment Period:

September 2015 to March 2016 (6 Months)

Duties and Responsibilities:

  • Research potential vendors.
  • Compare and evaluate offers from suppliers.
  • Negotiate contract terms of agreement and pricing.
  • Track orders and ensure timely delivery.
  • Review quality of purchased products.
  • Enter order details (e.g., vendors, quantities, prices) into internal databases.
  • Maintain updated records of purchased products, delivery information, and invoices.
  • Maintaining and updating supplier information such as qualifications, delivery times, product ranges, etc.
  • Prepare reports on purchases, including cost analyses.
  • Monitor stock levels and place orders as needed.
  • Coordinate with warehouse staff to ensure proper storage.
  • Attend trade shows and exhibitions to stay up-to-date with industry trends.

Lead Generation

Industry:

Advertising / Marketing / Promotion / PR

Employment Period:

September 2020 to January 2021 (4 Months)

Duties and Responsibilities:

  • Prospect leads through relevant channels.
  • Qualify leads by levels of interest.
  • Coordinate lead gen campaigns with marketing and sales.
  • Research prospective customers to identify lead channels.
  • Create and curate content for inbound lead channels.
  • Initiate cold calls, emails, and other outbound communications.
  • Manage leads in the sales pipeline.

Sales Lead Generation - Part-time

Industry:

Others

Employment Period:

April 2023 to September 2023 (5 Months)

Duties and Responsibilities:

  • Research potential leads in apollo application.
  • Generate 120 leads per day from apollo application.
  • Upload the downloaded leads to Neverbounce application for email verifications.
  • Save the validated leads email address to google drive for tracking purposes.
  • Use instantly application to create email campaigns/ loom video campaigns to be sent out tovalidated leads.
  • Upload the validated leads to instantly app together with Calendly link of the client for theleads to have a link to book a schedule.
  • Create a loom video for the lead's website and upload the video link file in instantlyapplication together with the email template provided.
  • Track all the email address that has been sent out through the campaign and monitor thereplies from each email that has been sent.
  • Generate a weekly report and submit it to the CEO directly.
  • Research potential leads in seamless application.
  • Monitoring of clients that booked a call and inform the CEO.

Accounts Payable Analyst

Industry:

Property / Real Estate

Employment Period:

June 2023 to May 2024 (11 Months)

Duties and Responsibilities:

Work at graveyard shifts Communicate with property managers and regional managers. Communicate with the vendor. Check the Work Order/Purchase Order vs the invoice issued by the vendor. Handles residential properties and accurately matches appropriate invoices to purchase orders. Highlights incorrect document/invoice numbers, dates, amounts, and vendor mismatches for immediate correction. Takes a proactive role in working with a team on vendor holds and resolving errors. Generate reports and submit them to the property manager & and vice president. Communicate with team leader and members to update invoices and other issues that arise.

Purchasing Assistant

Industry:

Manufacturing / Production

Employment Period:

July 2024 to June 2025 (10 Months)

Duties and Responsibilities:

  • Build and maintain strong relationships with vendors and suppliers. Negotiate terms, pricing, and contracts to ensure favorable terms for the organization.
  • Prepare and process purchase orders accurately and in a timely manner. Review and verify purchase requisitions, ensuring they align with company needs and budget constraints. Acknowledge receipt of purchase orders and communicate order status to relevant teams. 
  • Coordinate and track shipments to ensure on-time delivery. Work closely with logistics providers to optimize shipping routes and costs.
  • Monitor and manage inventory levels to prevent shortages and overstock situations. 
  • invoices from vendors with purchase orders and goods received.
  • Maintain accurate records of all financial transactions related to purchasing. 
  • Emailing & Calling corresponding with suppliers and vendors
  • Following up orders / purchases
  • Updating CRM System
  • General Administrative duties

Education History

Field of Study:

Business Studies/Administration/Management

Major:

Financial Management

Graduation Date:

January 2, 2015

Located In:

Philippines

License and Certification: :

N/A


Skills

ADVANCED ★★★

    Microsoft ExcelMicrosoft Outlook

INTERMEDIATE ★★

    GmailCRMMicrosoft Office

Work at Home Capabilities:

  • Internet Bandwidth: Between 5mbps to 100mbps
  • Working Environment: Private Room
  • Speed Test Result: Download: 94.39 MBPS; Upload 94.68 MBPS
  • Internet Type: Fiber
  • Hardware Type: Laptop
  • Brand Name: Lenovo
  • Processor: Intel(R) Core (TM) i7-6700UHQ CPU @ 2.60 GHz
  • Operating System: Windows 10

*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.

**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.

The Comprehensive Role of an Accountant

An accountant’s role goes far beyond crunching numbers or tax filing. They play a vital part in keeping your business financially healthy, compliant, and ready for growth.

Accountants handle the essential day-to-day duties that keep your finances on track, such as recording transactions, reconciling accounts, and preparing financial statements.

However, their responsibilities extend well beyond those of a basic bookkeeper.

They analyze financial data to help you make informed business decisions, identify cost-saving opportunities, and plan strategically for the future.

They also ensure compliance with tax regulations, manage payroll, and prepare accurate reports that reflect your company’s true financial position.

In short, accountants don’t just manage your taxes. They help you understand your numbers, improve efficiency, and strengthen the financial foundation of your business.

The Benefits of Hiring an Accountant

Hiring a professional accountant doesn’t just keep your financial records in order. It also provides strategic advantages that help your business grow and stay compliant.

Accurate Financial Management
Accountants keep your books, reports, and statements precise, giving you a clear picture of your business’s financial health.
Time and Cost Savings
By handling bookkeeping, payroll, and tax preparation, accountants free up your time to focus on running and expanding your business while helping you avoid costly mistakes.
Expert Tax Planning and Compliance
Accountants keep you up to date with tax laws, identify deductions, and prepare filings accurately, reducing the risk of penalties and maximizing your savings.
Informed Business Decisions
With professional insights and financial analysis, accountants help you make strategic decisions based on accurate, up-to-date data.
Financial Forecasting
Accountants can project cash flow, create detailed budgets, and provide guidance on investments, helping your business anticipate future expenses, seize growth opportunities, and navigate potential financial risks.
Strategic Financial Planning and Advice
Accountants play a key role in guiding your business strategy.

They provide counsel on legal structures, financial strategies, and investment decisions, helping you plan for growth, manage risks, and make informed long-term choices.

Ready to Recruit and Retain your
Ideal Remote Workforce?

Ready to Recruit and Retain your Ideal Remote Workforce?

Small Business Growth and Financial Health

For small businesses, managing finances effectively is essential not just for survival, but for growth and long-term sustainability.

Accountants provide the expertise and guidance needed to keep operations financially sound, optimize resources, and plan strategically for expansion.

Their work ensures that small businesses can focus on serving customers, innovating, and scaling in a sustainable manner.

Small Business Growth and Financial Health

For small businesses, managing finances effectively is essential not just for survival, but for growth and long-term sustainability.

Accountants provide the expertise and guidance needed to keep operations financially sound, optimize resources, and plan strategically for expansion.

Their work ensures that small businesses can focus on serving customers, innovating, and scaling in a sustainable manner.

Why the Global Shortage of Accountants Makes Remote Hiring Essential

As the demand for skilled financial professionals grows, many businesses face challenges in finding qualified accountants locally.

In fact, the global shortage of accountants is making it increasingly difficult for companies to secure the expertise they need. This shortage can slow down reporting, increase compliance risks, and limit opportunities for strategic growth.

With the benefits in the previous section, remote hiring becomes an even more compelling solution, allowing businesses to access experienced accountants who deliver high-quality work without being limited by local shortages.

By tapping into global talent pools, businesses can access experienced accountants who deliver the same high-quality work as in-house staff, without the limitations imposed by local shortages.

As a bonus, US businesses can leverage favorable foreign exchange rates while accessing highly skilled accountants from countries like the Philippines – making it a more cost-effective solution overall.

Ready to Recruit and Retain your
Ideal Remote Workforce?

Ready to Recruit and Retain your Ideal Remote Workforce?

Decoding the Cost-Benefit of Hiring an Accountant

Managing your finances in-house or doing it yourself might seem cost-effective at first, but professional accounting services often provide far greater value in the long run.

Hiring an accountant may require upfront fees, but the benefits, including accurate reporting, tax savings, and strategic insights, typically outweigh the costs.

Cost Implications: Professional Accounting vs. DIY

DIY Accounting

DIY Accounting

Small business owners handling books themselves often spend 100–200 hours per year on financial tasks, with their lack of expertise potentially leading to errors, missed deductions, and compliance risks.

Professional Accounting

Professional Accounting

Hiring an accountant can be done in-house, freelance, or remotely, each with different cost implications.:

      • In-House: Full-time accountants in the US typically earn $75,000 to $120,000 per year, plus benefits and overhead.
      • Freelance: Hourly rates generally range from $40 to $100/hour, depending on experience, role requirements, and project complexity.
      • Online accountants from Remote Staff: Skilled accountants in the Philippines can provide the same expertise at costs up to 70% lower than their US-based hires.

Real-Life Case Studies:

Here are some examples of how small businesses in the US benefited from hiring accountants.
Note: Real names have been withheld upon request.

Case Study 1: Anonymous Legal Practice – Boosting Revenue and Efficiency

Industry: Legal Services
Location: USA
Challenge: The firm struggled with time tracking and billing inefficiencies, which limited revenue generation.
Solution: They implemented accurate time tracking and billing systems, supported by a professional remote accountant.
Outcome: Billable hours increased by 20%, boosting revenue significantly. Streamlined financial processes also saved the team 15 hours per week, allowing them to focus on client work.

Case Study 2: Masterpiece Cuisine – Scaling Operations

Industry: Catering
Location: USA
Challenge: The business faced difficulties in tracking revenue and expenses as they expanded operations.
Solution: They hired remote accountants to streamline financial processes and provide strategic guidance.
Outcome: With accurate forecasting and organized financial management, the catering company scaled smoothly while maintaining operational efficiency.

Case Study 3: Anonymous Restaurant – Improving Profitability

Industry: Restaurant
Location: USA
Challenge: Financial reporting and operational inefficiencies were affecting profitability.
Solution: They engaged a remote accountant to improve financial reporting and optimize operations.
Outcome: The restaurant increased profitability by 15–20% within a year, benefiting from better cost management and tax planning.

Ready to Recruit and Retain your
Ideal Remote Workforce?

Ready to Recruit and Retain your Ideal Remote Workforce?

Choosing the Right Accountant for Your Needs

Finding the right accountant ensures your business gets accurate financial management, strategic guidance, and peace of mind.

Here’s how to identify and select the best professional for your needs:

Choosing the Right Accountant for Your Needs

Finding the right accountant ensures your business gets accurate financial management, strategic guidance, and peace of mind.

Here’s how to identify and select the best professional for your needs:

Essential Qualifications, Skills, and Experience

Look for accountants who bring the right mix of expertise and experience:

Relevant Certifications
Accountants with CPA, ACCA, or other recognized qualifications show credibility and formal training.

Industry Knowledge
Experience within your industry and familiarity with its regulations ensure informed financial guidance.

Analytical Thinking
The ability to interpret financial data helps guide strategic business decisions.

Problem-Solving and Compliance
Accountants should be able to troubleshoot issues and ensure adherence to local laws and standards.

Proficient in Top 10 Accounting Tools
Accountants should be skilled in essential software and tools that support efficient financial management, reporting, and strategic planning:

    • QuickBooks – Widely used for bookkeeping, invoicing, and small business accounting.
    • Xero – Cloud-based accounting platform ideal for SMEs and real-time financial tracking.
    • Sage – Comprehensive accounting and payroll software for small to mid-sized businesses.
    • FreshBooks – User-friendly tool for invoicing, expense tracking, and time management.
    • Wave – Free accounting software for small businesses, including invoicing and payroll.
    • Zoho Books – Cloud-based accounting solution for managing finances, automating workflows, and tax compliance.
    • Microsoft Excel – Essential for data analysis, financial modeling, and custom reporting.
    • MYOB – Accounting and payroll software popular in Australia and Asia-Pacific markets.
    • NetSuite – Cloud ERP platform with accounting, CRM, and e-commerce integration for larger businesses.
    • Tally – Popular in Asia for accounting, inventory management, and GST compliance.

Ready to Recruit and Retain your
Ideal Remote Workforce?

Ready to Recruit and Retain your Ideal Remote Workforce?

Frequently Asked Questions (FAQs)

Here are some of the most frequently asked questions when hiring remote accountants.

What does an accountant actually do?

Accountants manage bookkeeping, financial reporting, tax planning, payroll, and compliance.

They also provide insights to help businesses make strategic decisions.

Do I need a full-time accountant or can I hire part-time/remote?

It depends on your business needs. Many SMEs hire part-time, contract-based, or remote accountants to reduce costs while still getting professional financial support.

What qualifications should I look for?

Look for accounting experts with recognized certifications like CPA or ACCA, experience in your industry, proficiency with accounting software, and strong analytical and problem-solving skills.

How can I ensure they are a good fit for my business?

Conduct interviews, review references, and assess their experience with similar businesses.

Also evaluate their communication skills and whether they can provide actionable insights, not just reports.

Secure Expert Accounting Support for Your Business

A skilled accountant does more than manage numbers. They save you time, reduce mistakes, keep you compliant, and help your business grow.

Identify accountants with the right experience, skills, and knowledge of top accounting tools, check references, and make sure they can provide actionable financial advice.

With the right support, your business can stay financially stable, plan for growth, and focus on what matters most, serving clients and expanding your business.

Check the profiles below or request a callback to get matched with the right accountant for your business needs.

Secure Expert Accounting Support for Your Business

A skilled accountant does more than manage numbers. They save you time, reduce mistakes, keep you compliant, and help your business grow.

Identify accountants with the right experience, skills, and knowledge of top accounting tools, check references, and make sure they can provide actionable financial advice.

With the right support, your business can stay financially stable, plan for growth, and focus on what matters most, serving clients and expanding your business.

Check the profiles below or request a callback to get matched with the right accountant for your business needs.

Ready to Recruit and Retain your
Ideal Remote Workforce?

Ready to Recruit and Retain your Ideal Remote Workforce?