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She has extensive experience performing core bookkeeping responsibilities such as:

• Bank and credit card reconciliation
• Data entry and categorizing transactions
• Accounts payable (AP) and accounts receivable (AR)
• Payroll processing support, including accurate timesheet and deduction tracking
• Preparation of financial reports including profit and loss statements

Anamarie is skilled in using a range of accounting software:

• QuickBooks Online – 2 years of experience; self-rated 7/10 in proficiency
• Xero
• Wave
• Zoho Books
• AppFolio (used for real estate clients)
• Microsoft Excel and Google Sheets – adept in formulas (e.g., VLOOKUP, HLOOKUP, SUMIF), creating graphs, and report formatting

She is also comfortable working with CRM tools and has experience generating and managing sales invoices through QuickBooks.

She is available to start immediately and is open to full-time and part-time arrangements.

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.
• 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.

• Drive to protect the company against risk by doing things in general accordance with established standards.
• Careful; usually follows a plan to avoid making mistakes. Generally has proof to support decisions before taking action.

Anamarie 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 Anamarie, who takes responsibilities very seriously.

With experience and/or training, Anamarie 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 Anamarie is motivated by a real concern for getting work done on time and correctly.

• He has a solid accounting and bookkeeping background, having worked as both an in-house accounting officer and a virtual assistant specializing in bookkeeping for over two years.
• His experience includes managing accounts, processing invoices and expenses, reconciling accounts, and generating financial statements such as balance sheets, income statements, and cash flow reports.
• He is proficient in Xero and QuickBooks Online, handling day-to-day financial transactions, tax preparation assistance, and inventory management.
• Additionally, he has experience working with Australian clients, demonstrating familiarity with Australian accounting standards, including BAS and GST reporting.
• His current and previous roles have also involved reconciling bills against purchase orders and ensuring financial accuracy, which aligns well with the responsibilities of the role.
• He is using accounting software such as Xero and QuickBooks Online, as well as receipt management tools like Hubdoc.
• He has a structured workflow for processing transactions, ensuring accuracy by reconciling bank feeds with recorded transactions, preventing duplicates, and performing mid-month and end-of-month reconciliations.
• He is able to start immediately.

• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.
• 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.

John is unassuming, unselfish and has a genuine interest in other people and a strong, intuitive understanding of them. Outgoing and friendly, they enjoy working with others and is lively, warm company.

A pleasant and extraverted person, He is an effective communicator, able to stimulate and motivate others while being aware of and responsive to their needs and concerns. Their congenial personality and friendly, interested attitude make them readily approachable. John Paul gets along easily with a wide variety of people.

• Over 8 years of extensive experience in accounting, bookkeeping, financial planning, and taxation, with a strong focus on Australian accounting practices.
• Worked with diverse portfolios, including real estate, manufacturing, SMEs, and unique industries such as synthetic grass manufacturing and funeral homes.
• She has proven ability in people management, having supervised teams ranging from 20 to 80 accountants, onboarding clients, and providing coaching..
• She also previously held leadership roles, including Team Lead, Tax Reviewer, and Manager, for prominent organizations like Accenture and Integrate Solutions.
• Her key skills include:
  • Accounting Systems & Software Proficiency:
    • SAP HANA, MRI Software (Real Estate), Xero, MYOB, HubDoc, and Microsoft Excel (Advanced reporting and basic macros).
  • Expertise in automation and cost-efficiency tools gained through transformational projects at Accenture.
  • Australian Taxation and Compliance:
    • Extensive experience in BAS (Business Activity Statement), IAS (Income Activity Statement), and FBT (Fringe Benefits Tax) preparation and submission for over 5 years.
    • Familiarity with Australian GST requirements and other tax regulations, along with trust accounting.
  • Bookkeeping and Financial Management:
    • Skilled in bank reconciliations, journal entries, general ledger review, and balance sheet reconciliations.
    • Proficient in working capital management, financial forecasting, and budget reporting to key business stakeholders.
  • Client Interaction and Stakeholder Management:
    • Direct collaboration with Australian clients to meet reporting needs and address business challenges.
    • Strong focus on building client relationships and providing tailored solutions for SMEs.
  • Team Leadership and Mentoring:
    • Effective leadership in recruiting, training, and managing teams while maintaining high levels of productivity.
    • Ability to act as a backup for technical roles, ensuring hands-on expertise and connection with the technical aspects of accounting.
• She transitioned to freelance financial consulting, supporting small businesses in tax preparation, financial reporting, and business development
• She's currently in Canada but is available to start immediately.

Czarina is an experienced bookkeeping professional with over four years of experience supporting Australian clients across various industries, including real estate, sports management, and small-scale construction. She demonstrates strong technical proficiency in Xero, has a solid understanding of the Australian Taxation Office (ATO) regulations, and is confident in her ability to prepare and support BAS submissions under the cash basis accounting method.

Technical & Work Experience:

She has worked extensively with Australian SMEs, handling end-to-end bookkeeping processes such as:

• Bank and credit card reconciliations (daily and monthly)

• Accounts payable/receivable management

• Invoice processing and document matching via Hubdoc integration with Xero

• BAS preparation and adherence to GST regulations

• Report generation and month-end financial summaries

She also utilizes productivity tools such as Excel, OneNote, and digital calendars to manage multiple accounts concurrently, demonstrating strong organizational skills. She currently manages bookkeeping for a real estate development firm and has experience handling up to eight entities simultaneously.

Her familiarity with construction-related bookkeeping, including contract management and invoice tracking, aligns well with the needs of the client in the civil construction sector.

Predictive Index Behavioral Profile - Controller

Strongest Behaviors

• Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules and results.
• Detail-oriented and thorough; works to ensure things don’t fall through the cracks, and follows up to ensure they’re done properly and on time.
• Driven to achieve operational efficiencies: thinks about what needs to be done and how it can be done as fast as possible while maintaining a high-quality outcome. Impatient with routines.
• 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.
• Impatient for results, puts pressure on themself and others for rapid implementation, and is far less productive when doing routine work.
• Relatively formal, reserved, and skeptical of new people; requires some “proof” to build trust in new people.

Czarina is a self-disciplined, conscientious person who will develop a high degree of expertise and skill in a specialized job. Has the drive to get things done right and in accordance with established standards of accuracy and quality.

A conservative and analytical person who respects traditional organizational values. Reserved, serious, and thoughtful about everything to be done, is a no-nonsense worker who worries about getting things exactly right. Never superficial, will make sure that they know what they’re talking about before speaking. Needs a lot of certainty and structure in their work so that it meets very high, specific quality standards.

Katheryn has over 18 years of experience in the financial field, including roles as a finance analyst and a bookkeeper, with recent exposure to Australian clients. Her background in property management and her hands-on experience with MYOB and Xero meet the client’s requirements for a versatile bookkeeping professional adept in managing multiple financial structures and reporting.

Strengths:

1. Extensive Financial Experience: Katheryn’s 18+ years in finance, including her time as a finance analyst, have given her a strong grasp of accounts payable, accounts receivable, payroll, cost management, and financial reporting. Her experience with both finance and bookkeeping roles strengthens her qualification for this position.
2. Australian Client Experience: She has worked with an Australian property management company for over two years, which has familiarized her with Australian bookkeeping standards and requirements, ensuring a smoother transition to the new role.
3. Software Proficiency: Katheryn has experience with essential accounting software, including MYOB (2+ years) and Xero (5 months), along with SAP from her earlier roles, which covers the client’s software needs.
4. Adaptability and Independence: Katheryn has a demonstrated ability to work independently in virtual environments, highlighted by her current remote bookkeeping role and experience managing financial processes without extensive oversight.

Overall Impression: Katheryn is a strong candidate for the bookkeeping position due to her deep financial background, direct experience with Australian clients, and proficiency in MYOB and Xero. Her comprehensive finance knowledge and independence in virtual roles make her well-suited for handling the financial complexities of the client’s family business.

Behavioral Assessment:

Katheryn is Helpful, patient, and stable; works steadily and consistently. Respectful of established processes, standards, and policies, they will work within those standards to ensure repeated successes and high-quality results. Katheryn 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, Katheryn will be pleasant, agreeable, and supportive. Derives satisfaction from helping others and likes to feel part of a secure team.

• Jhai is an Accounting Management graduate with 5 years of collective experience. She started her career in an auditing firm as an Accountant for 3 years where she worked with local clients in the rental, chemical, machinery, and goods industries. She then joined a media company as a General Accountant for a year. In July 2023, she was employed in an outsourcing company as a Generalist Accountant and provided her services to an accounting firm in Australia. There, she worked with end clients in the beauty, sports, salon, trust, and F&B industries.
• She is well-versed in performing the following:
  • Invoicing
  • Payroll processing and reporting (AU and PH)
  • Budget forecast monitoring
  • Financial statement preparation
  • Bookkeeping
  • Bank reconciliation
  • BAS, IAS, ITR, Business Tax Return, Company Tax Return preparation
• She considers herself a beginner in SMSF.
• She used several applications and software such as Zoho, Xero, XPM, BGL360, and Microsoft Office Apps (Excel, Word, Outlook, Teams).
• She can start anytime.
• She prefers working full-time on a day shift.

• 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.
• 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.

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

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

• Pia is a skilled accountant with 7 years of collective experience. She started her career in a local auditing company as a Junior Accountant for 3+ years. She then joined an appliance retail business as a Credit and Collection Specialist, an agriculture corporation as an Accounting Assistant, and recently, a BPO for Australia-based clients as an Accounting Specialist. She has more than a year of experience in Australian accounting and supported 2 end-clients in financial services.
• She is well-versed in
  • Bookkeeping
  • Internal auditing
  • Bank reconciliation
  • Taxation (PH and Australia)
  • Payroll (Au) - 5 employees
  • Superannuation
  • BAS and GST preparation and lodging
• She is currently pursuing a Masters in Business Administration major in Financial Management during weekends.
• She is adept with Xero, MYOB, Oracle, QuickBooks, Sage, Slack, Skype, Microsoft Office Apps (Teams, PowerPoint, Excel, Outlook), and Google Workspace, while considers herself a beginner in SAP, Canva, and Amazon Seller Central.
• She attended several online courses for Australian accounting and Virtual Assistance.
• She holds a certificate for Xero Advisor and Payroll.
• She can start immediately.
• She is amenable to working in any shift, preferably full-time.

• Task-focused; often notices and is driven to fix technical problems, cutting through any personal/emotional issues. In areas of interest, has aptitude to spot trends in data or figure out how complex systems work.
• Relatively independent in thinking and action; often comfortable taking action without input from others. An analytical and private person.
• Assertive drive to accomplish personal goals by working around or through roadblocks. Communicates directly and to the point.

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

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

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

• Jen acquired a degree in Business Management, majoring in Management Accounting. She has been working for 5 years now. She joined companies in manpower, financial services, and accounting firms. Her 1-year service to retail and coaching business clients in Australia through an outsourcing company exposed her to its accounting and tax processes.
• Her collective experience in accounting and tax includes:
  • BAS and IAS preparation
  • Individual ITR preparation
  • Accounts receivable - preparing reports for collectibles
  • Tax Compliance
  • Local payroll
  • Accounts payable
  • Bank reconciliation
• She adeptly uses several tools and software like QuickBooks, Xero, MYOB, Microsoft Office Apps (Excel, Word, PowerPoint, Teams, Outlook), and Google Drive.
• She can start anytime.
• She is amenable to a day shift, part-time, or full-time position.

• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.

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

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

• Catherine has been working for 5 years in different companies in BPO and Auditing firms. She handled different positions such as Customer Service Representative, Senior Auditor, and General Virtual Bookkeeper. She graduated with Bachelor's Degree in Accountancy. She started her freelancing career in 2021 and worked with US clients. She supported the following task:
  • Bookkeeping
  • Bank reconciliation
  • Financial Statement
  • Data migration
  • Financial statements
  • Customer Service
• She is QuickBooks Online ProAdvisor and Xero Certified. 
• She trained 4 junior team members in the Auditing team. 
• She is proficient in accounting systems such as XERO, and QuickBooks.
• Catherine is available to start immediately and she is amenable to working the day shift for any part-time job.

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

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

• Gary is a Certified Public Accountant and has thirteen years of relevant experience in finance, accounting, audit, taxation, management, process improvements, and business controls in different industries in the Philippines, Australia, Singapore, USA, Hongkong, and New Zealand.
• He has worked as a Financial Reporting Analyst, Accounting and Special Projects Officer, College Instructor, Enterprise Senior Accountant, General Manager, and currently working part-time as a Finance and Accounts Receivable Support to an AU client.
• He catered to 8 clients when he worked remotely for a US accounting firm for one year. He was responsible for creating financial reports and sending reports monthly to the different stakeholders. 
• He has a total of eight years of experience with Australian accounting. This includes a start-up company where he has helped in building and establishing the processes, handled a team, and served as the main POC.
• Overall, he is competent in performing the following:
  • financial analysis and reporting
  • accounts receivable and collections
  • accounts payable and payments
  • bank reconciliation
  • general ledger reconciliation
  • audit support and regulatory compliance
  • payroll administration
  • budgeting and reporting
  • customer management
• He is proficient with Xero, Microsoft Office, Indinero Accounting, SAP, Receiptbank, NETO, Netsuite, and Google applications.
• He is amenable to start full-time after a 1-week notice. 

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

• Marlyn is Certified Public Accountant, working for almost 17 years in the Property Management, Business Process Outsourcing Company and Multinational Companies in Qatar where she handled and performed roles such as Remote Accountant, Payroll and Bookkeeping Supervisor, Audito and Accounting Specialist, Accounts and Admini Officer, Finance Supervisor, Senior Accountant and Staff Accountant. She has an experience working for globla clients mainly from Qatar, Australia, US, and Ireland.
• She was a former OFW in Qatar moved back to the Philippines during the pandemic. 
• She has an experience working for an Australian Client for a Property Management Company as a Senior Accountant, handling 32 entities and 45 bank accounts. 
• She is also a freelancer, coaching Accountants and non-accountants on how to become a successful Virtual Bookkeeper by teaching them cloud-based accounting software and basic accounting knowledge.
• She was exposed to the following tasks:
  • Accounting
  • Bookkeeping
  • Reviewing of AR and AP entries
  • Account and Bank Reconciliations
  • Preparation of financial statements
  • Prepare schedules for audti for external and internal 
  • Budgeting 
  • Annual forecasting
  • Auditing
  • Payroll
  • Invoicing 
  • BAS Preparation
  • Australian Accounting
  • Administrative tasks
• She had her training in Australian Taxation. 
• She is proficient in using tools such as:

• Pam finished a bachelor's degree in accountancy. She has been working for more than 10 years in various industries such as in the BPO, a Government Agency, and a Media Distribution and Accounting firm in Australia. She handled different positions such as Accounts Payable Analyst, Global Revenue Operations Analyst, Regional Finance Officer, Accountant, and Strategic Outsourcing Specialist/Accountant.
• As an Accountant for 6 years in a media distribution company based in Australia, she performed an end-to-end accounting process from invoice creation, payment processing, bank reconciliation, and accounts receivables.
• She would assist as well in BAS reporting and payroll. She is the only Accountant mainly hired in the head office in Australia and she managed the subsidiary offices based in Wales, the UK, New Zealand, and Germany. She closely worked with the salespersons and billing people in doing all the accounting work for the company.
• Recently, she worked as an Accountant for an accounting firm in Australia catering to six various companies. She was involved in maintaining the books/accounting records, payroll, BAS, and IAS filing.
• She is Xero Certified.
• She is proficient in Xero, Oracle, SAP, MYOB, QuickBooks, Sage, and Microsoft Excel.
• She can start immediately.

• Cautious, exacting, and very thorough; often perfectionistic. Works diligently to ensure nothing falls through the cracks and follows up intensely to ensure results are precisely on-time, accurate, and were achieved using the proper methods.
• Places high value on “the book,” and/or professional background, which will be followed exactly to protect the company against risk.
• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.

Maria Pamela 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 Maria Pamela, who takes responsibilities very seriously.

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

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

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

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

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

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

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

Viva  is an accounting professional with over 14 years of combined corporate and freelance experience, including 5 years supporting international clients, primarily in the Australian accounting and taxation space. Her background includes end-to-end accounting services, intercompany reconciliation, payroll processing, internal audit, and tax compliance for both local and offshore entities. She holds a Xero Advisor Certification and has approximately 4 years of hands-on Xero experience, including migrating from Wave to Xero, setting up chart of accounts, and ATO lodgment.

Her experience spans various industries such as manufacturing, real estate and leasing, logistics, accounting and advisory services, and BPO firms, making her versatile and adaptable to different financial environments. She has worked with accounting firms and tax advisory firms in Australia, handling multiple client books, preparing Business Activity Statements (BAS), Income Activity Statements (IAS), Single Touch Payroll (STP), and income tax returns for individuals, companies, and trusts.

Australian Accounting & Tax Experience:

• End-to-end accounting and payroll processing using Xero
• Experienced in preparing and lodging BAS, IAS, STP, and ITRs
• Supported both internal company accounting and external client compliance
• Worked on AU accounts in the creative, advisory, and SaaS sectors
• Handled system migration and cleanup from Wave to Xero for Canadian expansion of an AU company
• Assisted in tax planning and provided insights for tax-saving strategies

Industry Exposure:

• Manufacturing, Real Estate, Brokerage/Transportation, Education, Professional Services, BPO
• Handled audit and compliance for multi-branch logistics and facility management

Tools & Software Proficiency:

• Xero (Certified Advisor; 4 years hands-on)
• QuickBooks Online
• DEXT, HubDoc, PayApps, and other Xero-integrated platforms
• Wave (for transition/migration to Xero)
• FAT accounting system (used in earlier local roles)

• Bookkeeping & General Ledger Reconciliatio
• Tax Compliance & ATO Lodgment (BAS, IAS, ITR, STP)
• Payroll Setup and Processing (AU shift, timesheet verification, superannuation)
• Software Migration and Chart of Accounts Setup
• Invoice Processing via HubDoc, DEXT, PayApps
• Internal Audit and Financial Controls
• Financial Reporting for multi-entity and intercompany transactions

• 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.
• 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.

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

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

• Viva is an Accountant with 14 years of experience. After acquiring a degree in Accountancy, she joined the workforce and was employed in a local paper manufacturing company as an Accounting Assistant. Some of the other companies she engaged with are retail, outsourcing, and accounting firms where she worked with numerous clients in the property management, logistics, advertising, and entertainment industries. She had the opportunity to work with US and Australia-based clients.
• At present, she helps a US-based client in their bookkeeping needs as a QuickBooks Reconciler. She works 10 hours per week on a flexible schedule.
• Viva, through the years, has gained expertise with:
  • Accounts payable management
  • Accounts receivable management
  • Billing
  • Financial statement preparation
  • Bookkeeping
  • Bank account reconciliation
  • Monthly and quarterly preparation and lodgment of BAS and IAS
  • GST preparation
  • Payroll
  • Superannuation
• She held progressive roles and as a supervisor, led 3 members under her supervision.
• She has proficiency in navigating and using XPM, ATO Portal, ASIC, QuickBooks Online and Desktop, Xero, Wave, Dext, Microsoft Office Apps (Excel, Outlook, Teams), Asana, Tasks in a Box, and Slack.
• She is a Certified Xero Advisor.
• She can start immediately.
• Viva prefers working the day shift to any part-time or full-time role.

• 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.
• 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.

• 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.

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

• Unhurried and deliberate, stable and will do things using the established process; finds it difficult to change these systems. Dependable, consistent and needs familiar environments and coworkers to be most productive.
• Cooperative, easy-going, and agreeable in getting along with others. A focused, uncritical listener who won’t “rock the boat.”
• Methodical, steady, and even-paced; loses productivity when interrupted.

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

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

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

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

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

📌 Freelance Accountant & Bookkeeper (2020 – Present)

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

📌 Government Accounting Officer (2018 – 2020)

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

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

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

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

Predictive Index Behavioral Profile - Controller

Strongest Behaviors

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

Mea Allyza is a self-disciplined, conscientious person who will develop a high degree of expertise and skill in a specialized job. Has the drive to get things done right and in accordance with established standards of accuracy and quality.

A conservative and analytical person who respects traditional organizational values. Reserved, serious, and thoughtful about everything to be done, is a no-nonsense worker who worries about getting things exactly right. Never supercial, will make sure that they know what they’re talking about before speaking. Needs a lot of certainty and structure in their work so that it meets very high, specic quality standards.

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

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

Behavioral Summary

Allyza is a self-disciplined, conscientious person who will develop a high degree of expertise and skill in a specialized job. Has the drive to get things done right and in accordance with established standards of accuracy and quality.

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

• Julie has been working remotely for almost 7 years in the property management and business consultancy where she supported the following tasks:
  • Customer Service
  • Phone Support
  • Appointment Setter 
  • Lead Generation
  • Invoicing
  • Collections
  • Reconciling bills and payments
  • Accounts payable and receivable management
  • Sales Representative
  • Administrative tasks
• She is proficient using ASANA, microsoft office and Xero.
• She can start asap, amendable working any shifts and opent to any full-time or part-time jobs.

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

• 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.

Julie Ann 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 Julie Ann, who takes responsibilities very seriously.

With experience and/or training, Julie Ann 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 Julie Ann 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.

• Joev is an accounting professional with 17 years of extensive experience in handling end-to-end accounting operations.
• He worked in the manufacturing and plantation industries.
• A Certified Public Accountant, he decided to help clients from various SMEs and has been in public practice since 2017 where he expertly performs the following:
  • Tax management
  • Business control
  • Process improvement
  • Bookkeeping
  • Financial analysis
  • Accounts payable management
• He adeptly uses QuickBooks Online, Xero, SAP, and MS Excel, while a beginner with Canva.
• He acquired certificates for both Xero and QuickBooks.
• He can start after a week's notice.
• He is amenable to working the day shift to any part-time or full-time position.

• 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.

• 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.

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.

• Bryan has a bachelor's degree in accountancy. He has been working for almost 6 years now in an Accounting firm and IT services (software and hardware) where he performed the following tasks:
  • General Accounting
  • Manage Accounts Receivable and Accounts Payable 
  • Bookkeeping and Reporting
  • Purchasing and Invoicing
  • Monitors and records the Firm’s daily takings for sales and purchases transactions
  • Financial Statements Reporting 
  • Cash Flow Analysis 
  • Data Migration 
  • Balance Sheet Reconciliations
  • Prepares the accounting and management reports monthly, quarterly and year-end basis 
  • Preparation of Bank Reconciliations
  • Performing new client Xero Conversions
  • Publish receipts from Receipts Banks
  • Processing Trial Balance
  • Prepare and Processing Payroll
  • Prepare Fixed Asset Reconciliations
  • Preparation and Presentation Financial Statement
  • Preparing BAS ( AustralianTax Filing)
• He is proficient using the following accounting software:
  • QuickBooks Desktop & Online - 3 years  
  • XERO - 3 years 
  • MYOB Desktop - 6 years
  • MS Excel
• He has experience providing services to small and medium-sized enterprises for Asian, Australian, and US clients. 
• He can start asap, amenable to working any shifts, and open to any full-time or part-time roles.

• 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.

• With an ability to concentrate on the task at hand, is generally more focused on the technical matters than the social ones. Consistent and thoughtful.
• Makes decisions and takes action, even with little proof confirming their decision. Confident in their own ideas and unimpressed with tradition.

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

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

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

• 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.

• 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.

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.

• 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.

• 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.

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.