Five Steps to Outsourcing Your Accounting and Bookkeeping Successfully

• 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.

• Lian has been working for more than 10 years in the Business Proccess Outsourcing industry handling financial accounts where she supported the following tasks:
• Collections Coordinator
• Financial Service Representative II 
• Accounts Receivable II
• Loan Specialist
• Mortgage Collections
• Phone Support - inbound and Outbound
• Customer Service
• Administrative tasks

• She has a background in the following financial activities:
• Reconciling accounts
• Submit invoices to customers
• Credit and Collections
• Prepare Weekly and monthly AR aging reports, Monthly pending deduction reports, sales invoice reports, weekly and monthly collection reports
• She is proficient using SAP, MS Excel, Microsoft Dynamics 365, Slack, and CRM tools such as Fiserv and NoteSmith.
• She has a basic knowledge in QuickBooks.
• She has good communication skills.
• She is available to start immediately. 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.
  • Patient, stable, and consistent; does things generally systematically and is not inclined to change these systems. Dependable, relatively consistent and works best in familiar environments, with familiar people.
  • Tolerant, easy-going, and uncritical in getting along with others. A focused listener.
  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. Lian 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.

• 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.

• 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.

• Eloisa has more than 10 years of experience specializing in accounts payable.
• She worked in the BPO, retail, finance, and security industries.
• She is proficient in performing the following:
  • Accounts payable management
  • Disbursement transactions
  • Petty cash replenishment
  • Entering and loading supplier's invoices into the system (both international and local)
  • Check preparation
  • Assisting with bank reconciliation
  • Depreciation report updates
  • Generation of aging reports
  • Customer and vendor support
• She used QuickBooks, SAP Business 1, SAP R/3, Passport Software, MS Outlook, and MS Excel.
• She can start ASAP.
• She is amenable to working in any time zones for part-time or full-time position

• Eds has 4 years of relevant work experience. 
• A Bachelor's degree holder of Science in Accountancy.
• She has performed various accounting roles in different local companies where she supported the following tasks:
  • accounts payables and accounts receivable
  • financial analysis and reporting
  • budgeting and variance analysis
  • bookkeeping
  • payroll
  • bank reconciliation
  • tax accounting
    • Preparation of Business Activity Statements (BAS)
    • Preparation of Installment Activity Statements (IAS)
    • Preparation of Year End Tax Returns (Individual, Company,
      Partnership and Trust)
    • Preparation of Taxable Payments Annual report (TPAR)
• She is proficient in accounting tools such as Xero, MYOB, QuickBooks with certifications in:
  • Xero Advisor Certified
  • Xero Payroll Certified
  • Quickbooks Online Certification
  • Quickbooks Online Advanced Certification
• She is available to start immediately. She is amenable to working the day shift for any part-time or fulltime position.

• Very careful with rules; is literal and unwavering in interpreting rules, schedules and results. Puts tremendous pressure on themself to move quickly through the day.
• Cautious, exacting, and very thorough; often perfectionistic. Works diligently to ensure nothing falls through the cracks, and follows up intensely to ensure results are precisely on-time, accurate, and were achieved using the proper methods.
• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.

Eddielyn 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 Eddielyn , who takes responsibilities very seriously

Fredie is a certified bookkeeper with over twenty years of experience in the Accounting Industry

Has extensive experience in MYOB from set-up, installation, and application

Installed and trained clients in the use of MYOB

Maintained ledgers and trial balance

Prepared monthly bank reconciliation statements

Recorded purchases and payables

Reconciled POs with payments

Prepared financial statements, profit and loss, and cash flow

Extensive experience in Accounts Payables and Receivables

He is open to both part-time and full-time positions and is available to start one week after getting hired
 

Predictive Index Behavioral Profile - Guardian

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

A very conscientious and disciplined person; particularly careful, thorough, and accurate in their work. Fredie  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. Fredie 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, he 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.

A seasoned professional with extensive experience as an Accounts Payable Specialist and Netsuke Support Advisor

Reviewed and processed 40-50 invoices regularly

Entered verified invoices into the system 

Performed bank reconciliations and account set-up

Assisted business owners with their Netsuite account

He has experience in using account tools such as:

• SAP
• Netsuite
• Xero
• Quickbooks

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

 

Predictive Index Behavioral Profile - Altruist

https://www.predictiveindex.com/reference-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.”

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, Emmanuel is an effective communicator, able to stimulate and motivate others while being aware of and responsive to their needs and concerns. His congenial personality and friendly, interested attitude make him readily approachable. Emmanuel gets along easily with a wide variety of people.

Hazel presents as a highly qualified and well-rounded candidate with a strong background in executive assistance, bookkeeping, and business operations support. With over five years of international experience across industries such as real estate, construction, and healthcare, she brings a blend of financial acuity, tech-savviness, and operational maturity that align exceptionally well with the role’s requirements.

Bookkeeping & Financial Operations:
Hazel is a certified Xero Adviser and QuickBooks ProAdvisor with demonstrated expertise in full-cycle bookkeeping. She has hands-on experience in transaction categorization, bank and credit card reconciliation, generating financial reports (P&L, balance sheets, cash flow), invoicing, AP/AR management, and payroll support. Her roles consistently included cleaning up historical records and correcting discrepancies indicating diligence, attention to detail, and ownership of financial accuracy.

Operational Systems & Administrative Support:
Her background as an Executive Assistant includes calendar and travel management, stakeholder coordination, meeting support, and CRM management. She is adept at managing inboxes, optimizing workflows, and supporting business process improvements. Hazel has developed SOPs, maintained SharePoint and Google Drive repositories, and managed various integrations showcasing a highly organized, systems-driven approach.

Tech Proficiency & Remote Experience:
Hazel has worked extensively in remote environments and is proficient with a broad range of tools including Google Workspace, Xero, QuickBooks, MS Office, Slack, Trello, ClickUp, Airtable, Yardi Voyager, Authentisign, Canva, and more (as seen in the System Experience section on page 1). She has worked with cloud-based CRMs, project coordination tools, and data systems, making her highly adaptable and tech-comfortable.

Communication & Problem-Solving Skills:
Her roles have required direct communication with stakeholders, vendors, and internal teams, as well as documentation handling and professional correspondence. Hazel’s ability to balance financial and administrative functions while supporting C-level executives suggests a high level of self-direction, professionalism, and proactive problem-solving.

Behavioral Summary (inferred):
Hazel demonstrates a proactive, organized, and detail-focused working style. Her progression into increasingly complex roles and her experience managing sensitive financial data reflect a high level of trust and reliability. She thrives in evolving roles, anticipates needs ahead of time, and executes efficiently.

Predictive Index Behavioral Profile - Specialist

Strongest Behaviors

• Very careful with rules; is literal and unwavering in interpreting rules, schedules and results. Puts tremendous pressure on themself to move quickly through the day.

• Cautious, exacting, and very thorough; often perfectionistic. Works diligently to ensure nothing falls through the cracks, and follows up intensely to ensure results are precisely on-time, accurate, and were achieved using the proper methods.

• 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

• Hazel has been working for more than 3 years in bookkeeping and administrative task
• She has worked with 4+ International Clients Since 2014
• She is a Certified Xero Adviser and Certified Quickbooks Proadvisor.
• She is proficient in using Xero, Quickbooks, MYOB, Zoho, Excel, peachtree, Freshbooks, Aave, Asana, Uplisting, Canva, Sage, and Airtable
• She has experience in Financial Reporting, Auditing, Payroll, Budgeting/ Forecasting, Inventory Management, Financial Analysis, Data Migration, 3rd Party Apps Integration, AR/AP Billing & Collection, and Tax Preparation & Filing
• She has 2 years of experience in Australian Accounting
• She can start immediately

HAZEL KRIS will most strongly express the following behaviors:

• Very careful with rules; is literal and unwavering in interpreting rules, schedules and results. Puts tremendous pressure on themself to move quickly through the day.
• Cautious, exacting, and very thorough; often perfectionistic. Works diligently to ensure nothing falls through the cracks, and follows up intensely to ensure results are precisely on-time, accurate, and were achieved using the proper methods.
• Needs operational efficiencies: pushes hard to get things done as fast as possible, using proven methods, and ensuring a high-quality outcome. Very little tolerance for routines.

• Formal, reserved, introspective, and skeptical of new people; requires “proof” to build trust in new people.

HAZEL KRIS 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 HAZEL KRIS, who takes responsibilities very seriously.

With experience and/or training, HAZEL KRIS 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 HAZEL KRIS 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

• Laarni has more than ten years of relevant work experience. 
• She has performed various accounting roles in different industries such as in retail, finance, foreign exchange company, telecommunications and real estate advertising company.
• She was an Account Officer/Remittance Officer for four years in Dubai where she was exposed to do audit, bookkeeping, accounts payables and accounts receivables.
• Since 2013, she has been working as an Accountant for Australian clients where she has performed the following:
  • sales revenue reconciliation
  • bookkeeping
  • bank accounts reconciliation
  • payroll
  • general accounting
• Furthermore, she is presently a Senior Billing Analyst for a US client where her some of her tasks include:
  • closely work with Sales and Marketing team on various projects
  • invoice processing
  • accounts payables
  • accounts receivables
• She is proficient with Xero, MYOB, Netsuite, Salesforce and MS Office.

Predictive Index Behavioral Profile - Specialist
https://www.predictiveindex.com/reference-profile/specialist/

Strongest Behaviors

• Extreme precision, sometimes perfectionistic; strong follow-through to ensure tasks are completed exactly in accordance with quality standards.
• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
• Detail-oriented and thorough; works to ensure things don’t fall through the cracks, and follows up to ensure they’re done properly and on time.

Behavioral Summary

Laarni 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 Laarni, who takes responsibilities very seriously.

• He managed accounts payable/receivable, conducted GST reconciliation, financial forecasts, annual budgets, and bank reconciliations.

• He prepared and analyzed financial statements, reconciled transactions, and handled business activity statements and tax returns.

• He managed payroll, financial forecasting, and assisted in HR-related tasks like drafting employment agreements.

• He supported Australian accounting processes and ensured compliance for tax reporting.

• He prepared reconciliations, processed commission payments, and reviewed aged payables/receivables.

• Advanced expertise in Xero Accounting, Australian GST, and BAS Reporting.

• Intermediate to advanced skills in General Accounting and Taxation.

• Proficient in preparing financial forecasts, reconciliations, and handling tax-related reports.

• Extensive experience in financial forecasting and compliance with Australian GST standards.

• Proficient in multiple roles that required adaptability across finance, HR, and accounting functions.

• Advanced expertise with accounting tools, especially Xero.

This candidate is well-suited for accounting roles requiring hands-on expertise in Australian tax compliance, financial management, and reconciliation tasks, particularly in SMEs or outsourcing environments.

• John Kenneth has been working for 9 years in the field of Accounting firm. 
• He  graduated with a double degree in Bachelor of Accounting technology and Master of Business Administration. 
• He is Accountant specializing in bookkeeping, preparation of management reports, and forecast. Experienced with all stages of accounting cycle. Well-versed on handing payable and receivable. Knowledge in preparing Business Activity Statements and Tax Return for lodgements. Interpret accounting policy and regulations. Strong background in payroll and sufficient experience in human resource.
• He worked with clients that cater to Australia and UK. 
• He is proficient in accounting tools such as:
  • Xero
  • MYOB
  • Quickbooks
• He is currently rendering and can start after a week notice.