APPLICANT – Stephen Barcly Ramos – Affordable Staff

Date of Birth	Gender	Marital Status
23 February, 1993	Male	Single

Stephen is a dedicated and highly motivated individual with a solid educational background, holding a Bachelor of Science Major in Accounting. He enjoys a variety of interests, including general exercise, playing Dota 2, and engaging in sports like football, volleyball, basketball, bowling, badminton, and chess. Stephen is also an active social individual, finding joy in hanging out with friends. His passion for these activities reflects his well-rounded personality, making him an energetic and dynamic team member.

Onboarding Training and Assessment

At Affordable Staff, we ensure that every team member possesses a robust understanding of administrative tasks while also having a deep appreciation and comprehension of Australian business practices and cultural nuances. This dual focus ensures they are exceptionally well-prepared to support their clients effectively. All our VAs begin with general admin training that focuses on real estate, providing them with valuable context for working with Australians and a comprehensive overview of general admin competencies. This foundational training ensures that trainees are versatile and capable of supporting a wide range of administrative tasks.

Our training program for Accounts Virtual Assistants (VAs) encompasses a comprehensive suite of topics essential for proficient financial administration. The curriculum begins with foundational bookkeeping tests and a basic accounting refresher, followed by specialised modules on an introduction to Australian accounting and taxation. Trainees delve into business activities and entity reporting within Australia, learn the basics of accounting ledgers, and get acquainted with various accounting software, including Xero and MYOB. The program includes detailed steps for setting up and using these tools, covering everything from bank feeds to payroll compliance and invoice creation. VAs gain hands-on experience by processing various tasks in Xero, ensuring practical application of their learning.

Additionally, the training addresses taxation topics, including types of taxes, regulations, and laws specific to individuals and businesses in Australia. The final segment includes a thorough assessment and certifications in Xero and MYOB, ensuring that trainees are well-prepared for real-world accounting tasks.

This comprehensive approach ensures our VAs, like Stephen, are highly skilled in both general administrative support and specialised accounting functions, making them invaluable assets to their clients.

Affordable Staff Tools Training

Tools training is a crucial part of our training program, ensuring our team members gain proficiency in essential software used in daily operations. Our team members are introduced to LastPass for password management, Outlook for email and calendar organisation, TechSmith for capturing and recording, Hubstaff for time tracking, Zoom and Teams for virtual communication, OneDrive for file management, and Trello for project management.

For those completing our Accounting Foundations course, we place a significant emphasis on Xero and MYOB. Accounting VAs spend considerable time honing their skills through practice and repetition using these tools, ensuring they become highly adept and efficient.

Stephen’s proficiency with these tools is further complemented by his ability to adapt quickly to new systems, making him well-prepared to support a variety of administrative and accounting tasks.

Additional Tools Proficiency

Before joining Affordable Staff, Stephen was already proficient in several tools, including MS Teams, MS Office 365, and OneDrive. During his training, he further honed his skills in Xero, Square, Bopple, Doordash, and UberEats, showcasing his ability to adapt and excel in using different software platforms. His growing expertise in these areas positions him well to support a wide range of administrative tasks effectively.

Additional Skills and Notable Experience

Stephen has a robust work history, including nearly six years as a diligent bookkeeper at a retail company overseas. This experience has greatly contributed to his strong communication and problem-solving skills, making him a valuable asset in any administrative or accounting role.

Stephen has been a dedicated and committed employee at Affordable Staff since April 2024. In his role within the Accounting space, he has contributed significantly to his client’s success by accomplishing a wide range of tasks, including:

Accounts Management
- Handling invoices by checking them in Xero and ensuring they are properly recorded.
- Copying data from Square, Bopple, UberEats, and other platforms to ensure all daily transactions match up.
- Cross-checking data from the daily till with Square and Xero to ensure accuracy.
Reporting
- Generating, downloading, renaming, and sending the report to the finance team.
- Gathering data from Takings and preparing the refund report for UberEats transactions.
Reconciliation
- Ensuring that bank statements match the recorded transactions in the accounting system.
- Verifying that invoices in Square match those recorded in Xero.
- Ensuring that all cash and card transactions are correctly recorded and match the totals.

Learning Ability and Work Proficiency

Stephen possesses a keen analytical and rational mind, maintaining excellent results throughout his training. He is a serious and cautious worker, known for his determination and perseverance. Stephen is highly organised and works very hard, displaying good organising power and an unwavering commitment to improving his work. He is a steady worker who requires minimal supervision, making him highly reliable in any task he undertakes.

Interpersonal Skills and Personal Characteristics

Stephen’s calm and composed demeanor, coupled with his maturity, makes him a pleasant team member. He is diligent and reliable, always willing to accept responsibility with a sense of duty and earnestness. Stephen is confident, sharp, and versatile, demonstrating efficiency and competence in his professional abilities. He is meticulous and devoted to his work, showing a methodical approach to his tasks. Stephen is also cordial, sincere, humble, and modest, which makes him a cooperative and approachable colleague. His responsible nature, punctuality, and attentive behavior further contribute to his well-behaved and professional conduct.

Suitability

Stephen is greatly suitable for any general accounts or general administrative position, as well as for basic social media tasks.

Why Stephen is Suitable for the Role

Stephen’s comprehensive training, coupled with his strong work history and excellent interpersonal skills, makes him an outstanding candidate for roles in the Australian Accounting space. His proficiency in essential tools, combined with his diligent work ethic and ability to adapt quickly, ensures he is well-equipped to handle a variety of tasks efficiently. Stephen’s calm and composed nature, along with his meticulous approach to work, makes him a reliable and capable professional, ready to contribute positively to any team.

Team Member Ready for Placement

PERSONAL DETAILS

Name: Stephen Barcly Ramos

Interview with Stephen

ABOUT STEPHEN