Professional Documents
Culture Documents
Upwork Fundamental Pointers
Upwork Fundamental Pointers
3. Tell them your hard skills: e.g. Data Entry, Lead Generation
⭐⭐⭐⭐⭐⭐⭐Bookkeeping/Accounting⭐⭐⭐⭐⭐⭐⭐
I can help you with your bookkeeping and accounting needs because I'm a bookkeeper
and accountant. I have over 10 years of experience as a professional accountant and
I'm a Xero and QuickBooks Online ProAdvisor.
I've worked for several clients over the years in a variety of industries, including
advertising, manufacturing, distribution, food and beverage, retail, and business process
outsourcing. I assisted them with setting up accounting software, catching up on prior
years' work, and reconciling and maintaining books.
-Attention to Detail
-✅Critical Thinking
-✅📊Data Entry
-✅Oral Communication
-✅Bookkeeping
-✅Problem Solving
-✅Written Communication
-✅Working with others
CERTIFICATIONS:
Typing test - https://www.ratatype.com/typing-test/test/
For typing practice: https://www.keybr.com/typing-test
Answers: https://www.gcertificationcourse.com/google-ads-display-certification-
answers/
Answers: https://costofincome.com/google-analytics-individual-qualification-exam-
answers/
Answers: https://www.timessquareadcoalition.org/google-ads-video-certification-
assessment-answers/
English Proficiency
PROPOSAL TEMPLATES
Rest assured that the project would be delivered on time and within the budget.
If you would like to discuss the project further, I am available for a call.
Bert regards,
(Your Name)
BOOKKEEPERS /ACCOUNTANTS
I saw that you are in need of a bookkeeper/accountant. I can help you with (state kung
ano need ni client e.g. recording of expenses, balancing bank accounts/the analysis and
interpretation of numbers for you to make better decisions your business)
I can deliver your desired results using (state the tools, applications, software that you
are going to use) as I have done this a lot of times.
*****
I would love to help you organize all your business transactions, not limited to expenses
and income, as well as keep your books updated and ready for filing.
I have helped many clients with their bookkeeping tasks, and I would like to render my
services to you as well.
Best regards,
(your name)
*****
Hello first name of the client,
Regarding your job requirement, I can deliver your desired results as I have done this
many times and brought success to previous clients I have worked for.
If you are interested don’t hesitate to request an interview so we can discuss this
proposal in detail.
My name is your name, a Google Ads specialist/expert with write here years
experience (avoid years experience if no more than 1 year) years experience
providing my services for planning, setting up, and managing outstanding ads
campaigns that deliver incredible results.
Second short relevant aspect of your Google Ads career relevant to the
particular job. Don’t include information already on your profile.
Third short relevant aspect of your Google Ads career relevant to the
particular job. Don’t include information already on your profile.
I invite you to take a look at this case study/website: link to external website where
you can see the results I have delivered and also take a look at my profile to know more
about my background as a Google Ads specialist.
Regarding your project, let me recommend write here some advice related to
the job post. This is my idea to make your Google Ads campaigns successful.
https://www.digitalme.cc/upwork-google-ads/#gadsproposal
Hi there, (if walang client name, but u can check the reviews minsan mentioned dun)
I'd love to help you with these tasks. I have experience with (state kung ano man need
ni client based sa job post but make sure di todo explain).
If you'd be interested, I'd like to invite you for a call to discuss this interesting
opportunity.
Best regards,
Name of Freelancer
*****
Hi there,
I saw that you are in need of a/an _______. I think it’s your lucky day because I am
available to help you with your project.
I’d love to discuss this with you over the phone.
Best regards,
Name of Freelancer
*****
Hi there,
(link)
Best regards,
Name of Freelancer
*****
Hi there,
Looked at your job post, and I’m interested and excited to work with you. Hire me.
Best regards,
Name of Freelancer
GENERAL QUESTIONS
Could you tell me about yourself and describe your background in brief?
I am from a rural area where I could take pleasure in the freshness of nature. I am the youngest
in the family (I am a mother of 2). I have been in the corporate world for several years but now, I
would like to try my hand at the freelancing industry. That is why recently, I attended some
training related to ________ to upskill and equip myself with the necessary tools and
knowledge.
OR
I was born and bred in an urban area, so I am quite used to living the city life. I am the youngest
in the family (I am a mother of 2). I recently graduated from school with flying colors, and after
graduation, I attended diverse types of training to get ready for the professional world. For
example, I took a month-long (week-long) training where I learned ___________. Now, I am
ready to handle ________- related tasks.
When you are balancing multiple projects, how do you keep yourself organized?
Well, I tend to make a to-do list at the start of the day. I list down the tasks I need to do
according to priority, and then I try to stick to that plan as much as possible.
OR
Well, my people are both my strengths and weaknesses. I love to see my staff develop and I
always give them assistance whenever they need it. But it is sometimes abused as they
become too reliant on me, and that breaks my heart as they do not push themselves anymore.
Now, I am learning how to handle such behavior. I try not to spoon-feed them as much as
possible.
BOOKKEEPERS
What accounting software and systems are you familiar with, and which do you prefer?
I am proficient at using _____________, _________________, and _______________, but I
am more into utilizing ________________ because _______________________. Nevertheless,
regardless of what software my company has, I would carry out my tasks diligently.
What are the respective merits of cash basis and accrual reporting?
Well, accrual accounting records revenue and expenses when transactions occur but before
money is received or dispensed whereas cash basis accounting records revenue and expenses
when cash related to those transactions actually is received or dispensed.
Accrual accounting provides a more accurate view of a company's health by including accounts
payable and accounts receivable.
What work have you previously done interacting with the public and helping them
understand the numbers in bookkeeping?
Well, recently/___ years ago, I had a chance to work for _______ company and I was
sometimes asked to explain some accounting to other co-workers from the non-finance
department. At that time, I simplified my explanation, using some terms that are more familiar to
them. Thankfully, it helped them understand my report.
ACCOUNTANTS
How have you used automation or workflow streamlining to improve your accounting
processes at previous jobs?
Oh, yes, I have. Back in ______ (year) one of my duties was to synchronize bank accounts and
my company's credit card statements with our accounting solution to decrease how much I had
to type manually. Besides, if there are some discrepancies, I made constant follow up with
concerned employees' reports.
What do you do when you have a tight deadline and multiple accounting projects to
finish?
Normally, I set priorities. First, I would attend to tasks that are needed to be accomplished the
most, then I would move on to the next project in line. If there are similarly important reports, for
example, I would delegate some tasks to my trusted subordinate.
How do you answer questions from clients who do not have any background in
accounting?
Well, the answer is simple. I would refrain from using accounting jargon. I tend to choose my
words carefully and properly to make my response or explanation easy to understand.
How have you helped companies or clients save money or better use their available
financial resources?
I analyze the company's trend meticulously to find out if there are some expenses that we can
cut off during low seasons. For example, ______,
How do you feel about working with other accountants daily? Can you give me an
example that demonstrates your teamwork skills?
For me, working with other accountants is beneficial as we can check each other's work and
that would make the investigation about some issues easier. For example, when there are some
discrepancies and one is unable to detect them, we help each other out. Also, when one must
take a leave because of urgent reasons, we took on additional roles even if it meant working
long hours.
ACCOUNTING MANAGER
How do you maintain accounting accuracy from your staff in the department?
Well, I have a keen eye for details, and I always make sure to carefully check the work of my
staff. Also, I utilize some tools such as _____ to thoroughly check data.
Can you give examples of how you helped a company save money?
Well, I have helped many companies but the most recent one was when I suggested the
relocation of some workers from an annex building to the main building. It gave the company
15% savings on utilities.
How have you used your knowledge in the past to help your company?
From my experience, I have learned the importance of understanding the trend. Therefore, I
tend to check previous records with a critical eye to make practical suggestions to address the
company's current needs.
How do you keep track of accounts, and tasks and stay organized? How do you decide
which task to tackle first?
I usually make a to-do list at the start of the day. Every time I finish a task, I go back to my list
and cross it out and then do what is next. I organize my list according to importance.
What would you do if you discover that a vendor has underbilled us compared to our
purchase order records.
I would check the protocol and adhere to the set procedures to handle the discrepancy. If there
is something unclear, I would go to my superior and ask for some help.
Describe your level of experience making spreadsheets and reports on the computer.
I have been making reports on the computer back in __________, and as for spreadsheets,
well, I learned about that in my previous company where I worked for ____ years. So, I can say
that I am proficient at using those programs.