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Soar Draft

AssistantsTagum

Marc Torculas

BookkeeperVirtual Assistant

Also skilled in

CliftonStrengths top 5: Restorative, Learner, Intellection, Context, Input (leads with Executing).

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Marc Torculas

Tagum

Marc Torculas

BookkeeperVirtual Assistant

  • Data Analyst

CliftonStrengths · top 5

  1. Restorative, Executing
  2. Learner, Strategic
  3. Intellection, Strategic
  4. Context, Strategic
  5. Input, Strategic

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Back of the card

Marc Torculas

Tagum

Accomplishments
Core SOAR bookkeeping in QuickBooks Online across multiple entities — categorizing transactions, reconciling banks and payment platforms, and preparing month-end, quarter-end, and annual financial reports. Built SOAR.COM, Inc. Forecast 2024–2026 (foundation for Phoenix Strategy investor work); set up QuickBooks for Family Portal; established Family Portal and Faith Portal in Pulley with cap-table investor data. Handles AP/payroll support (Philippine VA invoices, Toggl review, payroll emails), PitchBook payment cadence, tax/regulatory filings, investor and capitalization records, and financial diligence packages. Also researched and uploaded Citizen Portal content (states, counties, cities, school boards), 1792 Exchange work, and speaker diarization — 10,692 PDFs and videos uploaded since September 2023 (per evaluation report).
Stats
Education: Bachelor of Science in Psychology Role: Executive Virtual Assistant / Bookkeeper (from September 2023) Skills: Bookkeeping, Bank & Credit-Card Reconciliation, AP & AR Management, Financial Reporting, QuickBooks Tools: QuickBooks Online, Google Drive/Sheets, Pulley, Toggl, PitchBook
Known for
SOAR financial operations — QuickBooks bookkeeping, reconciliations, executive financial reporting, and investor/cap-table records with steady Citizen Portal content support.
Grok Bot Fleet2 bots
  • M BotOps & Finance / Bookkeeping: Supports multi-entity QuickBooks work for SOAR, Citizen Portal, and Workplace AI, month-end and diligence support, tax ID and CorpNet registration follow-ups, invoice and receipt digests, evidence pulls from Drive and Gmail, and reply drafting; sends nothing and changes no live books without explicit approval.
  • Chief of Staff BotWork and Productivity: Manages email, calendar, documents and sheets, and coordinates finance and QuickBooks work alongside M Bot.