Virtual Assistant (Bookkeeping/Accounting Focus) - Remote

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Requirements:

• 1+ years of experience as a Virtual Assistant, with a focus on bookkeeping/accounting
• Experience using accounting software (QuickBooks, Xero, Wave, FreshBooks, etc.)
• Strong proficiency in AI tools (ChatGPT, Notion AI, Jasper, etc.)
• Experience managing project management tools like Asana, Trello, or ClickUp
• Excellent English communication skills (written and verbal)
• At least 2 years of remote work experience
• Strong attention to detail and organizational skills
• Ability to handle confidential financial information securely
• Tech-savvy and comfortable using productivity software (Google Suite, Microsoft Office, Slack, etc.)

Responsibilities:

• Manage and record financial transactions
• Process invoices, receipts, and payments
• Reconcile bank statements and financial records
• Prepare financial reports and summaries
• Assist with tax preparation and compliance (if needed)
• Maintain accurate bookkeeping records in QuickBooks, Xero, or similar software
• Handle accounts payable and receivable
• Compile financial reports and present them to the Finance Director & CEO
• Assist with knowledge base data management
• Compile sales tax returns and submit
• Work with the Finance Director to complete state, local, and corporate payments
• Manage emails and correspondence
• Organize and update files, spreadsheets, and databases
• Assist with administrative tasks like scheduling and calendar management (Google Calendar, Calendly)
• Support project management tasks using Asana, Trello, or ClickUp
• Follow-ups via email, chat, and/or phone
• Conduct online research and data entry tasks
• Communicate with vendors, clients, and team members as needed