CPT-7965 Bookkeeping/Quickbooks Assistant VA at 20four7VA

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CPT-7965 Bookkeeping/Quickbooks Assistant VA

REQUIRED SERVICE: Business Support VA
REQUESTED EXPERIENCE TIER LEVEL: Junior- Senior Level
MIN. HOURS/WEEK: 40 hours
SHIFT TIME ZONE: EST
SHIFT HOURS: 1pm to 9pm
SHIFT DAYS: Monday to Friday
REPORTING TO/POC: To Be Determined
Number of VAs: 1

GENDER PREFERENCE: N/A
LANGUAGES SPOKEN/PREFERENCE: English
ACCENT PREFERENCE: Neutral
REGION PREFERENCES: N/A

RESPONSIBILITIES:

• Manage travel itineraries and bookings
• Handle and organize emails, ensuring timely responses and follow-ups.
• Review and categorize business and personal expenses in QuickBooks.
• Perform bank reconciliations and ensure financial records are accurate.
• Transfer data from QuickBooks to other platforms like Wave, if required.
• Maintain and update financial rules and settings in QuickBooks.
• Generate and review financial statements, including profit and loss reports.
• Assist with tax preparation by organizing financial data.
• Provide research and administrative support for financial-related tasks.
• Potentially answer incoming calls, which may involve client inquiries or follow-ups regarding our services

QUALIFICATIONS:

• Proven experience with QuickBooks Online or similar accounting software.
• Strong organizational and analytical skills.
• Ability to categorize expenses accurately and maintain detailed records.
• Familiarity with financial reconciliation and tax preparation processes.
• Intermediate proficiency in English, both verbal and written.

Preferred Qualifications:

• Experience with transitioning between financial platforms (e.g., QuickBooks to Wave).
• Knowledge of small business accounting practices.

APPLICATION SOFTWARE KNOWLEDGEABLE/REQUIRED: Quickbooks Online

CLIENT INDUSTRY: Private Investigations Company

Want to work with this amazing client? Apply now and join 20four7VA! Join the remote world, today.

What we offer:

• Competitive rates
• Weekly payments
• Annual rate increase (based on performance)
• Paid time off
• Paid holidays
• Various open roles are available
• Free training and upskilling
• Constant support and guidance from managers and mentors
• Clear schedules and guidelines
• A vibrant community always ready to support you
• And more!