Virtual Assistant | QuickBooks

Remote: 
Full Remote
Contract: 
Work from: 

Offer summary

Qualifications:

Proven experience as a Virtual Assistant or in a bookkeeping role, with strong expertise in QuickBooks., Associate’s or Bachelor’s degree in Accounting, Finance, Business Administration, or a related field preferred., Strong knowledge of accounting principles and practices, along with proficiency in Microsoft Office Suite., Excellent organizational skills, attention to detail, and strong communication skills. .

Key responsabilities:

  • Assist clients in maintaining financial records, bookkeeping, and invoicing accurately.
  • Monitor and manage invoicing processes to ensure timely billing and track payments.
  • Create financial reports and summaries through QuickBooks for client insights.
  • Organize client communications, coordinate schedules, and manage appointments.

Global Medical Virtual Assistants logo
Global Medical Virtual Assistants Scaleup https://www.globalmedicalva.com/
201 - 500 Employees
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Job description

Global Medical Virtual Assistants is seeking a detail-oriented and proactive Virtual Assistant with expertise in QuickBooks to support our clients in managing their accounting and financial tasks efficiently. In this role, you'll be responsible for assisting clients in maintaining financial records, bookkeeping, invoicing, and ensuring that all financial transactions are accurately recorded.

TASKS (But not limited to):

  • Monitor and manage invoicing processes to ensure timely and accurate billing. Track payments and maintain up-to-date records of outstanding invoices.
  • Serve as the primary point of contact for QuickBooks-related tasks, ensuring all financial data is recorded and maintained accurately.
  • Create financial reports and summaries through QuickBooks to provide clients with clear insights into financial performance and trends.
  • Organize and manage inboxes, prioritize important messages, and respond to client emails professionally and promptly.
  • Coordinate schedules, set appointments, and send reminders to ensure smooth day-to-day operations for clients.

Requirements

QUALIFICATIONS:

  • Proven experience as a Virtual Assistant or in a bookkeeping role, with strong experience in QuickBooks.
  • Associate’s or Bachelor’s degree in Accounting, Finance, Business Administration, or a related field preferred.
  • Strong knowledge of accounting principles and practices.
  • Proficiency in QuickBooks and Microsoft Office Suite (Excel, Word, etc.).
  • Excellent organizational skills and attention to detail.
  • Strong written and verbal communication skills.
  • Ability to work independently and manage multiple tasks within deadlines.
  • Basic knowledge of compliance regulations related to financial and accounting practices.
  • Open to working flexible hours, including potential night shifts.

SYSTEM REQUIREMENTS:

  • PRIMARY
    • Computer Processor: Intel Core i5-5000 (5th Gen or higher) or AMD Ryzen 5 or higher
    • Computer Memory/RAM: 8.00 GB
    • Computer Operating System: At least Windows 10/11 64-bit or macOS Ventura
    • Headset: Any USB-type headset with noise-cancelling feature
    • Camera: Capable of a clear and crisp video output
  • BACK-UP
    • OPTION 1 (BACKUP SYSTEM):
      • Computer Processor: Intel Core i5-5000 (5th Gen or higher) or AMD Ryzen 5 or higher
      • Computer Memory/RAM: 8.00 GB
      • Computer Operating System: at least Windows 10/11 64-bit or macOS Ventura
      • Headset: Any USB-type headset with noise-cancelling feature (Optional)
    • OPTION 2 (POWER SUPPLY - UPS):
      • Must be capable of powering your work station for at least 3 hours
      • Typically a device with 240Wh or higher will be sufficient
      • Must be capable of accepting all the plugs required to maintain the primary device and work environment (device, monitor, modem, cell phone if using as internet backup)

Benefits

RATE AND REWARDS:

  • Starting rate is $800 (USD) monthly 
  • Employment Type: Independent Contractor
  • Free Training
  • Paid Time Offs
  • HMO Coverage
  • Optical Rewards
  • Performance-Based Increase
  • Permanent Work From Home

Required profile

Experience

Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Microsoft Office
  • Organizational Skills
  • Time Management
  • Detail Oriented
  • Communication

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