Job Description

Bookkeeper Virtual Assistant

We are a 10 year old remote staffing business with a fully remote team of 100+ employees. We started as a customer service agency, but have leveraged our client experience and technical acumen to become the industry's first AI empowered (human) virtual assistant service.

We are looking for a Bookkeeping Virtual Assistant empowered by AI tools to support financial operations and general business tasks. This role requires a highly organized and detail-oriented professional with a strong background in bookkeeping and accounting.

You'll be responsible for managing financial records, preparing invoices, reconciling statements, and generating financial reportswhile also handling routine administrative support. If you're experienced in accounting software, tech-savvy, and comfortable using digital tools to streamline workflows, this is an excellent opportunity to join a forward-thinking team.

Key Responsibilities:

Bookkeeping & Accounting (50%)

• 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

General VA Tasks (50%)

• 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

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