Bookkeeping and Admin VA

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We are seeking a dedicated and detail-oriented Virtual Bookkeeping Assistant to support our daily financial and administrative operations. The ideal candidate is a hardworking, organized, and tech-savvy individual with a strong ability to follow a schedule and complete tasks efficiently. The role involves managing bookkeeping entries, handling client documents, and working with AI-driven tools for document retrieval and organization.

Key Responsibilities:

Perform bookkeeping entries in QuickBooks, ensuring transactions are recorded accurately and categorized correctly.

Retrieve and organize documents from clients and upload them to an AI system.

Navigate various websites to gather necessary documents and store them in the appropriate AI-designated folders.

Assist in preparing documents for new clients, ensuring all necessary paperwork is completed and organized.

Manage emails, ensuring timely responses and organization of communications.

Oversee calendar management, scheduling appointments and ensuring meetings are properly arranged.

Perform miscellaneous office tasks as needed to support smooth business operations.

Ideal Candidate:

Personality Traits: Friendly, focused, detail-oriented, and eager to excel in their role. A people pleaser who takes pride in their work and follows schedules strictly.

Technical Skills: Must have experience with QuickBooks, Microsoft Suite, and Google Workspace. Familiarity with AI-driven document management systems is a plus. Must be comfortable navigating various online platforms.

Work Ethic: A hard worker who is proactive and reliable in handling assigned tasks.

Preferred Candidate: Female applicants are preferred for this role.

Requirements:

Previous experience in bookkeeping, email management, calendar management, data entry, or administrative support is required.

Strong organizational skills and attention to detail.

Ability to work independently and manage multiple tasks effectively.

Reliable internet connection and access to a computer for remote work.