Virtual Assistant/Bookkeeper for Progressive Fractional CFO Service

Job Description:
Are you an organized, detail-oriented professional with exceptional communication skills and a proactive mindset? We’re looking for a Virtual Assistant/Bookkeeper to join our growing fractional CFO service. This role offers the opportunity to work on diverse tasks, from podcast management to client bookkeeping, all while leveraging the latest tools and technology.
If you’re tech-savvy, skilled at juggling multiple priorities, and love streamlining processes, this is the role for you!

Responsibilities
Content and Marketing Support
• Manage and post weekly podcast episodes.
• Help find and book podcast guests via LinkedIn and other sources (e.g., industry forums, referrals).
• Post bi-weekly updates on LinkedIn.
• Prepare and schedule bi-monthly posts for our Pro Advisor group.
• Post weekly blog content and help brainstorm new blog topics.
• Review and approve social media content for Instagram, LinkedIn Business Page, and Facebook.
• Draft and send weekly email campaigns to our list of 600 subscribers using HubSpot.

Research and Lead Generation
• Create a weekly LinkedIn leads list of potential clients.
• Research and identify guest blogging, podcast guesting, or speaking opportunities in relevant industries.

Administrative Support
• Keep projects organized and on schedule.
• Help write job ads using ChatGPT.
• Create and maintain Standard Operating Procedures (SOPs) for recurring tasks and workflows.

Bookkeeping
• Perform basic bookkeeping tasks for a few clients using QuickBooks Online.

Metrics and Reporting
• Track and report metrics for podcasts (downloads, engagement) and social media performance (reach, clicks, conversions).

Optional Growth Opportunities
• Oversee freelancers (e.g., graphic designers or copywriters).
• Coordinate with clients or team members on projects.
• Assist with onboarding new clients or employees.

Skills and Qualifications
• Must-have:
o Exceptional attention to detail and organizational skills.
o Strong written and verbal communication.
o Ability to proactively manage multiple tasks and deadlines.

• Tech-savvy (some tools we use):
o HubSpot, QuickBooks Online, Opus Clips, Surfer SEO, Repurpose.IO (experience preferred but not required—show us you’re eager to learn!).

Why Join Us?
• Be part of a forward-thinking company that leverages cutting-edge tools to simplify finances and drive growth.
• Work with a supportive team in a flexible, remote position.
• Opportunities to take on additional responsibilities and grow with the company.

How to Apply:
If this sounds like the perfect role for you, we’d love to hear from you! Submit your resume and a brief cover letter outlining your experience and why you’re excited about this opportunity. Including a short intro video about yourself—show us your personality and communication skills!