Note: The job is a remote job and is open to candidates in USA. WISE Advise + Assist Team is a business growth agency that provides project management, virtual assisting, and digital marketing services to small businesses. The Bookkeeper/Finance Virtual Assistant will remotely support multiple clients by maintaining financial records, preparing reports, completing monthly finance reporting, and providing administrative and customer service assistance.
Responsibilities
- Maintains records of financial transactions by establishing accounts; posting transactions; ensuring legal requirements compliance
- Develops a system to account for financial transactions by establishing a chart of accounts; defining bookkeeping policies and procedures
- Maintains subsidiary accounts by verifying, allocating, and posting transactions
- Balances subsidiary accounts and general ledgers by reconciling entries
- Maintains historical records by filing documents
- Prepares financial reports by collecting, analyzing, and summarizing account information and trends
- Deliver high-quality work under minimum supervision with the ability to provide quick turnaround on client correspondence, questions, and/or concerns
- Complete administrative projects on time with accuracy
- Complete client-specific functions, create documents, reports, and spreadsheets, provide customer service assistance, prepare research, maintain databases, and one-off tasks
- Complete monthly finance reports for clients
Skills
- 1+ years of experience with multiple clients (small businesses) AND 2+ years of bookkeeping experience which includes a solid understanding of basic bookkeeping and accounting payable/receivable principles required
- Established ability to calculate, post, and manage accounting figures, and financial records
- Outstanding time management skills and data entry skills with hands-on experience with spreadsheets, and accounting and payroll software (Quickbooks Online and Gusto) with 1+ years of experience in QuickBooks Online required
- Self-motivated and detail-oriented with a knack for numbers
- Able to work independently with minimum supervision and strong communication skills, both verbal and written
- Ability to create and build custom reports while managing a high volume of work in a fast-paced and ever-changing environment
- Experience working one-on-one with clients in a customer service small business setting as well as in a team environment for concurrent projects
- Tech-Savvy, willing to learn new skills and expand knowledge to better serve clients
- BS degree in Finance, Accounting, or Business Administration or Associates Degree with AIBP or NACPB required
- Advanced knowledge of Microsoft Office Suite, Google Suite Apps, and cloud services
- Strong internet connection
- Have a firewall to protect wireless internet
- Not allow others to use their wireless internet
- Use strong passwords for the wireless system and firewall (not the factory installed)
- Have 2 factor authentication for computer and critical software
- Encryption for hard drive
- Good security software (McAfee, Norton, MalwareBytes, etc)
- Tethering or VPN to protect internet usage
- Applicants must be able to commit to a minimum of 25 hours per week
- All applicants must be able to commit to at least 2-3 hours per day between the hours of 9:00am and 5:00pm Eastern Time
- QuickBooks Online ProAdvisor Certification a plus
- Familiarity with CRM web-based tracking systems and experience working directly with clients to achieve goals is a plus
- 25-32 hours preferred
Benefits
- Fully remote work arrangement
- Part-time hourly position
- Applicants in TX, FL, GA, NC, TN, and VA may work hourly W2; applicants in any state may work as 1099 contractors
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