Job Description
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Title: CPT-11232 Bookkeeping & Financial Support Virtual Assistant
Independent Contractor – CPT-11232 Bookkeeping & Financial Support Virtual Assistant/Business Support VA/Entry-Senior Level (Remote).
Overview
20four7VA is seeking offshore independent contractors to deliver remote services to clients worldwide, with a primary focus on developed markets such as the United States, the United Kingdom, Canada, and Australia.
We are seeking a reliable and detail-oriented Bookkeeping & Financial Support Virtual Assistant to assist with organizing financial records, maintaining accurate bookkeeping, and supporting the migration of financial data from Wave to QuickBooks.
The ideal candidate will have experience reviewing financial documents, recording transactions, reconciling accounts, and maintaining organized financial records. This role also includes working with cloud-based tools such as Google Drive, QuickBooks, Wave, Fiverr, and Alibaba to support day-to-day financial and administrative operations.
This is a part-time position best suited for someone who is highly organized, accurate, and comfortable working independently.
The objective of each engagement is to assist the client in improving business efficiency, enhancing service delivery, or supporting operational functions through high-quality, task-specific services rendered by a qualified contractor.
Scope of Services
Contractors will be required to provide services that align with the following client tasks:
Bookkeeping & Financial Data Entry
- Review financial documents for completeness and accuracy.
- Enter financial transactions into QuickBooks.
- Maintain organized and accurate bookkeeping records.
- Ensure proper categorization of income and expenses.
- Assist with maintaining up-to-date financial records.
Account Reconciliation
- Reconcile bank and financial transactions within QuickBooks.
- Identify and resolve discrepancies between financial records.
- Ensure all transactions are properly matched and recorded.
- Maintain accurate reconciliation reports.
Financial Data Migration
- Transfer existing financial transactions from Wave to QuickBooks.
- Verify the accuracy and completeness of migrated financial data.
- Organize imported records and ensure consistency across systems.
Administrative Support
- Organize and maintain financial documents within Google Drive.
- Assist with document management and file organization.
- Support administrative tasks related to bookkeeping and vendor management.
- Access and review information from platforms such as Fiverr and Alibaba when needed.
Each engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing.
Skills
The Contractor must demonstrate proficiency in the following, depending on the Client’s requirements:
- Experience using QuickBooks for bookkeeping and financial management.
- Basic understanding of bookkeeping principles and financial recordkeeping.
- Experience reviewing and entering financial transactions.
- Strong attention to detail and high level of accuracy.
- Excellent organizational and time-management skills.
- Ability to work independently and maintain confidentiality.
- Comfortable working with cloud-based applications and online platforms.
PREFERRED QUALIFICATIONS
- Experience using Wave Accounting.
- Experience migrating financial data between accounting systems.
- Knowledge of bank reconciliations.
- Familiarity with Google Drive for document management.
- Experience working with e-commerce or online vendor platforms such as Fiverr and Alibaba.
- Previous experience supporting small businesses or entrepreneurs.
APPLICATION SOFTWARE KNOWLEDGE / REQUIRED TOOLS
CategoryTools / PlatformsAccounting SoftwareQuickBooks, WaveFile ManagementGoogle DriveProductivityGoogle Workspace, Microsoft OfficeVendor PlatformsFiverr, AlibabaCommunicationGmail, Zoom, Google Meet
Work Schedule
- Contracted Hours per Week: 10 Hours
- Scheduled Working Days: Monday through Friday (unless otherwise mutually agreed in writing)
- Daily Working Time: TBD PST
Note: The Company will make reasonable efforts to align the Assigned VA’s schedule with the Client’s preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW.
Terms of Engagement
- Contractors will operate under a Master Services Agreement and a Statement of Work
- This is not an offer of employment; contractors are not employees of 20four7VA or any client
- All compensation is processed through 20four7VA according to the terms of the engagement
Role Summary & Requirements
- REQUIRED SERVICE: Business Support
- REQUESTED EXPERIENCE TIER LEVEL: Entry, Junior, Senior Level
- Contracted Hours per Week: 10 hours/week
- Daily Working Time: TBD PST
- Scheduled Working Days: Monday-Friday
- REPORTING TO/POC: To Be Determined
- Number of VAs: 1
- GENDER PREFERENCE: None
- LANGUAGES SPOKEN/PREFERENCE: English
- ACCENT PREFERENCE: Level B – Good English Accent
- REGION PREFERENCES: Any
What we offer
- Competitive rates
- Weekly payments
- Various open roles are available
- Free training and upskilling
- Constant support and guidance
- A vibrant community always ready to support you
- And more!
