Email & Bookkeeping Organization Support
Budget: $15 – $25 USD
I need a detail-minded professional who can bring order to two areas that keep slipping down my priority list: our shared company mailbox and our day-to-day bookkeeping.
Email organization comes first. We run on our own company mail system (so please be comfortable adapting to a proprietary interface rather than Gmail, Outlook, or Yahoo). The entire focus is internal communications: project updates, approvals, staff requests, and the inevitable thread that no one can find when they need it. Your main task will be to design and maintain a logical folder structure, then work through the existing backlog so every message lands where it belongs. Once the clean-up is done, I’ll count on you to keep the system tidy going forward, flagging anything that demands my attention and archiving what’s no longer active.
The second part of the role is light bookkeeping. Think of it as the same talent for neatness applied to numbers: updating our ledgers, matching transactions to receipts, and preparing simple monthly summaries so my accountant doesn’t chase me for paperwork.
Deliverables I expect:
• A fully categorized inbox with a clearly documented folder scheme and zero loose emails in the main view
• A concise one-page guide so any team member can follow the rules you set up
• Weekly bookkeeping files reconciled and ready for review, delivered on the agreed schedule
If you thrive on turning chaos into clarity, I’d love to hear how you’d tackle this.
Email organization comes first. We run on our own company mail system (so please be comfortable adapting to a proprietary interface rather than Gmail, Outlook, or Yahoo). The entire focus is internal communications: project updates, approvals, staff requests, and the inevitable thread that no one can find when they need it. Your main task will be to design and maintain a logical folder structure, then work through the existing backlog so every message lands where it belongs. Once the clean-up is done, I’ll count on you to keep the system tidy going forward, flagging anything that demands my attention and archiving what’s no longer active.
The second part of the role is light bookkeeping. Think of it as the same talent for neatness applied to numbers: updating our ledgers, matching transactions to receipts, and preparing simple monthly summaries so my accountant doesn’t chase me for paperwork.
Deliverables I expect:
• A fully categorized inbox with a clearly documented folder scheme and zero loose emails in the main view
• A concise one-page guide so any team member can follow the rules you set up
• Weekly bookkeeping files reconciled and ready for review, delivered on the agreed schedule
If you thrive on turning chaos into clarity, I’d love to hear how you’d tackle this.
Related categories:
Virtual Assistant
Time Management
Email Handling
Slack
Administrative Support
Zoom