QuickBooks & Communications Assistant

I’m looking for ongoing help across three fronts: keeping my QuickBooks account in order, making sure every inbound customer-support call is answered promptly, and staying on top of all text and social-media interactions.

QuickBooks
You’ll log in to my existing QuickBooks Online file, review transactions, and carry out whatever bookkeeping, invoicing, or reporting tasks are pending that week. The exact mix of tasks can shift, so I value someone who already feels comfortable navigating the platform and can flag any discrepancies without hand-holding.

Calls
All incoming calls are customer-support related—typically order questions, basic troubleshooting, or status updates. A friendly tone, clear spoken English, and the ability to document each call in our shared CRM are essential. I route calls through a VoIP line that you can access from your computer or mobile app.

Text & Social Messages
You’ll manage three types of texts—customer inquiries, promotional blasts that we schedule, and appointment confirmations. I use a simple web dashboard that also lets you reply to Facebook and Instagram DMs in the same place, so you can keep every thread up to date.

Deliverables
• Weekly QuickBooks file updated and balanced
• 100 % of customer-support calls answered or returned within one business hour, with notes logged
• All text and social messages responded to or scheduled by end of day

If you already juggle QuickBooks, VoIP call software, and social scheduling tools such as Hootsuite or Buffer, you’ll ramp up quickly. Let me know your relevant experience and the time zone you work from so we can coordinate coverage.