QuickBooks Bookkeeping Virtual Assistant
Budget: $30 – $250 USD
I need a reliable assistant who treats QuickBooks like second nature and can keep my clients books clean each month while still having enough bandwidth to sort routine emails, light marketing tasks, and calendar invites.
The accounting side is the priority. You will:
• Enter and categorise daily sales, expense, and receipt data in QuickBooks Online.
• Reconcile all bank and credit-card accounts so they match statements by the 5th of the following month.
• Flag anomalies or missing documents and prepare a brief month-end P&L for my review.
Once the books are under control, I’d like you to spend a few hours a week managing a shared Gmail inbox (triaging, drafting simple replies), scheduling social posts or newsletter sends in Mailchimp/Canva when provided content, and keeping my Google Calendar up to date with meetings, reminders, and deadlines.
Tools in current use: QuickBooks Online, share point, teams If you’re comfortable inside those platforms and can communicate clearly during U.S. business hours, we should be a good fit.
Deliverables are straightforward: a fully reconciled QuickBooks file and a brief financial snapshot every month, plus an ongoing log of the admin and marketing tasks you handled. Consistent accuracy, proactive communication, and respect for confidential data are non-negotiable. It’s on a monthly basis in willing to pay a flat rate fee and I don’t have alot of clients at the moment I need more of an assistant that familiar with quickbooks, if posting and calendar management.
The accounting side is the priority. You will:
• Enter and categorise daily sales, expense, and receipt data in QuickBooks Online.
• Reconcile all bank and credit-card accounts so they match statements by the 5th of the following month.
• Flag anomalies or missing documents and prepare a brief month-end P&L for my review.
Once the books are under control, I’d like you to spend a few hours a week managing a shared Gmail inbox (triaging, drafting simple replies), scheduling social posts or newsletter sends in Mailchimp/Canva when provided content, and keeping my Google Calendar up to date with meetings, reminders, and deadlines.
Tools in current use: QuickBooks Online, share point, teams If you’re comfortable inside those platforms and can communicate clearly during U.S. business hours, we should be a good fit.
Deliverables are straightforward: a fully reconciled QuickBooks file and a brief financial snapshot every month, plus an ongoing log of the admin and marketing tasks you handled. Consistent accuracy, proactive communication, and respect for confidential data are non-negotiable. It’s on a monthly basis in willing to pay a flat rate fee and I don’t have alot of clients at the moment I need more of an assistant that familiar with quickbooks, if posting and calendar management.