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20four7VA
20four7VA
51 – 200 Employees
ConsultingLogisticsMarketing
20four7VA provides remote virtual assistant services for businesses seeking flexible operational support. Its team works across administrative tasks, business operations, marketing, logistics, and technical assistance, giving clients access to customizable staffing support as their needs evolve. The company serves organizations of different sizes and focuses on helping them delegate essential work while maintaining attention on broader business priorities.
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Remote Finance and Tax Support Virtual Assistant

Worldwide remote contract role supporting QuickBooks bookkeeping, financial tracking, and tax-preparation documentation for business and personal finances.

RemoteContractMiddleSeniorEnglish RequiredExecutive Assistant

Description

  • Maintain and organize business financial records in QuickBooks
  • Record, categorize, and monitor business revenue and expenses
  • Check financial transactions for accuracy and completeness
  • Keep financial information current and accurate
  • Track accounts, expenses, payments, and related financial activity
  • Assist with reconciliations and investigate discrepancies or missing information
  • Organize financial records and related supporting documents
  • Prepare basic financial reports and summaries as requested
  • Monitor transactions and flag unusual or unresolved activity for review
  • Organize and track the client's personal financial information
  • Maintain records of personal transactions and related documentation
  • Sort and maintain receipts, statements, and supporting financial documents
  • Maintain spreadsheets and other financial tracking tools
  • Keep business and personal financial records organized separately
  • Arrange records and documents required for tax preparation
  • Collect income, expense, receipt, statement, and other relevant financial data
  • Maintain tax-preparation trackers and supporting documentation
  • Help identify records or documents missing for tax preparation
  • Coordinate financial information and documentation with the client's tax professional or accountant
  • Support year-end record organization and tax-preparation work
  • Maintain financial tracking spreadsheets and reporting files
  • Regularly update financial records and keep them organized
  • Track business and personal financial activity according to client instructions
  • Highlight discrepancies, missing data, or unusual transactions for the client
  • Provide clear, organized financial summaries when requested
  • Help maintain and improve efficient financial tracking procedures
  • Review financial or customer data in Housecall Pro when needed
  • Compare relevant business transactions in Housecall Pro with QuickBooks records
  • Investigate inconsistencies or missing data between the two systems
  • Keep financial records accurate using information from Housecall Pro
  • Provide administrative support for tax preparation without giving independent tax advice or making tax decisions unless properly qualified and authorized
  • Deliver services professionally within agreed timelines, guidelines, and scope
  • Work 10 hours weekly from Monday through Friday on a flexible PST schedule
  • Work under a Master Services Agreement and Statement of Work

Requirements

  • Intermediate to senior-level experience in finance, bookkeeping, or accounting is preferred
  • Hands-on QuickBooks experience is required
  • Experience with financial tracking and reporting is required
  • Experience supporting tax preparation is strongly preferred
  • Previous bookkeeping or accounting experience is preferred
  • Experience managing both business and personal financial records is advantageous
  • Housecall Pro experience is advantageous
  • Strong spreadsheet skills are required
  • Demonstrated accuracy and close attention to detail
  • Ability to handle confidential financial information professionally
  • Previous independent remote work experience is preferred
  • Background in bookkeeping, financial administration, or accounting support
  • Substantial practical experience using QuickBooks
  • Highly organized and detail-focused
  • Comfort handling confidential business and personal financial information
  • Consistently accurate when maintaining financial records
  • Able to detect discrepancies and missing information
  • Able to work independently with limited supervision
  • Proactive about following up on incomplete or missing documentation
  • Strong organization and time-management abilities
  • Able to maintain clear, well-structured financial trackers
  • Comfortable learning and using multiple financial and business systems
  • Strong written English communication skills
  • QuickBooks proficiency
  • Housecall Pro experience is preferred and may be required
  • Microsoft Excel or Google Sheets proficiency
  • Familiarity with Microsoft Office or Google Workspace
  • English language proficiency preferred
  • Level A-C accent preference with good written English

Benefits

  • Competitive compensation rates
  • Payments issued weekly
  • Multiple open roles may be available
  • Free training and professional upskilling
  • Ongoing support and guidance
  • Access to a supportive, active community
  • Flexible daily working hours
  • Fully remote work arrangement
  • Contracted schedule of 10 hours per week

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