Bookkeeping & Financial Management Virtual Assistant

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: TYPE OF WORK

Part Time

: SALARY

4/hr

: HOURS PER WEEK

15

: DATE UPDATED

Oct 4, 2026

JOB OVERVIEW

Bookkeeping & Financial Management Virtual Assistant

Part-Time | 10–15 Hours per Week

A growing U.S.-based accounting and financial services business is looking for a dependable, detail-oriented Virtual Assistant to support our bookkeeping, budgeting, and financial management operations.

This role is ideal for someone who is excellent with Excel, comfortable working with financial information, and experienced with QuickBooks Online.

What You’ll Do

* Assist with bookkeeping and transaction categorization in QuickBooks Online
* Reconcile bank and credit card accounts
* Maintain and update client financial records
* Help manage monthly budgets and cash-flow trackers for clients
* Build, update, and improve Excel spreadsheets and financial trackers
* Monitor Accounts Receivable and outstanding invoices
* Assist with Accounts Payable, including bills, due dates, and payment schedules
* Review client accounts for missing information, unusual transactions, or items requiring follow-up
* Maintain customer and vendor information in QuickBooks Online
* Prepare basic financial summaries and reports for review
* Organize client documents and financial information
* Follow up with clients for missing documentation or information
* Help manage client tasks and deadlines
* Support additional accounting and administrative projects as needed

Who We’re Looking For

You should be:

* Highly proficient in Microsoft Excel
* Comfortable with formulas, lookups, filters, PivotTables, and organizing financial data
* Experienced with QuickBooks Online
* Familiar with bookkeeping fundamentals
* Comfortable working with Accounts Receivable and Accounts Payable
* Very detail-oriented and organized
* Able to work independently and identify when something doesn’t look right
* Comfortable handling confidential financial information
* A strong written communicator
* Reliable with deadlines and follow-through

Accounting, bookkeeping, finance, or business administration experience is strongly preferred.

Hours

10–15 hours per week to start.

There may be an opportunity for additional hours and responsibilities as the business grows.

We care more about accuracy, reliability, communication, and quality of work than simply being online for a certain number of hours.

Tools You May Work With

* QuickBooks Online
* Microsoft Excel
* ClickUp
* Email
* Client financial statements and documents
* Budgeting and cash-flow worksheets

How to Apply

Please include:

1. A brief introduction and your relevant bookkeeping/accounting experience.
2. Your experience with QuickBooks Online.
3. Your experience with Excel, including formulas, reports, dashboards, or financial models you’ve built.
4. Your experience managing Accounts Receivable and/or Accounts Payable.
5. Your current availability and preferred working hours.
6. Your desired hourly rate.

At the very top of your application, write “CASH FLOW” so we know you read the entire posting.

We’re looking for someone who can become a trusted part of the team—not simply complete random VA tasks. As you learn our systems and clients, there will be opportunities to take ownership of additional financial-management responsibilities.

SKILL REQUIREMENT

Analysis Bookkeeping Client Relationship Management

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Bookkeeping & Financial Management Virtual Assistant

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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