Virtual Assistant supporting BOLD Magazine’s editorial and operational work. Managing content, contributors, digital systems, social media, and partnership research remotely.
About the role
- Remote Finance & Tax Support Virtual Assistant maintaining QuickBooks records, tracking business and personal finances, and organizing tax-preparation documentation for worldwide clients.
Responsibilities
- Maintain and organize business financial records in QuickBooks
- Record, categorize, and monitor business income and expenses
- Review financial transactions for accuracy and completeness
- Maintain accurate and up-to-date financial information
- Track accounts, expenses, payments, and other financial activities
- Assist with reconciliations and identify discrepancies or missing information
- Organize financial records and supporting documentation
- Prepare basic financial reports and summaries as requested
- Monitor financial activity and flag unusual or outstanding transactions for review
- Organize and track the client's personal financial information
- Maintain records of personal financial transactions and documentation
- Organize receipts, statements, and supporting financial documents
- Maintain spreadsheets or other financial tracking systems
- Keep business and personal financial information organized and separated
- Organize financial records and documentation needed for tax preparation
- Compile income, expenses, receipts, statements, and other relevant financial information
- Maintain tax-related trackers and supporting documentation
- Assist with identifying missing records or documents needed for tax preparation
- Coordinate information and documentation with the client's tax professional or accountant
- Support year-end financial organization and tax-preparation activities
- Maintain financial tracking spreadsheets and reports
- Update financial information regularly and ensure records remain organized
- Track business and personal financial activity as directed by the client
- Identify discrepancies, missing information, or unusual transactions and bring them to the client's attention
- Provide organized summaries of financial information when requested
- Help improve and maintain efficient financial tracking processes
- Review financial or customer information within Housecall Pro, if required
- Cross-reference relevant business transactions between Housecall Pro and QuickBooks
- Identify discrepancies or missing information between systems
- Maintain accurate financial records based on Housecall Pro information
- Provide administrative and financial support for tax preparation without independently providing tax advice or making tax-related decisions unless appropriately qualified and authorized
- Perform services professionally according to agreed timelines, guidelines, and deliverables
- Work 10 hours per week, Monday through Friday, with flexible PST scheduling
- Operate under a Master Services Agreement and Statement of Work
Requirements
- Intermediate to Senior-level finance, bookkeeping, or accounting experience preferred
- Strong QuickBooks experience required
- Experience with financial tracking and reporting required
- Experience supporting tax preparation strongly preferred
- Bookkeeping or accounting experience preferred
- Experience managing both business and personal financial records is a plus
- Housecall Pro experience is a plus
- Strong spreadsheet skills required
- Excellent attention to detail and accuracy
- Ability to handle confidential financial information professionally
- Experience working independently in a remote environment preferred
- Experienced in bookkeeping, financial administration, or accounting support
- Strong hands-on experience with QuickBooks
- Detail-oriented and highly organized
- Comfortable handling confidential business and personal financial information
- Strong attention to accuracy when working with financial records
- Able to identify discrepancies and missing information
- Comfortable working independently with minimal supervision
- Proactive in following up on incomplete or missing financial documentation
- Strong organizational and time-management skills
- Able to maintain clear and organized financial trackers
- Comfortable learning and working across multiple financial and business systems
- Good written English communication skills
- QuickBooks
- Housecall Pro – Preferred / Possible Requirement
- Microsoft Excel or Google Sheets
- Microsoft Office / Google Workspace
- English language preference
- Level A-C accent preference (Good written English)
Benefits
- Competitive rates
- Weekly payments
- Various open roles are available
- Free training and upskilling
- Constant support and guidance
- A vibrant community always ready to support you
- Flexible daily working time
- Remote work
- 10 contracted hours per week
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Executive Assistant supporting Ciena’s Global Supply Chain leaders. Coordinating calendars, travel, meetings, and stakeholder engagement for a high - growth networking technology company.
Executive Assistant supporting Manulife insurance executives with advanced administration, coordination, and communications. Managing projects, meetings, travel, expenses, and stakeholder follow - up in Toronto’s hybrid financial - services environment.
Virtual Assistant supporting BOLD Magazine’s independent fashion, lifestyle, culture, and technology publication. Managing editorial workflows, administration, social media, and partnership research remotely.
Executive Assistant supporting Aritzia executives with priorities, office operations, travel, and confidential personal and business needs. Helping the fashion retailer’s leadership operate efficiently.
Technical VA managing GoHighLevel CRM automation, funnels, and launches for a global coaching company. Supporting integrations, documentation, nurture flows, and technical operations remotely.
Remote independent - contractor Virtual Assistant supporting a CEO and event strategy firm’s team operations. Managing calendars, vendors, Airtable systems, documents, and administrative workflows.
Executive Assistant supporting the University of Alberta’s Internal Audit and Risk Management operations. Coordinating executive schedules, meetings, communications, onboarding, and financial transactions.
Executive Assistant supporting TD Bank executives with calendars, travel, expenses, and confidential administration. Remote role serving TD, a global financial institution.
Executive Assistant supporting Cohere’s Communications and Marketing leaders. Managing calendars, travel, meetings, documentation, and special projects for a security - first enterprise AI company.