Position Summary:

We’re looking for a detail-oriented and emotionally intelligent Virtual Bookkeeper to join our team full-time. This role is responsible for managing financial records in QuickBooks Online, assisting with payroll, updating internal sales tracking tools, and supporting day-to-day accounting tasks. You'll interact with multiple departments and must be able to juggle and prioritize incoming requests from various team members.
We provide structured onboarding through Zoom 1-on-1 sessions and Loom video walkthroughs, with regular feedback in weekly meetings or after project reviews.

Key Responsibilities:

* Account Reconciliation (QuickBooks Online):
- Reconcile all bank and credit card accounts, ensuring accuracy, completeness, and correct categorization.
* Corporate Credit Card Reconciliation:
- Reconcile 11 corporate credit cards monthly and resolve discrepancies.
* Profit & Loss (P\\&L) Oversight:
- Review monthly P\\&L reports for correct class allocations and address any data issues.
* Weekly Commission Entry:
- Accurately input weekly sales commissions into QuickBooks for payroll and reporting.
* Payroll Upload Support:
- Assist in preparing and uploading payroll data into QuickBooks Online.
* Sales Trend Analysis Tool Maintenance:
- Update and maintain our internal sales tracking tools to monitor trends and performance.
* Sales Scoreboard Updates:
- Maintain weekly and monthly sales scoreboards for internal reporting and team visibility.
* Financial Report Generation:
- Produce financial reports on request, ensuring accuracy and clarity.
* CRM & Excel Workflows:
- Support data entry, reporting, and cross-functional updates using CRM systems and * Excel (SUMIFs, VLOOKUPs, pivot tables, etc.).
Task Prioritization:
- Manage and prioritize tasks coming from multiple departments and team members, ensuring deadlines are met and communication stays clear.
Additional Accounting Tasks:
- Support miscellaneous finance and administrative tasks as needed.
* Training & Feedback:
- Zoom 1-on-1 onboarding and Loom video SOPs provided.
- Clear training on internal procedures and expectations.
- Feedback after each project and during weekly meetings.

Qualifications:

* Associate’s or Bachelor’s degree in Accounting, Finance, or related field (or equivalent experience).
* 2+ years of experience in bookkeeping or accounting roles.
* QuickBooks Online proficiency is required.
* Strong Excel skills (formulas, pivot tables, lookups).
* Familiarity with CRM tools or willingness to learn.
* Excellent attention to detail and organizational skills.
* Strong communication and interpersonal skills.
* High emotional intelligence with the ability to collaborate across departments.
* Ability to manage and prioritize multiple tasks from different team members.
* Comfortable working independently in a remote environment.

Location: Remote - Anywhere

Skills required for this job:

Account reconciliation
Bookkeeping
CRM tools
Data analysis
Financial reporting
Microsoft Excel
Payroll processing
QuickBooks Online