Virtual Bookkeeper
Virtual Assistant

Virtual Bookkeeper

Looking to hire your next Virtual Bookkeeper? Here’s a full job description template to use as a guide.

47000
yearly U.S. wage
18800
yearly with Vintti

* Salaries shown are estimates. Actual savings may be even greater. Please schedule a consultation to receive detailed information tailored to your needs.

About Vintti

Vintti is a specialized staffing agency that believes diversity is the catalyst for innovation. We connect US-based SMBs, startups, and firms with exceptional talent from Latin America, fostering a rich tapestry of cultural perspectives within American businesses. Our unique position allows us to handpick professionals who not only possess the required skills but also bring fresh ideas and global insights to the table. Vintti's services go beyond filling positions; we enrich company cultures and expand business horizons on an international scale.

Description

A Virtual Bookkeeper is a specialized professional who manages financial records and transactions for businesses remotely. Utilizing cloud-based accounting software and digital tools, Virtual Bookkeepers handle tasks such as invoicing, expense tracking, payroll processing, and bank reconciliation. By maintaining accurate and up-to-date financial information, they provide critical support for budgeting, tax preparation, and financial decision-making. Businesses benefit from their expertise in maintaining compliance with financial regulations and ensuring the integrity of financial data, all while enjoying the flexibility and cost-effectiveness of virtual services.

Requirements

- Bachelor's degree in Accounting, Finance, or a related field
- Professional certification (e.g., CPA, CMA) preferred
- Proven experience as a bookkeeper or in a similar role
- Proficiency in accounting software (e.g., QuickBooks, Xero) and Microsoft Office suite
- Strong understanding of accounting principles and financial reporting
- Excellent numerical and analytical skills
- High attention to detail and accuracy
- Strong organizational and time-management skills
- Ability to handle sensitive, confidential information
- Effective communication and interpersonal skills
- Experience with payroll processing and tax filings
- Familiarity with cloud-based accounting systems
- Ability to work independently and as part of a remote team
- Strong problem-solving and decision-making abilities
- Up-to-date knowledge of financial regulations and standards

Responsabilities

- Manage and record financial transactions using accounting software
- Reconcile bank and credit card statements
- Prepare and send invoices to clients
- Track and categorize expenses
- Perform accounts payable and accounts receivable functions
- Monitor and manage cash flow
- Generate financial reports, such as income statements and balance sheets
- Process payroll and manage related tax filings
- Maintain accurate and up-to-date financial records
- Assist with budgeting and forecasting
- Communicate with clients to address any financial inquiries or issues
- Ensure compliance with financial regulations and standards
- Liaise with external accountants and auditors as needed
- Update and manage client financial data in cloud accounting systems
- Conduct regular financial audits to identify discrepancies
- Advise clients on financial best practices and strategies
- Manage digital filing systems for financial documents
- Assist in the preparation of tax returns and other financial filings
- Provide regular updates and summaries of financial health to clients

Ideal Candidate

The ideal candidate for the Virtual Bookkeeper role will hold a Bachelor's degree in Accounting, Finance, or a related field, with a preference for individuals who possess professional certifications such as CPA or CMA. They will have substantial experience as a bookkeeper or in a similar capacity, showcasing proficiency in accounting software like QuickBooks or Xero, and a strong command of the Microsoft Office suite. Demonstrating an exceptional understanding of accounting principles and financial reporting, the candidate will exhibit excellent numerical and analytical skills, coupled with high attention to detail and accuracy. Highly organized and with superior time-management abilities, they will efficiently handle sensitive and confidential information. This individual will effectively communicate and interact with clients, ensuring that inquiries and issues are promptly addressed. Experienced in payroll processing and tax filings, they will be familiar with cloud-based accounting systems and stay up-to-date with financial regulations and standards. The candidate will be self-motivated, reliable, and adaptable to changing priorities, thriving both independently and within a remote team. Displaying a proactive, resourceful approach with a strong work ethic, they will excel under pressure, maintain a positive attitude, and demonstrate a client-focused mindset. With robust problem-solving and decision-making abilities, they will also embody a collaborative spirit, critical thinking, and the capacity to multitask, consistently striving for continuous learning and improvement.

On a typical day, you will...

- Manage and record financial transactions using accounting software
- Reconcile bank and credit card statements
- Prepare and send invoices to clients
- Track and categorize expenses
- Perform accounts payable and accounts receivable functions
- Monitor and manage cash flow
- Generate financial reports, such as income statements and balance sheets
- Process payroll and manage related tax filings
- Maintain accurate and up-to-date financial records
- Assist with budgeting and forecasting
- Communicate with clients to address any financial inquiries or issues
- Ensure compliance with financial regulations and standards
- Liaise with external accountants and auditors as needed
- Update and manage client financial data in cloud accounting systems
- Conduct regular financial audits to identify discrepancies
- Advise clients on financial best practices and strategies
- Manage digital filing systems for financial documents
- Assist in the preparation of tax returns and other financial filings
- Provide regular updates and summaries of financial health to clients

What we are looking for

- Detail-oriented
- Highly organized
- Self-motivated
- Reliable and trustworthy
- Strong work ethic
- Excellent communicator
- Proactive and resourceful
- Adaptable to changing priorities
- Tech-savvy
- Eager to learn and improve
- Client-focused mindset
- Problem solver
- Critical thinker
- Capable of working under pressure
- Strong time-management skills
- Collaborative team player
- Analytical mindset
- Positive attitude
- Ability to multitask

What you can expect (benefits)

- Competitive salary range of $45,000 - $55,000 annually
- Comprehensive health insurance coverage including medical, dental, and vision
- Flexible working hours with a focus on work-life balance
- Remote work opportunities with a complete home office setup
- Generous paid time off (PTO) and holiday schedule
- Company-sponsored professional development and training programs
- Access to online learning resources and certifications
- Retirement plan with company matching contributions
- Regular performance reviews and potential for salary increases
- Opportunity to work with a diverse and dynamic client base
- Wellness programs and mental health support
- Employee assistance programs
- Technology stipend for remote working tools and software
- Collaborative and supportive team culture
- Career growth and advancement opportunities
- Paid parental leave for both primary and secondary caregivers
- Regular team-building activities and virtual events
- Reimbursement for professional certification and membership fees
- Employee referral bonus program

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