Perform day‑to‑day bookkeeping tasks using QuickBooks Online
Manage multiple client accounts accurately and efficiently
Categorize transactions, reconcile accounts, and maintain clean books
Assist with month‑end close processes
Follow standardized bookkeeping workflows provided by the CPA
Support the onboarding of new franchise clients
Handle recurring bookkeeping tasks across a growing client base
Track completion of client work (e.g., clients completed per day/week)
Communicate clearly on progress and task completion
Participate in internal calls with the CPA for training and clarification
Join client calls when appropriate, with clear and professional English communication
Provide written updates and status reports as requested
Coordinate closely with the account manager and assigned trainer during onboarding
Handle sensitive financial and client data with strict confidentiality
Follow security protocols related to password management and system access
Use approved password managers and security tools
Comply with any limitations on screen monitoring for bookkeeping work

Senior Bookkeeping Virtual Assistant – QuickBooks Focused

Key skills