Organizing financial records
Maintaining accurate bookkeeping
Supporting the migration of financial data from Wave to QuickBooks
Reviewing financial documents for completeness and accuracy
Entering financial transactions into QuickBooks
Maintaining organized and accurate bookkeeping records
Ensuring proper categorization of income and expenses
Assisting with maintaining up-to-date financial records
Reconciling bank and financial transactions within QuickBooks
Identifying and resolving discrepancies between financial records
Ensuring all transactions are properly matched and recorded
Maintaining accurate reconciliation reports
Transferring existing financial transactions from Wave to QuickBooks
Verifying the accuracy and completeness of migrated financial data
Organizing imported records and ensuring consistency across systems
Organizing and maintaining financial documents within Google Drive
Assisting with document management and file organization
Supporting administrative tasks related to bookkeeping and vendor management
Accessing and reviewing information from platforms such as Fiverr and Alibaba when needed.

Experience using QuickBooks for bookkeeping and financial management
Basic understanding of bookkeeping principles and financial recordkeeping
Experience reviewing and entering financial transactions
Strong attention to detail and high level of accuracy
Excellent organizational and time-management skills
Ability to work independently and maintain confidentiality
Comfortable working with cloud-based applications and online platforms.
Preferred qualifications include experience using Wave Accounting, experience migrating financial data between accounting systems, knowledge of bank reconciliations, familiarity with Google Drive for document management, experience working with e-commerce or online vendor platforms such as Fiverr and Alibaba, and previous experience supporting small businesses or entrepreneurs.

Bookkeeping & Financial Support Virtual Assistant

Key skills