Client Operations & Bookkeeping Virtual Assistant

Posted 2 days ago

Worldwide

Summary

I am the owner of a busy interior design and event-planning business in Central Florida. I am looking for a reliable, organized, and proactive virtual assistant to help manage my daily business operations. I prefer to send instructions through WhatsApp voice messages. I need someone who can listen carefully, organize the information, create tasks, and follow through without needing constant supervision. Responsibilities will include: • Preparing and sending estimates, contracts, invoices, and payment reminders • Working with QuickBooks Online • Tracking client deposits, balances, purchases, receipts, and project expenses • Communicating professionally with clients, vendors, installers, and delivery companies • Organizing client documents, project information, orders, and deadlines • Following up on approvals, contracts, deliveries, and payments • Maintaining an organized task-management system • Providing daily or weekly summaries of completed and pending tasks • Assisting with email, scheduling, research, and general administrative work The ideal candidate must have excellent written and spoken English, experience with QuickBooks Online, strong organizational skills, attention to detail, and the ability to handle confidential business information. The person must be proactive and comfortable communicating directly with clients while representing a luxury design business professionally. Some availability during Eastern Time business hours is required. This will begin as a part-time position of approximately 10–15 hours per week, with the possibility of additional hours and a long-term working relationship. The assistant will not be authorized to transfer company funds or change banking information. During the training period, financial documents and client communications will require my approval. When applying, please describe your experience with QuickBooks, invoicing, contracts, client communication, and organizing instructions received through voice messages. Begin your proposal with the words “Designed to Shine” so I know you read the complete description.

  • More than 30 hrs/week
    Hourly
  • 6+ months
    Duration
  • Intermediate
    Experience Level
  • $10.00

    -

    $20.00

    Hourly
  • Remote Job
  • Ongoing project
    Project Type

Contract-to-hire opportunity

This lets talent know that this job could become full time.
Learn more
Skills and Expertise
Mandatory skills
Bookkeeping Skills
Bookkeeping Deliverables
Activity on this job
  • Proposals:20 to 50
  • Last viewed by client:7 hours ago
  • Interviewing:
    1
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Jun 4, 2024
  • USA
    Clermont3:04 AM
  • $514 total spent
    2 hires, 0 active
  • 19 hours
  • Real Estate
    Individual client

Explore similar jobs on Upwork

Finance Clerk for Property ManagementHourly‐ Posted 4 weeks ago
Accounting
Administrative Support
Financial Accounting
Financial Management
Social Media Manager and BookkeeperHourly‐ Posted 4 weeks ago
Microsoft Excel
Administrative Support
Social Media Management
Facebook

How it works

  • Post a job icon
    Create your free profile
    Highlight your skills and experience, show your portfolio, and set your ideal pay rate.
  • Talent comes to you icon
    Work the way you want
    Apply for jobs, create easy-to-by projects, or access exclusive opportunities that come to you.
  • Payment simplified icon
    Get paid securely
    From contract to payment, we help you work safely and get paid securely.
Want to get started? Create a profile

About Upwork

  • Rating is 4.9 out of 5.
    4.9/5
    (Average rating of clients by professionals)
  • G2 2021
    #1 freelance platform
  • 49,000+
    Signed contract every week
  • $2.3B
    Freelancers earned on Upwork in 2020

Find the best freelance jobs

Growing your career is as easy as creating a free profile and finding work like this that fits your skills.

Trusted by

  • Microsoft Logo
  • Airbnb Logo
  • Bissell Logo
  • GoDaddy Logo