Virtual Assistant with Bookkeeping Experience

Posted last month

Worldwide

Needs to hire 2 Freelancers
Summary

We're looking for a detail-oriented, proactive virtual assistant to support our finance and daily operations. This role blends bookkeeping with inbox and communications management, so we need someone who is equally comfortable reconciling transactions and drafting a tactful email on our behalf. What You'll Do • Manage day-to-day bookkeeping in QuickBooks, including categorizing transactions, reconciliations, and keeping the books clean and current • Handle expense and card workflows in Ramp and banking activity in Mercury • Manage our inbox: triage, organize, respond to routine messages, and flag what needs our attention • Communicate with vendors, clients, and internal contacts clearly and diplomatically, including over Slack • Keep our workspace organized in Notion and coordinate communication across Slack • Take initiative to understand the details behind each task rather than waiting for step-by-step instructions • Document your work by creating clear standard operating procedures (SOPs) so we always know what was done and how Basic Qualifications • Proven bookkeeping experience with QuickBooks, Ramp, and Mercury • Experience with Notion and Slack for documentation, organization, and team communication • Strong written communication and a tactful, professional tone in all correspondence • High level of initiative and resourcefulness — you dig in to understand tasks and get them done without hand-holding • Ability to build and maintain operational procedures that keep our workflows transparent and repeatable • Excellent organization, accuracy, and attention to detail • Reliable, responsive, and comfortable working independently Preferred Qualifications • Experience supporting a small business or startup • Familiarity with additional tools for scheduling, task management, or document organization

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

    -

    $12.00

    Hourly
  • Remote Job
  • Complex project
    Project Type
Skills and Expertise
Mandatory skills
Data Entry
Intuit QuickBooks
Nice-to-have skills
Microsoft Excel
Microsoft Word
Tools
Microsoft Excel
Microsoft Word
Activity on this job
  • Proposals:15 to 20
  • Last viewed by client:last week
  • Hires:
    2
  • Interviewing:
    3
  • Invites sent:
    8
  • Unanswered invites:
    4
About the client
Member since Jul 7, 2026
  • United States
    Los Angeles1:50 AM
  • $29 total spent
    3 hires, 1 active

Explore similar jobs on Upwork

Accounting
Bookkeeping
Financial Accounting
Bookkeeping
Administrative Support
Microsoft Excel
Intuit QuickBooks
Accounting Software

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