About Us: We started Shifted to crack the chaos from deciding the list to the open house. Our teams go in and help sellers make order from messes and get top dollar for their home. If you've ever sold a house and wished you had a fairy godmother, you know the need! Join us and make the prep experience better for sellers. About the Role: We are seeking a fractional Bookkeeper & Operations Administrator to be our financial and administrative backbone across our business entities. In this role, you will act as the crucial bridge between our field operations and the office. You will manage the daily administrative rhythm of data tracking alongside standard QuickBooks Online system management, project tagging, and vendor payouts. Start: @August 1 Key Responsibilities: - Daily Site & Hours Reconciliation: Conduct daily administrative reconciliations by reviewing field reports from site leads to verify subcontractor hours and track daily project progress. - Field Scheduling: Manage the scheduling and coordination of field-based 1099 subcontractors to ensure projects stay on track. - QBO System Management: Maintain our financial systems in QuickBooks Online, utilizing built-in time-tracking and project tagging features to ensure clean, automated operational data. - Weekly Reconciliations: Execute weekly bank and account reconciliations to ensure precise project costing and up-to-date tracking. - Invoicing & Payouts: Handle client invoicing and manage automated 1099 payouts to our vendors and subcontractors. - Cross-Entity Tracking: Maintain accurate and distinct financial tracking across our multiple entities, ensuring clean, tax-compliant bookkeeping. Requirements - Proven experience as a QuickBooks ProAdvisor or specialized project/operations bookkeeper. - Strong administrative and scheduling skills, with an ability to comfortably interface with site leads to capture operational data. - Comfortable managing project costing, time-tracking, and 1099 vendor payouts within QBO. - A hawk's eye for detail balanced with a practical, startup-friendly attitude.

Atlanta Metro Area candidates only, please... There is presence work to be done. We need an energetic and enthusiastic Business Developer, Partnership Developer. The work is so well structured, that someone with basic Administrative Support, Administrative Assistance work will be able to to do it with the proper attitude and desire to grow. We are a properties services company that is looking to get on the approved / preferred vendor list of different companies that manage properties, or for other reasons often calls property services companies like ours. Main skills: - phone skills, very polite, very cheerful and nice, - native English or close, very polished English language skills - communication (phone, email, text, print, meeting in person in business setting, business meetings(simple, no presentations or seminars etc.) - energy and enthusiasm - self driven (this will not work for someone who sits and waits to be asked what to do) - outgoing, outspoken, extroverts will be better at this job. If it is in your heart to do very visible presentable job, this will be a good fit for you. Main work responsibilities: - call potential customers / partners. There is no cold calling, per se, involved. I.e. you will not be calling individuals and businesses who do not expect a service company like ours to call. We only call companies that have approved lists of vendors and we want to get on those lists. - Visit potential customers in person. Some of our customers are physical businesses located in the Atlanta Metro Area. You will be arranging meetings with them or if they are a public business (store, restaurant, etc. you will be visiting and presenting a small brochure, etc.) Hours: between 5 and 40 a week. Variable. Good for someone who fills other responsibilities.

# Job Title: Back Office Support Executive ## Job Summary We are seeking a detail-oriented and organized Back Office Support Executive to support healthcare operations through data management, quality control, reporting, and administrative processes. The ideal candidate should possess strong analytical skills, excellent attention to detail, and proficiency in Microsoft Excel. ## Key Responsibilities ### Quality Control & Data Validation * Review and audit medical charts, records, and supporting documentation for completeness and accuracy. * Verify and link charts to the correct Chase IDs and project records. * Identify discrepancies, missing information, and data inconsistencies, and escalate issues as needed. * Maintain quality standards and ensure compliance with internal processes. ### Reporting & Data Management * Generate daily, weekly, and monthly operational reports. * Track project progress, productivity, and quality metrics. * Compile and analyze data from multiple sources to support business operations. * Maintain accurate records and databases. ### Invoicing & Administrative Support * Process invoices and verify supporting documentation. * Reconcile billing information and maintain invoicing trackers. * Coordinate with internal teams to resolve billing or documentation discrepancies. * Support administrative tasks related to project operations. ### Excel & Process Support * Utilize advanced Excel functions such as Pivot Tables, VLOOKUP/XLOOKUP, formulas, filters, and data validation. * Prepare dashboards, trackers, and performance reports. * Assist with process improvement initiatives and workflow optimization. * Manage large datasets while ensuring data accuracy and integrity. ## Qualifications * Bachelor's degree preferred, or equivalent work experience. * 1–3 years of experience in back-office operations, data processing, reporting, or administrative support. * Strong proficiency in Microsoft Excel. * Excellent attention to detail and organizational skills. * Ability to manage multiple tasks and meet deadlines. * Strong written and verbal communication skills. * Experience in healthcare operations, medical records, or chart review is preferred. ## Required Skills * Microsoft Excel (Intermediate to Advanced) * Data Analysis and Reporting * Quality Assurance / Quality Control * Invoice Processing * Record Management * Problem Solving * Time Management * Accuracy and Attention to Detail ## Performance Expectations * Maintain high levels of data accuracy and quality. * Meet reporting and invoicing deadlines. * Ensure charts are correctly linked and validated. * Support operational efficiency through timely and accurate execution of assigned tasks.

Tldr: Seeking a versatile and highly adaptable personal/virtual assistant with excellent communication skills, high degree of technical proficiency, and some prior exposure to web/software development and/or technical project management. Fractional CTO seeking a remote associate to embed themselves in a healthy mix of client-facing project work and personal admin support. This role could take a couple of different shapes, and will almost certainly evolve on the fly. The bottom line - I'm looking for someone to help me maximize the value I can provide to my clients and the exciting projects we have in-flight, by increasing bandwidth and reducing bottlenecks in day-to-day operational and administrative task load. Non-exhaustive list of potential responsibilities: - Daily correspondence with technical and creative freelance talent to maintain project pace/momentum. - Web/application monitoring, analytics reporting, infrastructure performance reporting and cost analysis. - CRM hygiene and maintenance. - Ad hoc data entry/CMS updates/misc. client admin request fulfillment. - Digital resource/tool management, provisioning, access control. - General PA/EA support (scheduling, vendor correspondence, research, business admin). - **Depending on background and experience** DevOps management support (Jira board admin, process enforcement, CI/CD monitoring, etc.). Firm requirements: - Excellent written/verbal communication skills. - Flexible schedule, available at least 20 hours/week. - High degree of general technical proficiency/digital literacy. - Creative problem solver, excited to learn about different industries and develop new skills. - Resourceful self-starter, able to provide value without constant supervision. Advantageous skills/experience: - Any software/IT background - DevOps experience (agile project management, git - CRM/CMS experience - Creative tools (Figma, Adobe CC, etc.) I'm more than happy to consider someone with minimal direct experience and a strong ability/desire to learn this space. Long term involvement is absolutely a possibility, with opportunity for growth into a more formal role as business scales. Please reach out if you feel this could be a good fit, happy to discuss more and share some more specifics. Thank you!

We are seeking a motivated and detail-oriented Remote Data Entry Specialist to join our team. The ideal candidate will be organized, dependable, and possess basic computer skills. This role involves entering, updating, and maintaining data within our systems while ensuring accuracy and completeness. Comprehensive training and ongoing support will be provided to help you succeed and grow in the position. If you’re looking for a flexible remote opportunity to begin or develop your career in data management, we’d love to hear from you! How to Apply: Submit your resume today for prompt review and a quick response. We look forward to connecting with qualified candidates and welcoming a new member to our growing team.

We are seeking an entry-level virtual assistant to join our team. The role involves handling customer inquiries, providing support, and ensuring customer satisfaction. The ideal candidate will have excellent communication skills and be able to work in a fast-paced environment. This is a part-time position with a long-term engagement.

Part-Time (7–10 Hours/Week) | Long-Term Opportunity | $20–25/hour (Flexible) Secret Word: Compass We're looking for an exceptional Virtual Assistant to become an important part of a growing business. This isn't a task list you'll receive once a week. We're looking for someone who enjoys creating order, improving systems, solving problems, and helping a business run smoothly. You'll work directly with the business owner during focused work sessions, helping tackle projects together while keeping everything organized and moving forward. We communicate openly, respect each other's time, and enjoy working together. All work is completed during focused Zoom co-working sessions. We work alongside each other remotely, ask questions in real time, solve problems quickly, and maintain momentum. These are not meetings—they're productive work sessions where we collaborate while getting work done. If you enjoy collaborative, focused work and communicating throughout your workday, you'll likely love this style. No two weeks are exactly alike, so we're looking for someone who enjoys variety, learning new skills, and finding better ways to get things done. We're looking for someone we'd genuinely enjoy working with for years—not just another freelancer. Hours 7–10 hours per week Monday–Friday only All work will be completed during scheduled Zoom co-working sessions. Availability between 8:00 AM–11:00 AM Eastern Time (Monday–Friday) is required. There is no independent work expected outside of scheduled co-working sessions. Compensation $20–25/hour, depending on experience and overall fit. We're flexible for an exceptional candidate. *What You'll Be Doing* Responsibilities will vary from week to week and may include: - Business Organization & Operations - Organizing digital files, folders, and Google Drive - Organizing notes, ideas, reference materials, and documentation - Organizing projects, tasks, priorities, and action items - Helping clean up and simplify existing business systems - Improving workflows and overall business organization - Identifying opportunities to simplify, optimize, and automate processes - Creating clear systems that are easy to maintain - Documentation & SOPs - Creating clear, easy-to-follow Standard Operating Procedures (SOPs) - Documenting repeatable business processes - Organizing business knowledge so others can easily find and follow it - Building documentation that new team members can successfully use - Administrative Support - Calendar management - Email organization and follow-up - Scheduling meetings - Research projects - Data entry (MINOR) - Document formatting - Google Workspace organization - Vendor coordination - General administrative support - Technology & Systems - Helping the business owner better understand and use existing technology - Assisting with technology setup and integrations - Testing automations - Troubleshooting basic technology issues - Helping improve organization across business platforms - Bookkeeping Support - Basic bookkeeping - Accounts Payable (AP) support - Accounts Receivable (AR) support - Billing and invoice management - Expense tracking - Payment gateway reconciliation - Marketing & Events (Occasional) - Assisting with speaker promotion - Speaker organization and logistics - Webinar or event coordination - Light marketing coordination and administrative support - Technology You'll Likely Use Experience with several of these is preferred: - Google Workspace - Gmail - Google Calendar - Google Drive - Zoom - ChatGPT - Zapier or Make - QuickBooks Online - Stripe - WordPress (basic) - Canva - Asana, ClickUp, Trello, Notion, or similar project management/documentation software You don't need experience with every platform. We value curiosity, resourcefulness, and the ability to learn quickly. What We're Looking For The right person is someone who: - Is highly organized and detail-oriented - Is an outstanding written and verbal communicator - Is comfortable collaborating during focused Zoom co-working sessions - Is easy to work with and enjoys being part of a collaborative team - Naturally creates order from chaos - Loves organizing information, documents, notes, projects, and digital workspaces - Can take a messy process and turn it into a simple, repeatable system - Writes exceptionally clear SOPs and documentation that others can easily follow - Has the patience to explain technology in a simple, non-technical way - Enjoys improving systems, workflows, organization, automations, and integrations - Thinks critically about how processes can be simplified and optimized - Naturally keeps others informed of progress, questions, and roadblocks - Is trustworthy, discreet, and professional - Handles confidential client, business, and financial information with care - Learns new software quickly - Can prioritize multiple tasks effectively - Works independently while remaining highly accountable - Is proactive rather than reactive - Takes pride in producing consistently high-quality work This role requires access to confidential client, business, and financial information. Integrity, discretion, professionalism, and sound judgment are essential. Preferred Experience Experience in one or more of the following is a plus: - Virtual Assistant or Executive Assistant support - Administrative or operations support - Small business operations - Online business management - Bookkeeping or office administration - Technology implementation or software integrations - Business process documentation and SOP creation - Project coordination - Speaker, podcast, webinar, or event coordination - Speaker promotion and event organization - Email marketing, social media coordination, or other marketing support We're looking for someone interested in building a long-term professional relationship and growing with the business. To Apply: Please submit a brief, personalized cover letter (300 words or less). In your cover letter, please: - Include the secret word Compass in the first sentence. - Tell us why this position interests you. - Share what type of work you enjoy most as a Virtual Assistant or Operations Assistant. - Tell us what you're looking for in a long-term working relationship. - Confirm your availability Monday–Friday between 8:00–11:00 AM Eastern Time for our scheduled Zoom co-working sessions. We'll ask additional role-specific questions through Upwork's screening questions, so there's no need to include detailed responses about bookkeeping or operations experience in your cover letter. Applications that are generic, appear copied and pasted, omit the secret word, or don't demonstrate genuine interest in this role won't be considered. We're looking for someone who communicates exceptionally well, enjoys solving problems, creates order from complexity, values confidentiality, follows through, and wants to become a trusted part of a business—not just complete tasks. If that sounds like you, we'd love to hear from you.

Lead Management: Organize and follow up with potential buyers and sellers like a pro! 📞 Social Media Magic: Create eye-catching posts, schedule content, and help showcase our amazing listings 📱✨ Database Management: Update client information and keep our CRM sparkling clean and more! Marketing Support: Help create flyers, virtual tours, and promotional materials 🎨 Administrative Tasks: Calendar management, email responses, and general office support 📅 Research: Market analysis, comparable property research, and lead generation 🔍

We are looking for a reliable Admin Assistant to support a founder with a mix of administrative, computer-based, and technical tasks. This role is best for someone who is organized, very tech-savvy, comfortable learning new systems, and able to work directly with a founder to get tasks completed efficiently. The work will include a variety of admin and computer tasks, such as: - Managing documents, spreadsheets, and online files - Researching and organizing information - Helping with system updates, data entry, and online tools - Creating or cleaning up processes, trackers, and templates - Assisting with scheduling, follow-ups, and task management - Joining Zoom calls to work through projects collaboratively - Handling ad hoc administrative support as needed The ideal candidate should be comfortable using tools like Google Workspace, Microsoft Office, spreadsheets, project management tools, CRMs, AI tools, and other online platforms. You do not need to be a developer, but you should be very technically confident and able to figure things out without needing every step explained. Availability is important. You must be available during Pacific Time hours, specifically between 8:00 AM and 11:00 AM PT, for Zoom calls, live collaboration, and task discussions. Some work may be done independently outside of that window, but this time block is required. We are looking for someone who is: - Detail-oriented - Responsive and communicative - Comfortable on Zoom - Good at taking notes and turning discussions into action items - Able to follow through without constant reminders - Technically capable and willing to learn new tools - Comfortable working directly with a founder in a fast-moving environment When applying, please include: - A brief summary of your admin experience - Examples of technical tools or systems you have used - Your availability in Pacific Time - Any experience supporting founders, executives, or small businesses This will start as part-time 10-15 hours per week, with the potential for ongoing work if it is a good fit.

We’re looking for a detail-oriented freelancer to help build and standardize our product database inside Floorzap (flooring ERP software) for a luxury tile company. This project involves organizing manufacturer price lists, converting PDFs into clean Excel spreadsheets, and importing products into Floorzap using their import templates. Responsibilities * Standardize manufacturer price lists across multiple vendors. * Convert PDF price books into clean, editable Excel files using AI tools (Claude is our preferred platform) and manual verification. * Clean, organize, and normalize product data. * Format data to match Floorzap’s import templates. * Import products into Floorzap. * Verify imported data for accuracy. * Create a detailed Standard Operating Procedure (SOP) for each manufacturer so future uploads can be completed by anyone on our team. * Document every step with written instructions and screenshots. Required Skills * Advanced Microsoft Excel * Data cleanup and organization * PDF-to-Excel conversion * AI tools (Claude, ChatGPT, etc.) * Process documentation * Excellent attention to detail Bonus Experience * Floorzap * Flooring or tile industry * Product database management * ERP/CRM implementations * Catalog management