CPT-11092 Bookkeeping & Administrative Support Virtual Assistant

• Generate standard financial reports, including Profit & Loss, Balance Sheet, and Cash Flow statements for management review.
• Support accountants during audits, tax preparation, and financial reporting activities.
• Serve as the primary coordinator for administrative operations, ensuring administrative processes are executed efficiently and consistently.
• Monitor compliance with company policies, administrative procedures, and operational workflows, ensuring timely execution of assigned tasks.
• Manage executive emails, correspondence, calendars, and scheduling.
• File, organize, and maintain company records and documentation.
• Assist with HR-related administrative support, including employee onboarding, timesheet tracking, and leave management.
• Coordinate with vendors, suppliers, service providers, and external stakeholders.
• Handle outbound calls to clients and other stakeholders using company-provided contact lists and processes.
• Review newsletters and other company communications for accuracy, formatting, and distribution readiness.
• Prepare presentations, reports, memos, and other business documents.
• Schedule meetings, appointments, and manage comprehensive executive travel arrangements, including itineraries, accommodations, and logistics.
• Provide general executive and departmental administrative support.

Each engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing.

The Contractor must demonstrate proficiency in the following, depending on the Client’s requirements:

• Proven experience as a Bookkeeper, Admin Assistant, or Virtual Assistant (at least 2+ years).
• Proficiency in bookkeeping software (QuickBooks, Xero, or similar).
• Strong understanding of accounting principles and financial reporting.
• Excellent organizational and time management skills.
• Strong written and verbal communication skills.
• Proficiency in MS Office Suite (Excel, Word, PowerPoint) and Google Workspace.
• Ability to work independently with minimal supervision.
• High attention to detail and accuracy.

• Contracted Hours per Week: 10 Hours
• Scheduled Working Days: Monday through Friday
• Daily Working Time: TBD

Note: The Company will make reasonable efforts to align the Assigned VA’s schedule with the Client’s preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW.

• Contractors will operate under a Master Services Agreement and a Statement of Work
• This is not an offer of employment; contractors are not employees of 20four7VA or any client
• All compensation is processed through 20four7VA according to the terms of the engagement

• REQUIRED SERVICE: Business Support
• REQUESTED EXPERIENCE TIER LEVEL: Junior Level
• Contracted Hours per Week: 10 hours/week
• Daily Working Time: TBD
• Scheduled Working Days: Monday-Friday
• REPORTING TO/POC: To Be Determined
• Number of VAs: 1
• GENDER PREFERENCE: None
• LANGUAGES SPOKEN/PREFERENCE: English
• ACCENT PREFERENCE: Neutral
• REGION PREFERENCES: Any