CPT-10801 Senior Bookkeeping Virtual Assistant (QuickBooks Focused)

• Perform day‑to‑day bookkeeping tasks using QuickBooks Online
• Manage multiple client accounts accurately and efficiently
• Categorize transactions, reconcile accounts, and maintain clean books
• Assist with month‑end close processes
• Follow standardized bookkeeping workflows provided by the CPA
• Maintain consistency across franchise client accounts

• Support the onboarding of new franchise clients
• Handle recurring bookkeeping tasks across a growing client base
• Track completion of client work (e.g., clients completed per day/week)
• Communicate clearly on progress and task completion

• Participate in internal calls with the CPA for training and clarification
• Join client calls when appropriate, with clear and professional English communication
• Provide written updates and status reports as requested
• Coordinate closely with the account manager and assigned trainer during onboarding

• Handle sensitive financial and client data with strict confidentiality
• Follow security protocols related to password management and system access
• Use approved password managers and security tools
• Comply with any limitations on screen monitoring for bookkeeping work

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:

• Extensive experience with QuickBooks Online
• Strong bookkeeping and accounting fundamentals
• Near‑native English fluency with a neutral, professional accent
• close attention to detail and accuracy
• Ability to manage multiple clients simultaneously
• Comfortable working U.S. business hours
• Reliable internet connection and professional home office setup

• Experience working with multiple small businesses or franchise clients
• Prior experience working with U.S.-based accounting firms
• Strong documentation and process-following skills
• Detail‑oriented and methodical work style
• Female candidates preferred, though experience and quality are the priority

• QuickBooks Online
• Company email (domain-based)
• Password management software (e.g., Keeper or equivalent)
• Secure file-sharing platforms
• Internal time-tracking system (with adjusted settings for bookkeeping)

• Contracted Hours per Week: 20 hours/week to start for the first month (Transition to 40 hours per week within 6–12 weeks)
• Scheduled Working Days: Monday through Friday (unless otherwise mutually agreed in writing)
• Daily Working Time: 9:00 AM – 6:00 PM Eastern Time (6:00 AM – 3:00 PM Pacific) with 1 hour lunch break

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: Senior to Advanced Level
• Contracted Hours per Week: 20 hours/week to start for the first month (Transition to 40 hours per week within 6–12 weeks)
• Daily Working Time: 9:00 AM – 6:00 PM Eastern Time (6:00 AM – 3:00 PM Pacific) with 1 hour lunch break
• Scheduled Working Days: Monday-Friday
• Number of VAs: 1
• GENDER PREFERENCE: None
• LANGUAGES SPOKEN/PREFERENCE: English
• ACCENT PREFERENCE: Neutral
• REGION PREFERENCES: Any