Accounts Receivable VA
• Preparing estimate in Quickbooks & Zoho
• Preparing Quoted or T&M Work Orders for clients
• Invoicing in Quickbooks for clients
• Receiving
• Managing account receivable
• Checking of employees’ time has been properly billed to clients
• Checking of materials & per diem has been properly billed
• Updating of payments records
• Checking of open invoices
• Creating of job tickets for clients
• Adding jobs in Quickbooks
• Updating & sending of current client status
• Inventory of company’s & supplies
• Filing of receipts in
• Updating clients details in Quickbooks & Zoho,
• Sending of reports needed for specified timeframe
Personal – General Virtual Assistant
• Photo Editing using Canva, Stencil and Youzign
• Video Editing using iMovie, Content Samurai and Lumen5
• Checking & filing
• Updating & sending of parts board sheet daily
• Sending of lead status to COO daily
• Preparing daily needed forms for company operation such as assignment fornus, fax forms, work orders, tech check in & out, RFQs
• Filing of COO’s personal receipt in
• Preparing documents needed for training of Virtual Assistants & Admin Staff
• Creating of Company’s SOPs & other business operation documentations
• Typing up customer dropped off details
• Creating of templates in documents, excel templates and other software reports
• Labelling & filing of miscellaneous files
• Labelling & filing of EOD’s in
• Added new items in QB
• Adding new leads in Zoho
• Adding schedules in Podio
• Generating of specific reports in QB, Zoho &
Accounts Payable Coordinator VA
• Checking of Purchase Order status sheet & sending of status
• Creating new vendor accounts in Zoho,
& Quickbooks
• Log-in and checking of utilities account online
• Paying of online payable accounts – Water, Car, Electricity, Credit Card etc
• Creating fax cover notes for vendor
• Preparing of Credit Card Authorization forms
• Creating Purchase Orders in Zoho and Quickbooks
• Creating online accounts for vendors
• Managing account payable
• Updating vendor details in Quickbooks & Zoho,
• Labeling & e-filing of client related documents
• Sending of reports needed for specified timeframe
• Ordering company supplies via online vendors – ReStockit, Amazon, McMaster Carr, eBay, The Home Depot etc.
Payroll Clerk VA
• Entering Employees End-of-Day Details in Quickbooks
• Checking Employees End-of-Day of Checker Spreadsheet
• Checking of off days, vacation, holidays of every employees
• Checking of End-of-Day details
• Filing of timesheets, End-of-Day & payroll soft copy files
Social Media Management Personnel VA
• Posting of articles in company’s blog
• Sharing of articles in Social Media platforms – Google Plus,
• Posting of status using reliable pictures
• Updating companies website
• Searching networks via Social Media Platforms
• Answering queries sent via
“I had this VA that I could turn things over to made it a lot easier”
Kyle Mckenna
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