Any
$5-$6/hr | Eligible for salary increase in 3 months
TBD
Mar 27, 2024
Broken down by daily, weekly, monthly and experience: A VA who can effectively manage financial operations across multiple businesses.
Below is a detailed task list:
Daily Tasks
1.
Review and prioritize
Flag
2. Transaction Monitoring:
Check bank accounts and payment platforms for new transactions.
Verify transactions against expected payments and receipts.
3. Receipt and Invoice Processing:
Ensure all received invoices are saved and recorded in the appropriate software or spreadsheet.
-Prepare and send receipts for payments received.
4. Reimbursement Tracking:
Monitor submissions for reimbursements.
Verify the validity of reimbursement claims and process them.
Weekly Tasks
1. Bill Payments and Monitoring:
Schedule and make payments for upcoming bills.
Monitor outgoing payments to ensure they are completed on time.
2. Financial Record Keeping:
Organize and file financial documents digitally.
Update bookkeeping records with the week's transactions.
3. Expense Classification:
Categorize weekly expenses in the accounting software.
Review categories for accuracy and consistency.
Monthly Tasks
2. Account Reconciliations:
Reconcile bank accounts, credit card statements, and payment platforms.
Investigate and resolve any discrepancies.
Software and Program Experience:
Quickbooks
Google suite
Online payment processing systems
Accounting experience a must
*Send over your detailed resume