Virtual Assistant – Accounting Operations & QuickBooks Support

I’m a U.S.-based CPA and small business owner looking for a detail-oriented Virtual Assistant with an accounting background to support accounting operations, bookkeeping preparation, and QuickBooks Online work for a growing firm. This role initially supports a small number of clients, with responsibilities expanding as the business grows.

This is a long-term, part-time remote role for someone who enjoys accuracy, organization, process improvement, and supporting a professional accounting practice behind the scenes, with the potential to increase hours as the firm grows.

Scope of Responsibilities
Accounting Operations & Bookkeeping Support:
Categorize transactions in QuickBooks Online using established rules
Perform monthly bank and credit card reconciliations
Upload and attach receipts and supporting documents
Maintain the chart of accounts consistency (no changes without approval)
Prepare draft monthly financial reports for CPA review
Flag uncategorized, unusual, or questionable transactions
Maintain month-end checklists and bookkeeping status trackers

All work is reviewed by a CPA. You will not make tax decisions, provide advice, or finalize financials.

Bookkeeping Prep & Client Readiness:
Help set up new QuickBooks files under guidance
Confirm bank feeds are connected
Track missing documents or incomplete bookkeeping items
Send pre-approved client follow-ups and reminders
Maintain a running list of bookkeeping questions or issues for review

Accounting & Admin Support:
Maintain internal client lists and status dashboards
Organize digital folders and accounting documents
Rename, file, and archive bookkeeping records properly
Prepare draft client check-in or reminder emails
Track recurring accounting tasks and deadlines
Support documentation of accounting workflows and SOPs

Process Improvement & Documentation:
Help document step-by-step bookkeeping workflows
Build and maintain SOPs and checklists
Standardize month-end and onboarding processes
Assist with improving internal organization as volume grows

Requirements:
Strong experience with QuickBooks Online
Accounting or bookkeeping background
High attention to detail and accuracy
Strong written English
Comfortable following documented procedures
Reliable internet and consistent availability
Respect for confidentiality and client data
Looking for a long-term role, not short-term projects

Nice to Have (Preferred, Not Required):
QuickBooks Online ProAdvisor certification
Experience supporting CPA or accounting firms
Familiarity with U.S. small business bookkeeping
Experience using ClickUp or similar task systems

How to Apply (Important – Please Read Carefully):
To apply, please include all of the following:
A brief introduction about you
Your accounting and QuickBooks experience (years and types of work)
Whether you are a QuickBooks Online ProAdvisor (or willing to become one)
Tools and software you’ve used
Your availability and expected hourly rate
Include the word “ACCURACY” and also list how many subtitles are there for the scope of responsibilities somewhere in your application