Highly Qualified Accountant – Quickbooks Certified – Data Entry Monthly Bookkeeping

Application Process
? This is a critical hiring decision for me and I am willing to pay well for the right candidate. I have taken a lot of effort to explain it thoroughly, so we can both determine if it will be a good fit.
? After reading the below, if you are interested please send the following via email to Upgrade to see actual info
? Shoot a 1 minute or less video of yourself explaining why you would be a fit for the role and include it with your submission.
? Along with the video link, submit a cover letter about why you are interested in 400 words or less along with your resume. Also include any applicable links to social media sites, LinkedIn or other online profile, personal website, DISC results or any other information you feel would be helpful.

General Job Description
? I am looking for more than just a virtual assistant to conduct administrative tasks.
? I am looking for someone who is an expert in Quickbooks and accounting practices
? I am looking for someone who understand GAPP and will be able to manage Cash and Accrual Basis bookkeeping and Inventory Management.
? I am seeking a book keeper who could also be a virtual employee/project manager to help realize the vision of my company through efficient and proactive task prioritization and execution with outstanding communication.
? I need an individual who will bring organization, structure, and prioritization to the company so that I can spend my time focusing on strategic tasks to grow and diversify our companies
? You will be managing the book keeping to be sent to our controller, you will be managing invoices as well as loans to individuals throughout the country. You will need to be an expert in accounting according to GAPP.
? If you are wanting to get more work, once you can do the bookkeeping for the companies, you might be asked to complete direct tasks for the CEO and will oversee a team of freelancers to execute additional tasks in their specialty (i.e. content writing, website development, affiliate marketing, SEO, etc). You do need to be an expert in these specialties, but you must be familiar enough to oversee execution and ensure high quality
? I am willing to invest in your personal and professional development with training and exposure to my business structure to help strengthen your skills an individual and as a VA

About Our Company

Company Name: Altimaxx Inc, Life Pulse Inc, Pocket Pets

Foundation Program: Transform your Team and Entrepreneur in Training

Company Mission: Bring intentionality back to life and bring ideas to realities

Our 7 Guiding Principles
Our business does not exist without our entire team is fully committed and ADDICTED to these principles.

1. Own Your Attitude
2. Fanatical Work Ethic and Self-Discipline
3. Take Action and Problem Solve
4. Share, Collaborate and Crave Feedback
5. Get IN and Get OUT of the Weeds
6. Keep On Learning
7. Enjoy the Ride

Please visit Upgrade to see actual info and Upgrade to see actual info review all pages of the site to see the range of our services offered including strategic advisory, digital and traditional marketing services, digital magazine, upcoming podcast, public speaking, and online courses.

About Me
? Video Intro: Click Here
? You can see my full bio via the links below but here are a few applicable highlights:
? Very committed to my family including my wife who is my amazing business partner and adorable 2-year-old daughter.
? Lifetime entrepreneur having started multiple companies in different industries and very familiar working with virtual staff including over 50 freelancers and outsourcers
? Very effective communicator, highly organized and detail oriented
? Member of the Global Entrepreneurs’ Organization and serve on the Board of the Atlanta Chapter
? I do a lot of speaking as part of my business and have a page on my website with this Upgrade to see actual info will give you a feel for my personality and my areas of Upgrade to see actual infoe full bio and video here of my speaking highlights Upgrade to see actual info/keynote


Technology and Communication Platforms, We Will Use
**Note: I am open to exploring alternative recommendations, but these are the current solutions I have found to be effective and using currently
? Project Management - Upgrade to see actual info
? Video Meetings - Upgrade to see actual info
? Screen Sharing – Upgrade to see actual info
? Password Management - Upgrade to see actual info
? Communication - Upgrade to see actual info
? Communication – Gmail
? Communication - Upgrade to see actual info
? Communication - Upgrade to see actual info (Screencasting)
? File Management - Google Docs
? Sales Funnels - Upgrade to see actual info
? Segmentation Strategy - Ask Method by Ryan Levesque Upgrade to see actual info
? Hosting for My Online Courses: Upgrade to see actual info
? CRM and Marketing Automation – Upgrade to see actual info

How We Will Communicate
? Weekly video meetings or conference call for 1 to 1.5 hours to plan the week
? Day to day communication primarily via Slack and email/text/calls as needed
? Weekly/Daily written report to be provided of work accomplished
? Monthly Review of the books

Basic Requirements
? Time Commitment
? We will start at 15 to 20 hours per week for 30-day testing once hired and shift to 40 hours per week

? Experience
? 4+ years experience as a Virtual Assistant and/or Project Manager serving high-performing, fast-paced entrepreneurs and/or business owners
? Certification of some sort in Accounting
? Understanding of Cash and Accrual based business
? Fluent in GAPP

? Skills and Technical Knowledge
? Ideally, you are project management certified
? Highly fluent in using Fiverr, Upwork and similar platforms to secure freelancer talent as needed
? Fluent and ideally certified (if applicable) in all technology and communication platforms outlined above

? Mentality and Personality Approach to Work
? Highly organized and detail oriented
? Enjoy a high-paced, multitasking environment to move many initiatives forward at the same time
? Outstanding communicator
? VERY proactive thinker
? Passionate learner of all new things in productivity, marketing/sales technology

Examples of Tasks You Will Execute Directly
NOTE: I am completely fine to also consider finding other VA’s or freelancers you can oversee to execute some of these tasks versus doing them directly
1. Drive overall calendar, task management and timeline of CEO
2. Create playbook in Google Docs for entire job role and processes including org chart of roles for handoff should VA not continue in the role
3. Research viability of new business ideas and complete financial forecast using template or leverage freelancer (new pomade, etc)
4. Shopify site development and mgmt
5. Email management of CEO account and also email from own account
6. Appointment setting
7. Workshop and speaking engagement follow-up with coordinators to get over bio, description, etc information to promote the event
8. Internal marketing strategic planning and execution
9. Develop and execute internal marketing plan including promotion and launch on online course
10. Evaluate and roll out new marketing tools (i.e. Vidkala)
11. Create or modify powerpoint slides for presentations/workshops
12. Manage live chat on website and transition to freelancer as volume dictates
13. Evaluate new exposure channels such as whale, Quora, etc
14. Update online course content and videos
15. Coordinate playbook development of Accelerator Program
16. T-Shirt printing
17. Vetting of new leads
18. Coordinate details of speaking engagements
19. Create agendas for meetings with prospects
20. Posting press releases on Upgrade to see actual info and distribution to other media contacts
21. Research and vetting of new freelancers for new skill sets and train them
22. Direct phone and email Interface with Clients and coordinate execution of tasks with freelancers
23. Bookkeeping management of transaction booking and work with an accounting firm to handle month end reconciliation
24. Attend webinars, read books, review videos and take summary notes
25. Personal research and tasks - plan trips, research topics, organize photos
26. Pay bills as needed
27. Online ordering of items - Amazon, etc.
28. Final pass review of written content for final approval - blogs, press releases, etc.
Upgrade to see actual infond follow up automated handwritten letters from Thankster, etc.
30. Project plan and assemble existing and new resources to launch a digital magazine
31. Project plan and coordinate with the vendor to launch a podcast
32. Stay in touch with people falling off the radar to ask how I can help

List of Current Freelancers/Vendors You Will Oversee
Note: I have worked with freelancers for 8 years and already have some outstanding providers we will use but we will add additional ones as needed to fill skill gaps
? You will oversee freelancers with these skills to conduct internal work for Life Pulse Inc and to complete Client work
? Graphic design, website design, content writing, social media management, Google Analytics, press releases, Facebook advertising, pay per click mgmt, customer support for online courses, transcription, sales funnel development, animated/whiteboard video, live video editing, and final footage
? Amazon affiliate management
? Outsourcing Wizards management (the team I use to execute outsourced marketing services for Clients)
? Outsourced telemarketing for customer service, lead generation, etc for internal marketing and Clients
? See master task list for all else


Training - How I Will Support You
NOTE: I have subscriptions to training courses that I will ask you complete to add to or expand your skill sets. They do not have to be done prior to starting our work together but we will develop a plan for you to complete them soon into the engagement. For other areas (i.e. Email management) I have written protocols I will share with you
? Outsourcing Wizard training
? Infusionsoft online training and protocols
? Slack protocols
? Google Docs protocols
? Review existing Slack channels
? Review “sent” email
? Review all prior events in Calendar to see meeting patterns
? Email management protocol

I look forward to seeing your submission!