Virtual Assistant to CEO

Hi, my name is Nick Aiola, owner of Aiola CPA, PLLC, a virtual CPA firm. We specialize in tax planning and preparation for real estate investors. We’re a fast-growing firm and I’m looking for someone who can help me with administrative tasks in order to free up some of my time to focus on growing the business and building our team.

We need someone who can excel at performing the following duties:
- Data entry on our CRM and other software.
- Transcribe recorded phone calls into text and enter on our CRM and other software.
- Create and send quotes to prospective clients using our billing software (tutorials will be provided).
- Onboard new clients (tutorials will be provided).
- Remove old clients from our systems and software (tutorials will be provided).
- Help research miscellaneous topics.
- Send emails to contact lists and follow-up consistently.

We need someone who is detail-oriented, focused, reliable, responsive, and proud of the quality of work they provide. If you believe you would be a good fit and want to be considered for this position, please include the phrase "I'm your next rockstar VA" at the beginning of your application.

Also, while not required, we would recommend completing the following tasks:
- Send a recording of your voice telling me more about you, your work experience, why you want to be a full-time VA, and why you want to work for us ---------- would be better if you could send a short video (under 3 minutes) explaining this and showing your work environment.
- Complete a personality test using the site 16personalities ( ---------- ). Please share the link of your results, not the acronym or a screenshot.
- Complete an English grammar test using the site British Study Centres ( ---------- ). Please share your results.

I look forward to reviewing your application and speaking with you further.

Thank you,

Nick