Senior Bookkeeping Virtual Assistant (QuickBooks Focused)

Company

20four7VA

Salary / Compensation

• Not Specified

Overview / Job Description

20four7VA is a global remote staffing company that connects skilled virtual assistants and business support professionals with clients worldwide, particularly in the United States, United Kingdom, Canada, and Australia.

The Senior Bookkeeping Virtual Assistant (QuickBooks Focused) will support a growing bookkeeping business that serves franchise clients. Working directly under the guidance of a CPA, the contractor will handle bookkeeping operations, account reconciliations, month-end processes, and client account management. This role is ideal for an experienced bookkeeping professional who is highly detail-oriented, proficient in QuickBooks Online, and comfortable communicating with U.S.-based clients.

Responsibilities

Bookkeeping & Accounting Support

• Perform daily bookkeeping activities using QuickBooks Online
• Manage multiple client accounts accurately and efficiently
• Categorize transactions and maintain accurate financial records
• Reconcile bank, credit card, and other financial accounts
• Assist with month-end closing activities
• Maintain clean and accurate books across all assigned client accounts
• Follow CPA-developed bookkeeping procedures and workflows

Client Account Management

• Support the onboarding of new franchise clients
• Manage recurring bookkeeping responsibilities across multiple accounts
• Track and report work completion metrics and deliverables
• Ensure bookkeeping tasks are completed accurately and on schedule
• Maintain consistency across franchise client accounts

Communication & Collaboration

• Participate in training sessions and internal meetings with the CPA
• Join client meetings when required
• Provide regular progress reports and status updates
• Collaborate closely with account managers and onboarding specialists
• Communicate professionally with internal and external stakeholders

Data Security & Compliance

• Maintain strict confidentiality of client and financial information
• Follow established security procedures and access controls
• Use approved password management and security tools
• Comply with bookkeeping-related security and monitoring requirements
• Ensure proper handling and storage of sensitive financial records

Process Improvement & Operational Support

• Follow documented bookkeeping processes and standards
• Maintain organized records and supporting documentation
• Support workflow efficiency as client volume grows
• Contribute to maintaining service quality and consistency across accounts

Requirements

Experience

• Extensive experience using QuickBooks Online
• Strong bookkeeping and accounting background
• Experience managing multiple client accounts simultaneously
• Experience supporting small businesses, franchises, or accounting firms is highly desirable
• Previous experience working with U.S.-based clients or accounting firms is preferred

Skills & Competencies

• Strong understanding of bookkeeping and accounting principles
• Exceptional attention to detail and accuracy
• Near-native English fluency with a professional and neutral accent
• Strong organizational and time-management skills
• Ability to work independently with minimal supervision
• Strong documentation and process-following abilities
• Excellent verbal and written communication skills
• Ability to manage multiple priorities in a fast-paced environment
• Professional approach to client interactions and service delivery

Technical Requirements

• Advanced proficiency in QuickBooks Online
• Reliable high-speed internet connection
• Professional home office setup
• Familiarity with secure file-sharing systems
• Experience using password management tools
• Ability to work with company-provided communication and tracking systems

Preferred Qualifications

• Experience supporting multiple small business clients simultaneously
• Experience working with franchise businesses
• Prior experience with U.S.-based accounting firms
• Strong process documentation and workflow management skills
• Methodical and highly organized working style

Candidate Profile

You SHOULD Apply If

• You are highly experienced with QuickBooks Online
• You enjoy bookkeeping, reconciliations, and maintaining accurate financial records
• You are comfortable handling multiple client accounts simultaneously
• You have strong attention to detail and enjoy process-driven work
• You communicate confidently in professional English
• You can work effectively during U.S. business hours
• You value accuracy, confidentiality, and accountability
• You thrive in remote work environments

You Should NOT Apply If

• You have limited experience with QuickBooks Online
• You struggle with detailed bookkeeping and reconciliation work
• You are uncomfortable managing multiple clients simultaneously
• You cannot consistently work U.S. business hours
• You lack a reliable internet connection or professional workspace
• You prefer highly structured employment rather than contractor-based engagements
• You are uncomfortable participating in client-facing meetings when required

Other Information

Work Schedule

• Start at 20 contracted hours per week
• Transition to 40 hours per week within 6–12 weeks based on business needs
• Monday through Friday schedule
• Working hours: 9:00 AM – 6:00 PM Eastern Time
• Includes a one-hour lunch break

Engagement Details

• Independent contractor position
• Operates under a Master Services Agreement and Statement of Work
• Not an employee position
• Compensation processed through 20four7VA
• Services delivered remotely to international clients

Additional Benefits / Highlights

• Fully remote opportunity available worldwide
• Competitive contractor compensation
• Weekly payment schedule
• Direct training and mentorship from a CPA
• Opportunity to grow alongside a rapidly expanding client portfolio
• Access to free training and professional development resources
• Ongoing support and guidance from the 20four7VA team
• Access to a global virtual assistant community
• Potential increase in contracted hours as client volume expands