Virtual Assistant

Virtual Assistant

We are hiring a detail-oriented Virtual Assistant with experience in QuickBooks and expense management for optimal tax planning. The ideal candidate will be proactive, organized, and adept at handling personal finances, along with a diverse skill set.

Job Responsibilities :

• QuickBooks & Expense Oversight :
• Maintain QuickBooks accounts for accurate income and expense tracking.
• Efficiently manage and categorize personal and business-related expenses.
• Tax Planning Support :
• Collaborate with the client and tax professionals to gather and organize financial information.
• Ensure timely and accurate tax filings.
• Financial Reporting & Analysis :
• Generate regular financial reports using QuickBooks.
• Identify cost-saving opportunities and enhance financial efficiency.
• Additional Responsibilities :
• Calendar and To-Do Lists :
• Maintain the client's calendar and ongoing task lists.
• Expense Management :
• Effectively manage and organize all personal and business-related expenses.
• Research and Event Planning :
• Research industry trade shows and events for 2024-2025 to attend.
• CRM System :
• Build and maintain a CRM system for efficient data management.
• Service Provider Coordination :
• Coordinate and manage relationships with service providers.
• Industry Research :
• Conduct competitive industry research to provide insights.
• Social Media Management :
• Manage social media accounts as needed.
• Shopify Storefront :
• Create and maintain a Shopify storefront.
• Lead Generation :
• Implement lead-generation strategies to support business goals.