Job Description

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:

1. QuickBooks & Expense Oversight:
• Maintain QuickBooks accounts for accurate income and expense tracking.
• Efficiently manage and categorize personal and business-related expenses.
2. Tax Planning Support:
• Collaborate with the client and tax professionals to gather and organize financial information.
• Ensure timely and accurate tax filings.
3. Financial Reporting & Analysis:
• Generate regular financial reports using QuickBooks.
• Identify cost-saving opportunities and enhance financial efficiency.
4. 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.

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