Bookkeeper Executive Assistant

Overview:

We are seeking a highly organized and detail-oriented Virtual Assistant (VA) to support our bookkeeping and invoicing operations. The ideal candidate will have experience with QuickBooks, invoicing processes, data entry, and payment reconciliation, and be comfortable working with third-party integrations such as Telebroad.

Key Responsibilities:

Generate and send invoices to customers in a timely and accurate manner using QuickBooks (QB)

Perform data entry of financial and customer information into the accounting system

Manage reconciliation of accounts, payments, and credit card transactions

Utilize Telebroad integration to monitor alerts:

o Receive automated delivery alerts two weeks in advance

o Trigger invoicing process upon receiving alert

Follow up with clients for payment collection, including processing credit card payments

Maintain up-to-date records of customer accounts, transactions, and communications

Provide regular financial and invoicing updates to management

Assist in preparing financial reports, as needed

Qualifications:

Proven experience in bookkeeping, invoicing, or accounting support

Proficiency with QuickBooks Online

Familiarity with Telebroad or similar communication/integration tools (training can be provided)

Strong attention to detail and accuracy in data entry

Excellent organizational and time management skills Strong communication skills (written and verbal)

Ability to work independently and meet deadlines

Preferred Qualifications:

Prior experience working as a Virtual Assistant

Knowledge of online payment processing systems

Experience in logistics, delivery-based services, or scheduling coordination