Job Description

**Job Description:**

We are seeking a proactive and hardworking Virtual Assistant with bookkeeping expertise to help manage and reconcile financial records, support CRM updates, and ensure smooth business operations. This role is ideal for someone who enjoys numbers, values accuracy, and is willing to learn new tools while helping a business thrive.

**Key Responsibilities:**

• Reconcile bookkeeping through QuickBooks Online

• Update and organize transactions into categories (create new categories as needed)

• Ensure monthly balance sheets are accurate and consistent

• Assist with CRM updates (including commission tracking and verification)

• Answer phone calls professionally

• Help with appointment scheduling and client coordination

**Qualifications:**

• Strong understanding of QuickBooks Online and balance sheets

• Previous bookkeeping or accounting support experience preferred

• Excellent attention to detail and organizational skills

• Strong communication skills, both written and verbal

• Willingness to learn and adapt to new systems and processes

**Tools You Will Use:**

• QuickBooks Online

• AgencyBloc CRM

• OOMA Office (Phone)

• Calendly Appointment Setting

**Working Hours:**

• Part-Time (20 hours per week)

• 10 a.m. to 5 p.m. MST (Mountain Standard Time)

• Graveyard Shift for applicants in PH

**Preferred Traits:**

• Hardworking, kind, and positive attitude

• Proactive and eager to help a business grow

• Reliable, consistent, and motivated

• Open to learning and long-term collaboration

**Non-Negotiables:**

• Screenshot and productivity tracker required

• Time of Work Hours (_Graveyard Shift_ – US Timezone)

**Benefits:**

• Paid 30 business days of training (focused on both mindset and skillset)

• Work-from-home opportunity

• 9th month, anniversary, and performance bonuses

• Access to training resources

• Collaborate with an excellent community of VAs

• Weekly payment

• Claim reimbursements every quarter for Philhealth contributions after 6 months of tenure, and after 1 year opt between Philhealth or HMO

**Why Join us?**

Join Phyllis Song Consulting and become a key part of a team that values efficiency, organization, and growth. As an Admin Assistant & Bookkeeper, you’ll contribute to the smooth operation of the business, while enjoying a flexible, supportive work environment that encourages personal and professional development.

Job Tags

Similar Jobs