Remote Bookkeeping Assistant

Location: Remote (must live outside the U.S.)
Salary: $1,200 USD/month
Hours: 40 hours per week

Summary

We are seeking a full-time Remote Bookkeeping Assistant to support the Owner and CEO. This is an excellent opportunity to be part of a professional management team and gain valuable experience in day-to-day business operations. The ideal candidate is a highly organized, detail-oriented, and proactive professional with a background in administrative support, customer service, and bookkeeping. You should possess strong English and Spanish communication skills, a customer-first mindset, and a solid understanding of technology and cloud-based systems. Experience with QuickBooks Online is essential.

Detailed Responsibilities

Customer Inquiry Handling

• Respond promptly and professionally to customer inquiries via phone, email, and text.
• Address questions, concerns, and requests with accuracy and courtesy.
• Provide detailed information about products, services, and pricing.
• Assist customers in scheduling appointments and consultations.

Client Qualification

• Follow a structured script to pre-qualify potential clients.
• Assess if customers meet the service criteria.
• Collect relevant client details to support the sales process.

Appointment Coordination

• Efficiently schedule appointments based on availability and logistics.
• Use calendar software to maintain an organized system.
• Communicate appointment details clearly with customers and staff.

Sales, Administrative & Accounting Support

• Assist the sales team with administrative functions.
• Follow up with sales staff to ensure timely completion of appointments and action items.
• Use QuickBooks Online for billing, invoicing, payment processing, and data entry.
• Support Accounts Receivable (AR) and Accounts Payable (AP) processes.

Bookkeeping & Inventory Management

• • Run inventory processes.
  • Create and manage sales orders.
  • Create and manage contracts.
• Maintain accurate financial and product records.
• Ensure timely and accurate data entry and reconciliation.

Task Management & Follow-Up

• Track assigned tasks and follow through to completion.
• Provide reminders and support to ensure accountability within the team.

Customer Reviews & Feedback

• Compile closed client lists for follow-up.
• Reach out to clients to request feedback and online reviews.
• Guide clients through the review process and follow up as needed.

Qualifications / Requirements

• Proven experience with QuickBooks Online
• Experience in inventory
• Experience in bookkeeping, including invoicing, and basic financial reporting.
• Comfortable creating contracts and sales orders.
• Tech-savvy with the ability to learn new tools quickly.
• Highly organized with excellent attention to detail.
• Strong written and verbal communication skills in both English and Spanish.
• Background in customer service, administrative support, or sales coordination.
• Ability to work independently and manage multiple priorities.

Schedule

• Full-time, 40 hours per week.