Bookkeeping + Financial Operations VA

We’re looking for someone who goes beyond basic data entry and understands how financial data connects across the business. This role involves keeping books accurate, staying on top of cash flow, and making sure financial information is clean and ready for decision-making and external accounting.

Key Responsibilities:

• Reconcile bank accounts, credit cards, and payment processors in QuickBooks
• Manage invoicing, track payments, and follow up on outstanding balances when needed
• Maintain accurate and up-to-date financial records across systems
• Build and update simple cash flow tracking and financial dashboards
• Categorize transactions correctly and ensure consistency across accounts
• Prepare clean, organized reports for CPAs or external accountants
• Flag inconsistencies or unusual transactions proactively

Requirements:

• At least 3 years of experience in bookkeeping or financial operations (not just data entry)
• Strong working experience with QuickBooks
• Understanding of reconciliations, financial statements, and transaction flows
• Experience handling invoices, expenses, and basic cash flow tracking
• Ability to keep financial data structured, accurate, and audit-ready
• High attention to detail and reliability when dealing with financial information

Nice to Have:

• Experience working with e-commerce, agencies, or service-based businesses
• Familiarity with tools like Stripe, PayPal, or similar payment platforms
• Basic understanding of financial reporting beyond bookkeeping (e.g., P&L interpretation)