Bookkeeper / Finance Operations VA

The Bookkeeper VA will own day-to-day bookkeeping and financial data hygiene by maintaining accurate records across QuickBooks Online and the company CRM (SingleOps). This role is primarily responsible for auditing/cross-referencing data, ensuring job setup accuracy (tags, assignments, deposits, job type), producing daily/weekly management reporting (sales, production, AR aging), and supporting the buildout of checklist-driven financial controls using

This VA is not expected to lay down the hammer, but must confidently follow up internally to close loops (e.g., missing tags, wrong job classification, missing deposit, missing job-costing details), and provide basic reminders to clients for their payment. However, Customer-facing formal collections calls are expected to be handled by Customer Service (bookkeeper provides the reporting + exception flags that drive those calls), not this VA.

DUTIES & RESPONSIBILITIES

Financial Data Hygiene & Audit (CRM QBO)