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.
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