Tech-forward accounting firm looking for a Virtual Assistant to join our team. Experience with and knowledge about Bookkeeping a bonus.
The ideal candidate must be tech-savvy, creative and constantly learning new market trends.
Experienced growing platforms on Instagram and Facebook
Outline the duties and responsibilities you plan to give your Virtual
Assistant. Be as specific as possible when listing all of the important
daily tasks you expect the selected candidate to perform. Mention how
the job functions in the organization, and include if there are any
special responsibilities attached with the position.
Social Media Management
Prepare documents for clients
Update work management software
Take and pass our test!
Proven track record managing accounts
Prior experience in a similar role
Strong communication and networking skills
Good team player
Accounting/Bookkeeping knowledge (or experience!) a bonus
Prioritizes and plans work activities, uses time efficiently, speaks up if additional resources are needed, follows through on goals and objectives.
Identifies and resolves problems efficiently by gathering and analyzing information then develops solutions. Works well in group problem-solving situations and uses reason. Understands basic computer trouble shooting or has the ability to apply google search findings.
Able to tailor communications to reflect the style and values of the company
Writes clearly and concisely
Varies writing style to meet specific needs
Presents numerical data effectively
Able to read and interpret written information
Must be knowledgeable with Quickbooks Online products as well have a working knowledge of PC applications like Excel, Chrome, and Gmail. Adaptable to new applications and new technology.
An independent self-starter with a strong sense of ownership and responsibility for assigned tasks and due dates. This role is very autonomous with little micromanagement.
We work to service our clients the way we want to be serviced: completely and efficiently. A successful candidate should be committed to our growth goals and compelled to always do the right thing.
A successful candidate will be one of the key members managing the firm-client relationship for those assigned. They must be able to work independently with little supervision and must be results-oriented. Basic training about our business, processes, and expectations will be provided upfront. Additional training and coaching will persist throughout, but the successful candidate will be required to demonstrate independent success early on in the job.
Our business hours are Monday-Friday 9am-5pm EST with flexibility as life-related things come up.
We pride ourselves on being well grounded people who prioritize work-life balance. We work together as a team and strive for consistent and predictable results.
A successful candidate should be comfortable in this environment and be able to excel within it.
We’ve designed this process to test your existing knowledge so that by the time you meet with us, all we’re looking for is a culture fit. It may seem like a lot, but we believe in transparency and being perfectly upfront about our processes. We’re looking for individuals who appreciates that kind of outlook and is confident in their abilities to successfully jump through these hiring hoops.
Start your application and quickly make it to the step 6 of 9 before you start waiting on us for the meetings!
1. Send Us Your Resume
As a remote bookkeeper, working with different file types and uploading documents is a necessary skill. We’ll use this section to make sure you’re able to do that while also checking out your resume & QBO Certification.
2. Typing Test
I know it seems weird that there is a typing test for a bookkeeping role, but a proficiency in typing makes a difference and demonstrates a level of comfort in using a computer.
3. Test Your Knowledge
Answer general bookkeeping knowledge questions and middle school math. Basic tax concepts will be tested as well, since it has a direct impact on how certain transactions are handled in the books. There are 15 Questions and you must pass with at least 53%
4. Tool Familiarity
We work with many applications every day and we’ll get a sense of how familiar you are with the tools that we use. Be honest with your answers and be open to learning if they’re new to you.
5. Written Communication
We articulate complex concepts into an easily digestible format. Structuring your thoughts and getting the client to respond with all the information in one go comes down to how well you can craft and format an email.
6. Zoom Meeting
You’ll meet with either Rachel or Aaron. They’ll tell you more about our culture and review your resume, get a sense of your personality and how comfortable you are speaking on camera. As a remote team, we are on Zoom a lot.
7. QBO Dry Run
Now, for the meat and potatoes! This is a hands-on practical knowledge test to verify your skill level as a bookkeeper working directly within Quickbooks Online. Instructions are provided and you have 1 hour to complete with a passing score of 80%.
8. 1 hr Zoom Meeting
At this point, you’ve already proven your knowledge and competency so we really just want to get to know you as a person and for you to get to know us. You’ll have solo meetings with each team member along with Emily, the owner/CEO.
9. Strengths Finder
This personality quiz gives us a deeper understanding of your dominant strengths and helps us get to know you that much better. This will help us make our final decision as well as learn how to best optimize your skill set!