Project Description
I’m searching for a sharp, numbers-driven virtual assistant who can take full ownership of day-to-day bookkeeping, dive into advanced financial analysis, and keep our budget planning up to date. Everything lives in QuickBooks, so you’ll need to be completely comfortable navigating the platform, producing clean monthly closes, and generating management-ready reports directly from it.
Here’s what success looks like for me:
• Bookkeeping stays current to within three business days, with reconciled bank and credit-card accounts each week.
• A concise monthly reporting pack is delivered by the 5th business day, highlighting variance analysis and key KPIs I’ll define together with you.
• Rolling 12-month cash-flow and budget forecasts are updated monthly, with scenario modelling when major assumptions shift.
I’ll grant you secure access to QuickBooks Online, our cloud document vault, and the existing chart of accounts. You’ll be able to recommend process tweaks, additional apps or automations if they improve accuracy and speed, but the core records must remain in QuickBooks.
An advanced grasp of financial ratios, trend analysis, and small-business cash-flow dynamics is essential; I’d like insights that go beyond the raw numbers so I can make confident, timely decisions.
If this scope excites you and your experience aligns, let me know how you would approach the first 30 days and any clarifying questions you might have.