Job Description

Overview:

We are seeking a highly organized and detail-oriented Virtual Assistant (VA) to support our bookkeeping and invoicing operations. The ideal candidate will have experience with QuickBooks, invoicing processes, data entry, and payment reconciliation, and be comfortable working with third-party integrations such as Telebroad.

Key Responsibilities:

Generate and send invoices to customers in a timely and accurate manner using QuickBooks (QB)


Perform data entry of financial and customer information into the accounting system


Manage reconciliation of accounts, payments, and credit card transactions


Utilize Telebroad integration to monitor alerts:


o Receive automated delivery alerts two weeks in advance


o Trigger invoicing process upon receiving alert


Follow up with clients for payment collection, including processing credit card payments


Maintain up-to-date records of customer accounts, transactions, and communications


Provide regular financial and invoicing updates to management


Assist in preparing financial reports, as needed

Qualifications:

Proven experience in bookkeeping, invoicing, or accounting support


Proficiency with QuickBooks Online


Familiarity with Telebroad or similar communication/integration tools (training can be provided)


Strong attention to detail and accuracy in data entry


Excellent organizational and time management skills Strong communication skills (written and verbal)


Ability to work independently and meet deadlines

Preferred Qualifications:

Prior experience working as a Virtual Assistant


Knowledge of online payment processing systems


Experience in logistics, delivery-based services, or scheduling coordination