CPT-11624 Finance & Tax Support Virtual Assistant

• Maintain and organize business financial records in QuickBooks.
• Record, categorize, and monitor business income and expenses.
• Review financial transactions for accuracy and completeness.
• Maintain accurate and up-to-date financial information.
• Track accounts, expenses, payments, and other financial activities.
• Assist with reconciliations and identify discrepancies or missing information.
• Organize financial records and supporting documentation.
• Prepare basic financial reports and summaries as requested.
• Monitor financial activity and flag unusual or outstanding transactions for review.

• Assist with organizing and tracking the client's personal financial information.
• Maintain accurate records of personal financial transactions and documentation.
• Organize receipts, statements, and other supporting financial documents.
• Maintain spreadsheets or other financial tracking systems as needed.
• Keep business and personal financial information properly organized and separated.

• Organize financial records and documentation needed for tax preparation.
• Compile income, expenses, receipts, statements, and other relevant financial information.
• Maintain tax-related trackers and supporting documentation.
• Assist with identifying missing financial records or documents needed for tax preparation.
• Coordinate information and documentation as needed with the client's tax professional or accountant.
• Support year-end financial organization and tax-preparation activities.

The VA will provide administrative and financial support for tax preparation but will not independently provide tax advice or make tax-related decisions unless appropriately qualified and authorized.Financial Tracking & Reporting

• Maintain financial tracking spreadsheets and reports.
• Update financial information regularly and ensure records remain organized.
• Track business and personal financial activity as directed by the client.
• Identify discrepancies, missing information, or unusual transactions and bring them to the client's attention.
• Provide organized summaries of financial information when requested.
• Help improve and maintain efficient financial tracking processes.

• Assist with reviewing financial or customer information within Housecall Pro, if required.
• Help cross-reference relevant business transactions between Housecall Pro and QuickBooks.
• Identify discrepancies or missing information between systems.
• Assist with maintaining accurate financial records based on information available through Housecall Pro.

Each engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing.

The Contractor must demonstrate proficiency in the following, depending on the Client’s requirements:

• Intermediate to Senior-level finance, bookkeeping, or accounting experience preferred.
• Strong QuickBooks experience required.
• Experience with financial tracking and reporting required.
• Experience supporting tax preparation strongly preferred.
• Bookkeeping or accounting experience preferred.
• Experience managing both business and personal financial records is a plus.
• Housecall Pro experience is a plus.
• Strong spreadsheet skills required.
• Excellent attention to detail and accuracy.
• Ability to handle confidential financial information professionally.
• Experience working independently in a remote environment preferred.

• Experienced in bookkeeping, financial administration, or accounting support.
• Strong hands-on experience with QuickBooks.
• Detail-oriented and highly organized.
• Comfortable handling confidential business and personal financial information.
• Strong attention to accuracy when working with financial records.
• Able to identify discrepancies and missing information.
• Comfortable working independently with minimal supervision.
• Proactive in following up on incomplete or missing financial documentation.
• Strong organizational and time-management skills.
• Able to maintain clear and organized financial trackers.
• Comfortable learning and working across multiple financial and business systems.
• Good written English communication skills.

• QuickBooks
• Housecall Pro – Preferred / Possible Requirement
• Microsoft Excel or Google Sheets
• Microsoft Office / Google Workspace

• Contracted Hours per Week: 10 Hours
• Scheduled Working Days: Monday through Friday (unless otherwise mutually agreed in writing)
• Daily Working Time: Flexible PST

Note: The Company will make reasonable efforts to align the Assigned VA’s schedule with the Client’s preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW.

• Contractors will operate under a Master Services Agreement and a Statement of Work
• This is not an offer of employment; contractors are not employees of 20four7VA or any client
• All compensation is processed through 20four7VA according to the terms of the engagement

• REQUIRED SERVICE: Business Support
• REQUESTED EXPERIENCE TIER LEVEL: Junior, Senior Level
• Contracted Hours per Week: 10 hours/week
• Daily Working Time: Flexible PST
• Scheduled Working Days: Monday-Friday
• REPORTING TO/POC: To Be Determined
• Number of VAs: 1
• GENDER PREFERENCE: None
• LANGUAGES SPOKEN/PREFERENCE: English
• ACCENT PREFERENCE: Level A-C (Good written English)
• REGION PREFERENCES: Any