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137 projects published for past 72 hours.
Job Title Budget
ACCA Accountant Needed for Trading Address Confirmation
20 - 250 GBP 17 minutes ago
Client Rank - Excellent

Payment method verified
$101'830 total spent
68 hires , 1 active
1 open job
5.00 of 32 reviews
Registered at: 24/08/2020
GB United Kingdom
Excellent
I'm seeking an ACCA registered Accountant based in the UK to verify my trading address. The professional needs to be fully accredited and recognised by the Association of Chartered Certified Accountants (ACCA).

This task involves:
- Confirming my trading address as part of the necessary compliance requirements.

Ideal skills and experience include:
- Membership and recognition by ACCA.
- Proven track record in providing similar services.
- Excellent understanding of UK trading and compliance regulations.

The template document I have requires the following fields filled out by you;

Date: dd/mm/yyyy:
Dear Business Manager’s Name
Re: Company name Company number xxxxxx (company number not required if Sole Trader)
I can confirm that we act as accountants/solicitors for XXXXX and in this capacity, I can
confirm the following details in respect of the current trading address of the company:
Address details
1st Line
2nd Line
3rd Line
Post Code
Signature of Accountant/Solicitor:
Name of Accountant/Solicitor:
Date:
Membership number:
Regulated body:

Skills: Accounting, Bookkeeping
Fixed budget: 20 - 250 GBP
17 minutes ago
  • Freelancer.com
  • Data Entry & Admin, Business, Accounting, Human Resources & Legal, Bookkeeping, Accounting
QuickBooks Online Setup & Management Specialist’s
2 - 8 USD
46 minutes ago
Client Rank - Medium

Payment method verified
1 open job
no reviews
Registered at: 27/07/2024
PK Pakistan
Medium
I'm in need of a QuickBooks online expert.

Key Responsibilities:
- Setting up accounts and chart of accounts: This includes creating a comprehensive and easy-to-understand structure for our company's financial data.
- Reconciling bank statements: Ensuring that our records are accurate and up-to-date.
- Generating financial reports: Providing insights into our financial status through detailed and clear reports.

Ideal Skills and Experience:
- Proficient in QuickBooks online
- Strong bookkeeping and accounting background
- Excellent MS Excel skills
- Data entry experience
- Able to comprehend and generate financial reports

Skills: Accounting, Excel, Finance, Intuit QuickBooks, Bookkeeping
Hourly rate: 2 - 8 USD
46 minutes ago
  • Freelancer.com
  • Data Entry & Admin, Business, Accounting, Human Resources & Legal, Excel, Bookkeeping, Accounting, Finance, Intuit QuickBooks
Xero Invoice & Payment Reconciliation Expert
8 - 15 AUD
1 hour ago
Client Rank - Medium

Payment method verified
1 open job
no reviews
Registered at: 22/04/2024
AU Australia
Medium
I'm seeking a skilled professional to assist with both raising invoices and reconciling payments in Xero, as well as conducting general data entry in Excel on a weekly basis.

Key Responsibilities:
- Raising invoices in Xero promptly and accurately
- Reconciling payments in Xero to ensure financial accuracy
- Data entry from other sources (Shopify) into Excel

Ideal Skills:
- Proficiency in Xero
- Advanced Excel skills
- Attention to detail
- Strong organizational skills
- Experience in general data entry

Skills: Data Entry, Accounting, Excel, Bookkeeping, Xero
Hourly rate: 8 - 15 AUD
1 hour ago
  • Freelancer.com
  • Data Entry & Admin, Business, Accounting, Human Resources & Legal, Data Entry, Excel, Bookkeeping, Accounting, Xero
Virtual Online Assistant-Female
10 - 20 USD
1 hour ago
Client Rank - Risky

Payment method not verified
1 open job
no reviews
Registered at: 23/07/2024
US United States
Risky
We are looking for a female Virtual Online Assistant to support our team remotely. As a Virtual Online Assistant, you will be responsible for a variety of administrative tasks to help streamline our operations. The ideal candidate should have excellent communication skills, attention to detail, and the ability to multitask effectively. This is a great opportunity for someone who is organized, self-motivated, and able to work independently.

Responsibilities:
- Managing email correspondence and calendar appointments
- Conducting research and compiling data
- Assisting with social media management and content creation
- Handling basic bookkeeping tasks
- Coordinating travel arrangements and event planning

Requirements:
- Previous experience as a virtual assistant or in a similar role is preferred
- Strong written and verbal communication skills
- Proficient in Microsoft Office Suite and Google Workspace
- Excellent organizational and time management skills

This is a medium-sized project with an estimated duration of 1 to 3 months. We are seeking an intermediate level virtual assistant who can work efficiently and deliver high-quality results. If you are a detail-oriented professional with a proactive mindset, we would love to hear from you!
Hourly rate: 10 - 20 USD
1 hour ago
  • Upwork.com
  • IT & Networking, Database Management & Administration
Bank Transaction Assistance
750 - 1,500 AUD 1 hour ago
Client Rank - Risky

Payment method not verified
1 open job
no reviews
Registered at: 27/07/2024
AU Australia
Risky
I'm reaching out for assistance with my bank account, which has been inactive for a month. I urgently need to demonstrate proof of transactions, both deposits and withdrawals.

- Transaction Details: A total of $200 needs to be transacted, with both deposits and withdrawals.
- Quantity of Transactions: Just 1-2 transactions are required.
- Proof of Transactions: I will need transaction receipts for these transactions.

Given the nature of this job, I am compensating generously as I understand it may be risky.

Skills: Accounting, Finance, Intuit QuickBooks, Audit, Bookkeeping
Fixed budget: 750 - 1,500 AUD
1 hour ago
  • Freelancer.com
  • Data Entry & Admin, Business, Accounting, Human Resources & Legal, Bookkeeping, Accounting, Finance, Intuit QuickBooks, Audit
EL(T) Process with GCP, Cloud Run and Python
not specified 3 hours ago
Client Rank - Medium

Payment method verified
1 open job
no reviews
Registered at: 19/07/2024
FI Finland
Medium
Hi!

Goal of this project:

Goal of this project is to build POC of data visualization (dashboard) for housing company. In Finland each apartment building is a company and like normal companies these housing companies has centralized bookkeeping systems where all costs of apartment building is stored under different accounts like "heating", "management" and "cleaning". Now data is hard to access and not visual at all, many end users are not understanding accounting terms so this data needs to be visualized for them.

In future if the POC works and we want to scale, we need to be able to handle multiple different housing companies that use the same accounting system (Fivaldi).

In high level this project is in three stages:
1. Building daily job to extract right data from Fivaldi API to BigQuery
2. Building needed SQLs to prep the data for dashboard
3. Build POC dashboard(s) with Google Looker Studio (or similar)

Now I'm looking help for the stage 1. Stages 2 and 3 I can build myself.


More detailed description of the need:

Daily python batch job to extract Fivaldi API data to Google BigQuery. End points and data described in attached "preliminary-data-model.pdf". Fivaldi API docs can be found here: https://manuals.fivaldi.net/customer/api/index.html#/

Languages and techs to use are python and Google Cloud Run + BigQuery. All code is stored to customers GitLab project.


Looking for:

Google Cloud expert who can leverage external APIs and build datapipelines. Proactively propose better solutions, while still keeping in mind that this is a personally financed POC and we can cut some corners to save time (and cost) and get the POC working. Easy and continuous communication is a big plus. (Slack or other quick messaging)

What you can expect from me:

I'm working in IT project management, so not totally unfamiliar with the concepts while my coding skills are terrible. You can expect easy communication and more in dept understanding of APIs and data models since I'm working daily with data engineers. I'm also expecting to get more in depth understanding of the solution.

Other considerations:

- We most likely need couple iterations on data model, since I haven't seen the data yet and for that reason after initial data is exported to BQ we need most likely iterate datamodel.
- This is personally financed project
- I'm working full time elsewhere, so expect some delay on communication, also note Finnish time zone of UTC+2
- There's possibility for continuation and long term relationship after this POC
- This is my first project inquiry in upwork, so if I missed some important information don't hesitate to ask!


I recon that this concept of housing companies is in my understanding very specific to Finnish market so getting the context of this work might take a little time and there are some nuances how Finnish housing companies work (when compared to normal companies).

I'm ready to discuss and go through the project in a call before committing to anything. While there are some unknowns I wish to get project type pricing to understand the full cost of this project.

Please also find short high level presentation attached to clarify.

Hope you find this interesting!

Best regards,
Anssi
Budget: not specified
3 hours ago
  • Upwork.com
  • IT & Networking, DevOps & Solution Architecture
Bookkeeping and Accounting for Tax Prep
10 - 35 USD
8 hours ago
Client Rank - Medium

Payment method verified
$425 total spent
3 hires , 1 active
3 jobs posted
100% hire rate, 0 open job
20.00 /hr avg hourly rate paid
20 hours
5.00 of 3 reviews
Registered at: 22/02/2024
US United States
Medium
i, I need someone to clean up my books for last year. Everything is categorized, but my accountant wants something done, and I would rather have someone look it over.
Hourly rate: 10 - 35 USD
8 hours ago
  • Upwork.com
  • Accounting & Consulting, Accounting & Bookkeeping
Xero Bookkeeping for small business
not specified 10 hours ago
Client Rank - Medium

Payment method verified
4 jobs posted
1 open job
no reviews
Registered at: 20/07/2019
US United States
Medium
Hi!
We are looking for a virtual bookkeeper to help us with our small business. We have no employees or payroll. The main responsibility is the reconcile accounts. We have three business, all separate small companies.

None of the companies are complex. I currently do the accounting every 6 months but want to get it done weekly. Using software like Xero or QBO is fine. Or even spreadsheet works.

One business is a small ecommerce business with shopify.

One is a realestate business with a few tenants.

One is a Self Storage company with three facilities.

I think there is 5-10 hrs per week combined, but probably less....

I have 3 VA's in the Philippines already. WE are based in the USA.

Candidate must have a minimum of 3 years of accounting and bookkeeping experience using QBO or Xero. Preferably XERO as it is less expensive.
Budget: not specified
10 hours ago
👩‍💼 Virtual Executive Assistant to Founder & CEO - Read Dan Martell’s “Buy Back Your Time” 📚
15 - 18 USD
11 hours ago
Client Rank - Good

Payment method verified
$4'718 total spent
9 hires , 4 active
16 jobs posted
56% hire rate, 0 open job
8.23 /hr avg hourly rate paid
540 hours
4.85 of 2 reviews
Registered at: 02/01/2017
CA Canada
Good
Position: Virtual Executive Assistant to the Founder & CEO
Location: Remote (Canada or U.S. only)
Hours: Approximately 1-2 hours per day, Monday to Friday
Time Zone: EST, AST, or NST only
Executive Hours: 8:00 am NST to 4:00 pm NST

Description:

We are seeking a highly skilled and experienced Virtual Executive Assistant to the Founder & CEO to join our team, following the principles outlined in Dan Martell’s Buy Back Your Time. This role is ideal for a proactive and organized professional who excels at managing executive tasks remotely. As our Virtual Executive Assistant, you will be instrumental in freeing up the executive’s time by handling emails, scheduling, and various administrative tasks, allowing them to focus on high-value activities.

Responsibilities:

• Email Management: Efficiently manage and organize the executive’s email inbox using Outlook, ensuring timely responses, filtering unnecessary emails, and prioritizing important messages. Email management is expected at a minimum twice daily, at 11:00 am NST and 4:00 pm NST.
• Calendar Management: Maintain and update the executive’s calendar with all meetings, appointments, tasks, and personal appointments using Outlook. Implement task batching and meeting batching to optimize time management.
• Meeting Coordination: Schedule and coordinate meetings, including preparing agendas, arranging meeting logistics, and following up on action items.
• Personal Assistance: Handle personal tasks such as booking appointments, arranging travel, and other ad hoc tasks to support the executive’s personal and professional life.
• Communication: Act as a gatekeeper and liaison, communicating professionally on behalf of the executive both in writing and verbally.
• Sync Meetings: Lead 15-30 minute sync meetings with the CEO every second day.
• Bookkeeping: Handle light invoice posting and forwarding, and liaise with the Financial Controller for missing invoices and receipts using QuickBooks Online.
• Employee Contact: Be available by text for employees to contact for assistance instead of contacting the executive directly.
• Voice Memos: Transcribe voice memos from the executive into emails, meeting notes, or task lists. Communication will primarily be via text and voice memos, with an iPhone preferred.

Requirements:

• Location: Based in Canada or the U.S.
• Language Skills: Native English speakers only; exceptional written and verbal communication skills.
• Experience: Minimum of 5 years of experience in executive assistance, demonstrating the ability to manage an executive’s time effectively.
• Skills: Proficiency in managing emails and calendars, strong organizational skills, attention to detail, and the ability to work independently.
• Knowledge: Familiarity with the principles in Buy Back Your Time by Dan Martell. Preference will be given to individuals who have read the book. Please indicate in your application that you have done so.
• Software Proficiency: Experience with Office 365, Google Suite, QuickBooks Online, Hubdoc, Loom, and Canva.
• Availability: Must be available throughout the day and not treating this role as a side hustle.

Preferred Qualities:

• Proactive Approach: Ability to anticipate the executive’s needs and handle tasks before they become issues.
• Efficiency: Strong problem-solving skills, ability to manage multiple tasks simultaneously, and prioritize effectively.
• Professionalism: A professional demeanor with the ability to interact confidently with high-level executives and clients.

If you are an experienced executive assistant who is passionate about implementing strategies to maximize efficiency and effectiveness, we would love to hear from you. Please apply with your resume and a brief cover letter detailing your relevant experience and why you are the ideal candidate for this role.

How to Apply:

Submit your application through Upwork, including your resume and a cover letter. Applications without a cover letter will not be considered.
Hourly rate: 15 - 18 USD
11 hours ago
Experienced Bookkeeper with Expertise in Financial Reporting, Account Reconciliation
350 USD 12 hours ago
Client Rank - Medium

Payment method verified
$932 total spent
3 hires , 1 active
4 jobs posted
75% hire rate, 2 open job
22.50 /hr avg hourly rate paid
40 hours
no reviews
Registered at: 13/06/2024
Medium
We are seeking a meticulous and detail-oriented Bookkeeper to manage our financial records and ensure accuracy in transactions. The ideal candidate will be responsible for maintaining general ledgers, reconciling accounts, processing invoices, and handling payroll. You will work closely with our accounting team to prepare financial statements and ensure compliance with relevant regulations. Strong organizational skills, proficiency with accounting software, and a solid understanding of bookkeeping principles are essential. Experience with financial reporting and account analysis is a plus.
Fixed budget: 350 USD
12 hours ago
  • Upwork.com
  • Accounting & Consulting, Accounting & Bookkeeping
Experienced Bookkeeper Needed using QuickBooks Online
15 - 35 USD
12 hours ago
Client Rank - Excellent

Payment method verified
$132'764 total spent
41 hires , 4 active
74 jobs posted
55% hire rate, 1 open job
13.75 /hr avg hourly rate paid
9673 hours
4.97 of 26 reviews
Registered at: 06/09/2009
US United States
Excellent
We are seeking a skilled and meticulous bookkeeper to assist small businesses with both immediate catch-up tasks and ongoing bookkeeping duties. The initial project will be a couple of weeks work to reconcile and bring accounts up to date.

There is also potential ongoing work to assist with weekly or monthly reconciling.

The ideal candidate will have extensive experience with QuickBooks Online, including the ability to perform detailed reconciliations and journal entries to correct transactions.

Candidate can be located anywhere, but must be occasionally available during US Pacific Time for brief chats.

## Responsibilities:

**Immediate Tasks:
- Perform a comprehensive catch-up on the books for several months.
- Make journal entry adjustments to incorrect payroll entries.
- Make journal entry adjustments to close out and consolidate account balances as needed.
- Reconcile transactions across multiple accounts including checking and credit cards.
- Correct any discrepancies through precise journal entries.

**Ongoing Duties:
- Ensure all transactions are properly recorded.
- Provide support as needed for continuous bookkeeping tasks.
- Monthly account reconciliation.

## Requirements:

- Proven experience as a bookkeeper, specifically with QuickBooks Online.
- Strong knowledge of bookkeeping principles and financial data management.
- Proficiency in reconciling transactions and performing journal entries.
- Excellent attention to detail and accuracy.
- Good communication skills and the ability to work independently.

## Skills:

- Bookkeeping
- QuickBooks Online
- Reconciliation
- Journal Entries
- Attention to Detail

Please submit your application including your relevant experience and why you would be a great fit for this role. We look forward to hearing from you.
Hourly rate: 15 - 35 USD
12 hours ago
  • Upwork.com
  • Accounting & Consulting, Accounting & Bookkeeping
Bookkeeping and other financial organization help
not specified 12 hours ago
Client Rank - Good

Payment method verified
$9'826 total spent
11 hires , 5 active
18 jobs posted
61% hire rate, 1 open job
11.81 /hr avg hourly rate paid
792 hours
5.00 of 3 reviews
Registered at: 09/07/2015
US United States
Good
I have a few businesses that are intertwined and I need help sorting out the books. I already have an accountant who is requesting a bookkeeper to help. I am in need of someone to help dig into the somewhat messy books and help me wrap my head around things.
Budget: not specified
12 hours ago
  • Upwork.com
  • Accounting & Consulting, Accounting & Bookkeeping
Bookkeeping Expert for account handling
300 USD 13 hours ago
Client Rank - Medium

Payment method verified
$932 total spent
3 hires , 1 active
4 jobs posted
75% hire rate, 2 open job
22.50 /hr avg hourly rate paid
40 hours
no reviews
Registered at: 13/06/2024
Medium
We are looking for a proficient Bookkeeping Specialist to manage the financial records for our construction company. The ideal candidate should have experience with QuickBooks and a solid grasp of accounting principles tailored to the construction sector. Key responsibilities include recording financial transactions, reconciling accounts, generating financial statements, and preparing tax documents. The successful applicant will demonstrate exceptional attention to detail, strong organizational abilities, and the capacity to meet tight deadlines. This role offers an excellent chance for a meticulous and dependable individual to support the growth of our business.

Required Skills:

Expertise in QuickBooks
Understanding of construction industry accounting
High attention to detail
Strong organizational skills
Effective time management
Fixed budget: 300 USD
13 hours ago
  • Upwork.com
  • Accounting & Consulting, Accounting & Bookkeeping
Easy Feedback job, requires creative writing, easy job, contact for immediate position
15 - 20 USD
14 hours ago
Client Rank - Medium

Payment method verified
$286 total spent
7 hires , 7 active
12 jobs posted
58% hire rate, 6 open job
15.00 /hr avg hourly rate paid
16 hours
5.00 of 2 reviews
Registered at: 19/06/2024
Medium
Please apply this job is super easy and we’re hiring multiple candidates,

Questionnaire will be sent once you apply, if you reply yes you’ll immediately get the contract and the job instructions









You don’t have to read this

**Job Title:** General Virtual Assistant

**Job Description:**

We are seeking a reliable and detail-oriented General Virtual Assistant to join our team. The ideal candidate will provide administrative support and ensure the efficient operation of our business. This role requires excellent communication skills, strong organizational abilities, and the ability to manage multiple tasks simultaneously.

**Key Responsibilities:**
- **Administrative Support:** Handle email correspondence, schedule meetings, manage calendars, and perform data entry tasks.
- **Customer Service:** Respond to customer inquiries via email, chat, or phone, and resolve issues in a timely manner.
- **Research:** Conduct online research on various topics as needed and compile reports or summaries.
- **Content Management:** Assist with the creation and management of content for social media, websites, and other platforms.
- **Document Preparation:** Prepare, edit, and format documents, presentations, and reports.
- **Inventory Management:** Track and manage inventory levels, place orders, and coordinate with suppliers as needed.
- **Personal Assistance:** Provide personal support to executives, including travel arrangements, booking appointments, and managing personal tasks.
- **Project Management:** Assist with the planning and execution of projects, ensuring deadlines are met and objectives are achieved.

**Qualifications:**
- Proven experience as a Virtual Assistant or relevant administrative role.
- Excellent written and verbal communication skills.
- Strong organizational and time-management skills.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and Google Workspace (Docs, Sheets, Slides).
- Familiarity with online collaboration tools such as Slack, Trello, or Asana.
- Ability to work independently and prioritize tasks effectively.
- High level of discretion and confidentiality.

**Preferred Skills:**
- Experience with social media management and content creation.
- Basic knowledge of graphic design tools like Canva or Adobe Creative Suite.
- Familiarity with eCommerce platforms such as Shopify, Amazon, or eBay.
- Knowledge of basic bookkeeping or accounting principles.

**Working Conditions:**
- This is a remote position with flexible working hours.
- Must have a reliable internet connection and a suitable home office environment.

**How to Apply:**
Please submit your resume along with a cover letter detailing your relevant experience and why you are a good fit for this role.

---
Hourly rate: 15 - 20 USD
14 hours ago
Bookkeeping Expert for Small Businesses
15 - 25 USD
14 hours ago
Client Rank - Risky

Payment method not verified
1 open job
US United States
Risky
We are looking for a skilled bookkeeper to assist small businesses with cleaning up their existing books using QuickBooks Online. The ideal candidate will have experience in bookkeeping, specifically with QuickBooks Online, and be familiar with the process of organizing and reconciling financial data. Attention to detail and accuracy are crucial in this role. As a bookkeeping expert, you will be responsible for reviewing and updating financial records, ensuring transactions are properly recorded, and generating reports for analysis. This is a great opportunity for someone who enjoys working with numbers and helping small businesses thrive.

Skills required:
- Bookkeeping
- QuickBooks Online
- Financial data organization
- Reconciliation
- Attention to detail
- Report generation
Hourly rate: 15 - 25 USD
14 hours ago
  • Upwork.com
  • Accounting & Consulting, Accounting & Bookkeeping
Bookkeeping on Oracle Netsuite
25 - 40 USD
15 hours ago
Client Rank - Excellent

Payment method verified
$22'379 total spent
11 hires , 5 active
16 jobs posted
69% hire rate, 2 open job
19.70 /hr avg hourly rate paid
432 hours
5.00 of 5 reviews
Registered at: 26/07/2021
US United States
Excellent
Monthly bookkeeping, AR and AP using Oracle Netsuite
Extensive knowledge of Oracle Netsuite


Monthly ongoing review and allocation of bank and credit card transactions to include payroll transactions.

Month end and year end journal entries as needed
This is minimal but will at least include one allocation JE per wire per office per month (3 offices)

Monthly reconciliations of bank and credit card statements

After review and approval by CRS, provide monthly reports in XLS and PDF format to CRS

Will include Balance Sheet, Cash Flow, Income Statement. Other reports added if necessary.

Perform month end closing steps after reports approved.
Hourly rate: 25 - 40 USD
15 hours ago
  • Upwork.com
  • Accounting & Consulting, Accounting & Bookkeeping
Certified Accountant Needed
10 - 30 USD 15 hours ago
Client Rank - Risky

Payment method not verified
1 open job
no reviews
Registered at: 14/12/2022
US United States
Risky
I am seeking a certified cost and management accountant to assist with expense vouching in the manufacturing sector.

Key Responsibilities:
- Conduct expense vouching for our manufacturing operations
- Ensure all procedures align with auditing requirements

Ideal Skills and Experience:
- Certified Cost and Management Accountant
- Extensive experience in the manufacturing industry
- Strong audit compliance knowledge

Skills: Accounting, Finance, Intuit QuickBooks, Bookkeeping
Fixed budget: 10 - 30 USD
15 hours ago
  • Freelancer.com
  • Data Entry & Admin, Business, Accounting, Human Resources & Legal, Bookkeeping, Accounting, Finance, Intuit QuickBooks
Virtual Administrative assistant-bilingual
3 - 10 USD
16 hours ago
Client Rank - Medium

Payment method verified
2 jobs posted
1 open job
no reviews
Registered at: 21/08/2020
US United States
Medium
Bay Psychology Group, Inc. (https://www.baypsychologygroup.com) is seeking a reliable and organized Administrative Assistant to join our team. This is a fully remote role. The ideal candidate will possess strong organizational skills, effective communication, and the ability to manage a variety of tasks. Bilingual proficiency/fluency in English and Spanish is required.

Duties and responsibilities:

Schedule Management (2 hour per week):
-Manage the CEO's schedule, coordinate meetings, and send reminders for deadlines.
-Use Trello or other software to track tasks and organize information for the team. Ensuring that no protected health info is posted to trello as it’s not HIPAA compliant
-When booking appointments in the calendar for employees, job applicants, colleagues, ask which topics they would like to discuss and put them in the calendar description for CEO so he can prepare. Also, ask for a backup phone number in case they are not able to be reached via google meet.
-1 hour weekly meeting with president on fridays at 9AM to discuss business tasks, provide updates, etc. Should follow the format of email/trello with all new tasks added to trello and detailed notes of the meeting uploaded to a google doc titled “Admin meeting XXX date”. Investigate if we can automate/streamline by having trello update to google doc.
-Provide a weekly agenda for a weekly meeting with the President highlighting any emergent tasks/issues, details on progress, and to receive new duties or assignments.

Communication (1 hour per week):
-Respond promptly to incoming messages, ensuring same-day responses for urgent or routine communications, except on weekends or holidays. Such messages may include responding to requests for services.
-Oversee company social media accounts, including content posting and community management.
-Serve as a liaison for English and Spanish communication within the Company.
-Manage president’s email and communications that are non-clinical with a summary delivered each afternoon at 1pm. The summary should have any messages requiring my response highlighted at the top of the email, with details about what needs to be decided. Such messages should be ranked by urgency. Urgency may be approximated if it relates to payments due or other matters of money, personal matters or illness from employees, compliance/legal issues, or deadlines that are less than 1 week away.

Hiring (2-4 hours per week):
-Post and manage job ads on recruitment platforms. We used both our website and Indeed. We work from a unique perspective and we’ll train you on some of the basics about what makes BPG unique. Job ads will need to align with our current openings, referrals, and company values/culture.
-Send screener questionnaire to applicants selected by the president
-Conduct initial interviews after screeners have been completed and the president has decided to proceed.
-Assist with onboarding new hires, including contracting, credentialing, and ensuring completion of all necessary forms
-Oversee onboarding new hires via Trello, Gusto, Spruce, TherapyNotes
-Oversee contracting and credentialing for new hires, including updating the group roster for each payor, updating CAQH/Availity
-Onboarding new hires: create email accounts for new hires in Google admin, therapynotes, spruce, CAQH, create timecard and payment calculator in google sheets, ensure NPI taxonomy is correct, familiarize with and ensure usage of lastpass, get bio and testimonials from new hires for website. Create psychologytoday profile for clinician.

Administrative Support (4-6 hours per week):
-Support event planning and coordination for internal and external events.
-Weekly bookkeeping using Wave and bi-weekly payroll using both Gusto and Google Sheets.
-Perform other administrative tasks as needed/assigned.
-Onboard patients once intakes are completed by creating Spruce and TherapyNotes accounts for patients. Send patients intake paperwork via the TherapyNotes “Patient Portal” and communicate with the clinician once these tasks are complete. Intakes will be completed by associates and are expected to be scheduled within 24 hours of initial contact. The associate will communicate the status of intakes via the google referral database. It will be the VA’s responsibility to check this daily and respond to intakes that indicate they have been completed and are ready for accounts and documents to be setup/shared.
-Proactively monitor and update company handbooks, consent forms, as needed
-Looks for opportunities to increase efficiency, reduced duplicating efforts, etc.

Payroll/Bookkeeping (4 hours per month):
-Track reimbursements for employees (internet usage and continuing education credit usage)
-Run payroll every two weeks in Gusto. Ensure timesheets are completed 1 day prior to payroll deadline by messaging the team several days in advance about when timecards are due and proactively provide the president with payroll totals the same day to ensure sufficient funds are available.
-Update payment calculators when new fees schedules are available. For medicare this is every new calendar year, and for SHIP and Anthem this is whenever negotiations are successful

Medical Claims (1-2 hours per week):
-Submit medical claims daily at the end of the day within TN. The “submit claim” tab will allow you to select any claim that is “pending initial submission”. Claims that have data issues, are resubmissions or otherwise are not ready for initial submission, should be investigated. Any notice that outstanding notes are preventing a claim from being submitted should immediately be brought to both the clinician’s awareness and to the president’s. Track this and follow up within 24 hours with the clinician to ensure timely completion.
-Track down and follow up on unpaid medical claims, or rejections. Running aging reports will be essential for this task. For rejections consult the ERA for errors and details for the rejection. Ensure all insurance information is accurate and current. Contact clinician to verify no changes in pt information or insurance. Follow up with TherapyNotes support or payer support as needed. When contacting payers for any reason the date, time, and person you are speaking to must be recorded in writing. Ask for a reference number from anyone you speak to.
-Retrieve, reconcile, and post ERA’s to patient charts weekly (for most payers this is down directly in TN. For Globe Life and SHIP this is done externally. See handbook for details).
-Verify patient insurance details and benefits when onboarding new pts

Billing (1-2 hours per month):
-Oversee the clinician’s timely collection of payments by running monthly aging reports in TherapyNotes
-Collect/bill/invoice patients for balances due for any caseload while a clinician is unable to (i.e., therapist has left the company, they are on vacation/leave, etc.)

SEO and Marketing and Website (2 hours weekly):
-Implement our social media marketing strategies.
-Manage and update social media accounts via buffer/wordpress
-Optimize website SEO and explore utilizing AI (within Wordpress and ChatGPT) for improving SEO. When using AI no patient information can ever be used.
-Add or remove clinician bios upon hiring or firing
-Create and pursue opportunities for Backlinks
-Investigate and use CRM to build a distribution list segmented for our different audiences

Record Keeping and Compliance (2 hours weekly):
-Keep detailed records of all tasks performed on the Company's behalf, providing a weekly summary to the president due thursday at 1pm in preparation for the weekly admin meeting on fridays at 9 am. The format should be brief and in the form of an email. Tasks details should be listed in Trello as well with their current status indicated per card.
-Track employee office utilization, patient retention rate, and other company/employee efficiency metrics, proactively reporting any trends that do not meet expectations. This will be reported on the google sheet titled “KPIs”.
-Send patient surveys quarterly to monitor a high level of patient care.
-Send employee satisfaction surveys quarterly
-Update KPIs in google sheets monthly.
-Ensure compliance with HIPAA and other regulatory requirements, maintaining confidentiality and security of sensitive information.

Hourly rate: 3 - 10 USD
16 hours ago
QuickBooks Bookkeeper for Canadian Business
6 - 15 USD
17 hours ago
Client Rank - Excellent

Payment method verified
$70'621 total spent
83 hires , 8 active
90 jobs posted
92% hire rate, 0 open job
13.95 /hr avg hourly rate paid
4682 hours
4.44 of 39 reviews
Registered at: 13/04/2009
CA Canada
Excellent
I am a small business owner seeking a reliable and experienced bookkeeper to manage our business books, personal budgets, and debt management.

We are set up on QuickBooks and need someone with extensive experience and training on the software. The ideal candidate will have:

• Expertise in entering complex data, including loans, different accounts, and owner’s equity.
• Ability to track trial balances and ensure the accuracy of financial records.
• Proficiency in preparing clean books for our accountant to use for tax filings.
• Skills to manage additional financial tasks and personal bookkeeping in Excel.

Preference will be given to candidates who have references from Canadian businesses, especially those located in Alberta.

Please provide your references and relevant experience when applying.
Hourly rate: 6 - 15 USD
17 hours ago
  • Upwork.com
  • Accounting & Consulting, Accounting & Bookkeeping
Quickbooks Online Cleanup and Reconciliation Needed
15 - 25 USD
17 hours ago
Client Rank - Risky

Payment method not verified
1 open job
no reviews
Registered at: 26/07/2024
FI Finland
Risky
I'm seeking a Quickbooks Online expert to assist with cleaning up and reconciling my account.

Ideal Skills and Experience:
- Extensive experience with Quickbooks Online
- Strong attention to detail
- Proven ability to resolve issues such as incorrect transaction categorization and duplicate transactions
- Previous experience in reconciling bank accounts in Quickbooks Online

Please provide me with your proposed approach to this project, as well as a rough timeframe for completion.

Skills: Accounting, Intuit QuickBooks, MYOB, Bookkeeping, Xero
Hourly rate: 15 - 25 USD
17 hours ago
  • Freelancer.com
  • Data Entry & Admin, Business, Accounting, Human Resources & Legal, Bookkeeping, Accounting, Intuit QuickBooks, MYOB, Xero
IMMEDIATE NEED: Short Term Bookkeeping Support
25 - 45 USD
17 hours ago
Client Rank - Excellent

Payment method verified
$13'644 total spent
5 hires , 2 active
13 jobs posted
38% hire rate, 1 open job
83.47 /hr avg hourly rate paid
130 hours
5.00 of 3 reviews
Registered at: 27/02/2019
US United States
Excellent
Have an immediate need to update books with assets and owner equity (year to date) - and to prepare a few important reports for potential investors.
Hourly rate: 25 - 45 USD
17 hours ago
  • Upwork.com
  • Accounting & Consulting, Accounting & Bookkeeping
Experienced Bookkeeper for QuickBooks Balancing
15 - 30 USD
17 hours ago
Client Rank - Risky

Payment method not verified
1 open job
US United States
Risky
We are seeking an experienced bookkeeper to ensure our books are accurately managed in QuickBooks. The ideal candidate should have experience with e-commerce platforms, particularly integrating sales through Squarespace and Square, to maintain precise accounts. Key responsibilities include setting up and reconciling bank statements, managing accounts receivable and accounts payable, preparing financial statements, and maintaining accurate financial records. We anticipate needing ongoing, ad-hoc support for questions and advice. This position requires exceptional attention to detail, strong organizational skills, and the ability to work independently.

Relevant skills:
- Proficiency in QuickBooks
- Ecommerce experience
- Knowledge of bookkeeping principles
- Experience with bank statement reconciliation
- Accounts receivable and accounts payable management
- Financial statement preparation
- Accurate record-keeping

Size: Small
Duration: Under 1 month
Expertise: Intermediate
Hourly rate: 15 - 30 USD
17 hours ago
  • Upwork.com
  • Accounting & Consulting, Accounting & Bookkeeping
Bookkeeping Specialist for Construction Business
10 - 20 USD
17 hours ago
Client Rank - Medium

Payment method verified
$748 total spent
2 hires , 1 active
1 jobs posted
100% hire rate, 1 open job
15.00 /hr avg hourly rate paid
48 hours
no reviews
Registered at: 10/06/2024
Medium
We are seeking a skilled Bookkeeping Specialist to assist with managing the books for our construction business. The ideal candidate will have experience working with QuickBooks and possess a strong understanding of accounting principles specific to the construction industry. Responsibilities include recording financial transactions, reconciling accounts, generating financial reports, and preparing tax documents. The successful candidate must have excellent attention to detail, organizational skills, and the ability to meet strict deadlines. This is a great opportunity for a detail-oriented and reliable individual to contribute to the success of our growing business.

Skills required:
- Proficiency in QuickBooks
- Knowledge of construction industry accounting
- Attention to detail
- Organizational skills
- Time management
Hourly rate: 10 - 20 USD
17 hours ago
  • Upwork.com
  • Accounting & Consulting, Accounting & Bookkeeping
Real Estate Salesperson and Assistant
3 - 6 USD
18 hours ago
Client Rank - Good

Payment method verified
$6'234 total spent
3 hires
31 jobs posted
10% hire rate, 2 open job
4.25 /hr avg hourly rate paid
1439 hours
5.00 of 2 reviews
Registered at: 11/12/2017
US United States
Good
We are seeking a highly motivated and experienced salesperson to join our real estate team. As a salesperson, you will be responsible for cold calling potential clients, negotiating deals, and closing sales. In addition, we are looking for an assistant to support our sales team with bookkeeping and report creation tasks. This role requires strong communication skills, a deep understanding of real estate, and the ability to multitask effectively. If you are organized, detail-oriented, and have a passion for sales and real estate, we would love to hear from you.

Skills needed:
- Cold calling
- Negotiation
- Real estate knowledge
- Bookkeeping
- Report creation
Hourly rate: 3 - 6 USD
18 hours ago
  • Upwork.com
  • Sales & Marketing, Lead Generation & Telemarketing
Experienced Bookkeeper Needed for Quickbooks
20 USD 19 hours ago
Client Rank - Excellent

Payment method verified
$31'583 total spent
800 hires , 15 active
875 jobs posted
91% hire rate, 9 open job
5.79 /hr avg hourly rate paid
528 hours
4.98 of 1187 reviews
Registered at: 09/06/2023
US United States
Excellent
We are seeking an experienced Bookkeeper who is proficient in Quickbooks to join our team. As a Bookkeeper, you will be responsible for maintaining accurate financial records, reconciling accounts, and preparing financial reports. Your main duties will include recording financial transactions, managing accounts payable and receivable, and ensuring compliance with tax regulations. The ideal candidate will have a strong understanding of bookkeeping principles and be highly organized and detail-oriented.

Skills required:

- Proficiency in Quickbooks
- Knowledge of bookkeeping principles
- Attention to detail
- Strong organizational skills
- Excellent communication skills
- Ability to work independently
Fixed budget: 20 USD
19 hours ago
  • Upwork.com
  • Accounting & Consulting, Accounting & Bookkeeping
Bookkeeping
not specified 20 hours ago
Client Rank - Medium

Payment method verified
1 open job
PK Pakistan
Medium
I am looking for an experienced Accountant with experience in e-commerce industry preferable in Amazon, shopify and drop shopping. The candidate should handle company financial activities independently such as managing journal entries, AR, AP, Bank reconciliations, payroll Invoicing, Budgeting & Financial Statement preparation as per US GAAP
Budget: not specified
20 hours ago
  • Upwork.com
  • Accounting & Consulting, Accounting & Bookkeeping
Bilingual Accounting Assistant
3 - 5 USD
21 hours ago
Client Rank - Risky

Payment method not verified
1 open job
EC Ecuador
Risky
We are seeking a talented and detail-oriented Bilingual Accounting Assistant to join our team. As an Accounting Assistant, you will be responsible for managing financial transactions, assisting with bookkeeping, and providing administrative support. Fluent in both English and Spanish, you will communicate with clients, vendors, and team members in both languages. Proficiency in QuickBooks and other administrative tools is required to ensure accurate record-keeping and financial reporting. The ideal candidate will have excellent customer service skills, be highly organized, and possess a strong attention to detail. Honesty and integrity are non-negotiable qualities for this role.
Hourly rate: 3 - 5 USD
21 hours ago
  • Upwork.com
  • Accounting & Consulting, Accounting & Bookkeeping
Virtual Assistant And Social Media Marketing Assistant
not specified 21 hours ago
Client Rank - Medium

Payment method verified
$20 total spent
1 hires
1 jobs posted
100% hire rate, 1 open job
5.00 of 1 reviews
Registered at: 08/12/2019
GB United Kingdom
Medium
Together in Tech is a thriving community and consultancy dedicated to empowering tech leaders, enhancing personal branding, and supporting women and underrepresented groups in technology. Founded in 2020 by Yota, the community started with a small gathering in London and has since expanded to over 6,000 members and hosted more than 65 events. Yota coaches influential leaders worldwide and is expanding her offerings to include online courses and group coaching programs. She is also planning the first tech conference for 2025.

This opportunity offers you the chance to play a key role in that journey at an early stage, to grow your skills and help Together in Tech grow our positive impact in the world.

About the role
As a Virtual Assistant and Marketing Assistant, you will support Yota in managing daily tasks and helping to establish the foundation for growth. This flexible, long-term opportunity offers the chance to be an integral part of a growing company and gain valuable experience. The role may evolve for motivated individuals, but also provides an excellent part-time VA position for those seeking a fulfilling opportunity.
Working Hours ⏰: Part-time; must have some overlap with GMT 9 AM - 6 PM Monday - Friday for coordination.
About you:

Administrative Tasks:
- Manage and maintain my calendar, including scheduling appointments, meetings, and engagements.
⁠- Handle correspondence, prepare and edit documents and presentations.
- Assist in event and workshop planning and organization.
⁠- Research and manage applications for speaking engagements and podcast appearances.
- Coordinate travel arrangements, including flights, accommodations, and itineraries.
- Manage financial tasks using Xero, including bookkeeping, reconciliation, and invoicing.
- Develop and document standard operating procedures (SOPs) and assist in project management.

Marketing Tasks:
- Schedule and optimize content for social media platforms like TikTok, Instagram, and YouTube Shorts, ensuring alignment with marketing calendars.
- Content Optimization: Ensure videos are optimized for each platform’s requirements (e.g., aspect ratios, video lengths)
- Perform quality control checks on content to adhere to brand guidelines.
- Report on post scheduling and engagement metrics weekly.
- Create designs for social posts (Canva skills a must!).
- Social Media Engagement

Requirements
- Proven experience as an Executive Assistant or similar role.
- Native English proficiency with excellent written and verbal communication skills.
- Strong organizational skills and the ability to prioritize tasks effectively.
- High degree of attention to detail.
- Initiative and problem-solving skills to manage and resolve issues as they arise.

Tools:
- Familiarity with Social Media and especially: YouTube, TikTok, and Instagram.
- Canva (must have a good eye for design, detail oriented and be able to use templates).
- MailChimp and ConvertKit experience a plus (but not required - can train).
- Experience with: Slack, Xero, ChatGPT, Excel, Google Drive (Documents and Sheets)

As the Ideal Candidate, you should be:
✅ Trustworthy.
✅ Extremely organised.
✅ Detail Oriented.
✅ Curious, Proactive (Looking things up and keen to learn).
✅ Positive and hard-working (gets things done).
✅ Able to think outside the box and solve problems.
✅ Able to identify and prioritise the most important tasks.

What’s in it for you?

🌴 Global Work Flexibility: Work remotely from anywhere in the world.
📈 Salary Increases: Potential for salary growth as you expand your skills and responsibilities.
- I am looking for someone who wants to grow and learn and I’m willing to coach and upskill them.
- I would be happy to pay for specific courses and training opportunities
Budget: not specified
21 hours ago
Bookkeeper - Experience with Amazon Seller
11 - 22 USD
21 hours ago
Client Rank - Excellent

Payment method verified
$81'564 total spent
51 hires , 6 active
57 jobs posted
89% hire rate, 1 open job
43.68 /hr avg hourly rate paid
961 hours
4.62 of 37 reviews
Registered at: 04/01/2017
US United States
Excellent
We are an e-commerce business looking to hire an experienced bookkeeper to track expenses, reconcile our books each month, and create the P&L and Balance Sheet.

The business is 2 separate brands, a 4M drinkware brand that has been operating for 10 years, and a tea brand that is new in 2024.

When hired, we would be transitioning the current bookkeeping role from the accounting agency we currently use. This transition includes a call with the agency and any sort of training required to effectively take over.
Hourly rate: 11 - 22 USD
21 hours ago
  • Upwork.com
  • Accounting & Consulting, Accounting & Bookkeeping
CPA Bookkeeper/ Accountant
5 USD
21 hours ago
Client Rank - Excellent

Payment method verified
$21'559 total spent
1 hires
21 jobs posted
5% hire rate, 0 open job
33.00 /hr avg hourly rate paid
625 hours
5.00 of 1 reviews
Registered at: 10/05/2022
US United States
Excellent
We are a large wireless master dealer in the US and this is a permanent long term position (FULL TIME) for the right qualified candidates. Seeking bookkeeping / accounting staff members for various positions in our accounting and bookkeeping department.

Those candidates with current employment are not encourage to apply.

The qualified candidate should have at least 2-5 years in bookkeeping/accounting or related field. Should also be well versed in Excel including the use of vlookup and pivot tables. Knowledge of Quickbooks is a plus. Should be able to work US hours (Central Standard Time) if necessary.

We will provide full training.

Licensed CPA from Philippines is highly preferred.
Hourly rate: 5 USD
21 hours ago
  • Upwork.com
  • Accounting & Consulting, Accounting & Bookkeeping
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