Virtual Assistant with Accounting or Billing Experience

Job Description:

We’re looking for an enthusiastic finance assistant to support our financial department.

To be successful as a finance assistant, you should have strong knowledge of bookkeeping and accounting principles, good organizational skills, and working knowledge of accounting software (QuickBooks). A top-notch finance assistant should have integrity, excellent mathematical skills, and an understanding of data privacy standards.


  • Creating, sending, and following up on invoices.
  • Collecting and reviewing data for reports.
  • Assist with the preparation of monthly financial reports.
  • Data entry.
  • Track PTO.
  • Keeping track of educational budget.
  • Support the staff with questions related to payments.
As an added ongoing benefit, we (WBN) ensure that our VAs are matched up with clients based on the VA’s skills and the clients’ needs. In doing so, here are the qualifications of those we consider to be “ideal candidates”. 
  • Experience of at least 1-year working as an Administrative Assistant.
  • Excellent knowledge of MS Excel and QuickBooks.
  • Advanced written and spoken English skills (including top grammar skills) – Scores C1&C2
  • Detail-oriented (Incredible attention to detail to catch errors).
  • Excellent time management skills.
  • Appropriate work-from-home environment
  • Ability to follow company policies.
  • Ability to work independently and on a team
  • USB headset with noise-canceling (ideally)
  • Personal computer with:
  1. 8GB+ RAM
  2. Processor Intel I3 or AMD Ryzen 3+ or M1 chip
  3. Windows 10+ or from macOS Sierra (10.12.6) to the latest version. 
  • FT availability (40 hours a week)
  • Excellent relationship skills

Although not required, we also prefer candidates who have:
  • Experience working with CRM systems
  • Bookkeeping skill

Before we get started, we want to make sure:

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