Bookkeeper / Financial Management VA

Dynamic Role in a Growing Company

I’m looking for a Virtual Assistant who can help me pay my taxes on time, manage personal/business finances, and keep track of all financial matters as my company expands. You’ll start by helping organize existing finances, creating budgets, managing P&Ls, and ensuring we have a clear financial runway. As the company grows, your role will expand to include payroll, cost management, and more advanced financial tasks.

Key Responsibilities:
- Bookkeeping & Accounting: Reconcile accounts, record transactions, and maintain up-to-date Profit & Loss statements.
- Budget & Cash Flow Management: Track daily expenses (personal & business), monitor budgets, and manage cash flow.
- Tax Support: Prepare monthly/quarterly tax estimates or reports and ensure timely filings.
- Financial Analysis: Assess spending habits, uncover cost-saving opportunities, and help forecast future financial needs.
- Future Growth: Eventually assist with payroll and more advanced financial tasks as the company scales.

Who You Are:
- Accounting/Bookkeeping Know-How: Experience with reconciling expenses, tracking income, and preparing P&Ls.
- A Quick Learner: Not afraid to ask “dumb” questions to get clarity; open to learning new finance tools and processes.
- Clear Communicator: Excellent written and spoken English; able to provide regular updates and ask for feedback.
- Reliable & Detail-Oriented: You honor confidentiality, meet deadlines, and consistently follow through on tasks.
- Adaptable: Comfortable working in a 7 AM–3 PM Pacific Time window (at least partial overlap each day).
- Tech-Savvy: Own a good computer with a stable internet connection so you can Zoom and chat
- understand spreadsheets and Quickbooks

Position Details:
- Salary: $165 USD per week.
- Hours: 7 AM – 3 PM Pacific Time, Monday to Friday (flexibility possible, but some overlap is required).
- Long-Term Opportunity: Potential to grow alongside the company as we expand.

How to Apply

Instead of sending a resume. Please carefully complete the steps below. If you skip any step or do it incorrectly, I won’t review your application.

1. Create a Google Sheet
- Go to Google Sheets and create a new spreadsheet.
- Title it: FINVA Application – [Your Full Name].

2. Add Your Responses
- In Column A, answer the following questions (each in its own cell):
A1: Briefly describe your experience with bookkeeping or accounting.
A2: What do you find most challenging about managing personal and business finances together?
A3: Imagine you have $10,000 revenue per month, $4,000 business expenses, $3,000 personal expenses, and $20,000 in savings. How many months of runway exist if income stops?
A4: Ask one question that will help you decide if you want to work with us.
- In Column B, use a formula to calculate the character count in the cell next to it in column A

3. Share Your Sheet
- Make sure the sheet is set to “Anyone with the link can view.”
- Copy the sharing link.

4. Submit Your Application
- Send me a message with the subject line:
FINVA #1 – [Your Full Name]
- In that same message, paste the link to your Google Sheet.

What Happens Next?
- I’ll review your Google Sheet to confirm you followed the instructions.
- If everything looks good, I’ll contact you for next steps (a quick video chat, possibly a small bookkeeping test, etc.).

If you’re detail-oriented, love learning, and want to grow the financial side of a business, you could be the perfect fit. Good luck, and please follow the steps exactly!