bookkeeping and personal budgeting

This project received 10 bids from talented freelancers with an average bid price of $19 USD / hour.

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Project Budget
$15 - $25 USD / hour
Total Bids
Project Description

I need a virtual assistant to help me with Quickbooks. Depending on how that goes, I will need assistance with other things, including personal finance - budgeting, etc.

Are you looking for FLEXIBILITY? If so, read further!

I am currently launching a second business. I work with contractors to help me with certain projects and tasks.

Below are the personal characteristics I desire in a VA:

-From the US and if not, extremely proficient at English, experienced, and a great communicator.

-Extremely detailed: you notice the things I tend to overlook

-Efficient: you enjoy streamlining processes

-Love of organization: you thrive on bringing order to chaos

-Independent: you can accomplish routine tasks without reminders / hand holding

-Tech savvy: you understand how to use technology to make our working relationship better in terms of communication and productivity.

-Self-starter and problem solver: you take initiative to make my life and business better.

-Great time management skills: you are energized by being productive and meeting deadlines

-Rock solid communication: you get the point the first time and can communicate effectively.

-Experience and references: you have prior experience, are excellent at what you do, and can make this transition successful.

Essentially, I would like someone who truly enjoys organization so I can focus on writing and sales.

Skill sets required:

-Quickbooks: proven track record and knack for book keeping. The ability to use the online version or the offline version of Quickbooks - I may be switching to an offline version. If you can help me with this, that would be even better. Must be able setup and organize accounts, perform bank recs, setup vendors, etc.

-Other: must have access to computer / internet / phone, and proficient with Skype, Gmail, Google Docs, Drop Box, Evernote, Excel.

-Ability to learn or prior experience with [url removed, login to view] or something similar to assist with expense tracking.

-Taxes: basic knowledge of taxes and how to coordinate with CPA firm for tax season. Ideal candidate is somewhat familiar with [url removed, login to view] or is tech savvy enough to learn quickly.

-Personal finance: YNAB, Quicken, etc. YNAB was purchased for personal finances, but is rarely updated. Seeking candidate with ability to eventually setup personal budgets, and communicate through effective reporting.

Specific tasks to be completed:

-Monthly posting to Quickbook accounts: don't have many entries now, because I am starting another business. I estimate that I have 20-60 expense and revenue entries per month.

Taxes: Ability to organize supporting documentation for taxes

-Recording and storing of business receipts: expensify or something similar. Pictures of receipts are currently taken with an IPHONE and uploaded to Expensify.

-Download and categorize all bank, investment and credit card statements for record keeping. No hard copies are maintained. Currently, there are statements for: 5 investment accounts, 2 personal bank accounts, 2 business bank accounts, 2 personal Amex accounts, and 1 business Amex account.

-Keep track of tax documentation in my Evernote account...1099 forms, charitable donation documents, financial reports, general ledger transactions, etc.

-Clean up old accounts, and organize books to make more sense where necessary.

-Assist with refunds - tracking rebates, returns, credits, etc.

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