What is a Bookkeeping Assistant

Virtual Bookkeeping Assistant

Do you have experience with QuickBooks or another accounting/bookkeeping software program? Have you worked in an office helping with the budget, expenses/purchases or invoicing? If so, marketing yourself as a Bookkeeping Assistant makes sense. Obviously don’t oversell but having some experience with these tasks = include this service on your list!

Bookkeeping Assistant Tasks

What are some of the tasks that a bookkeeping assistant would do? Here are a handful that I’ve done supporting my bookkeeping clients.

1. Data Entry 2. Coding expenses that hit the bank account or credit card 3. Creating and sending invoices 4. Tracking payments on invoices (QBO and other systems have auto reminders that you can set up, but sometimes a personal touch works better) 5. Pulling reports for time/hours from one system and translating that into an invoice as directed by the client 6. Keeping the client list clean by adding new clients, updating existing clients and deleting former clients (or just archiving)

Printable Calendars - daily, weekly, monthly and yearly

7. Social media posts – start by creating a calendar because your client may have specific topics they want to address at certain times i.e. quarter end/year-end/tax time/budgeting etc.

These are also tasks you could market to an accountant. And this is just scratching the surface when it comes to bookkeeping.

Final Thought? The end goal is that the tasks above are time consuming, not extremely complicated and will save your client TIME!

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Katie Bauer is the owner of Effective Virtual Assistance, LLC, based out of Northern Virginia, Effective Virtual Assistance, LLC partners with small businesses locally and nationally to give business owners the time they need to focus on core business and revenue generating activities.

With a firm belief that when a client is successful, that reflects on her success, Katie’s goal is to go above and beyond with each and every client task and project.

Over the years Katie has been contacted by aspiring VAs through clients or directly via her website, asking for insight and advice. She realized writing a short eBook to share her experience along with offering some of the documents and tools she uses to run her business could benefit other Virtual Assistants. Click HERE! You definitely want to see all the professional resources & customizable forms available.