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Virtual Assistant - Tax & Financial Planning Firm

$10-20 USD / hour

Closed
Posted about 5 years ago

$10-20 USD / hour

Looking for a VA to work remotely. Proficient using Quickbooks Online, Slack, Wealthbox, Zapier, MailChimp, Google Doc. Job duties: setting up & automating workflows, administrative tasks, client management. Flexible schedule: 2 - 4 hours a day Monday - Friday between 8 am - 4 pm (CST).
Project ID: 18507280

About the project

16 proposals
Remote project
Active 5 yrs ago

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16 freelancers are bidding on average $14 USD/hour for this job
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Greetings! I am keen to help you with the requirements. I am a ProAdvisor with QuickBooks online and am a specialist in financial modelling and business planning. I am keen to help you with the requirements. Look forward to hear from you. Thanks, RRC
$15 USD in 20 days
4.9 (113 reviews)
7.5
7.5
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Hi there! Having seen your job posting, I would like to apply for it.I can give you virtual assistance for daily office work. I have a lot of experiences as a Virtual Assistant, Internet Research/Web Search, Data Entry, Web Scrapping, Data mining, Copy Typing(Jpeg/PDF/Ebooks etc.), Data Processing, Database Managing, Email Sending/Handling, Bookkeeping, Editing, etc. and I am willing to work with your schedule as you have stated. I have great multitasking skills, outstanding in computer literacy, proficient in Ms Office(Word, Excel, Powerpoint,etc.) and knowleadgeable and i have experienced using other computer software/application (Quickbooks, Zoho CRM, Database Managing, etc.). Passed the Bookkeeping National Competency III. Able to deliver deliverables in high quality with sharp deadline. I can work independently or as a team. I am adaptable and quick learner, willing to learn and to be trained,hardworking and multi-tasking,certified database encoder for 9 years and 7 months. I am willing to start immediately. Please feel free to send me a message anytime. Looking forward to work for you soon. :) Sincerely Monica M.
$10 USD in 40 days
5.0 (10 reviews)
6.8
6.8
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Dear Sir/Madam, I would like to offer you my services for your project Virtual Assistant - Tax & Financial Planning Firm. I am an Accountant and Microsoft Excel Expert including VBA or Macros development. I am also experience in Accounting Software Implementation,Integration,Data Transfer or Migration etc. I can help you in QuickBook.I am also having experience on the following software:- * ZohoBooks * QuickBooks * Xero * MYOB I perform variety of financial and accounting job including the following: *Bookkeeping *Accounting *Taxation *Payroll *Tax return filling *Financial modeling,projection or forecasting. *Process development *Business Plan *SOP I assure you quality job. Please message me for any questions or queries and I am sure to answer or reply there. Thanks Gopal
$10 USD in 40 days
4.3 (59 reviews)
7.1
7.1
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Hi, I'm a Chartered Accountant having experience of more than ten years in accounting, finance, audit and taxation. Please check my profile for more details as I completed similar work on past. I'm also an quick book expert and advanced excel expert.
$14 USD in 40 days
4.8 (99 reviews)
6.5
6.5
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Dear Valued Employer, I can add value to your project, by suggesting new ideas. I am fast and reliable. For further understanding why I am the right firm for your project, kindly check my profile, reviews, rating and portfolio. With over 10 years of cross-functional experience, and helping clients world wide with diversify team, I provide genuine and innovative solutions as per your circumstances and requirements. I am MBA-Finance, M.A-Economics, and Qualified Chartered Accountant. If you feel to discuss more before you award me the project, you can send me the message. Kind regards, Rakesh
$16 USD in 40 days
5.0 (46 reviews)
6.0
6.0
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Hello, We have reviewed your requirements and with our over 6 years of experience in providing bookkeeping services to small and large businesses and CPA firms in US, we assure you of our best practices. Besides, we help you optimize your operations and cut up-to 50% cost as well.. We shall look forward to hearing from you. Thank you, Deepak
$16 USD in 40 days
5.0 (19 reviews)
5.0
5.0
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Lots of experience with CRM's and other programs such as Quickbooks, Google Docs, and Excel. I have a very flexible schedule, know lots about API's, and always look at ways in automating processes! Other skills: Excel/VBA Expert. English is my first language. Great attention to detail. Excellent verbal and written communication.
$10 USD in 20 days
5.0 (5 reviews)
3.7
3.7
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Hello I am Zahid from India I worked with the US based CPA firm fkr 7 years and I have a very good Bookkeeping, Tax preparation,Payroll processing, sales Tax filing and other state filing experience.
$13 USD in 20 days
4.8 (6 reviews)
3.0
3.0
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hello, my name is seam. i want to do your work. you will tell me what kind of article to write. I will write that kind of article. I want to do your work. Relevant Skills and Experience I know article writing,logo deginge,website deginge,wordpress,etc.
$22 USD in 10 days
0.0 (0 reviews)
0.0
0.0
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Hello I'm Laura from Spain. I'm an expert administrative from 15 years ago. I have skills in data entry, MS Office and I'm responsible and hard worker. I can work during 2 or 4 hours per day. I would like to start today. Please, don't hesitate and contact me. Thank you
$13 USD in 25 days
0.0 (0 reviews)
2.2
2.2
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Dear Ms. / Mr., Good day! I was excited to see your opening for a position that fits my qualifications, and I hope to be invited for an interview. My background includes proof reading of documents, creating monthly reports, creating spreadsheets and documents, data entries for an Australian company and online English teaching on adults and kids. Most recently, I worked as data entry specialist at Emapta Versatile Services, where my responsibilities included entering relevant invoices into the system, monitoring emails daily, and handling customer and supplier enquiries, we also have daily calls from our Australian colleagues and heads wherein we update them from time to time about our daily tasks and enquiries if there’s any. In addition to this experience, I gained considerable customer service skills during my stay in Australian pharmacy for daily enquiries of customers and suppliers via email and skype. I also bring to the table strong computer proficiency in MS Word, MS Excel and Social media sites. I am confident that I can offer you the customer service, communication and problem-solving skills you are seeking. Thank you for your time—I look forward to learning more about this opportunity! Sincerely, 
Hannah Grace Nenete F. Beltran
$11 USD in 40 days
0.0 (0 reviews)
0.0
0.0
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Hi, I would like to join this job.
$16 USD in 10 days
0.0 (0 reviews)
0.0
0.0
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Hi I offer my services for Accounting, Client Management, Tax and Financial Planning and having experience of Quickbooks too. Price is negotiable Looking for a positive response Thanks Kamal
$16 USD in 40 days
0.0 (0 reviews)
0.0
0.0
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Hi, I've been working in the accounting industry for past 5 years. After reading the description I can assure that I can be the best suitable candidate for the project. I've been working for US based companies and familiar with the accounting principles. I have strong practice on Quickbooks and mailchimp.
$16 USD in 40 days
0.0 (0 reviews)
2.3
2.3
User Avatar
Beginner Freelancer with Intuit Quickbooks Certification, Bookkeeper Certifucatuon, excel and data entry skills. Executive Assistant skills Relevant Skills and Experience Bookkeeper with Executive Assistant skills.
$16 USD in 20 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of UNITED STATES
Chicago, United States
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Member since Jan 11, 2019

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