Virtual Bookkeeper Specialist

Job Title: Virtual Bookkeeper Specialist

Location: OK (Remote)

Job Description:

Position Overview

The Virtual Bookkeeper reviews monthly bookkeepers’ work, supports the pricing and onboarding of incoming clients, and prepares and presents specialized reports and projects. Ultimately, you should be able to handle the oversight of recurring and non-recurring projects and deliver high-quality work under minimum supervision.



Onboarding New Clients

  • Participating in evaluations in sales process
  • Review & assess books before sale is finalized
  • Estimating appropriate pricing
  • Overseeing the intake of new clients
  • Preparing breakdown of client information
  • Support transition of the client to Bookkeeper & Account Manager
  • Supporting the creation and refining of systems and processes in the intake process

Project management

  • Projects to provide services with a limited timeframe or end
  • Providing additional strategic services
  • Special projects (ie. review chart of accounts with suggestions for clients, researching apps to integrate into processes, etc.
  • Preparing specialized reports for clients
  • Seasonal work
  • Preparing for quarterly and annual Sales Tax filing
  • 1099 filing

Monthly Reviews

  • Reviewing bookkeeper work
  • Providing feedback to bookkeepers
  • Communicating needs of Account Managers to Operations Team
  • Preparing monthly client financial reports

Requirements & Competencies

  • CPA or equivalent experience required
  • Ability to communicate concepts clearly to Bookkeepers and Account Managers
  • Focus on efficiency with excellent time management skills
  • Strong sense of personal responsibility and accountability