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Remote Bookkeeping Assistant
Remote / Online - Candidates ideally in
Pennsylvania, USA
Listed on 2026-01-12
Pennsylvania, USA
Listing for:
Scalesource
Full Time, Remote/Work from Home
position Listed on 2026-01-12
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Data Entry
Job Description & How to Apply Below
Remote Bookkeeping Assistant
Location:
Remote (must live outside the U.S.)
Salary: $1,200 USD/month
Hours:
40 hours per week
We are seeking a full-time Remote Bookkeeping Assistant to support the Owner and CEO. This is an excellent opportunity to be part of a professional management team and gain valuable experience in day-to-day business operations. The ideal candidate is a highly organized, detail-oriented, and proactive professional with a background in administrative support, customer service, and bookkeeping. You should possess strong English and Spanish communication skills, a customer-first mindset, and a solid understanding of technology and cloud-based systems.
Experience with Quick Books Online is essential.
- Respond promptly and professionally to customer inquiries via phone, email, and text.
- Address questions, concerns, and requests with accuracy and courtesy.
- Provide detailed information about products, services, and pricing.
- Assist customers in scheduling appointments and consultations.
- Follow a structured script to pre-qualify potential clients.
- Assess if customers meet the service criteria.
- Collect relevant client details to support the sales process.
- Efficiently schedule appointments based on availability and logistics.
- Use calendar software to maintain an organized system.
- Communicate appointment details clearly with customers and staff.
- Assist the sales team with administrative functions.
- Follow up with sales staff to ensure timely completion of appointments and action items.
- Use Quick Books Online for billing, invoicing, payment processing, and data entry.
- Support Accounts Receivable (AR) and Accounts Payable (AP) processes.
- Run inventory processes.
- Create and manage sales orders.
- Create and manage contracts.
- Maintain accurate financial and product records.
- Ensure timely and accurate data entry and reconciliation.
- Track assigned tasks and follow through to completion.
- Provide reminders and support to ensure accountability within the team.
- Compile closed client lists for follow-up.
- Reach out to clients to request feedback and online reviews.
- Guide clients through the review process and follow up as needed.
- Proven experience with Quick Books Online
- Experience in inventory
- Experience in bookkeeping, including invoicing, and basic financial reporting.
- Comfortable creating contracts and sales orders.
- Tech-savvy with the ability to learn new tools quickly.
- Highly organized with excellent attention to detail.
- Strong written and verbal communication skills in both English and Spanish.
- Background in customer service, administrative support, or sales coordination.
- Ability to work independently and manage multiple priorities.
- Full-time, 40 hours per week.
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