CPT-11527 Accounting/Bookkeeping

APPLICATION INSTRUCTIONS: If you’ve already completed the 20four7VA Recruiting Process—including the Final Interview—or have previously been contracted by a 20four7VA Client, please make sure to apply via the 20four7VA Team Portal for faster processing. Log in using your 20four7VA-issued email address to access the portal. If you’ve just logged in to the Team Portal, please proceed to review the Independent Contractor Opportunity outlined below. 💡 Quick Tip: Upload your resume first—this will automatically populate most of the fields in the application form. Let the magic happen! If you’re interested in this opportunity, click APPLY TO POSITION to proceed. \*\*\****************************************************************** Title: CPT-11527 Bookkeeping & Administrative Support Virtual Assistant Independent Contractor – CPT-11527 Bookkeeping & Administrative Support Virtual Assistant/Business Support VA/Junior-Senior Level (Remote). Overview 20four7VA is seeking offshore independent contractors to deliver remote services to clients worldwide, with a primary focus on developed markets such as the United States, the United Kingdom, Canada, and Australia. A UK-based bookkeeping practice is seeking a part-time Business Support VA to assist with email management, client bookkeeping administration, Xero updates, compliance tracking, and recurring executive administrative tasks. The practice already has established systems and processes in place. The VA will primarily help ensure routine administrative and bookkeeping tasks are completed consistently, allowing the owner to focus on higher-value client and business responsibilities. The position will begin at 10 hours per week, with the expectation that hours may increase as additional responsibilities are successfully delegated. Candidates with light marketing experience who would be willing to assist with social media scheduling and coordination of small marketing initiatives are preferred. The objective of each engagement is to assist the client in improving business efficiency, enhancing service delivery, or supporting operational functions through high-quality, task-specific services rendered by a qualified contractor. Scope of Services Contractors will be required to provide services that align with the following client tasks: Email & Inbox Management Monitor and organize the owner’s business inbox Clear routine clutter and maintain the client’s existing inbox organization Identify messages requiring immediate attention Flag emails that have been outstanding or require owner action Draft or send basic routine emails when appropriate Help ensure important communications do not remain unresolved Client Inbox & Invoice Administration Monitor designated client accounts inboxes Identify incoming supplier invoices Forward invoices to the appropriate bookkeeping software using designated email addresses Maintain an organized process for handling incoming financial documents Identify missing or unusual documentation for internal review Xero & Bookkeeping Support Review supplier statements against records in Xero Confirm that invoices appearing on supplier statements have been properly entered Review customer remittances Mark applicable invoices as paid using the correct payment date Assist with basic transaction cross-checking and reconciliation-related administrative work Flag discrepancies for review rather than making assumptions Compliance & Practice Administration Monitor client identification records and expiration dates Help ensure required client risk assessments are completed at established intervals Follow documented internal compliance procedures Maintain accurate records and trackers Assist with recurring anti-money-laundering and client-administration requirements Complete additional executive and practice-administration tasks as assigned Each engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing. Skills The Contractor must demonstrate proficiency in the following, depending on the Client’s requirements: Previous bookkeeping, accounting administration, or finance-support experience strongly preferred Xero experience strongly preferred Previous email and inbox-management experience preferred Strong written English required Experience reviewing invoices, supplier statements, and remittances preferred Strong attention to detail required Executive assistant or administrative support experience is a plus Experience working with UK businesses or accounting practices is a plus Understanding of confidential financial-data handling required GDPR familiarity preferred; training can be provided where necessary IDEAL CANDIDATE PROFILE Extremely organized and detail-oriented Strong bookkeeping administration background Comfortable working independently from established procedures Excellent written English Reliable with repetitive, deadline-driven work Able to identify discrepancies and flag them appropriately Strong follow-through Comfortable handling confidential client and financial information Able to proactively tell the owner what requires her attention rather than simply maintaining an inbox APPLICATION SOFTWARE KNOWLEDGEABLE / REQUIRED Xero Microsoft Outlook / Email Platforms Microsoft Teams Microsoft Excel / Google Sheets Microsoft Office / Google Workspace Remote Desktop Systems Work Schedule Contracted Hours per Week: 10 Hours (Hours likely to increase based on performance and workload) Scheduled Working Days: Monday through Friday (unless otherwise mutually agreed in writing) Daily Working Time: Early Morning UK Time