Infinity Business Services

Bookkeeper

• Record and categorize daily financial transactions in QuickBooks Online/Desktop
• Manage expense entries, reimbursements, and receipts
• Reconcile bank and credit card statements
• Generate standard financial reports (Profit & Loss, Balance Sheet, Cash Flow)
• Assist with payroll entries and client invoicing
• Maintain organized and up-to-date financial documentation
• Coordinate with the client’s CPA or accounting team when needed

Bookkeeper, VA

Operations

• Manage and respond to emails, and ensure prompt, clear communication.
• Schedule and organize meetings, appointments, and travel arrangements.
• Handle routine data entry and data management tasks.
• Assist with calendar management, ensuring alignment of schedules and priority tasks.
• Provide excellent customer service by communicating effectively with clients and stakeholders via email, phone, or chat.
• Maintain professionalism and clarity in all interactions, adapting style to suit various clients and team members.
• Create, format, and organize documents, spreadsheets, and presentations as needed.
• Maintain accurate and up-to-date records of files and data, using shared drives and databases as necessary.
• Track key project metrics, deadlines, and progress, keeping stakeholders informed.
• Support project management by tracking task completion, coordinating with team members, and managing deadlines.
• Conduct follow-up on various tasks, assignments, and projects to ensure timely completion.
• Assist with social media content scheduling, posting, and responding to inquiries if needed.
• Monitor and report on engagement metrics, helping to maintain an active online presence.
• Conduct online research to gather information on specific topics, prepare reports, and present findings concisely.
• Assist with gathering competitive analysis, industry trends, or other data-driven insights as required.

Bookkeeper, VA

Client Operations Executive