Bookkeeping Assistant
ScaleSource
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇩🇴 Dominican Republic
Visit company websiteSalary
💰 $1,200 per month
Job Level
Mid-LevelSenior
About the role
- 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 QuickBooks 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.
Requirements
- Proven experience with QuickBooks 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.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
QuickBooks Onlinebookkeepinginvoicingfinancial reportinginventory managementcontract creationsales order managementdata entryappointment schedulingclient follow-up
Soft skills
customer serviceorganizational skillsattention to detailwritten communicationverbal communicationbilingual (English and Spanish)independencetime managementteam accountabilityproblem-solving