Bookkeeper

• Qualify new leads by sending inquiry forms and attaching relevant photos.
• Collect essential information including client budget, project timeline, design preferences, and desired features.
• Organize and record all gathered information in Google Drive.
• Schedule appointments with the owner, Sean, for qualified leads.
• Ensure accurate recording and updating of lead and client data.
• Notify the team (e.g., Ryan) once a job is confirmed.
• Manage ongoing communication with clients to confirm requirements and updates.
• Provide timely responses and maintain professionalism across all interactions.
• Submit receipts and tag them correctly in QuickBooks.
• Assist in maintaining accurate and organized financial records.
• Create and post social media content using provided photos.
• Support online visibility efforts by sharing project updates and completed work.

General Virtual Assistant, Bookkeeping, Social Media Support

Senior Bookkeeper

Bookkeeper

Bookkeeper, Accountant – Mid Shift

Bookkeeper

Bookkeeping Assistant