Remote Finance / Bookkeeping Support (with QuickBooks Exp)

Job Overview

Job Description

Are you detail-oriented, organized, and comfortable working with numbers, invoices, payments, and financial records?

We’re looking for a QuickBooks Finance Admin / Bookkeeping Support Virtual Professional to support a growing service business with finance admin, bookkeeping support, invoice tracking, AR/AP follow-up, reporting, and process documentation.

This role is ideal for someone who enjoys keeping records clean, building clear trackers, organizing messy information, and helping leadership stay financially informed.

This is not a CFO role, nor a general catch-all admin role. We’re looking for someone who can provide hands-on finance operations support, help make recurring finance work more visible, and improve repeatable processes over time.

What You’ll Do
You may help with tasks such as:
• Support QuickBooks Online or similar accounting tools
• Track invoices, payments, receipts, payables, receivables, reimbursements, and vendor records
• Assist with bank and credit card reconciliation support
• Help organize transaction records, supporting documents, PDFs, receipts, and invoices
• Support AR/AP tracking and follow-up
• Help monitor commercial invoicing and payment status
• Prepare simple financial trackers, reports, summaries, and leadership updates
• Spot missing information, duplicate entries, inconsistent categories, and reporting gaps
• Organize finance-related files, folders, and documentation
• Create and maintain SOPs, checklists, trackers, templates, and recurring task lists
• Communicate updates, blockers, and completed work clearly
• Use AI tools responsibly to help organize notes, draft summaries, improve documentation, and simplify recurring workflows

Tools You May Work With
Experience with these tools is a plus, but you do not need to have experience with all of them:
• QuickBooks Online or similar accounting software
• Google Sheets or Excel
• Google Workspace
• Asana or similar project management tools
• Jobber or similar service-business platforms
• Slack or similar communication tools
• AI tools such as ChatGPT, Claude, Gemini, or similar platforms
We are more interested in someone who is accurate, organized, reliable, and comfortable learning systems than someone who has already used every tool.

You May Be a Great Fit If You Are
• Detail-oriented and careful with numbers
• Comfortable with QuickBooks Online or similar accounting tools
• Experienced with invoice tracking, AP/AR support, reconciliation support, or financial admin tasks
• Strong with Google Sheets or Excel for trackers, formulas, organized data, and reporting
• Good at spotting errors, missing details, duplicate entries, or inconsistencies
• Clear in written English communication
• Proactive, resourceful, and able to work independently
• Comfortable asking questions when information is unclear
• Able to handle confidential financial and business information carefully
• Organized enough to turn recurring tasks into checklists, SOPs, trackers, or templates
• Open to using AI responsibly to improve documentation, summaries, and workflow organization

Preferred Experience
Any experience in the following areas is a plus:
• QuickBooks Online cleanup, categorization, reconciliation support, or reporting
• Accounts payable and accounts receivable support
• Invoice tracking, payment tracking, or vendor management
• Bookkeeping support for a small business or service-based business
• Financial reports, KPI trackers, dashboards, or management summaries
• SOP creation, process documentation, checklists, or workflow mapping
• Project management tools such as Asana, ClickUp, Trello, Monday.com, Notion, or Airtable
• Remote work experience supporting a US-based client, company, or team
• Using AI tools to improve admin, finance, reporting, documentation, or research workflows

Tech & Infrastructure Requirements
To ensure a reliable remote setup, applicants must have:
• Reliable laptop or desktop computer
• Stable internet connection with backup connection
• Webcam, microphone, and headset
• Ability to provide device specs and internet speed test if requested

Why You’ll Love Working With Us
• Paid holidays and PTO
• HMO after your first year
• Family Medical Incentive
• PAG-IBIG and referral incentives
• Weekends off
• Free learning sessions
• Supportive remote work community
• Opportunity to build a meaningful long-term career

To Apply
Please send your updated resume and answer the following questions:
• Tell us briefly about your finance, bookkeeping support, admin, or operations experience.
• What accounting, finance, spreadsheet, or project management tools have you used before?
• Have you used QuickBooks Online or a similar accounting tool? If yes, what tasks have you handled directly?.
• Have you worked remotely with a US-based client, company, or team before? If yes, briefly describe your role and how you communicated with them.
• Have you used AI tools at work? If yes, share one example of how you used AI to organize information, save time, improve documentation, or create a better workflow.
• Why do you think you would be a good fit for this role?

Applications with clear, specific answers will be prioritized. We are especially interested in candidates who can demonstrate real examples of financial/administrative accuracy, QuickBooks or bookkeeping support, systems thinking, responsible AI use, and proactive communication.

Don’t just look for a job build a meaningful career with freedom, balance, and the support you deserve.
Apply today.