Teams at Virtual Assist

Maintain bookkeeping records, reconcile accounts, manage accounts payable and receivable, prepare financial statements and P&L reports, analyze profitability and cash flow, support budgeting and forecasting, identify discrepancies and trends, assist with tax preparation, and provide leadership with actionable financial insights.

Provides strategic and administrative support to company leadership by managing schedules, communications, meetings, travel, documents, projects, recruitment coordination, CRM records, and business reporting. Handles QuickBooks bookkeeping, invoicing, expense tracking, accounts payable and receivable, reconciliations, and financial recordkeeping. The role also improves internal processes, supports sales and marketing initiatives, coordinates client follow-ups, and manages confidential information and special assignments.

The AI-Enhanced Virtual Assistant will support AI integration, administrative tasks, communication management, project coordination, and client interaction to enhance operational efficiency.