At Phyllis Song Consulting, we are passionate about connecting talented Virtual Assistants with meaningful opportunities. Our mission is to help VAs like you build fulfilling careers while working remotely with supportive clients. We provide ongoing training, community, and resources to help you grow both personally and professionally.

Job Description:

We are seeking a proactive and hardworking Virtual Assistant with bookkeeping expertise to help manage and reconcile financial records, support CRM updates, and ensure smooth business operations. This role is ideal for someone who enjoys numbers, values accuracy, and is willing to learn new tools while helping a business thrive.

Key Responsibilities:

• Reconcile bookkeeping through QuickBooks Online

• Update and organize transactions into categories (create new categories as needed)

• Ensure monthly balance sheets are accurate and consistent

• Assist with CRM updates (including commission tracking and verification)

• Answer phone calls professionally

• Help with appointment scheduling and client coordination

Qualifications:

• Strong understanding of QuickBooks Online and balance sheets

• Previous bookkeeping or accounting support experience preferred

• Excellent attention to detail and organizational skills

• Strong communication skills, both written and verbal

• Willingness to learn and adapt to new systems and processes

Tools You Will Use:

• QuickBooks Online

• AgencyBloc CRM

• OOMA Office (Phone)

• Calendly Appointment Setting

Working Hours:

• Part-Time (20 hours per week)

• 10 a.m. to 5 p.m. MST (Mountain Standard Time)

• Graveyard Shift for applicants in PH

Preferred Traits:

• Hardworking, kind, and positive attitude

• Proactive and eager to help a business grow

• Reliable, consistent, and motivated

• Open to learning and long-term collaboration

Non-Negotiables:

• Screenshot and productivity tracker required

• Time of Work Hours (Graveyard Shift – US Timezone)

Benefits:

• Paid 30 business days of training (focused on both mindset and skillset)

• Work-from-home opportunity

• 9th month, anniversary, and performance bonuses

• Access to training resources

• Collaborate with an excellent community of VAs

• Weekly payment

• Claim reimbursements every quarter for Philhealth contributions after 6 months of tenure, and after 1 year opt between Philhealth or HMO

Why Join us?

Join Phyllis Song Consulting and become a key part of a team that values efficiency, organization, and growth. As an Admin Assistant & Bookkeeper, you’ll contribute to the smooth operation of the business, while enjoying a flexible, supportive work environment that encourages personal and professional development.