Schedule: Monday to Friday, 8:00 AM – 5:00 PM (1-hour unpaid break)
Client Timezone: Central Time (CT)
Total Weekly Hours: 40 Hours

 

Join a growing virtual CFO service that helps businesses manage their finances efficiently. The company combines advanced technology with personalized financial advisory services across multiple industries.

In this full-time role, you’ll provide both administrative and bookkeeping support, working directly with the business owner to manage the entire client lifecycle. You’ll handle front-office communications and back-office financial processes, helping streamline operations and improve client experiences. This is a hands-on opportunity to make a real impact on the growth and efficiency of the business, all in a fully remote environment.

 

Responsibilities

• Manage email correspondence and follow-ups with clients and prospects
• Oversee the RingOver communication system for text messages and phone calls
• Maintain and optimize Calendly for client appointments and consultations
• Utilize TaxDome for pipeline management, tracking proposals from inquiry to acceptance
• Create professional client proposals and manage the full proposal process
• Set up accurate invoicing systems once proposals are accepted
• Handle QuickBooks bookkeeping tasks and maintain financial records
• Assist with payroll-related activities and financial data management
• Follow up on outstanding tasks, client communications, and pending items
• Serve as the central coordination point between team members for workflows
• Support the three-month transition alongside the current office director to ensure seamless knowledge transfer

 

Requirements

• Proven experience with QuickBooks and solid bookkeeping knowledge
• Strong administrative and organizational skills with attention to detail
• Familiarity with CRM and pipeline management systems (TaxDome preferred)
• Excellent written and verbal communication skills
• Experience with appointment scheduling systems, particularly Calendly
• Ability to manage multiple communication channels (email, phone, text) effectively
• Proficiency in proposal creation, client correspondence, and document preparation
• Understanding of invoicing processes, financial workflows, and business operations
• Self-motivated and able to work independently in a virtual environment
• Strong time management and task prioritization skills
• Professional demeanor and ability to maintain confidential client information
• Adaptable and willing to take on additional responsibilities as the business grows

 

Independent Contractor Perks

• HMO coverage (available in eligible locations)
• Permanent work-from-home setup
• Immediate hiring