CPT-11527 Accounting/Bookkeeping

20Four7Va.Test; United States; Remote; USD 9,100 - 16,000; Part time

Job summary

20four7VA is seeking offshore independent contractors to deliver remote services to clients worldwide, with a primary focus on developed markets such as the United States, the United Kingdom, Canada, and Australia. A UK-based bookkeeping practice is seeking a part-time Business Support VA to assist with email management, client bookkeeping administration, Xero updates, compliance tracking, and recurring executive administrative tasks.

The practice already has established systems and processes.

Qualifications

• Previous bookkeeping or finance-support experience strongly preferred.
• Xero experience strongly preferred.
• Previous email and inbox-management experience preferred.
• Strong written English required.
• Experience reviewing invoices, supplier statements, and remittances preferred.
• Strong attention to detail required.
• Executive assistant or administrative support experience is a plus.
• Experience working with UK businesses or accounting practices is a plus.
• Understanding of confidential financial-data handling required.
• GDPR familiarity preferred; training can be provided where necessary.

Responsibilities

• Email & Inbox Management: Monitor and organize the owner's business inbox; draft or send basic routine emails when appropriate; keep communications organized.
• Client Inbox & Invoice Administration: Monitor client accounts inboxes; forward invoices to bookkeeping software; maintain organized documentation.
• Xero & Bookkeeping Support: Review supplier statements; confirm invoices entered; review remittances; mark invoices as paid; basic reconciliation.
• Compliance & Practice Administration: Monitor client IDs; track risk assessments; follow internal procedures; maintain records and trackers.
• Role & Engagement: Tasks are defined per engagement; contractor agreement governs terms; compensation processed by 20four7VA.

Skills

Bookkeeping

Xero experience

Inbox management

Strong written English

Invoice review

Attention to detail

Executive/administrative support

UK business experience

Confidential data handling

GDPR familiarity

Tools

Xero

Outlook

Microsoft Teams

Excel / Sheets

Office / Workspace

Remote Desktop

Job description

Title: CPT-11527 Bookkeeping & Administrative Support Virtual Assistant

Independent Contractor – CPT-11527 Bookkeeping & Administrative Support Virtual Assistant/Business Support VA/Junior-Senior Level (Remote).

Overview

20four7VA is seeking offshore independent contractors to deliver remote services to clients worldwide, with a primary focus on developed markets such as the United States, the United Kingdom, Canada, and Australia.

A UK-based bookkeeping practice is seeking a part-time Business Support VA to assist with email management, client bookkeeping administration, Xero updates, compliance tracking, and recurring executive administrative tasks.

The practice already has established systems and processes in place. The VA will primarily help ensure routine administrative and bookkeeping tasks are completed consistently, allowing the owner to focus on higher-value client and business responsibilities.

The position will begin at 10 hours per week, with the expectation that hours may increase as additional responsibilities are successfully delegated.

Candidates with light marketing experience who would be willing to assist with social media scheduling and coordination of small marketing initiatives are preferred.

The objective of each engagement is to assist the client in improving business efficiency, enhancing service delivery, or supporting operational functions through high-quality, task-specific services rendered by a qualified contractor.

Scope of Services

Contractors will be required to provide services that align with the following client tasks:

Email & Inbox Management

• Monitor and organize the owner's business inbox


• Clear routine clutter and maintain the client's existing inbox organization


• Identify messages requiring immediate attention


• Flag emails that have been outstanding or require owner action


• Draft or send basic routine emails when appropriate


• Help ensure important communications do not remain unresolved

Client Inbox & Invoice Administration

• Monitor designated client accounts inboxes


• Identify incoming supplier invoices


• Forward invoices to the appropriate bookkeeping software using designated email addresses


• Maintain an organized process for handling incoming financial documents


• Identify missing or unusual documentation for internal review

Xero & Bookkeeping Support

• Review supplier statements against records in Xero


• Confirm that invoices appearing on supplier statements have been properly entered


• Review customer remittances


• Mark applicable invoices as paid using the correct payment date


• Assist with basic transaction cross-checking and reconciliation-related administrative work


• Flag discrepancies for review rather than making assumptions

Compliance & Practice Administration

• Monitor client identification records and expiration dates


• Help ensure required client risk assessments are completed at established intervals


• Follow documented internal compliance procedures


• Maintain accurate records and trackers


• Assist with recurring anti-money-laundering and client-administration requirements


• Complete additional executive and practice-administration tasks as assigned

Each engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing.

Skills

The Contractor must demonstrate proficiency in the following, depending on the Client’s requirements:

• Previous bookkeeping, accounting administration, or finance-support experience strongly preferred


• Xero experience strongly preferred


• Previous email and inbox-management experience preferred


• Strong written English required


• Experience reviewing invoices, supplier statements, and remittances preferred


• Strong attention to detail required


• Executive assistant or administrative support experience is a plus


• Experience working with UK businesses or accounting practices is a plus


• Understanding of confidential financial-data handling required


• GDPR familiarity preferred; training can be provided where necessary

IDEAL CANDIDATE PROFILE

• Extremely organized and detail-oriented


• Strong bookkeeping administration background


• Comfortable working independently from established procedures


• Excellent written English


• Reliable with repetitive, deadline-driven work


• Able to identify discrepancies and flag them appropriately


• Strong follow-through


• Comfortable handling confidential client and financial information


• Able to proactively tell the owner what requires her attention rather than simply maintaining an inbox

APPLICATION SOFTWARE KNOWLEDGEABLE / REQUIRED

• Xero


• Microsoft Outlook / Email Platforms


• Microsoft Teams


• Microsoft Excel / Google Sheets


• Microsoft Office / Google Workspace


• Remote Desktop Systems

Work Schedule

• Contracted Hours per Week: 10 Hours (Hours likely to increase based on performance and workload)


• Scheduled Working Days: Monday through Friday (unless otherwise mutually agreed in writing)


• Daily Working Time: Early Morning UK Time - TBD

Note: The Company will make reasonable efforts to align the Assigned VA’s schedule with the Client’s preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW.

Terms of Engagement

• Contractors will operate under a Master Services Agreement and a Statement of Work


• This is not an offer of employment; contractors are not employees of 20four7VA or any client


• All compensation is processed through 20four7VA according to the terms of the engagement

Role Summary & Requirements

• REQUIRED SERVICE: Business Support


• REQUESTED EXPERIENCE TIER LEVEL: Junior, Senior Level


• Contracted Hours per Week: 10 hours/week


• Daily Working Time: Early Morning UK Time - TBD


• Scheduled Working Days: Monday-Friday


• REPORTING TO/POC: To Be Determined


• Number of VAs: 1


• GENDER PREFERENCE: None


• LANGUAGES SPOKEN/PREFERENCE: English


• ACCENT PREFERENCE: Level A-C (Strong Written and Spoken English Required)


• REGION PREFERENCES: Any

What we offer

• Competitive rates


• Weekly payments


• Various open roles are available


• Free training and upskilling


• Constant support and guidance


• A vibrant community always ready to support you


• And more!