Virtual Assistant – Client Management & Business Support

---

---

About the Role I am looking for a highly organized and proactive Virtual Assistant to help streamline client management, ensure bookkeeping updates are structured properly in Asana, and provide general business support. This role is critical in keeping client financials organized, ensuring the team follows correct workflows, and improving client relationships. The ideal candidate will have a strong understanding of how a bookkeeping business operates and will take full ownership of assigned responsibilities without requiring frequent reminders or follow-ups. Responsibilities Client Management & Follow-Ups Ensure all clients have clear and structured workflows in Asana. Monitor client updates and ensure contractors follow the correct processes. Follow up with clients for missing documents, approvals, or outstanding requests. Track client communications and ensure timely responses. Asana & Workflow Management Ensure contractors update Asana tasks properly and provide progress updates. Improve and maintain Asana task structures for efficiency. Identify and address bottlenecks in client processes. Business Support & Organization Track deadlines, priorities, and action items to help keep operations running smoothly. Provide oversight of bookkeeping projects, ensuring all client tasks are progressing as expected. Assist with email management, scheduling, and other administrative tasks as needed. Who You Are Highly organized and able to manage multiple priorities. Proactive and independent, with the ability to anticipate needs and take initiative. A strong communicator, capable of following up with contractors and clients via Asana, email, and messaging. Experienced in bookkeeping/accounting workflows (preferred but not required). Comfortable using tools like Asana, Google Workspace, and QuickBooks (bonus). Why This Role is a Great Opportunity You will have real responsibility and the ability to improve processes. You will work closely with me to understand and help grow the business. Flexible remote work with opportunities for growth and increased responsibilities.

Keyword: Customer Support

Price: $18.0

Customer Service Asana Data Entry Light Bookkeeping File Management Communications Virtual Assistance Email Communication