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CPT-8362 Shopify Order Processing & Bookkeeping VA

REQUIRED SERVICE: Business Support VA
REQUESTED EXPERIENCE TIER LEVEL: Junior- Senior Level
MIN. HOURS/WEEK: 20-30hours/week
SHIFT TIME ZONE: PST
SHIFT HOURS: 9am -5pm
SHIFT DAYS: TBD
Number of VAs: 1

GENDER PREFERENCE: N/A
LANGUAGES SPOKEN/PREFERENCE: English
ACCENT PREFERENCE: Neutral
REGION PREFERENCES: N/A

Shopify Order Processing & Bookkeeping VA

RESPONSIBILITIES:

DAILY:

Customer Service & Call Management

• Answer incoming calls professionally and assist customers with inquiries, orders, and support requests.
• Make outbound calls to follow up on customer inquiries, resolve issues, or confirm order details.
• Maintain a polite and professional demeanor in all customer interactions.
• Log call details, including customer concerns, in a CRM or tracking system.

Invoice Generation & Order Processing

• Create and send invoices to customers using Shopify.
• Verify order details before generating invoices to ensure accuracy.
• Follow up on outstanding invoices and send reminders for pending payments.
• Update records in Google Sheets/ Xcel or accounting software (QuickBooks) to track payments received.

Bookkeeping & Financial Record Management

• Record daily transactions and maintain accurate financial records in QuickBooks.
• Categorize expenses and income appropriately to keep accounts updated.
• Reconcile daily transactions to ensure records match with bank statements.
• Track accounts receivable and payable, ensuring payments are processed on time.

Data Entry & Documentation

• Update and maintain financial records, customer details, and sales logs in Google Sheets and Excel.
• Organize and file receipts, invoices, and financial documents for easy access.
• Generate daily reports summarizing sales, invoices, and outstanding payments.

WEEKLY:

• Reconcile bank and credit card statements with QuickBooks to ensure financial accuracy.
• Follow up on pending customer issues or unresolved service requests.
• Summarize weekly sales and invoice reports for review.
• Attend virtual team meetings to discuss workflow, customer concerns, and financial updates.

MONTHLY:

• Prepare financial projections and forecasts to assist with planning and budgeting.
• Reconcile bank statements and credit card transactions to ensure accuracy.
• Monitor accounts receivable and payable to track incoming and outgoing payments.
• Create detailed expense analyses to identify cost-saving opportunities.
• Update and maintain the general ledger for accurate record-keeping.
• Generate reports summarizing key financial metrics, such as cash flow and profitability.
• Assist with tax preparation by organizing financial records and categorizing transactions.
• Review financial compliance to ensure adherence to policies and regulations.
• Analyze trends in revenue and expenses to provide actionable insights.

QUALIFICATIONS:

• Proven experience in customer service, bookkeeping, or a similar administrative role.
• Excellent time management and organizational skills.
• Strong attention to detail and the ability to work independently.
• Exceptional communication and interpersonal skills.
• A high level of professionalism and discretion when handling sensitive information.

APPLICATION SOFTWARE KNOWLEDGEABLE/REQUIRED:

• Proficiency in tools like QuickBooks, Shopify, Google Sheets, and Microsoft Excel.

CLIENT INDUSTRY: Coworking Space

Want to work with this amazing client? Apply now and join 20four7VA! Join the remote world, today.

What we offer:

• Competitive rates
• Weekly payments
• Annual rate increase (based on performance)
• Paid time off
• Paid holidays
• Various open roles are available
• Free training and upskilling
• Constant support and guidance from managers and mentors
• Clear schedules and guidelines
• A vibrant community always ready to support you
• And more!