Virtual Assistant – Operations and Admin Support for a Boutique CFO Advisory & Bookkeeping Business

Overview

About Me

I’m on a mission to help women master their finances-because running a business should feel empowering, not exhausting. As a CFO advisor and bookkeeper, I work with women entrepreneurs to create clarity, confidence, and ease around their finances. I believe numbers tell a story not just of results, but of the choices we make as CEOs of our businesses and lives

My work is about aligning financial decisions with a bigger vision: for business, family, and the future.

I meet my clients where they are and walk with them through the overwhelm-so they can create financial clarity and build the business (and life) they truly love.

Who I’m Looking For

I’m seeking a detail-oriented Virtual Assistant to become my right hand in running a service-based financial business. If you’re a tech-savvy self-starter who thrives on building systems, managing details, and keeping operations smooth and stress-free, this could be a perfect fit.

This role is ideal for someone who enjoys working independently, communicates clearly, and can bring structure to a high-touch service-based business. I’m especially looking for someone who thinks critically about workflows, offers suggestions, and brings a process-minded lens to the work.

Key Responsibilities

PRIMARY DUTIES

Client & Workflow Support

• Follow up with clients for missing documents or outstanding deliverables

• Assist with new client onboarding: welcome emails, forms, folder setup

• Clean up, maintain and update workflows in Dubsado and ClickUp

• Track monthly deliverables and ensure timely completion

Billing Support

• Prepare and send invoices through Dubsado

• Monitor payment status and send friendly reminders

• Track billable hours vs. retainers and flag overages

Inbox & Calendar Management

• Triage incoming emails, respond to routine inquiries, and flag priority items

• Manage Calendar: book and confirm client calls and recurring appointments

SECONDARY DUTIES

Admin & Systems Support

• Keep shared folders, and project systems organized and updated

• Create and refine templates and automations in Dubsado, ClickUp, etc.

• Evaluate current tools and processes, and recommend improvements to streamline efficiency

Social Media & Light Marketing Support

• Schedule content to Instagram, Facebook, or LinkedIn

YOU’RE A GREAT FIT IF YOU HAVE:

3+ years of experience as a remote VA, or OBM
Proficiency in Dubsado, ClickUp or similar systems
Excellent communication and follow up skills
A self starting attitude and the ability to take ownership of projects
Strong attention to detail and organizational systems
(Bonus) Familiarity with Quickbooks Online and/or bookkeeping experience

WHEN APPLYING:

An example of a process or workflow you’ve helped improve — and what impact it had
A short note about why this type of business or mission resonates with you

HOURS:

5-10 (initially) Pay $25/hr

Tech Stack Used :

Dubsado , Click Up , Client Hub, Toggle, Quickbooks

Tagged as: administrative support, coordination, project management

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To whom it may concern, I am very interested in the Virtual Assistant - Operations and Admin Support for a Boutique CFO Advisory & Bookkeeping Business position at . I believe my skills and work experience make me an ideal candidate for this role. I look forward to speaking with you soon about this position. Thank you for your consideration. Best regards,

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