Virtual Accounting & Bookkeeping Assistant

We are seeking a detail-oriented and trustworthy Virtual Assistant to support the firm’s accounting and bookkeeping functions. This role will focus on maintaining accurate financial records, supporting payroll processes through Gusto, and ensuring seamless integration between QuickBooks, Clio, and other internal systems.

Ideal Experience:

• 2+ years of experience in bookkeeping, accounting, or administrative finance roles
• Prior experience working with law firms or professional service environments is a plus
• Familiarity with trust accounting and compliance standards preferred
• Proven ability to handle confidential financial information with discretion

Key Responsibilities:

• Manage day-to-day bookkeeping activities, including data entry, reconciliations, and

expense tracking

• Support payroll setup and processing in Gusto
• Record and categorize transactions in QuickBooks Online
• Generate monthly financial reports and support tax preparation coordination
• Assist with billing and invoicing through Clio (including time entries, expenses, and client

billing)

• Communicate effectively with firm leadership and accounting partners for updates and

reporting

Ideal Skills & Technology Knowledge:

• Software: Gusto, QuickBooks Online, Clio, Google Workspace (Docs, Sheets), Microsoft

Excel

• Strong attention to detail and accuracy in financial data management
• Excellent communication and organizational skills
• Self-starter with ability to manage multiple tasks and deadlines remotely