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Personal Virtual Assistant for Personal / Business / Financial / Tasking Management

$3000-5000 USD

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Julkaistu noin 2 kuukautta sitten

$3000-5000 USD

Maksettu toimituksen yhteydessä
We are looking to hire a Personal Virtual Assistant for our family at $300/month, equivalent to $3600/year. We're on the lookout for a Personal Virtual Assistant who can seamlessly integrate into our family's routine, offering support across a mix of personal, business, financial, and task management areas. The right fit for us is someone who has solid experience in administrative roles, is comfortable with light bookkeeping, scheduling, and managing tasks, and knows their way around QuickBooks and YNAB. We value clear communication, respect for privacy, and someone who can manage various tasks with care and attention. Key Responsibilities: - Personal Budgeting with YNAB: Help manage our family's budgeting process using YNAB, including setting up budgets, tracking expenses, categorizing transactions, keeping us under budget and saving for our goals, and providing regular financial reports. Your role will be pivotal in ensuring our family maintains financial health and meets our savings goals. - Financial Management: Manage and report on financial transactions in YNAB (~200 transactions monthly) and QuickBooks (~40 transactions per month across three accounts), which includes invoicing and expense tracking for both personal and business finances. - Task Management: Keep us on track with our personal errands and business projects, helping prioritize and manage our to-do lists. - Business and Administrative Support: Provide support where needed, whether it’s handling emails, preparing documents, or conducting research to keep our operations smooth. Requirements: - Experience in a Virtual Assistant role or similar, with a good track record in both personal and business domains. - Familiarity with QuickBooks and YNAB, capable of handling the specified transaction volumes. - Good organizational and time management skills, able to prioritize effectively. - Clear and effective communication skills. - A trustworthy approach to handling confidential information. - Able to work independently. - Reliable internet for remote work. - Experience with personal and financial information management. - Understanding of secure data handling practices. - Willingness to suggest improvements and solve problems as they arise. Optional Skills For Additional Pay!!: - Social Media Management: Engaging with social media platforms to manage and grow online presence. - Content Writing: Crafting blog posts, articles, or content for various platforms. - Graphic Design: Creating visual content for digital or print media. - Advanced Bookkeeping: Knowledge in financial analysis, tax preparation, and payroll management, for more comprehensive financial management. - Personal Shopping or Styling: For busy families or individuals, a VA with a knack for fashion or personal shopping can assist in wardrobe planning, gift purchasing, and personal styling. - Interior Design Consultation: Ability to provide interior design advice or virtual consultations to help improve or refresh living spaces, leveraging design software or platforms. - Travel Hacking: Expertise in leveraging credit card points, frequent flyer programs, and travel deals to plan cost-effective trips, including advice on maximizing travel rewards for business and leisure trips. - Podcast or YouTube Channel Management: For those looking to build or enhance their presence on platforms like YouTube or podcasts, a VA with skills in content planning, editing, and promotion can be critical. We're eager to welcome someone who can integrate into our family's routine and contribute to our personal and business success. If you possess the skills and experience we're looking for, and you're ready for a rewarding challenge, we'd love to hear from you.
Projektin tunnus (ID): 37836424

Tietoa projektista

26 ehdotukset
Etäprojekti
Aktiivinen 14 päivää sitten

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26 freelancerit tarjoavat keskimäärin $3 900 USD tätä projektia
Käyttäjän avatar
Hello there! I'm Alondra, I am an experienced accounting and audit professional specializing in providing financial services to businesses like yours. I am an Accountant, Bookkeeper, Xero Certified and a Certified QuickBooks ProAdvisor and a former auditor at Sycip, Gorres, Velayo and Co. (SGV & Co.), the Philippines’ largest multidisciplinary professional services firm, a member practice of Ernst & Young Global Limited. Ihave knowledge in US and Australian Taxation.  I have a strong background in accounting and audit, I am well-equipped to handle the financial intricacies of your business. I am proficient in using Zoho, Xero and QuickBooks to streamline and optimize financial processes. Let's discuss how I can greatly help you.  Regards, Alondra Cabanilla
$4 000 USD 7 päivässä
5,0 (1 arvostelu)
4,8
4,8
Käyttäjän avatar
I will be the Virtual Assistant you are seeking. I will help you keep track of your financials. I will be punctual and perform all my assigned responsibilities. Thank you.
$3 000 USD 2 päivässä
5,0 (5 arvostelua)
4,2
4,2
Käyttäjän avatar
As a seasoned professional with over a decade of experience in digital marketing, I bring a unique blend of skills to the table that goes far beyond the typical virtual assistant. On top of my proficiency in the areas you're looking for, including personal and financial management, I have expertise in using various software applications such as YNAB and QuickBooks, which are crucial for the role. My familiarity with SEO and data scraping would prove to be valuable for organizing your tasks and providing insightful reports efficiently. What sets me apart is my adaptability and desire to take on new challenges. While I might not possess all the optional skills you've mentioned specifically, I'm more than willing to learn new things quickly. My motto has always been to exceed my clients' expectations and bring comprehensive solutions to the table. Furthermore, privacy and security are paramount in a role like this, and I can assure you my work ethic aligns strongly with this value. In a position where managing confidential information is crucial, you can count on my trustworthiness and responsible approach.
$3 600 USD 365 päivässä
5,0 (9 arvostelua)
4,0
4,0
Käyttäjän avatar
Hi there, I have read your project description and i'm confident i can do this project for you perfectly.I still have a few questions. please leave a message on my chat so we can discuss the budget and deadline of the project. Thanks. ..
$5 000 USD 4 päivässä
4,9 (2 arvostelua)
3,6
3,6
Käyttäjän avatar
Hi there I m an Architect/Civil Engineer/BIM/CAD Expert and will offer you the Best Discount. You can pay me a reasonable price + Good Review only. I want to review your Personal Virtual Assistant for Personal / Business / Financial / Tasking Management plans/sketches,/ideas and work with you. I know you have many proposals to look through, to make this quick. Please get in touch with me to discuss this project in more detail. My first priority is that my client will be satisfied with my work. I am an expert in these softwares, ✔ ArchiCAD ✔ Autodesk Revit ✔ Autodesk AutoCAD ✔. Autodesk 3ds max ✔ Sketch Up✔ Autodesk Navisworks Manage✔ Estimation ✔ HAPE ✔ ETAP✔ Tekla If you assign me your task, I will carry out your project with the best quality. Please come over chat and discuss your requirement in a detailed way. Thanks Fayyaz and Team
$5 000 USD 7 päivässä
5,0 (1 arvostelu)
3,7
3,7
Käyttäjän avatar
With an extensive background in a range of administrative roles and a firm understanding of the importance of trust and privacy when it comes to family matters, I believe I am the ideal candidate for your Personal Virtual Assistant position. I am highly proficient in QuickBooks, YNAB, and have a commendable experience in financial management thanks to my proficiency in budgeting, invoicing, and expense tracking. These skills would be beneficial as I manage your ~200 monthly transactions (ZNAB) and ~40 transactions across three accounts to ensure accurate financial records. Equipped with strong organizational abilities and an aptitude for maintaining structured task lists, I will keep everyone on track with personal errands and business projects seamlessly. My communication skills are effective supported by my proven track record in virtual assistance roles. Internet reliability won't pose an issue as I've successfully worked remotely several times before this. Moreover, being a dedicated researcher, your queries will find their answers quickly.
$3 000 USD 1 päivässä
5,0 (5 arvostelua)
3,7
3,7
Käyttäjän avatar
Greetings!! I can assist you all of your accounting, bookkeeping, year end VAT & Tax preparation, financial statement and other related task. I am here to offer my expertise for your required service accurately. I am in expert in QuickBooks Online, Xero, Wave & Excel. With 13 years of experience in accounting, bookkeeping, financial modeling, budgeting, and related tasks, I am confident in my ability to assist with any needs you may have. As a professional cost & management accountant (CMA) and a professional bookkeeper, I am well versed in accounting, bookkeeping, FS, analysis, handle complex situation and accounting rules & regulations like IAS, IFRS & GAAP. Here’s why I am the right person to assist you:  Record Keeping/ Bookkeeping  Bank/ Credit Card Reconciliation  Tax calculation, preparation & report  Preparation of financial Statements(including Profit & loss account, Balance Sheet, Cashflow)  AP & AR management  Projected cash flow statement  Create bill & invoice  Categorization, COA, Company Setup  Payroll processing  QuickBooks Online/Xero/Wave  Management Report  Forecasting, Projections, Budgeting, FS Analysis, Ratio Analysis  MS Excel Proficiency  General ledger Best Regards, Kanis
$4 000 USD 7 päivässä
5,0 (2 arvostelua)
2,7
2,7
Käyttäjän avatar
Hello, I am an honest, hardworking and young Chartered Accountant (CPA) involved in Accounting and Bookkeeping having 11+ years of experience for my USA-based clients. I believe you are based in the United States, and I have specific expertise in US-based GAAP. I have worked in Deloitte (Big 4) accounting firm and have vast experience in accounting and bookkeeping. I am sure I would be a great fit for your team. Experience using QuickBooks: I am an Elite Partner (Topmost Level) partner with QBO. I am a certified advisor of QuickBooks Desktop as well as QuickBooks Online and an elite partner. I have been working on QuickBooks for US and Canadian-based companies and have experience with Payables Management, receivables management, bank feeds, and Payroll processing in QuickBooks. Experience using Xero: I am a Xero Certified Advisor and an Elite Partner with Xero. I have been working for many clients on Xero and have been managing payroll, receivables, payables, and Management report for 20+ people company. Ting etc. in Xero for many clients. In summary Trust, reliability, timely services, and long-term relationship are the key goals of my service. I would love to have a discussion with you regarding project. :) Regards, Rushabh Shah
$3 000 USD 15 päivässä
5,0 (1 arvostelu)
2,9
2,9
Käyttäjän avatar
Hello the Hiring Manager, My name is Ella. I'm a dedicated and highly motivated accountant who have a CIMA destignation, with more than 8+ years accounting experiences in the accounting and finance industry. I have been studies in Canada, and worked large corp like IBM, and also helped small businesses/entrepreneurs to source product from China. I have had the pleasure to work for clients from Russia, Canada, US, as both an employee and freelancer. ✅ MY SERVICES • Full cycle of A/P,A/R,cash management,cost analysis,fixed assets and general ledger • Prepares payments by verifying documentation, and requesting disbursements. • Documents financial transactions by entering account information. • Project Management to meet the schedule • Analyze and report on financial status including income statement variances, communicating financial results to management, budget preparation and analysis • Perform monthly, quarterly and annual accounting activities including reconciliations of bank and credit card accounts, coordination and completion of annual audits, and reviewing financial reports/support as necessary • Summarizes current financial status by collecting information; preparing balance sheet, profit and loss statement, and other reports. If that sounds good to you, contact me today and I’ll provide you the best available proposal for your project. Thanks and best regards, Ella Chen
$3 600 USD 31 päivässä
3,0 (1 arvostelu)
0,1
0,1
Käyttäjän avatar
Hi, I have gone through your project, my expertise areas are bookkeeping , business plans , payroll, excel sheets , account and financial modeling. I can create payroll, maintain bookkeeping and all accounting works very smoothly. Regards Mohamed Ahmed
$3 000 USD 30 päivässä
3,6 (2 arvostelua)
0,0
0,0
Käyttäjän avatar
Hi there, I hope you are doing well! I am Dian from Indonesia but right now I am living in Madrid, once I read your description, I sure can contribute and deal with this job because this is my field. I am a Master's student in Banking and Financial Regulation and I have experience becoming a secretary of principal in an International school in Bali for more than 4 years before I moved to Madrid, and several experiences as an assistant online. I had a deal with big Chinese factories to promote and make their website, and I also worked with a professional art artist from Australia to promote her Instagram. I am ready now and can start ASAP. I am also an expert and have great experience in Python, R language, lead generation, web search, web scraping, virtual assistant, product upload on e-commerce sites, Excel, PDF to Word/Excel conversion, data processing, data entry, etc. Please send me a message to discuss more. Thank you. Regards, Dian
$3 000 USD 1 päivässä
1,0 (1 arvostelu)
0,0
0,0
Käyttäjän avatar
With over a decade of experience in Full Stack Development, WordPress, Mobile App Design, and Corporate Identity, I have a proven track record of delivering successful projects to organizations of all sizes. I offer top-notch support and high-quality work, ensuring long-term relationships with clients. My expertise includes Full Stack Development, WordPress, Mobile App Design, and Corporate Identity. I have completed over a thousand successful projects for enterprises and medium-sized businesses. Let's discuss your ideas and bring them to life. I have a strong background in administrative roles, including light bookkeeping and task management. Let's discuss your specific requirements for a Personal Virtual Assistant to integrate seamlessly into your family's routine. Open communication is key to setting mutual expectations. Let's discuss the scope of work, task frequency, and software requirements for an accurate timeline estimate and compensation agreement. I am excited about the opportunity to streamline personal and business tasks, manage finances effectively, and contribute to your family's success. Let's explore how I can support your needs effectively.
$4 500 USD 5 päivässä
0,0 (0 arvostelua)
0,0
0,0

Tietoja asiakkaasta

Maan UNITED STATES lippu
Livingston, United States
0,0
0
Maksutapa vahvistettu
Liittynyt tammik. 1, 2013

Asiakkaan vahvistus

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