Book Keeper / Accountant / Marketing KPI Tracking

We are an exterior cleaning company with two locations in California. We are dedicated to providing top-notch cleaning services for solar panels and other exterior surfaces. We pride ourselves on our commitment to quality and customer satisfaction. We are looking for a dedicated and detail-oriented Virtual Assistant to join our team and help us manage our finances and marketing metrics. You would start with about 4 hours per day and eventually move up as you progress to more / full time hours.

Responsibilities:

Financial Tracking and Management:

-Track and record daily revenue and expenses.
-Reconcile accounts in QuickBooks Online.
-Prepare and review financial reports, including profit and loss statements and balance sheets.
-Monitor cash flow and ensure timely recording of payments and expenses.

Marketing KPI Tracking:

-Calculate and track key marketing metrics such as Customer Acquisition Cost (CAC), Cost Per Lead (CPL), and Cost Per Acquisition (CPA).
-Analyze marketing data to provide insights and recommendations for optimizing marketing strategies.

Informed Decision-Making:

-Provide data-driven recommendations based on financial and marketing analysis.
-Assist in budgeting and forecasting to support business growth.

Administrative Support:

-Organize and manage financial documents and records.
-Assist in creating and maintaining Standard Operating Procedures (SOPs) for financial tracking.

Qualifications:

-Proven experience as a Virtual Assistant or in a similar role.
-Strong knowledge of QuickBooks Online and financial reconciliation.
-Proficient in using Google Sheets, Microsoft Excel, and other financial tracking tools.
-Experience with CRM software, preferably Jobber.
-Familiarity with marketing metrics and analysis.
-Excellent organizational and time management skills.
-Strong attention to detail and accuracy.
-Ability to work independently and make informed decisions.
-Excellent communication skills, both written and verbal.

Bonus Skills:

Experience in the home service industry.
Knowledge of project management tools like Trello or Asana.

To Apply:
Please send your resume and a cover letter detailing your relevant experience. In your cover letter, please include the phrase “Financial Wizard” to show that you have read the job description thoroughly.

We look forward to finding a dedicated and skilled Virtual Assistant to join our team and help us manage and grow our business.