Bookkeeping Associate
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Help our VPs grow your business.
Experts in
- Quickbooks
- Wave Accounting
- Gusto
- Payroll Vault
- Clio
Designed for your business needs
Learn how our virtual professionals can help grow your business.
QuickBooks and Accounting Systems Proficiency
Advanced knowledge of QuickBooks for maintaining financial records, managing transactions, and performing reconciliations with bank statements. Familiarity with double-entry bookkeeping (debit/credit) and exposure to US tax processes is essential.
Data Entry and Management
Creating and updating vendor and customer records, managing forms (including IRS Forms) and documentation, updating accounts, and verifying information to maintain accurate financial data.
Invoicing
Creating and sending invoices, following up on payments, adding charges as necessary, and conducting audits to ensure accuracy and timeliness in the invoicing process.
Training Outline
Bookkeeping Associates are recruited with a background in education or experience in accounting. They begin with foundational training designed to equip them with the best practices for handling clients while working on bookkeeping tasks. Their accounting concepts and industry knowledge are refreshed, with a focus on practical exposure to QuickBooks. Soft skills training helps develop interpersonal communication, active listening, and problem-solving abilities to handle diverse scenarios effectively. Throughout this phase, evaluations are conducted to assess skill development and readiness for client-specific training.
Once matched with a client, the Bookkeeping Associate undergoes tailored training to align with the client's requirements. This phase includes an overview of the client's financial tools and systems, such as accounting software, payment platforms, and invoicing tools. The associate is introduced to the client's specific workflows, reporting formats, and preferred communication methods. Detailed guidance is provided on the initial responsibilities outlined by the client. Additionally, shadowing sessions with an experienced Accounting Associate working in a similar role offer practical insights into daily operations, effective communication, and bookkeeping task management. Each associate is assigned a mentor to provide support and guidance, ensuring they are fully prepared to meet client expectations from the start.
After onboarding, the VP is supported by a dedicated trainer to ensure a seamless transition and effective integration into the client's financial operations. The trainer provides real-time assistance, monitors task performance, and helps the associate address challenges. Performance tracking systems, including task trackers and regular reviews, are used to monitor progress and identify areas for improvement. Daily check-ins ensure that workflows are optimized and tasks are executed accurately and efficiently. The VP also receives ongoing guidance in creating and maintaining documentation of the client's financial processes. Regular feedback sessions help the associate adapt to the client's evolving needs and ensure the consistent delivery of high-quality support.
Frequently Asked Questions
The best practice that we encourage is to give direct feedback to your VP as that helps build a good relationship, and is the most effective way to address any errors. Apart from that you would have a dedicated account manager who you can give open feedback to. The account manager would then loop in the VP's direct performance manager ensuring that your feedback is understood and incorporated.
Your VP's first priority would be to wrap up any pending tasks you've assigned and to clear their workload. They are then given training on how to optimize and contribute to a company's workflow, and so by their own initiative, they would actively look for areas where they can contribute to your agency's growth and processes. It is also recommended that you assign your VP with a project before going out of the office, so that they are utilized in your absence.
Our VPs excel in communication and coordination, using secure and reliable tools for seamless interactions. They follow structured SOPs to ensure responsiveness and actively seek client feedback through weekly check-ins for consistent and exceptional performance.
We ensure data security through 24/7 monitoring, secure VPN connections, and advanced protection protocols powered by CyberFin. Our VPs are meticulously trained to handle sensitive financial data with confidentiality, ensuring your information remains safe at all times.
Our VPs hold Bachelor's degrees in Accounting and Finance from top universities and have a solid foundation in bookkeeping and core accounting concepts. They are trained in industry-standard software like QuickBooks, Wave Accounting, and Gusto, ensuring seamless integration with your systems.
Our data security protocols include encrypted communications, secure storage of sensitive financial data, regular audits, and adherence to best practices in data protection. Strict access control and ongoing training ensure the safety of all financial and company information.
Tasks are delegated through clear communication, utilizing project management tools, and ensuring priorities are aligned with team goals. The VP ensures tasks are assigned based on skills, workload capacity, and urgency, with follow-ups and support provided as needed.
Savvital VPs undergo extensive training to master bookkeeping processes and implement strict quality control measures. With exceptional attention to detail, they ensure accurate recording, reconciliation, and reporting of financial data, minimizing errors and maximizing precision.
Savvital VPs work full-time to ensure smooth month-end and year-end closings. They organize records, reconcile accounts, and generate reports efficiently, ensuring deadlines are met and compliance with accounting standards is maintained.
Savvital VPs combine strong educational backgrounds, advanced technical skills, and ongoing professional training. Their proactive approach optimizes bookkeeping processes, delivering accuracy, efficiency, and measurable results to save you time and resources.
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