Website InsideOut
About the job
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JOB TITLE: Bookkeeping and CRM Virtual Assistant
JOB ID: HINTJO
INDUSTRY: Construction
LOCATION: LATAM / PH
JOB STATUS: Part-Time
WORK SCHEDULE: 20 hours per week, flexible between 9:00 AM – 6:00 PM (as long as 20 hours/week are completed)
SALARY: $7- $8 per hour
TARGET START DATE: ASAP
ROLE OVERVIEW
About the Role
The client is seeking a highly skilled and reliable Virtual Assistant – Bookkeeping & CRM (GoHighLevel) to support a growing portfolio of small businesses. This hybrid role covers two critical areas: bookkeeping/financial administration and CRM management/customer support.
You will report directly to the business owner, an investor and corporate pilot managing a holding company of 10+ small businesses, and play a key role in organizing backend systems and supporting day-to-day operations across multiple ventures. The ideal candidate will thrive in a fast-paced, entrepreneurial environment and bring both financial accuracy and customer-facing professionalism.
Key Responsibilities
- Bookkeeping & Financial Administration (Primary Priority)
- Maintain and clean up financial records across 10+ small businesses.
- Prepare and update financial documents, including:
- General ledgers Profit & Loss (P&L) statements Balance sheets
- Assist with monthly financial reporting and reconciliation.
- Work directly in accounting tools such as QuickBooks, Xero, or spreadsheets.
CRM Management & Customer Support (GoHighLevel)
- Manage and maintain CRM pipelines using GoHighLevel.
- Handle inbound calls for service-based businesses (e.g., cleaning services).
- Qualify leads and convert calls into sales opportunities.
- Manage automations, campaigns, and basic digital marketing tasks (optional).
- Respond promptly and professionally to customer inquiries via email, SMS, or phone.
Experience
- 2+ years of bookkeeping or accounting assistant experience.
- Strong familiarity with GoHighLevel or similar CRMs.
- Experience working with U.S.-based small businesses is a plus.
Skills & Tools
- Solid knowledge of financial documents: ledgers, P&L statements, and balance sheets.
- Proficiency with accounting software (QuickBooks, Xero, or similar).
- Strong communication and customer service skills, especially over the phone.
- Ability to handle objections and qualify leads effectively.
- CRM and automation knowledge, preferably GoHigh Level.
Soft Skills
- Excellent spoken and written English (fluent).
- High attention to detail, particularly in financial reporting.
- Proactive problem-solver who works well independently.
- Fast learner, adaptable, and comfortable in a dynamic environment.
To apply for this job please visit insideoutva.breezy.hr.
