Evaluating bids

Provide bookkeeping support for our clients and sell service packages of accounting.

Published on the November 06, 2020 in Finance & Management

About this project

Less than USD 10 / hour

First thank you for taking the time to look our job offering. We are looking for someone to join our team full time.

The major number of our clients are Brazilians investors in the USA. Our main services are related to incorporating business in all 50 states(primarily in Florida) along with offering several accounting products and packages to maintain the business virtually without having to meet in person. 


What to expect initially with this position?
-First learn about our main services, and master our accounting services.

We also use QuickBooks to monitor activity for each client and perform their accounting needs.
- Your job will be iniacially to contact clients and get clarification on their transactions so the dept of bookkeeping can properly classify and close books.
-The entire process is done via emails and querysheets on google. But sometimes you could be required to speak on the phone.
-You will have tasks to analyze current sales funnels for accounting packages, review email templates, automated msg and make better to optimize the client experience and minimize the time we spend to perform a service.

-Once you have some time with us and feel comfortable, additional tasks will be assigned as you acquire more experience.

What's our perfect candidate:
-Someone with extreme attention to detail, eager to learn, innovate with ideas and willing to help with any task as needed.
-Fluent in Portuguese and English, Spanish a plus.
-Experience in accounting is required, must have some knowledge of finances and administration.
- Experience with filling taxes in Brazil will help you a lot to master the USA system.

If you have what it takes and wants to participate in this amazing project reply to this post starting with this job is perfect for me. It will be a pleasure to speak with you and hopefully, we can work together. Thanks again for your time!

Project overview

Quick note, here at our office everything is done virtually using our cloud CRM system. You will be amazed with our capabilities regarding features, we have all! Literally, everything in one system such as WhatsApp, telegram, telephony, email marketing, sales funnels, business processes.

Category Finance & Management
Subcategory Accounting
Is this a project or a position? Project
Required availability Full time

Project duration: 3 - 4 months

Skills needed

Microsoft Excel Accounting Financial Analysis Sales Customer Service

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