Bilingual Bookkeeper / Payroll Specialist & Client Success Manager
20four7VA
Worldwide
fulltime
Posted 5 months ago
Job Description
Title: Bookkeeper / Payroll Specialist & Client Success Manager
Independent Contractor – Business Support (Remote).
Summary:
20four7VA is seeking qualified independent contractors to provide Bookkeeping and Payroll assistance to clients based in the United States. This opportunity is for offshore contractors interested in offering remote professional services under a flexible arrangement. This is not an offer of employment.
Description of Services:
The selected independent contractor may be matched with one or more clients to perform services that may include, but are not limited to:
- Bookkeeping & Financial Management
- Maintain clean monthly books – ensure all transactions are recorded, categorized, and reconciled by month-end
- Manage accounts payable/receivable, bank reconciliations, and financial reporting
- Process payroll efficiently and in compliance with U.S. tax regulations
- Track contractor payments across multiple projects
- Ensure proper recording and classification of expenses, income, and payroll
- Follow up on late payments – implement systematic collection procedures and maintain payment tracking
- Coordinate with CPA or tax advisor to prepare for quarterly and annual filings
- Be prepared to pursue CPA training and certification within the next 1–2 years (professional development supported)
- Document and organize all financial transactions with supporting documentation
- Client Success Management
- Serve as primary point of contact for client communications and inquiries in both English and Spanish
- Onboard new clients, ensuring clear understanding of service agreements
- Monitor client satisfaction and proactively resolve issues or escalate concerns
- Schedule and coordinate assignments using Boostlingo platform
- Track and report client feedback, retention, and overall satisfaction
- Manage client contracts and service agreements
- Collaborate with internal teams and contractors to ensure service continuity
- Business Development & Growth
- Conduct cold calls and outreach to expand client base
- Develop and maintain prospect lists
- Build operational cash reserves with goal of achieving 6–12 months of operating costs
- Track conversion rates and follow up on sales leads
- Collaborate with leadership on pricing strategies and service expansion opportunities
- Administrative Support
- Maintain organized filing systems for both digital and physical documents
- Generate monthly financial reports for management review
- Attend quarterly company meetings (via Zoom, approx. 1 hour)
- Support compliance requirements and grant reporting for nonprofit-related tasks
- Manage vendor relationships and service provider communications
All services will be rendered remotely and must be performed in alignment with any scope of work agreed upon with the client. Contractors are expected to follow client-supplied SOPs, timelines, and service expectations.
Contractor Requirements:
Required:
- 3–5 years of proven experience in bookkeeping and payroll processing
- Strong understanding of U.S. accounting principles and tax regulations
- Experience maintaining clean monthly books with accurate month-end closing procedures
- Client-facing experience with strong communication and relationship management skills
- Bilingual in English and Spanish (Required) – must be comfortable conducting business in both languages
- High attention to detail, organizational skills, and ability to manage multiple priorities
- Self-starter, able to work independently and collaboratively in a remote environment
- Experience with contractor/1099 management preferred
- Ability to maintain strict confidentiality regarding financial information and client data
Preferred:
- CPA designation preferred (not required)
- Experience with service-based businesses or language services industry
- Familiarity with nonprofit bookkeeping and compliance requirements
- Experience with collections and accounts receivable follow-up
APPLICATION SOFTWARE KNOWLEDGE/REQUIRED:
Essential:
- QuickBooks – for accounting
- Gusto – for payroll processing
- Microsoft Office Suite and/or Google Workspace
Preferred:
- Boostlingo – scheduling and management platform
- Nonprofit accounting software
- Collections management tools or CRM systems
Schedule and Availability:
- Services are generally rendered Monday to Friday, 10 AM to 7 PM EST, 40 hours/week
- Working hours will align with the client’s preferred schedule.
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By submitting your application, you acknowledge that this opportunity is for an independent contractor engagement and not an offer of employment. All applications will be reviewed based on alignment with client needs, qualifications, and availability. If selected, a member of our team will reach out to discuss next steps and potential client matching.
We look forward to reviewing your application and potentially working with you on future client engagements!
Required Skills
CRMGoogle WorkspaceMicrosoft Office SuiteQuickBooksCommunication
About the Company
20four7VA
Human Resource Services
11 - 50 Founded 2010
20four7VA offers reliable virtual assistant services to businesses on a global scale. Over the years, we have served over 3,000 clients on six continents across dozens of industries, including eCommerce, construction, healthcare, real estate, hospitality, finance, education, and more.
We work with small-to-medium-sized businesses, solopreneurs, and freelance business owners in any industry to provide them access to skilled offshore contract talent that will allow them to scale their businesses faster and more efficiently at a reasonable cost.
20four7VA is a privately held remote hiring and contract staffing company specializing in cost-effective and impactful staffing solutions. We provide customizable and scalable offshore outsourcing services to businesses across various industries.
We have helped 3000+ companies grow their market share by providing them with on-demand access to our global community of over 750+ offshore contract talent.
Our commitment is to help our clients scale their businesses successfully and provide sustainable job opportunities to communities worldwide in the way that we know best — virtual staffing.
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Company
20four7VA
Human Resource Services
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