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Bookkeeping Virtual Assistant Jobs in Appleton, WI

TMS Financial

Senior Staff Accountant

Green Bay, WI · On-site

Proven understanding of general bookkeeping, payroll and accounting principles and industry ... Ability to work closely with tax preparers to ensure financials are accurate and tax-ready. Assist ...

TMS Financial

Senior Staff Accountant

Green Bay, WI · On-site

$28 - $39/hr

Proven understanding of general bookkeeping, payroll and accounting principles and industry ... Ability to work closely with tax preparers to ensure financials are accurate and tax-ready. Assist ...

TMS Financial

Senior Staff Accountant

Green Bay, WI · On-site

$28 - $39/hr

Proven understanding of general bookkeeping, payroll and accounting principles and industry ... Ability to work closely with tax preparers to ensure financials are accurate and tax-ready. Assist ...

All JobsBookkeeping Virtual Assistant JobsBookkeeping Virtual Assistant Jobs in Appleton, WI

Bookkeeping Virtual Assistant information

See Appleton, WI salary details

$11

$23

$33

How much do bookkeeping virtual assistant jobs pay per hour?

As of Jul 4, 2026, the average hourly pay for bookkeeping virtual assistant in Appleton, WI is $23.81, according to ZipRecruiter salary data. Most workers in this role earn between $19.95 and $26.73 per hour, depending on experience, location, and employer.

Is there a demand for virtual bookkeepers?

There is strong demand for virtual bookkeepers as many small businesses and organizations seek remote financial management. Skills in accounting software like QuickBooks and cloud-based tools increase employability, and the role often offers flexible schedules. The growth of remote work has further expanded opportunities in this field.

What are bookkeeping virtual assistants?

Bookkeeping virtual assistants are professionals who provide remote bookkeeping and financial record-keeping services to businesses or individuals. They handle tasks such as managing accounts payable and receivable, reconciling bank statements, preparing financial reports, and organizing receipts and invoices. By working virtually, they help businesses keep their finances in order without the need for an in-house bookkeeper, often saving time and reducing overhead costs.

What are the key skills and qualifications needed to thrive as a Bookkeeping Virtual Assistant, and why are they important?

To thrive as a Bookkeeping Virtual Assistant, you need foundational knowledge in accounting principles, attention to detail, and experience with bookkeeping tasks, often supported by relevant coursework or certifications. Familiarity with accounting software like QuickBooks, Xero, or FreshBooks, as well as proficiency in spreadsheet tools, is typically required. Strong organizational skills, reliability, and effective written communication help you manage remote client relationships and multitask efficiently. These skills are crucial for maintaining accurate financial records, supporting business operations, and building client trust in a virtual environment.

Are virtual bookkeeping jobs legit?

Virtual bookkeeping jobs are legitimate positions that involve managing financial records remotely using accounting software like QuickBooks. They often require skills in accounting, attention to detail, and sometimes certification, and are offered by reputable companies or freelance platforms. However, job seekers should verify the employer's credibility to avoid scams.

Can you be a virtual bookkeeper?

Yes, a virtual bookkeeper is a professional who manages financial records remotely using accounting software like QuickBooks or Xero. They typically need strong organizational skills, knowledge of accounting principles, and may require certifications such as a bookkeeping or accounting credential.

What is the difference between Bookkeeping Virtual Assistant vs Bookkeeper?

AspectBookkeeping Virtual AssistantBookkeeper
CredentialsBasic bookkeeping knowledge, possibly certifications like QuickBooksOften certified or experienced in accounting/bookkeeping
Work EnvironmentRemote, freelance or contract basisCan be remote or in-office, employed by a company or accountant
Employer & IndustrySmall businesses, entrepreneurs, online businessesAccounting firms, small to medium businesses
Common TasksData entry, invoicing, bank reconciliations, basic financial record keepingMaintaining financial records, preparing reports, managing ledgers

The main difference is that a Bookkeeping Virtual Assistant typically handles basic bookkeeping tasks remotely and may have less formal certification, while a Bookkeeper often has more experience or certifications and may work in a more traditional setting. Both roles support financial record management but differ in scope and work environment.

How does a Bookkeeping Virtual Assistant typically collaborate with clients and accounting teams remotely?

As a Bookkeeping Virtual Assistant, you will often work closely with clients and accounting teams using cloud-based accounting software, email, and video conferencing tools. Regular check-ins and clear communication are essential to keep financial records accurate and up-to-date. You may be responsible for tasks such as reconciling accounts, processing invoices, and generating financial reports, often with deadlines that align with client needs. Building trust and maintaining confidentiality are key, as you handle sensitive financial information from a remote environment.

Is AI replacing bookkeepers?

AI is automating certain bookkeeping tasks such as data entry, reconciliation, and report generation, which can increase efficiency. However, bookkeepers still play a vital role in interpreting financial data, ensuring accuracy, and providing personalized advice that AI cannot replicate fully.
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Bookkeeping Virtual Assistant jobs near you

Senior Staff Accountant

TMS Financial

Green Bay, WI • On-site

Full-time

Posted 9 days ago

Job description

Salary: $28-$39/hr

Senior Staff Accountant

TMS Financial is dedicated to being the premier provider of comprehensive tax and financial services for individuals and businesses alike. For more than three decades, we have been a trusted partner in helping clients achieve financial success. Our team provides a full range of services - including tax preparation, small business accounting, investment planning and insurance services - all designed to meet your unique financial goals with integrity and expertise.

TMS Financial is currently looking to hire a full-timeSenior Staff Accountant for ourGreen Bayoffice.

The Ideal Candidate:

  • Proven understanding of general bookkeeping, payroll and accounting principles and industry compliance
  • Proficient skills in QuickBooks software with QuickBooks Online Certification
  • Excellent communication and interpersonal skills
  • Detail-oriented with a desire for greatest degree of accuracy
  • Ability to work closely with tax preparers to ensure financials are accurate and tax-ready. Assist with year-end adjustments and identify potential tax issues or opportunities during financial reviews
  • 5+ years of experience in accounting industry with emphasis on public accounting
  • Bachelors or Associates degree in Accounting, Business, Finance, or related field


Responsibilities:

  • Handle accounting tasks including data entry, payroll, financial review, and various other accounting related tasks for multiple clients
  • Onboard new clients and set up QuickBooks Online, including chart of accounts, bank-feeds and integrations. Troubleshoot issues and provide guidance to staff and clients
  • Client interaction including phone calls, emails, and some face-to-face or virtual meetings
  • Research and resolve client concerns, questions, or requests to resolution
  • Effectively manage and prioritize accounting workflows
  • Prepare and review monthly, quarterly and annual financial statements
  • Maintain advanced proficiency in QuickBooks Online
  • Maintain firm standards, deadlines and documentation procedures
  • Ensure best practices are followed for accuracy and consistency
  • Create, enhance, and maintain various standard operating procedures, database projects and other special projects as directed

The position is full-time with a competitive compensation and benefits package. Family-friendly culture, employee-focused, and supports a healthy work life balance.