Schedule: 20 hours per week, Monday to Friday, flexible during EST business hours

Client Timezone: Tampa, FL

Client Overview: Join a growing financial services company that provides bookkeeping and payroll solutions to multiple business clients. This hands-on organization values direct communication and collaboration, using modern tools and systems to deliver quality financial services. You’ll work directly with the business owner who maintains an active, supportive management style.

Job Description: You’ll play a critical role in helping a growing financial services company tackle a substantial backlog while establishing efficient ongoing processes. This position offers the perfect blend of immediate impact and long-term growth potential. You’ll work directly with an engaged business owner who values clear communication and provides regular guidance, making this an ideal opportunity to develop your skills while contributing to meaningful financial operations that keep multiple businesses organized and compliant.

Responsibilities:

• Process bank transactions and credit card statements into QuickBooks Desktop and QuickBooks Online
• Input financial data through the WriteWorks centralized document management system
• Categorize transactions accurately using research skills and available resources
• Participate in regular screen sharing sessions via Microsoft Teams for guidance and review
• Work through substantial backlog of financial statements spanning multiple years
• Maintain detailed records and ensure proper transaction categorization
• Communicate regularly via phone and video calls for questions and updates
• Generate reports and assist with data entry as the role expands
• Support potential payroll assistance tasks as responsibilities grow

Requirements:

• 3+ years of bookkeeping experience with strong attention to detail
• Proficiency in QuickBooks Desktop and QuickBooks Online (certification preferred)
• Excellent data entry skills with high accuracy standards
• Comfortable with phone communication and video conferencing
• Experience working independently while maintaining regular client communication
• Ability to research and categorize unfamiliar transactions effectively
• Bonus if you have experience with Microsoft Teams and collaborative workflows
• It helps if you have exposure to payroll systems or multi-client bookkeeping environments