Job Description

You’ll play a crucial role in supporting a thriving bookkeeping practice by taking ownership of monthly client operations. This position offers the perfect opportunity to develop your bookkeeping expertise while working directly with an experienced lead bookkeeper. You’ll handle essential client work that keeps businesses running smoothly, freeing up senior staff to focus on complex projects and new client acquisition. It’s an ideal role for someone looking to grow their skills in a supportive, client-focused environment.

 

Responsibilities:

• Handle monthly bookkeeping tasks for assigned clients using QuickBooks
• Process transactions and maintain accurate financial records
• Support year-end bookkeeping preparation and cleanup work
• Perform administrative tasks related to bookkeeping operations
• Work with FinancialSense practice management software for client file management
• Assist with client file organization and workflow management
• Support lead bookkeeper with overflow work to maintain service quality
• Help streamline operations to support business growth initiatives

 

Requirements:

• Proficiency in QuickBooks (all clients use this platform)
• Basic bookkeeping knowledge and hands-on experience
• Strong attention to detail and accuracy in financial record-keeping
• Ability to work independently on assigned client tasks
• Administrative skills and organizational abilities
• Reliable internet connection for remote work
• Bonus if you have experience with FinancialSense practice management software
• It helps if you’ve worked in a bookkeeping firm or CPA office environment

 

Why Join This Team?

• Remote work flexibility with consistent part-time schedule
• Direct mentorship from experienced lead bookkeeper
• Opportunity to work with diverse clients and expand your expertise
• Potential for additional hours during busy periods
• Supportive environment focused on professional development
• Immediate start with year-end work experience opportunity

 

Independent Contractor Perks

• Permanent work from home
• Immediate hiring

 

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