Schedule & Engagement

• Part-time: ~10 hours per week (average)

• Catch-up phase: May require additional hours temporarily to meet February deadline

• Flexible schedule, with preference for Friday work sessions

• Client Time Zone: Pacific Standard Time (Oregon)

• Remote role with direct communication to the business owner

 

We are seeking a highly experienced and reliable Bookkeeper to take ownership of a multi-year catch-up and cleanup project and transition into ongoing maintenance. This role is ideal for someone who excels at organizing historical financial records, working efficiently under deadlines, and collaborating directly with a business owner.

The immediate priority is to catch up and clean approximately four (4) years of bookkeeping, with a target completion date of end of February.

 

Scope of Work

• Perform a full catch-up and cleanup of four (4) years of bookkeeping records

• Ensure all records are accurately completed and ready for tax review

• Transition into ongoing maintenance bookkeeping once cleanup is complete

• Work directly with the business owner for clarifications and coordination

• Support tax-related preparation as needed

 

• Review, clean up, and organize historical financial data in QuickBooks

• Accurately categorize transactions and correct misclassified entries

• Reconcile bank, credit card, and other balance sheet accounts

• Ensure all transactions are properly recorded and documented

• Manage accounts payable and accounts receivable entries

• Handle invoicing and payment tracking

• Support payroll-related entries as required

• Prepare books for tax filing and collaborate with CPA/tax professionals

• Maintain accurate and timely financial records on an ongoing basis

 

Requirements

• CPA designation or substantial experience supporting U.S. tax preparation

• Strong experience with U.S. taxation and compliance

• Advanced proficiency in QuickBooks (Online or Desktop)

• Proven experience performing multi-year catch-up and cleanup bookkeeping projects

• High attention to detail and accuracy

• Ability to work independently and meet deadlines

• Reliable, fast, and responsive work style

• Experience working with small businesses

• Background in construction, contracting, or similar industries

• Experience coordinating directly with business owners and tax professionals

• Completion of four (4) years of bookkeeping cleanup by end of February

• Accurate, well-organized books suitable for tax filing

• Consistent, reliable ongoing bookkeeping support post-cleanup

 

Independent Contractor Perks

• Permanent work from home
• Immediate hiring