Job Overview

Join a growing firm as a Bookkeeper & Automations Specialist (QuickBooks Online), where you will manage accounts for various businesses while streamlining our digital workflows. You will do more than just enter data; you will find ways to automate tasks and make our accounting processes faster and smarter. Working closely with the owner, you will help the practice scale by modernizing how we handle financial records.

Job Highlights

 

Schedule: Monday to Friday, flexible within (9am to 6pm) Central Timezone (Texas)
Work Arrangement: Work from home
Contract: Independent Contractor

 

Responsibilities

• Perform monthly categorization of client expenses and income transactions using QuickBooks Online
• Review, reconcile, and verify financial transactions to ensure proper classification and accuracy
• Maintain organized and up-to-date financial records for multiple client accounts across various industries
• Manage end-to-end bookkeeping workflows including transaction categorization, reconciliations, reporting, and account maintenance
• Assist in implementing and improving QuickBooks automation processes to reduce manual work and improve efficiency
• Recommend workflow improvements, integrations, and automation tools within QuickBooks and related systems
• Collaborate directly with the business owner regarding transaction reviews, discrepancies, and process improvements
• Support the firm’s goal of bringing all client books current by the targeted September deadline
• Communicate proactively regarding financial discrepancies, missing information, or bookkeeping concerns
• Contribute to improving operational systems and scalability for a rapidly growing client portfolio

Requirements

• Proven hands-on experience with QuickBooks Online
• Strong bookkeeping and reconciliation experience with high attention to detail
• Experience with QuickBooks automations, integrations, or workflow optimization preferred
• Understanding of end-to-end bookkeeping processes and financial record management
• Strong communication skills with ability to collaborate directly with the business owner
• Ability to work independently while providing consistent updates and progress tracking
• Strong organizational and time management skills across multiple client accounts
• Comfortable working daytime hours for real-time collaboration and communication
• Commitment to minimum 10 hours per week with strong potential for increased hours over time

Preferred Skills & Qualifications

• Experience with accounting workflow automation tools and integrations
• Familiarity with receipt management and financial document platforms
• Ability to identify inefficiencies and proactively recommend process improvements
• Experience supporting small businesses or accounting firms with multiple client accounts
• Strong problem-solving mindset with systems-oriented thinking

Independent Contractor Perks

Permanent work from home
Immediate hiring
Steady freelance job

 

Side Note

 

This is a permanent work-from-home role under an Independent Contractor arrangement. Candidates must have their own computer and reliable internet connection, and are responsible for their own taxes and benefits. Professional hourly fees are established based on your performance in the application process.

 

Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.