Overview

Our client is seeking a dedicated, highly skilled financial professional to act as a strategic financial partner, supporting client decision-making beyond basic reporting while managing day-to-day bookkeeping. The ideal candidate will bring deep, practical experience in the U.S. financial ecosystem—including payroll systems, local software integrations, and client advisory—to help optimize U.S.-based financial workflows. This is a permanent work-from-home opportunity for a process-driven expert looking for a stable, long-term collaboration.

Schedule

Monday – Friday, 8:00 AM – 4:30 PM EST (includes a 1-hour unpaid break | 40 work hours per week)

Responsibilities

• Core Bookkeeping: Manage day-to-day bookkeeping while ensuring accuracy, compliance, and financial clarity across all client accounts.
• Month-End & Advisory: Lead month-end close and reconciliations, identifying trends, key variances, and actionable insights.
• Cash Flow Management: Monitor and manage cash flow, providing proactive recommendations to improve client profitability.
• Profit First Implementation: Support the implementation and ongoing management of Profit First allocations and cash flow systems.
• Client Collaboration: Act as a financial partner, collaborating directly with clients during check-ins or advisory calls to review performance, explain financial health, and guide next steps.
• Workflow Optimization: Work seamlessly within QuickBooks Online and integrate operational tools to streamline accounting and business workflows.

Requirements

Experience & Technical Skills

• 5+ years of finance-related experience (accounting, finance, or advisory background).
• U.S. Accounting Expertise: Proven experience supporting U.S.-based accounting, bookkeeping, and tax-related workflows.
• U.S. Payroll Mastery: Hands-on experience managing U.S. payroll processes, specifically utilizing Gusto.
• Software Proficiency: Deep familiarity with QuickBooks and experience navigating/integrating operational platforms like GoHighLevel.
• Financial Literacy: Strong command of financial concepts such as cash flow management, budgeting, and allocations. Willingness to learn and rigorously apply the Profit First methodology.

Soft Skills & Operational Traits

• Client-Facing Advisory: Exceptional professional English communication skills, with the confidence to lead client advisory calls and explain complex financial data simply.
• Process-Driven: Ability to strictly follow structured processes, scripts, and internal frameworks while maintaining high attention to detail.
• Problem Solver: Ability to work independently, catch discrepancies early, and bridge operational gaps proactively.

Independent Contractor Perks

• Permanent work from home
• Immediate hiring
• Health Insurance Coverage for eligible locations
• Thorough onboarding and system training
• Stable, long-term collaboration

Note

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.