Job Overview

Our client is seeking a dedicated Xero Bookkeeper to own the day-to-day financial operations for a growing med spa. In this role, you will ensure accurate books, timely reconciliations, and clean reporting in Xero. This is a part-time engagement with significant upfront catch-up work during a recent software migration, offering potential to grow into a full-time position as the business expands. You will work directly with the owner, maintaining direct communication during business hours and serving as a trusted financial partner who understands the unique purchasing and billing practices of the aesthetics industry.

Client Overview

Our client is a thriving California-based medical aesthetics and wellness med spa that has been operating for over three years. Having recently migrated to Xero from QuickBooks, they are seeking a bookkeeping partner to handle reconciliation, categorization, and ongoing financial management as they scale operations.

Schedule

• Monday to Friday, 4:00 PM to 9:00 PM PST | For training only (first week): 9:00 AM to 1:00 PM PST

Responsibilities

• Catch-Up & Cleanup: Complete catch-up reconciliation and cleanup of financial records dating back to March when the Xero migration began.
• Reconciliation: Reconcile bank accounts, business credit cards, and connected data sources on a regular basis.
• Expense Categorization: Categorize transactions including rent, utilities, medical director payments, inventory purchases, and general business expenses.
• Vendor & Supplier Tracking: Connect and reconcile inventory systems from suppliers including Allergan, Galderma, and Merz; categorize purchases from Amazon, Medline, and other medical equipment vendors.
• AP/AR & Payroll: Manage accounts payable and accounts receivable processes, along with payroll-related bookkeeping tasks.
• Travel & Expense Management: Track conference travel, training expenses, and other business-related costs.
• Reporting & Collaboration: Prepare regular financial reports, maintain organized records, and communicate directly with the owner for ongoing guidance.

Requirements

• Software Mastery: Hands-on experience using Xero accounting software.
• Bookkeeping Background: Proven experience as a bookkeeper with strong reconciliation and categorization skills.
• US Accounting Standards: Previous experience working with US-based clients and a solid understanding of US accounting practices.
• Communication: Excellent communication skills for direct, real-time collaboration with the business owner.
• Attention to Detail: High level of precision in maintaining accurate financial records.
• Work Setup: Reliable internet connection, professional workspace, and quality equipment for remote work.

Qualifications

• Experience in the medical, wellness, or aesthetics industry is a plus.
• Background working with inventory-heavy businesses or multiple supplier systems.
• Experience with data migration or setting up new accounting systems.
• Comfort with flexible hours during initial onboarding and catch-up periods.

Independent Contractor Perks

• Permanent work from home
• Immediate hiring

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.

One application, multiple possibilities: When you apply, our team reviews your background against all current openings, not just this one! If a different role fits your skills, we'll get in touch! We also encourage you to keep exploring our job board and apply directly to any position that excites you.