Senior Bookkeeper

Seeking a highly skilled bookkeeper to independently manage 15-20 clients. This role involves handling QBO, serving as the primary point of contact, analyzing financial data. Responsibilities include maintaining accurate records, reconciling accounts, preparing reports, and ensuring compliance with tax regulations. This is ? not a learn-on-the-job position—strong bookkeeping experience handling multiple clients is a must.

Hours: Part-time (20 hours/week, with potential for full-time as we grow)
Schedule: Flexible, agreed upon schedule with hours to fall between 11am - 5pm Central Standard Time
Location: Remote
Compensation: $5 - $7 USD per hour

Who We're Looking For:
- Experienced in bookkeeping & possesses advanced working knowledge of QBO
- A remote work pro who thrives in an independent, virtual setting without constant supervision
- An excellent communicator capable of clearly explaining financial concepts both verbally and in writing
- Client-oriented & enjoys interactions via phone/Zoom, building lasting relationships
- Highly organized - creates & follows Standard Operating Procedures (SOPs) to keep workflows efficient
- A multitasker - manages multiple clients and balances priorities seamlessly
- Deadline-driven - closes 50% of clients by the 15th and 100% by the 20th each month
- A problem-solver - proactively finds solutions and escalates when necessary
- Tech-savvy - easily adapts to new software and tools with speed & confidence
- Detail-obsessed takes pride in accuracy for every report/transaction
- Confident & knowledgeable - Understands not just bookkeeping, but what the numbers mean
- Efficient & effective—completes tasks with speed and precision

Requirements:
- Review work and reconciliations of junior bookkeeper and post financials to the client portal
- Reconcile bank & credit card transactions accurately
- Maintain and oversee general ledger, accounts payable, and accounts receivable
- Prepare financial reports (Profit & Loss, Balance Sheets, Cash Flow Statements)
- Process payroll & tax filings on time (must have solid understand of payroll liabilities)
- Ensure compliance with tax regulations, including sales tax filings
- Collaborate with accountants & auditors for seamless reporting
- Handle QuickBooks clean-up projects for new clients
- Meet with clients via Zoom to discuss financial reports & open items
- Develop & document SOPs for new clients
- To apply you MUST include in your email subject "I can work 11am to 3pm Central Standard Time!" (otherwise the application will not be considered)
- Optimize workflows for efficiency & consistency
- Provide same-day responses to clients & teaUpgrade to see actual infombers
- File 1099s at year-end

You must fill out your form:
Upgrade to see actual info