Senior Bookkeeper (SME) + SOP/Training Creator + Dev Collaboration (Accounting Automation)

Role: Senior Bookkeeper (SME) + SOP/Training Creator + Dev Collaboration (Accounting Automation)

We are a US-based team building bookkeeping automation. We need a high-skill bookkeeper who can run end-to-end bookkeeping and also serve as our Subject Matter Expert (SME) to help our developers automate workflows correctly.

This is a long-term role for someone who:
• Can own clean month-end closes
• Is extremely organized
• Is comfortable recording Loom videos + writing step-by-step SOPs
• Can communicate clearly with developers (Slack, async)

ACCOUNTING SOFTWARE
We are open to candidates strong in QuickBooks Online or Xero. If hired, you will help us standardize one "primary" system first (we'll d ---------- together based on what's best for speed, hiring, and integrations).

WHAT YOU'LL DO (Core Bookkeeping)
• Run end-to-end bookkeeping (monthly close, reconciliations, cleanup/catch-up)
• Categorize transactions and maintain rules (do not guess—flag questions)
• Handle AP/AR workflows as needed (bills, invoices, payments support)
• Prepare a monthly close package: reconciliations + financials + clear notes on anomalies

WHAT YOU'LL DO (SME + Documentation for Automation)
• Record Loom walkthroughs of your workflow (daily/weekly + month-end close)
• Write SOPs with screenshots in Notion or Google Docs
• Create decision trees for edge cases (transfers, reimbursements, owner draws, loan payments, Stripe/PayPal fees, refunds/chargebacks, etc.)
• Work with developers in Slack: answer questions, review automation outputs, help QA correctness
• Turn recurring bookkeeping judgments into "rules" we can encode

CONFIDENTIALITY & DATA SECURITY (Non-Negotiable)
• Must sign NDA and follow strict access controls
• Never share other clients' data unless explicitly permitted and properly anonymized
• If you want to demonstrate work, use anonymized examples or a sample/demo company

REQUIREMENTS
• 3+ years bookkeeping experience
• Strong month-end close + reconciliations + cleanup experience
• Expert in QuickBooks Online or Xero (both is a plus)
• Strong written English, clean communication, very organized
• Comfortable creating Loom recordings + SOP documentation
• Comfortable collaborating with devs (screenshots, clear explanations, QA mindset)

SCHEDULE
• 25–35 hours/week to start (can ramp to full time if it's a good fit)
• Must have at least 2 hours/day overlap with US Pacific Time for live questions (rest can be async)

PAY
• $9–$13/hour depending on experience and speed/quality
• More hours + higher pay available as scope grows

HOW TO APPLY
To apply, start your message with: LEDGER

Then answer:
1. Which system are you strongest in (QBO/Xero/other) and how many years?
2. Describe your month-end close process step-by-step.
3. What's the hardest reconciliation/cleanup you've solved?
4. Are you comfortable recording Loom videos and writing SOPs? (Share a sample if possible)
5. What hours overlap can you do with US Pacific Time daily?
6. Internet speed + backup plan?

Paid test for finalists: reconcile sample statements + record a short Loom explaining your decisions.