Bookkeeper

Summary

Join our client's team as a Virtual Bookkeeper, managing the financial data for four distinct companies. This fully remote position requires expertise in QuickBooks, US tax knowledge, and the ability to handle multiple business accounts efficiently. You will be responsible for financial data entry, reporting, accounts payable/receivable, and ensuring tax compliance. The ideal candidate is organized, detail-oriented, and proficient in financial reporting. This is an excellent opportunity for professional growth and impact within a dynamic remote environment.

Requirements

• 2+ years experience as a bookkeeper, preferably managing finances for multiple businesses
• Strong proficiency in QuickBooks is required
• Knowledge of US taxes and compliance requirements
• Expertise in financial data entry, categorization, and reporting
• Ability to create detailed financial reports, including cash flow summaries, P&L statements, and balance sheets
• Proficiency in managing accounts payable and receivable, including wire transfers and payment follow-ups
• Comfortable using a VPN for secure system access
• Excellent communication skills, written and verbal
• Highly organized and detail-oriented with excellent time management skills
• Strong analytical mindset with the ability to interpret financial data and identify trends
• Proactive and reliable, with a commitment to accuracy and accountability

Responsibilities

• Enter, categorize, and maintain financial data across multiple businesses, ensuring accuracy and completeness
• Understand the nuances of business operations to properly categorize expenses and maintain accurate records
• Create weekly financial reports, such as cash flow summaries (cash in, cash out), and prepare monthly Profit and Loss (P&L) statements and balance sheets
• Manage bills and invoice payments, including sending wire transfers and following up with clients on outstanding payments
• Apply knowledge of US taxes to maintain compliance and assist with preparation for tax filings
• Use QuickBooks for financial management and leverage tools like Slack and Notion for communication and task organization

Preferred Qualifications

Familiarity with Slack and Notion is a plus but not required

Benefits

• Fully-Remote (Work from Home), 9 AM - 5 PM PST
• Opportunities for professional growth