Bookkeeper - QuickBooks & Xero

Schedule:

• Part-time 20 hours per week
  
• Flexible hours but with availability to meet periodically on (9:00 AM - 5:00 PM)
  
• Client Time zone: PDT
  

Client Overview:

Join a dynamic and growing accounting and financial planning firm that specialises in helping entrepreneurs and startup businesses achieve their financial goals. This innovative firm provides comprehensive services including bookkeeping financial planning tax planning and business consulting to a diverse portfolio of emerging businesses. You ll be working with passionate business owners who are building and scaling their companies contributing directly to their success through accurate financial management and strategic support.


Job Description:

This is an exciting opportunity to become an integral part of a forward-thinking financial services team where your expertise will directly impact client success. You ll manage the complete bookkeeping lifecycle for a portfolio of 10 dynamic startup and small business clients handling approximately 1000 monthly transactions while supporting sophisticated tax planning strategies and financial optimization initiatives. This role goes beyond traditional bookkeeping - you ll be implementing complex financial strategies maintaining direct client relationships and contributing to the firm s comprehensive approach to business consulting and financial planning.


Responsibilities:

• Manage complete monthly bookkeeping cycles for 10 diverse startup and small business clients

• Categorize and reconcile approximately 1000 monthly transactions across client portfolio

• Maintain up-to-date financial records and ensure timely month-end closings

• Communicate directly with busy entrepreneurs to obtain transaction clarifications and maintain strong client relationships

• Support implementation of aggressive tax planning strategies and financial optimization approaches

• Generate send and track invoices while managing accounts receivable and payable processes

• Prepare monthly quarterly and annual financial statements that drive strategic business decisions

• Collaborate with the accounting team on advanced financial policies and sophisticated client strategies

• Provide administrative support to enhance overall client service delivery

• Follow up persistently with clients on payment reminders and documentation requests

• Assist with payroll processing when required for client businesses

• Bookkeeping experience in the US market with startup/small business focus

• Expert proficiency in QuickBooks Online Accountant (required for daily operations)

• Experience with Xero accounting software preferred

• Exceptional English communication skills with clear professional pronunciation

• Strong customer service orientation with ability to handle challenging client interactions

• Proven client-facing experience managing multiple business relationships simultaneously

• Understanding of financial planning concepts and tax optimization strategies

• Ability to work independently while managing competing priorities and tight deadlines

• Experience supporting complex financial strategies beyond basic transaction categorization

• Availability during standard business hours for direct client communication and collaboration

Independent Contractor Perks:

Please note that since this is a permanent work-from-home position and an Independent Contractor arrangement the candidates must have their own computer and internet connection. They will handle their benefits and taxes. The professional fees are at hourly rates and the rate depends on your performance in the application process.

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