Bookkeeper (Part-Time – 15 HoursWeek)

Location: Remote (USA)

Reports To: COO with regular Executive Team interaction (CEO Sales and Client Success)

Role Overview:

1406 Consulting is a growing HubSpot Elite Solutions Partner. Our team of experts leverages HubSpot and best-in-class technology to empower our clients and drive measurable growth. We are seeking a Part-Time Bookkeeper who will own our day-to-day accounting execution. While the title is Bookkeeper this role goes beyond traditional bookkeeping. You will be responsible for ensuring that deals are accurately translated into invoices collected on time reconciled correctly and visible to the Sales and Client Success teams so our delivery teams can operate without disruption.

This role requires daily work across:

• QuickBooks Online
• HubSpot
• Slack
• Google Workspace

Key Responsibilities

1. Deal Flow Ownership & Client Invoicing

• Own the accounting workflow for all deals once they are won
• Capture and validate all billing details per deal in HubSpot including:
• Correct billing contacts and invoice recipients
• Payment terms (Due on Receipt Net 15 Net 30)
• Payment schedules and split invoices when applicable
• Retainers vs. project-based billing
• Create accurate invoices in QuickBooks Online
• Review invoices with the salesperson who closed the deal before sending to the client
• Ensure invoices are sent correctly and tracked consistently

2. Accounts Receivable & Collections Visibility

• Own collections and follow up on outstanding invoices
• Ensure real-time visibility into invoicing and payment status by:
• Updating deal records in HubSpot
• Posting updates in designated Slack channels
• Proactively flag risks related to delayed payment or collections
• Help ensure collections issues do not impair ongoing service delivery

3. Accounts Payable

• Process vendor bills subscriptions and reimbursements
• Manage payment timing and vendor records
• Ensure expenses are categorized correctly in QuickBooks Online

4. Bookkeeping Reconciliations & Month-End Close

• Maintain accurate books in QuickBooks Online
• Reconcile bank and credit card accounts
• Ensure transactions are posted to the correct chart of accounts
• Own the month-end close process in partnership with the COO and CEO including
• preparation of:
  • Profit & Loss statements
  • Balance Sheet
  • Statement of Cash Flows
  • Basic trend and variance reporting

5. CPA Coordination

• Act as the primary point of contact with the companys outsourced CPA firm
• Support annual tax preparation and compliance requests
• Maintain clean audit-ready books throughout the year

Qualifications

• Proven experience as a Bookkeeper preferably in a professional services or agency
• environment
• Strong hands-on experience with QuickBooks Online is required
• Experience with client invoicing AR AP reconciliations and month-end close
• Comfort working across multiple systems (CRM accounting and communication
• tools)
• Strong attention to detail and ability to work independently
• Clear proactive communicator with non-accounting stakeholders

Schedule & Compensation

• Monday through Friday approximately 15 hours per week
• Flexibility in start/end times with a fixed schedule to be determined
• Competitive hourly rate based on experience

Why This Role Is Important to 1406

This role is critical to maintaining accurate financial reporting and operational clarity. You will be a trusted partner to our Leadership Sales and Client Success teams.