Location: Fully Remote
Employment Type: Part-Time (with path to Full-Time)
Reports To: Principal / Managing Partner
Client Base: Startups to companies with up to $25M in annual revenue
Accounting Methods: Cash Basis, Accrual Basis, and GAAP-Compliant Financial Statements
Software Required: QuickBooks Online/Desktop, Xero, and others
ABOUT THE ROLE
We are seeking a highly experienced, detail-oriented Senior Bookkeeper to manage the financial records of multiple clients across a range of industries and company sizes. This role demands someone who is not only accurate and organized, but who thinks like a financial partner to the businesses they serve. You will be expected to identify issues before they become problems, deliver clear reporting, and communicate proactively with both internal stakeholders and clients.
This position begins part-time with a clear path to full-time based on performance and portfolio growth. The right candidate is comfortable operating independently, managing competing priorities, and holding themselves to a high standard without close supervision.
CORE RESPONSIBILITIES
Bookkeeping and Recordkeeping
- Maintain accurate books for multiple clients simultaneously, each with their own chart of accounts, entity structure, and reporting requirements
- Record, categorize, and reconcile all income and expenses across companies with multiple revenue centers and income sources
- Perform monthly, quarterly, and annual bank and credit card reconciliations
- Manage accounts payable and accounts receivable functions as needed
- Process payroll journal entries and coordinate with payroll providers where applicable
- Maintain organized digital records and support document management protocols
Financial Reporting
- Prepare and deliver monthly management reporting packages including profit and loss statements, balance sheets, and cash flow statements
- Build and maintain KPI dashboards and reporting tailored to each client's business model and goals
- Present financial data in a clear, non-technical format suitable for business owners and leadership teams
- Maintain books on either a cash or accrual basis depending on client needs -- understanding that accrual-basis recordkeeping is the foundation for GAAP-compliant reporting
- Prepare or support the preparation of GAAP-compliant financial statements for clients requiring them, including companies seeking outside investment, working with lenders, or subject to audit or formal review
- Ensure proper application of GAAP principles including revenue recognition, matching, expense accruals, deferred revenue, prepaid assets, and depreciation schedules
Proactive Financial Advisory
- Monitor client financial activity and proactively flag cash flow concerns, unusual variances, unusual expense patterns, or signs of financial stress before they escalate
- Identify trends in revenue, margins, and expenses and communicate findings to clients in plain language
- Flag issues related to burn rate, accounts receivable aging, vendor concentration, or underfunded tax obligations
- Serve as a trusted financial resource who adds value beyond data entry and compliance
Systems and Software
- Set up, maintain, and optimize books in QuickBooks Online, QuickBooks Desktop, Xero, and other platforms as required by the client
- Configure charts of accounts and class tracking appropriate to each business structure
- Leverage integrations with third-party tools such as Gusto, Stripe, Shopify, Bill.com, Dext, and others
- Maintain software and data integrity across all client accounts
REQUIRED QUALIFICATIONS
- Minimum 5 years of bookkeeping experience, with a demonstrated record managing multiple clients concurrently
- Proficiency in QuickBooks Online and/or Desktop, Xero, and at least one additional bookkeeping or accounting platform
- Hands-on experience managing books under both cash basis and accrual basis accounting, with a clear understanding that these are recording methods distinct from GAAP as a reporting framework
- Demonstrated ability to produce or support GAAP-compliant financial statements, including proper handling of revenue recognition, accruals, deferrals, depreciation, and other adjusting entries required under GAAP
- Experience serving companies ranging from early-stage startups to businesses with up to $25M in annual revenue
- Strong command of bank reconciliation, multi-entity accounting, and complex transaction categorization
- Demonstrated ability to build and deliver monthly management reporting packages and KPI reports
- Ability to spot financial anomalies, cash flow risks, and reporting issues independently
- High proficiency in Excel or Google Sheets for financial analysis and reporting
- Strong written and verbal communication skills, with the ability to translate financial data for non-financial audiences
- Self-directed work style with the ability to manage deadlines across multiple clients without supervision
PREFERRED QUALIFICATIONS
- Associate's or Bachelor's degree in Accounting, Finance, or a related field
- QuickBooks ProAdvisor certification or Xero Partner certification
- Experience working within a bookkeeping firm, CPA firm, or fractional CFO services environment
- Familiarity with industry-specific accounting considerations such as construction job costing, e-commerce COGS, or SaaS revenue recognition
- Experience supporting annual financial statement preparation and working with external CPAs during tax season
- Exposure to basic financial modeling or budgeting support
- Familiarity with tools such as Dext, Hubdoc, Bill.com, Gusto, ADP, or Rippling
WHAT SETS THE RIGHT CANDIDATE APART
Technical accuracy is the baseline requirement for this role. What separates an outstanding candidate is the ability to think critically about the numbers and act as a genuine financial partner to clients. We are looking for someone who reads a P&L and sees the story behind it, not just the figures. Someone who asks why before closing the month, not after.
This role rewards candidates who are proactive communicators, hold themselves to a high standard, and take ownership of their client relationships. If you treat bookkeeping as a compliance task, this role is not the right fit. If you treat it as a service with real impact on a business's health and direction, we want to hear from you.
WORK ENVIRONMENT AND COMPENSATION
- Fully remote position -- work from anywhere
- Part-time hours to start, with a defined path to full-time based on performance and portfolio expansion
- Compensation commensurate with experience
- Exposure to a diverse client base across multiple industries and stages of growth
Job Type: Part-time
Pay: $8,500.00 - $12,000.00 per month
Experience:
- Bookkeeping: 5 years (Preferred)
Language:
Work Location: Remote
