Offer summary

Qualifications:

Proven experience with QuickBooks and financial reconciliation processes., Strong knowledge of chart of accounts structure and proper transaction categorization., Solid understanding of tax preparation requirements and documentation., Excellent remote communication skills with the ability to explain financial concepts clearly..

Key responsabilities:

Conduct comprehensive reconciliation of financial records for multiple business entities.

Transform and organize financial data in QuickBooks, ensuring proper categorization within the chart of accounts.

Prepare polished financial records for tax filing purposes, ensuring compliance with relevant regulations.

Collaborate directly with business leadership on financial decisions and categorization strategies.

Job description

This is a remote position.

Role Name: Bookkeeper

Schedule:

20 hours a week minimum Monday to Friday, flexible during PST business hours.

Client Timezone: California

Client Overview

Join a forward-thinking professional services firm specializing in educational facility inspections and compliance. This established organization helps ensure educational institutions meet safety and regulatory standards through expert assessment services. With a commitment to excellence and attention to detail, this growing company offers a collaborative work environment where your financial expertise will directly impact operational success and future growth initiatives.

Job Description

Exciting opportunity for a detail-oriented Bookkeeper to play a crucial role in financial restoration and ongoing management! In this position, you’ll leverage your QuickBooks expertise to transform and maintain financial records for multiple business entities. This isn’t just about number-crunching – you’ll be the financial detective who solves existing discrepancies, establishes proper categorization systems, and creates a solid foundation for tax preparation. Working directly with leadership, you’ll have significant input on financial decisions while enjoying the flexibility of remote work. If you thrive on bringing order to financial chaos and want to see the direct impact of your expertise, this role offers the perfect blend of challenge and satisfaction.

Responsibilities

Conduct comprehensive reconciliation of financial records for multiple business entities, restoring accuracy and integrity to the books
Transform and organize financial data in QuickBooks, ensuring proper categorization within the chart of accounts
Prepare polished financial records for tax filing purposes, ensuring compliance with relevant regulations
Identify and resolve discrepancies from previous bookkeeping errors with meticulous attention to detail
Collaborate directly with business leadership on financial decisions and categorization strategies
Establish efficient systems for ongoing financial management and record-keeping
Participate in regular screen-sharing sessions to review financial data and ensure alignment with business objectives
Maintain clear communication regarding financial status and progress of reconciliation efforts

Requirements

Proven experience with QuickBooks and financial reconciliation processes
Strong knowledge of chart of accounts structure and proper transaction categorization
Solid understanding of tax preparation requirements and documentation
Excellent remote communication skills with ability to explain financial concepts clearly
Proficiency with video conferencing and screen-sharing tools for collaborative work
Detail-oriented mindset with exceptional problem-solving capabilities
Self-motivated with strong time management skills for remote work environment
Adaptability to handle the unique financial needs of multiple business entities