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Part-Time (20 hrs/week):
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Work Schedule Mon–Fri, Flexible between 9:00 AM–6:00 PM EST
Overview
This role provides prep-focused bookkeeping and administrative support across multiple client accounts. The position is designed to keep books current, support efficient month-end close, and maintain clean, well-documented records. The role follows established SOPs and does not involve advisory decision-making, tax filings, or payroll processing.
Scope & Structure
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Starts at 20 hours per week (4 hours daily, Monday–Friday).
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Prep-focused support role designed to keep books current and support an efficient month-end close.
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No payroll processing, tax filings, or advisory responsibilities.
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Work performed entirely within QuickBooks Online (rare use of QuickBooks Desktop).
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No bank portal access.
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Limited client-facing communication, only when scripted and approved.
Key Responsibilities
Bookkeeping & Financial Prep
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Provide bookkeeping support for multiple client accounts using QuickBooks Online (QuickBooks Desktop experience is a plus).
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Perform weekly bank and credit card transaction reviews, including:
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Accurate categorization
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Receipt matching
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Identifying and flagging exceptions
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Assign transactions to Projects or Classes for job costing and project-level tracking, following predefined rules.
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Prepare accounts for month-end close, ensuring books are clean, organized, and ready for reconciliation.
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Assist with account reconciliations under review; independent reconciliation responsibilities may be added over time based on accuracy and consistency.
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Prepare AR/AP summaries and draft follow-up communications using established templates and scripts.
Tax & Compliance Support (Non-Filing)
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Assist with tax and sales tax preparation support tasks, including:
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Data entry
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Report preparation
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Document organization
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No tax filings, advisory work, or regulatory submissions.
Administrative & Operational Support
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Draft and maintain SOPs, checklists, and basic process documentation.
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Provide administrative support including file organization, intake assistance, and internal coordination.
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Work within CRM and workflow management systems to track tasks and documentation.
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Communicate professionally in writing and clearly document work completed.
Requirements
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Strong, hands-on experience with QuickBooks Online.
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Solid understanding of U.S. bookkeeping workflows and recurring close processes.
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High attention to detail and accuracy.
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Comfortable managing multiple client accounts with recurring deadlines.
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Ability to follow SOPs precisely, document work clearly, and escalate issues rather than resolve independently.
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Professional written communication skills.
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Comfortable learning and working within CRM and workflow systems.
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Organized, reliable, and motivated to grow over time.
Independent Contractor Perks
Permanent work from home
Immediate hiring
Steady freelance job