Client Overview
Join a dynamic, virtual cloud-based CPA firm that’s revolutionizing how accounting services are delivered in the cloud-based era. This growing company values flexibility and work-life balance while providing essential bookkeeping services to diverse clients. The firm operates entirely in a modern, cloud-based environment with cutting-edge tools and systems.
Job Description
You’ll be the financial backbone for multiple clients, managing their books with precision while enjoying the perfect blend of structured support and flexible autonomy. This role offers immediate impact—your expertise will directly influence client success and business growth. Once you’re established, you’ll have the freedom to work on your preferred schedule while maintaining the collaborative support of an experienced, team that understands the importance of work-life balance.
Schedule
- Initial 9-5 PST time zone availability required during training period with flexible scheduling once established; 40 hours per week
Responsibilities
- Manage comprehensive bookkeeping for multiple clients using QuickBooks and Xero
- Maintain accurate financial records and process transactions in cloud-based systems
- Create detailed financial reports using Google Sheets and Microsoft Excel
- Handle streamlined bookkeeping tasks that don’t require full accounting software
- Work seamlessly with Intuit products and modern cloud-based accounting tools
- Participate in client discussions and provide valuable bookkeeping insights
- Ensure data accuracy and compliance across all client accounts
- Collaborate with team members on complex financial projects
Requirements:
- 4 years of bookkeeping experience with US-based companies.
- Strong proficient in QuickBooks and Xero, with strong skills in Google Sheets and Excel.
- Experience with Intuit products and cloud-based systems.
- Can work independently with minimal supervision—truly “plug and play” ready.
- Bonus if you have experience with sensitive financial data handling.
- It helps if you’re comfortable with virtual team collaboration and have reliable internet and a professional work environment.
Why Join This Team?:
- Complete flexibility once established—work when you’re most productive
- Collaborative and supportive team environment with a strong team-oriented culture
- Modern, cloud-based tools and systems—no outdated software
- Opportunity for long-term stability with month-to-month flexibility
- Professional development in a growing virtual CPA practice
- Secure work environment with enterprise-level data protection
Independent Contractor Perks
- Health Insurance Coverage for eligible locations
- Permanent work from home
- Immediate Hiring
Note
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Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.