What are the responsibilities and job description for the Bookkeeper position at Perfect Balance Bookkeeper?
Seeking a highly skilled bookkeeper to independently manage 20 clients. This role involves handling QBO, serving as the primary point of contact, analyzing financial data. Responsibilities include maintaining accurate records, reconciling accounts, preparing reports, and ensuring compliance with tax regulations. This is ❌ not a learn-on-the-job position—strong bookkeeping experience handling multiple clients is a must.
- Type: 1099 Contractor (with potential for W-2 after 90 days)
- Hours: Part-time (15-20 hours/week, with potential for full-time as we grow)
- Schedule: Flexible, agreed upon schedule with hours to fall between 8am - 6pm CST
- Location: Remote
- Compensation: $20 - $25 per hour
Who We're Looking For:
- Experienced in bookkeeping & possesses advanced working knowledge of QBO
- A remote work pro who thrives in an independent, virtual setting without constant supervision
- An excellent communicator capable of clearly explaining financial concepts both verbally and in writing
- Client-oriented & enjoys interactions via phone/Zoom, building lasting relationships
- Highly organized - creates & follows Standard Operating Procedures (SOPs) to keep workflows efficient
- A multitasker - manages multiple clients and balances priorities seamlessly
- Deadline-driven - closes 50% of clients by the 15th and 100% by the 20th each month
- A problem-solver - proactively finds solutions and escalates when necessary
- Tech-savvy - easily adapts to new software and tools with speed & confidence
- Detail-obsessed takes pride in accuracy for every report/transaction
- Email resume with subject line "I balance books like a boss!"
- Confident & knowledgeable - Understands not just bookkeeping, but what the numbers mean
- Efficient & effective—completes tasks with speed and precision
Key Responsibilities:
- Reconcile bank & credit card transactions accurately
- Maintain and oversee general ledger, accounts payable, and accounts receivable
- Prepare financial reports (Profit & Loss, Balance Sheets, Cash Flow Statements)
- Review work and reconciliations of junior bookkeeper and post financials to the client portal
- Process payroll & tax filings on time
- Ensure compliance with tax regulations, including sales tax filings
- Collaborate with accountants & auditors for seamless reporting
- Handle QuickBooks clean-up projects for new clients
- Meet with clients via Zoom to discuss financial reports & open items
- Develop & document SOPs for new clients
- Optimize workflows for efficiency & consistency
- Provide same-day responses to clients & team members
- File 1099s at year-end
TO APPLY fill out this form:
https://forms.office.com/r/YbJmV312Ya
Job Types: Part-time, Contract
Pay: $20.00 - $25.00 per hour
Expected hours: 15 – 20 per week
Schedule:
- 4 hour shift
- Monday to Friday
Work Location: Remote
Salary : $20 - $25