Bookkeeper - CFO Support Assistant

What you'll be taking ownership of:

A business owner's financial records.

Not just data entry.

Not just reconciliations.

Your work will directly impact the accuracy of reports, cash flow visibility, and the financial decisions clients make each month.

You'll be responsible for maintaining clean and organized books across multiple small-business clients, ensuring records remain accurate, current, and easy to understand.

The role includes:

• Maintaining bookkeeping records using QuickBooks Online, Xero, or Wave

• Reconciling bank and credit card accounts

• Preparing monthly Profit & Loss statements and Balance Sheets

• Managing accounts payable and accounts receivable tracking

• Assisting with bookkeeping cleanup projects

• Supporting budget tracking and cash flow reporting

• Collecting financial documents and information from clients

• Assisting with KPI reporting and higher-level financial analysis as the company grows

The tools you'll likely use:

• QuickBooks Online

• Xero

• Wave Accounting

• Google Workspace

• Microsoft Excel or Google Sheets

Who tends to do well in this role:

Someone who enjoys accuracy.

Someone who notices missing transactions before anyone else.

Someone who likes organized records, consistent processes, and meeting deadlines without reminders.

Someone comfortable working independently while managing several client accounts at the same time.

Background we're interested in:

• Bookkeeping

• Accounting

• Finance

• Financial reporting

• Reconciliations

• U.S.-based client work

CPA credentials or an accounting degree are appreciated but not required.

What this opportunity offers:

• Work-from-home flexibility

• Long-term growth as new clients are added

• Exposure to multiple industries and business types

• Opportunity to expand into fractional CFO support and financial reporting

• Supportive remote team environment

Position details:

Remote

Part-time

Flexible start date

Hours increase as the client portfolio grows

To apply, tell us about the accounting software you've used, the types of businesses you've supported, and your experience preparing financial reports and reconciliations.