Role Overview

We are seeking an experienced bookkeeper/accountant. This role requires both technical accounting expertise and operational insight to support a scaling business.

Core Responsibilities

Accounting & Financial Management

Clean up and fully reconcile QuickBooks Online for current and prior periods
Prepare accurate financials to support business and personal tax filings (including prior years)
Organize books to enable efficient collaboration with CPA for tax filing
Maintain ongoing monthly close process with high accuracy and timeliness

Financial Analysis & Projections

Build and maintain robust financial projections, leveraging classes, SKUs, or other structured data within QuickBooks
Develop three-statement financial models (Income Statement, Balance Sheet, Cash Flow)
Analyze and update unit economics and margins as costs fluctuate and the business scales

Tax Awareness & Optimization

Maintain working knowledge of current tax legislation (e.g., recent federal tax bills impacting small businesses)
Identify and track eligible deductions, including R&D-related write-offs (20222025 and ongoing)
Ensure documentation is audit-ready and supports all claimed deductions

Inventory & Operational Workflows

Design and implement inventory accounting workflows across multiple sales and fulfillment channels
Establish systems for accurate tracking of COGS, bundles, and multi-pack configurations
Ensure alignment between accounting systems and operational platforms

Systems Integration & Troubleshooting

Oversee and troubleshoot integrations between:
Shopify
QuickBooks Online
Payment processors (e.g., PayPal)
Meta platforms (Facebook & Instagram shops)
Ensure data integrity across all systems and resolve syncing discrepancies

Reporting & Insights

Build custom dashboards to monitor KPIs and financial health
Deliver monthly financial reports with clear, actionable insights and recommendations
Support decision-making with data-driven analysis

Process Development & Training

Develop standard operating procedures (SOPs) for accounting and financial workflows
Create clear documentation and step-by-step guides
Train internal team on bank reconciliations and financial processes

Ideal Candidate Profile

Proven experience in CPG and/or RTD beverage businesses
Advanced proficiency in QuickBooks Online (including classes, inventory, and integrations)
Strong understanding of inventory accounting and multi-channel fulfillment
Experience building financial models and dashboards
Working knowledge of eCommerce ecosystems (Shopify, Meta, payment processors)
Detail-oriented with the ability to both execute and build systems

Preferred Qualifications

Experience with Meta (Facebook/Instagram) commerce integrations
Familiarity with tax strategy and deductions (e.g., R&D credits)
Background in process development and team training

Schedule

Part Time (2-4 hours per week to start)
Flexible working schedule

Senior Bookkeeper / Accountant (DRA)