**This is a full-time independent contractor role. Candidates must be able to commit exclusively to this position and not engage in part-time or freelance work once hired.**
Are you someone who enjoys creating structure, staying organized, and helping a growing business operate more efficiently
Do you have a solid foundation in accounting principles - including accrual-basis bookkeeping - and thrive in roles where you can own the numbers, drive operational improvements, and work closely with a founder as a trusted right hand
If you're a self-directed accounting professional who is equally comfortable managing a full set of books as you are taking ownership of business operations - and you're looking for a role where your contributions directly shape how a firm grows - this could be the opportunity for you.
WHAT'S IN IT FOR YOU
- Competitive compensation package based on experience and expertise
- Guaranteed 13th month pay
- 22 PTO credits annually
- Full-time permanent remote setup
- Flexible and output-driven work environment
- Opportunity to work directly with the founder of a growing accounting and advisory firm
- Exposure to bookkeeping operations, client coordination, process improvement, and business operations
- Collaborative and supportive work culture
- Long-term growth opportunity as the business continues to scale
- Opportunity to contribute ideas and help improve workflows and operational systems
CLIENT BACKGROUND
Our client is a growing U.S.-based tax, accounting, and advisory firm currently in a business-building and process-standardization phase.
The firm supports small businesses across bookkeeping, tax, and advisory services and is focused on building scalable systems and improving operational workflows as the business continues to grow.
As client demand increases, the firm is looking for a Bookkeeper & Operations Lead who will take full ownership of the firm's bookkeeping function - including accrual-basis accounting - while also taking an active role in driving operational processes and business growth initiatives.
This role is ideal for someone who takes genuine ownership of their work, thinks like a business partner rather than just a task executor, and wants to be a core contributor to the long-term success of a growing firm.
DUTIES AND RESPONSIBILITIES:
This role combines full ownership of the firm's bookkeeping function with executive support and active participation in operational and business growth initiatives.
You'll work closely with the founder - taking true ownership of the bookkeeping function, driving operational efficiency, and contributing ideas that help the business grow. This is not a support role in the traditional sense; it's a role for someone who wants to operate like a core team member.
Bookkeeping & Accounting (Primary Responsibility)
- Own and manage the firm's client's full-cycle bookkeeping, including accrual-basis accounting, inventory accounting, journal entries, and ledger maintenance
- Perform and own all bank and credit card reconciliations, accounts payable, accounts receivable, and balance sheet reconciliations
- Organize and maintain client financial records and documentation
- Lead the month-end close process, including accruals, prepaid expenses, and preparation of accurate financial statements
- Support onboarding and setup of bookkeeping clients
- Help maintain organized accounting workflows and recurring task tracking
- Maintain clean books and flag issues or discrepancies proactively before they become problems
Executive & Operations Support
- Assist with scheduling, calendar management, and meeting coordination
- Support proposal preparation and follow-up coordination
- Track and organize sales lead activity and CRM updates
- Assist with client communication and operational follow-ups
- Support process documentation and workflow standardization
- Help organize internal systems, templates, and recurring operational tasks
- Assist with project coordination and status tracking
- Provide day-to-day administrative and operational support to the founder
This role is ideal for someone who enjoys:
- Owning the numbers end-to-end,
- Taking initiative on operational improvements,
- improving broader business organization,
- and being a true business partner, not just a task executor.
QUALIFICATIONS:
- Bachelor's degree in Accounting, Business Administration, Finance, or related field required.
- At least 3–5 years of full-charge bookkeeping or accounting experience, with demonstrated proficiency in accrual-basis accounting (journal entries, accruals, prepaid and deferred items, inventory accounting, balance sheet recons, etc.);
- Experience with a U.S.-based accounting firm, bookkeeping firm, or professional services business managing multiple clients simultaneously required
- Proficiency in QuickBooks Online (QBO) required; ability to work confidently in an accrual-basis environment, not just cash-basis
- Proficiency in NetSuite a plus
- Solid understanding of small business accounting fundamentals; chart of accounts, debits and credit, revenue recognition, expense matching, and the relationship between the income statement and balance sheet.
- Strong organizational and time management skills
- Strong written and verbal English communication skills
- Comfortable managing multiple priorities and shifting tasks
- Detail-oriented, proactive, and process-driven
- Comfortable working independently in a remote environment
- Strong sense of ownership, accountability, and follow-through
Nice-to-Haves
- Experience supporting founders, executives, or small business owners
- Experience with CRM systems, scheduling tools, or workflow management platforms
- Exposure to proposal coordination or client onboarding
- Experience with process documentation or operational organization
- Familiarity with remote collaboration tools and cloud-based systems
WORK ARRANGEMENT
- Full-time remote setup
- Flexible work schedule with partial overlap with U.S. business hours preferred
- Dedicated and distraction-free workspace required
- Reliable internet and professional work setup required
DESCRIPTION OF IDEAL CANDIDATE
- Diligent and Independent - You ensure that tasks are not only completed but executed with precision and attention to detail. Following instructions is natural to you, and you take pride in delivering results that not only meet but often exceed expectations.
- Proactive and Self-Starter - You thrive in taking initiative and driving projects forward. With a natural inclination for proactivity, you don't wait for instructions but instead anticipate needs and seize opportunities.
- Attention to Detail & Accuracy - You catch what others miss. In accounting work, you know that a single misclassified transaction or missed accrual can distort the whole picture - and you take that seriously. Your work is clean, consistent, and something you'd be comfortable putting in front of a client or CPA without a second thought.
- Ethical & Honest - You want to feel good about the work you do and have a high moral compass. You can handle sensitive financial data with integrity and confidentiality.
- Willing to Learn and Open Communicator - You have enthusiasm for learning and you are willing to ask questions. You embrace new challenges with an open mind and actively seek knowledge, demonstrating a commitment to personal and professional growth while fostering effective communication and a collaborative work environment.
- Curious and Not Afraid to Ask Questions - You exhibit a proactive and inquisitive mindset, seeking clarity and deeper understanding when faced with challenges. You value communication and believe that asking questions is a constructive way to enhance your knowledge and contribute effectively to the team.
If you're looking for a long-term opportunity where you can own the books, take on real operational responsibility, and grow alongside a founder who is building something meaningful - we'd love to hear from you.
