Purpose:
We are seeking a skilled and trustworthy bookkeeper to provide exceptional bookkeeping services to my existing clients while I take maternity leave starting in April 2024. This role will initially be for 3 months, with the potential for extension up to 6 months or a permanent position based on performance.
Importance of the Role:
Your role is vital in ensuring seamless financial management for my clients, maintaining their trust, and upholding the reputation of my business. You’ll be stepping in during a critical time to deliver accurate, timely bookkeeping and personalized financial insights.
Ideal Outcome:
– Accurate and timely bookkeeping for 7+ clients, including reconciling accounts, categorizing transactions, and preparing reports.
– Clear and professional communication with clients, including personalized Loom video walkthroughs of their financial reports.
– Deliver monthly reports and Loom videos to clients within the 1st week of each month.
– Maintain confidentiality and security of client data, including sensitive bank account information.
– Positive client feedback during my leave.
Key Responsibilities:
– Perform monthly bookkeeping tasks using QuickBooks Online, including reconciliations, categorizing transactions, and preparing financial reports.
– Create and send Loom video walkthroughs of reports to clients, providing insights and answering potential questions.
– Understand how to assign expenses to the correct locations/properties and manage specific bookkeeping needs for short-term rental, solopreneur, and construction clients.
– Communicate directly with clients as needed.
Budget:
– Compensation will be a fixed monthly rate based on the number of clients and workload.
– Estimated workload: 10-15 hours per month for existing clients.
– Please include your proposed monthly fee expectations in your application, along with an explanation of how you arrived at that figure.
Ideal Candidate:
– Certified QuickBooks ProAdvisor with at least 2 years of experience (required).
– Experience with short-term rentals, solopreneurs, and real estate bookkeeping is highly preferred.
– Excellent attention to detail, communication skills, and ability to meet deadlines.
– Strong understanding of confidentiality and data security, especially when handling sensitive financial information.
– Self-starter who can work independently with minimal supervision after training.
Employment Type:
Part-time contractor or freelancer preferred, with potential for a longer-term contract or permanent role based on performance.
Growth Potential:
If you excel in this role, there is an opportunity to expand your responsibilities and grow with the business, including managing new client monthly bookkeeping and cleanup projects.
Onboarding and Training:
– The selected candidate will work closely with me in February and March to learn our specific bookkeeping processes.
– During the training period, you will take on tasks with my oversight, moving toward independent work by April 2025.
– Estimated training and onboarding: 5-10 hours/month (February – March)
How to Apply:
Please send a brief cover letter highlighting your relevant experience and monthly fee expectations. Applications will be accepted through January 10, 2025, with interviews conducted by the end of January. Early submission is encouraged.
