Phase 2 (After 90 Days – Full Ramp): 8% of client monthly fees, plus performance bonus of 2% if books are accurate and closed by the 10th (bonuses paid quarterly)
Start Date: ASAP
Applications Close: Rolling until filled
Job Responsibilities
Core Responsibilities
Bookkeeping & Financial Accuracy
Record & categorize all transactions (accrual basis)Manage fixed asset entries, depreciation, CapEx
Reconcile accounts (banks, credit cards, merchant platforms)Track revenue/expenses by property or clientPrepare accurate monthly financials & flag discrepancies
Review tax returns for reporting accuracy
Systems & SOPs
Build and document recurring bookkeeping systems
Improve workflows and financial documentation
Maintain/update SOPs for consistency
Communication & Collaboration
Work directly with Chris, CPAs, and the team
Proactively raise red flags, updates, and support needs
Act as a partner, not just a task-taker
Tools We Use QuickBooks OnlineKeeper (client dashboards)
Google Workspace (Docs, Sheets, Drive, Gmail)
Slack
Scribe
Zoom
GoHighLevel
1Password
RESimpli (for real estate clients)
Job Requirements
Our Culture & Values Mission:
Help clients feel both supported and in control by turning confusing financials into clarity and peace of mind.
Values: Keep Your Word – Say it, do it, done.
Do It Right – High bar, no shortcuts.
People First – Integrity before profit.
Work Like a Partner – In the trenches, not on the sidelines.
You’re a Perfect Fit If...
3+ years bookkeeping experience (real estate or service-based businesses a plus)
QuickBooks Online ProAdvisor Certified
Skilled in reconciliations across banks, credit cards, Stripe, PayPal, Bill.com
Solid understanding of accrual accounting & revenue tracking by property/projectComfortable with fixed assets (CapEx, depreciation, asset disposal)
Able to interpret tax returns for reporting accuracy
Proactive in spotting discrepancies & delivering clean monthly financials
Able to juggle multiple clients/entities while staying organized and on deadline
Excited to help clients understand the story behind their numbers
Skills Required
Bookkeeping - Intermediate
Attachments
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