Bookkeeper / Financial Systems Lead / Marketing Agency

Full Job Description

📍 Remote | 💵 Project-Based or Monthly Retainer → Path to Full-Time | Flexible Hours (EST Preferred)

We’re looking for a bookkeeper with agency experience — someone who understands the ins and outs of marketing and web businesses and can bring clarity, structure, and insight to our finances.

You’ll help us go from “a little messy” to “financially bulletproof.” That means creating clean systems to track revenue, expenses, MRR, and profitability — while helping us see where the business is thriving and where we need to pivot.

What you’ll do:

• Build organized, digestible spreadsheets tracking monthly recurring revenue, net income, and expenses
• Create systems with clean tabs for each area (income, costs, clients, forecasts, etc.)
• Send monthly P&Ls and help prep for taxes
• Clean up financial messes (credit cards, bank accounts, etc.) and bring order
• Analyze services to show which are generating profit — and where to double down

Who you are:

• Experienced with financials for marketing/web agencies
• Obsessed with clean data and smart insights
• Great with spreadsheets, reporting, forecasting
• Proactive, detail-oriented, and excellent at simplifying complexity
• Looking for a flexible start with a goal of going full-time as we scale



This is a foundational role with serious growth upside. In the early stages, it will be project-based or part-time retainer — but the vision is clear: as we grow, you grow. We want someone who’s ready to own the financial side of a thriving creative agency.

If you're ready to bring clarity, clean up chaos, and help drive smart growth — apply now.

Job Responsibilities

 📍 Remote | 💵 Project-Based or Monthly Retainer → Path to Full-Time | Flexible Hours (EST Preferred)

We’re looking for a bookkeeper with agency experience — someone who understands the ins and outs of marketing and web businesses and can bring clarity, structure, and insight to our finances.

You’ll help us go from “a little messy” to “financially bulletproof.” That means creating clean systems to track revenue, expenses, MRR, and profitability — while helping us see where the business is thriving and where we need to pivot.

What you’ll do:

• Build organized, digestible spreadsheets tracking monthly recurring revenue, net income, and expenses
• Create systems with clean tabs for each area (income, costs, clients, forecasts, etc.)
• Send monthly P&Ls and help prep for taxes
• Clean up financial messes (credit cards, bank accounts, etc.) and bring order
• Analyze services to show which are generating profit — and where to double down

Who you are:

• Experienced with financials for marketing/web agencies
• Obsessed with clean data and smart insights
• Great with spreadsheets, reporting, forecasting
• Proactive, detail-oriented, and excellent at simplifying complexity
• Looking for a flexible start with a goal of going full-time as we scale

This is a foundational role with serious growth upside. In the early stages, it will be project-based or part-time retainer — but the vision is clear: as we grow, you grow. We want someone who’s ready to own the financial side of a thriving creative agency.

If you're ready to bring clarity, clean up chaos, and help drive smart growth — apply now.

Job Requirements

 📍 Remote | 💵 Project-Based or Monthly Retainer → Path to Full-Time | Flexible Hours (EST Preferred)

We’re looking for a bookkeeper with agency experience — someone who understands the ins and outs of marketing and web businesses and can bring clarity, structure, and insight to our finances.

You’ll help us go from “a little messy” to “financially bulletproof.” That means creating clean systems to track revenue, expenses, MRR, and profitability — while helping us see where the business is thriving and where we need to pivot.

What you’ll do:

• Build organized, digestible spreadsheets tracking monthly recurring revenue, net income, and expenses
• Create systems with clean tabs for each area (income, costs, clients, forecasts, etc.)
• Send monthly P&Ls and help prep for taxes
• Clean up financial messes (credit cards, bank accounts, etc.) and bring order
• Analyze services to show which are generating profit — and where to double down

Who you are:

• Experienced with financials for marketing/web agencies
• Obsessed with clean data and smart insights
• Great with spreadsheets, reporting, forecasting
• Proactive, detail-oriented, and excellent at simplifying complexity
• Looking for a flexible start with a goal of going full-time as we scale

This is a foundational role with serious growth upside. In the early stages, it will be project-based or part-time retainer — but the vision is clear: as we grow, you grow. We want someone who’s ready to own the financial side of a thriving creative agency.

If you're ready to bring clarity, clean up chaos, and help drive smart growth — apply now.

Skills Required

• Admin Support - Expert
• Bookkeeping - Expert
• Accounting - Expert
• Communication Skills - Expert

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