Duties Include but Not Limited To

• Enter financial transactions into bookkeeping software such as QuickBooks or similar platforms

• Record and categorize expenses, invoices, and payments

• Assist with accounts payable and accounts receivable data entry

• Organize receipts and supporting financial documentation

• Maintain digital and physical client financial records

• Assist with basic bank and credit card reconciliation preparation under supervision

• Prepare and organize documents needed for monthly bookkeeping reports

• Identify and flag discrepancies or missing documentation

• Scan, file, and organize financial records and client documentation

• Assist with document preparation and general administrative tasks

• Maintain organized client folders and digital file systems

• Assist with tracking incoming mail and financial documents

Key Company Initiatives Include

• Supporting the firm’s commitment to accurate and timely financial record keeping

• Maintaining organized and secure client files

• Helping ensure bookkeeping tasks are completed efficiently to support client service timelines

• Assisting the team in maintaining smooth office operations and workflow

• Supporting the firm’s goal of providing professional, responsive service to clients

• Maintaining a high level of confidentiality and professionalism when handling financial information

Key Skillsets

• Strong attention to detail and accuracy in data entry

• Basic understanding of bookkeeping and financial recordkeeping principles

• Proficiency with accounting software such as QuickBooks, Xero, or similar systems

• Comfort working with spreadsheets such as Microsoft Excel and Google Sheets

• Ability to organize and manage digital files and financial documentation

• Strong time management and ability to prioritize multiple tasks

• Ability to maintain confidentiality when working with financial information

Additional Skillsets

• Previous experience in bookkeeping support, administrative work, or office coordination

• Strong written and verbal communication skills

• Ability to work independently and take initiative when completing assigned tasks

• Professional and dependable work habits

• Ability to learn new software systems and processes quickly

• Customer service mindset when interacting with clients or team members

Work Environment

• Part-time schedule (approximately 15–20 hours per week depending on workload)

• May include flexible scheduling

• Starting at $21/hr