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 Initiative Duties Include

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