Location: Fully-Remote (Work from Home), 9 AM - 5 PM PST 

Key Responsibilities

• Financial Data Management: Enter, categorize, and maintain financial data across multiple businesses, ensuring accuracy and completeness. 
• Expense Categorization: Understand the nuances of business operations to properly categorize expenses and maintain accurate records. 
• Reporting: Create weekly financial reports, such as cash flow summaries (cash in, cash out), and prepare monthly Profit and Loss (P&L) statements and balance sheets. 
• Accounts Payable and Receivable: Manage bills and invoice payments, including sending wire transfers and following up with clients on outstanding payments. 
• Tax Knowledge: Apply knowledge of US taxes to maintain compliance and assist with preparation for tax filings. 
• System Utilization: Use QuickBooks for financial management and leverage tools like Slack and Notion for communication and task organization. 

What Success Looks Like

• Accurate Financial Records: All financial data is entered and categorized correctly, providing a clear view of each business's financial health. 
• Timely Reporting: Weekly and monthly financial reports, including cash flow summaries, P&L statements, and balance sheets, are delivered on time. 
• Efficient Payments Management: Bills and invoices are paid promptly, and client payments are tracked and followed up effectively. 
• Compliance and Preparedness: Financial records are maintained in compliance with US tax requirements, and the client is well-prepared for tax filings. 
• Seamless Collaboration: Effective use of tools like Slack and Notion (where applicable) to communicate and stay aligned with the team. 

Qualifications

Experience

• 2+ years experience as a bookkeeper, preferably managing finances for multiple businesses. 
• Strong proficiency in QuickBooks is required

Skills

• Knowledge of US taxes and compliance requirements. 
• Expertise in financial data entry, categorization, and reporting. 
• Ability to create detailed financial reports, including cash flow summaries, P&L statements, and balance sheets. 
• Proficiency in managing accounts payable and receivable, including wire transfers and payment follow-ups. 
• Comfortable using a VPN for secure system access. 
• Familiarity with Slack and Notion is a plus but not required. 
• Excellent communication skills, written and verbal