BOOKKEEPER (FRACTIONAL CFO FIRM)
Location: Remote (U.S.-based, East Coast preferred)
Type: Full-time or Part-time (W2 or 1099, depending on fit)
Compensation: Competitive, based on experience
ABOUT US
We are a fractional CFO and financial services firm supporting founder-led and growing businesses, with a strong focus on hospitality, retail, and professional services. Our work blends clean bookkeeping, thoughtful financial oversight, and real-world operational insight.
We are growing and looking for a reliable, detail-driven Bookkeeper to support multiple client accounts under the guidance of senior CFOs.
ROLE OVERVIEW
This role is ideal for someone who enjoys structured work, clean books, and clear processes, and who takes pride in accuracy and follow-through. You’ll be responsible for maintaining day-to-day accounting records and supporting monthly close across a portfolio of clients.
KEY RESPONSIBILITIES
• Maintain accurate books for multiple clients (QuickBooks Online)
• Reconcile bank, credit card, and loan accounts monthly
• Code and categorize transactions consistently and accurately
• Manage AP/AR, including vendor bills and client invoicing
• Assist with payroll coordination (ADP, Gusto, or similar)
• Prepare monthly financial statements (P&L, Balance Sheet, Cash Flow)
• Support CFOs with schedules, reporting, and ad-hoc requests
• Identify discrepancies and flag issues proactively
• Maintain organized documentation and audit-ready records
QUALIFICATIONS
• 3+ years of bookkeeping or accounting experience
• Strong proficiency in QuickBooks Online (required)
• Experience supporting multiple clients or entities
• Solid understanding of accrual accounting
• Comfort working with payroll systems and expense platforms
• High attention to detail and strong organizational skills
• Reliable, responsive, and comfortable working independently
• Hospitality or multi-location business experience is a plus
WHAT WE’RE LOOKING FOR
• Someone who values accuracy over speed
• Clear communicator who asks questions early
• Comfortable with deadlines and recurring monthly cycles
• Professional, discreet, and client-ready
• Interested in long-term growth within a CFO advisory environment
WHY WORK WITH US
• Fully remote, flexible work structure
• Exposure to CFO-level thinking and real business strategy
• Clear processes and strong leadership support
• Opportunity to grow with a respected, founder-led firm
HOW TO APPLY
Please send:
• A brief resume
• A short note describing your bookkeeping experience and client types supported
We take a comprehensive and client-centric approach to accounting and bookkeeping consulting. Our team takes the time to understand your business, its unique challenges, and its goals. We believe that by truly comprehending your needs, we can provide tailored solutions that address your pain points and set you up for sustainable growth.
Using the latest technology and industry best practices, we streamline your financial processes, automate tedious tasks, and ensure accuracy in your financial records. This not only saves you valuable time but also provides you with real-time insights into your business's financial health, enabling you to make data-driven decisions and seize opportunities as they arise.
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