Streamline Bookkeeping Projects on Upwork

We are seeking a skilled accountant with expertise in multifamily real estate and a strong understanding of syndication. The ideal candidate will have experience using Appfolio for property management and financial reporting. You will be responsible for maintaining accurate financial records, preparing budgets, and ensuring compliance with real estate regulations. If you have a passion for real estate accounting and can deliver high-quality results, we would love to hear from you.

Skills: Bookkeeping, Accounting, Bank Reconciliation, Financial Accounting, Balance Sheet

WFH Account Receivables Manager Overseas

We are dedicated to excellence and client satisfaction in every aspect of our operation.  Our team is passionate about delivering top-tier financial services and solutions to the company and our clients. We pride ourselves on fostering a collaborative and dynamic work environment, where team members can thrive and contribute to our collective success. 

We are seeking a highly motivated and experienced Accounts Receivable Manager to join our finance team. In this role, you will be responsible for overseeing all accounts receivable functions, maintaining accurate financial records and processes to improve cash flow. See key responsibilities below.

Essential Duties & Responsibilities:   

General: 

Manage daily operations of the AR department; create, implement and maintain policies, procedures, and controls; manage and streamline billing and collection process and cash application functions for the company.  

Assists in monitoring, tracking and enforcing department policies, procedures, and goals while identifying inefficiencies and propose, develop, and document new concepts and procedures.   

Manage the monthly AR close process including reconciliation of AR sub ledger to GL and preparation of AR month end schedules, revenue reporting and reconciliation to GL and metrics used for internal reporting.  

Collections 

Ownership of collections accounts; ensure timely payments of client credit accounts  

Establish goals and targets for the collection of payments 

Prepare monthly feedback reports on the collection of payments 

Track and monitor client credit accounts ensuring terms and credit limits are maintained 

Coordinate with external collections agency on problem accounts 

Audit delinquent accounts considered uncollectible to ensure maximum efforts have been taken before assigning bad debt status to account. 


Billing 
Oversee the billing process and ensure accurate and timely invoicing of clients 

Manage a team of one AP clerk and provide leadership and support as needed 

Collaborate with other departments, such as sales and operations, to ensure smooth and efficient billing operations 

Respond to billing inquiries and resolve billing issues as needed 

Prepare and present billing reports to senior management 

Reconcile and maintain accurate records of customer accounts 

Prepare and submit customer statements  

Approve, document, and track client sales tax exemptions. 

Required Education/Experience:   
Bachelor’s degree – Business or Accounting preferred, but can be a combination of education and experience 

3-5 years of related AR experience, with increased responsibilities over time   

2-3 years of supervisory experience

Experience with ASC 606 revenue recognition a plus 


Required Skills:   
General ledger accounting - debits and credits 

Understanding of ASC 606 revenue recognition  

Intermediate to Advanced Excel skills 

Proficient in Quickbooks Online, experience with ERP systems 

Experience with payment processing platforms (auth.net, stripe)  

Proficient in the use of Microsoft Software applications such as Outlook, Word, Excel and PowerPoint   

 
Technical Requirements: 
Minimum of i3, 8GB Ram, Own Device (not shared) 
Minimum of 30mbps internet wired speed. 
Conducive and quiet WFH set up. 
 
Operations: 
Remote, Mon-Fri, Fixed weekend off; US – CST or EST coverage 
 
Rate: 
Base hourly rate  

Skills: Microsoft Excel, Intuit QuickBooks, Account Reconciliation, General Ledger, Accounts Receivable, Account Management, Bookkeeping, Email Communication

I’m currently looking for a reliable bookkeeper to support my IT consulting business. We use QuickBooks Online to manage our finances.

Here are the areas I need help with:

-Cleaning up and reconciling past transactions
-Reconciling multiple business credit cards
-Following up with customers on overdue payments
-Managing payroll
-Categorizing and tracking business expenses
-Monitoring project-level and overall business profitability

If you have experience working with service-based businesses and can take ownership of these tasks, I’d love to connect and discuss the next steps.

Looking forward to hearing from you!

Skills: Bookkeeping, Accounting, Balance Sheet, Bank Reconciliation, Accounting Basics

We are Prudent Accountants, a U.S.-based accounting firm providing bookkeeping, tax, DME Financial Management and financial reporting services to small and mid-sized businesses.

We are looking to purchase warm leads or hire a qualified appointment setter who can deliver matured leads or booked calls with business decision-makers in the USA.

Ideal Lead Profile:

Business Owners, CEOs, CFOs, or Decision Makers

Located in the USA

Interested in outsourced accounting/bookkeeping services


We are looking for:
✅ Warm leads who have shown some level of interest (email replies, form fills, clicks, etc.)
✅ Booked discovery calls or appointments with potential clients
✅ Industry preference: Healthcare, Service, Construction, E-commerce, Trucking, Law Firms, Agencies

Please include in your proposal:

Lead generation method (LinkedIn, email, ads, etc.)

Past experience (samples or success stories)

Price per lead OR per appointment

Sample leads (masked)

Skills: Scheduling, Cold Calling, Sales, Lead Generation, Telemarketing

I would like a graphic created using this photo and adding a header on top of it that says TCL Bookkeeping Services
I need it to be 820px by 312px

Skills: Social Media Imagery, Graphic Design

We are seeking an experienced Fractional Chief Financial Officer (CFO) to lead the financial strategy, systems, and operations across a growing group of companies. This role is ideal for a senior finance professional who is not only technically sound but also visionary—someone ready to grow into the Group CFO role and play a pivotal part in shaping our financial future.
Initially structured as a part-time/fractional engagement, this position is designed to transition into a centralized leadership role managing group-wide financial activities across multiple business units and eventually the parent company. We’re looking for a long-term partner who can scale with us.
________________________________________
Key Objectives of This Engagement
• Build, improve, and standardize the financial infrastructure across all businesses in the group
• Create centralized processes for accounting, reporting, budgeting, payroll, invoicing, and compliance
• Support capital investment decisions, financial modeling, and strategic fund allocation
• Oversee timely submission of financial statements and compliance with relevant authorities
• Establish group-wide reporting and performance tracking systems
• Serve as a strategic advisor to the founder/CEO on financial planning and capital structuring
• Develop risk management and internal control frameworks
• Guide the integration of new ventures or acquisitions into the group’s financial structure
________________________________________
Deliverables May Include (But Are Not Limited To):
• Monthly and quarterly financial reporting templates for each entity
• Group-level cash flow model and budget forecast
• Implementation of cloud-based finance and payroll systems (e.g., Xero, QuickBooks, Deel, etc.)
• Invoice tracking and receivables management systems
• Approval framework for capital expenditures and inter-company transactions
• Standard operating procedures for bookkeeping, tax compliance, and audit readiness
• KPI dashboard/reporting suite for executive oversight
• Financial due diligence support for potential investments or acquisitions
________________________________________
Ideal Candidate Profile
• Experience as a CFO, Finance Director, or Group Controller across multi-entity or multi-industry companies
• Comfortable working with startups, high-growth businesses, or founder-led environments
• Familiar with international tax, group structuring, and reporting consolidation
• Can operate independently and bring order to complexity
• Strategic thinker with the ability to implement hands-on, day-to-day financial controls
• ACA/ACCA/CPA qualified or equivalent preferred
________________________________________
Engagement Details
• Type: Fractional / Part-time
• Hours: 10–20 hours per week (flexible, scalable with growth)
• Location: Remote (preferred overlap with [insert time zone if relevant])
• Duration: Ongoing engagement with strong pathway to Group CFO
________________________________________
We are offering a unique opportunity for someone who wants to build something meaningful from the ground up, have a voice in shaping group strategy, and become an indispensable part of our executive leadership team.

My accountant in colombia has gone missing and I need someone to sign off on my financials for my liquidation of a very small company. I also need bookkeeping on my US company and new company in Colombia

Skills: Accounting, Financial Accounting

We are a small plumbing company seeking an experienced bookkeeper to manage our financial records, invoices, and payroll. The ideal candidate will have a strong understanding of accounting principles and experience in the plumbing or construction industry is a plus. Responsibilities include maintaining accurate financial records, preparing monthly financial statements, and ensuring compliance with tax regulations. If you are detail-oriented and have a passion for helping small businesses thrive, we would love to hear from you!

Skills: Data Entry, Bookkeeping, Bank Reconciliation, Accounting, Balance Sheet, Accounting Basics, QuickBooks Online, Intuit QuickBooks

We are looking for an expert, US-based UGC content creator to target small and medium businesses looking for excellent, cost-effective offshore bookkeeping services.

Our business started in January 2018 in Sydney, Australia. Prior to this, the partners all owned and operated their own businesses and, at times, through their careers, held senior management roles and board positions in public and private companies. We have had many businesses in the US over the last two decades, in Washington State, Colorado, Nevada and more recently Delaware.

We have an amazing background story about how Covid redefined our business model after losing more than 60% of our clients to expanding Australia-wide and overseas over the last 18 months into the US market and, more recently, the UK market.

Our core strategy is to seek out more US-exclusive bookkeeping clients who require weekly, fortnightly, or monthly bookkeeping. We offer additional services such as payroll and tax. We specialise in cross-border businesses between the US and Australia. Our staff are based in Asia. Most of our staff have worked in the US, like my Asia-based business partner, who is a US CPA and has worked for Ernst & Young in the US for over 15 years. All of our staff have worked for US businesses with more than 3 years of experience.

We are a Delaware-registered corporation - Waycorp Advisors Inc. For the last 18 months, we have been providing bookkeeping, staff accounting and CPA tax services to clients in the US.

We also provide these services in Australia, New Zealand, Singapore, the UK and some EU countries. However, the focus of this task is the US market.

The task involves creating three short videos, each up to 30 seconds long, where you promote our cost-effective bookkeeping services. We want to use these videos on platforms like Facebook, LinkedIn and maybe TikTok, YouTube or other platforms where we are likely to reach business owners.

We already have Facebook and LinkedIn profiles, where these videos will be posted.

https://www.linkedin.com/company/71663199/admin/dashboard/
https://www.facebook.com/waycorpadvisors

We would love to hear from highly experienced UGC creators who are interested in our task. Please provide links to some of your recent works.

Skills: Accounting, Bookkeeping, Data Entry, Tax Preparation, Financial Accounting

We're Hiring: Administrative Assistant

We're currently looking for a reliable and detail-oriented Administrative Assistant to join our team.

Responsibilities include:

Responding to and managing business emails

Recording and organizing job information

Tracking and managing employee timesheets

Creating and sending invoices

This is a key role to help keep our operations running smoothly. If you're organized, proactive, and have experience with admin tasks, we’d love to hear from you!

Skills: Chart of Accounts, Bank Reconciliation, Intuit QuickBooks, Accounting Basics, Budget Management, Payroll Accounting, Bookkeeping, Financial Analysis, Accounts Payable Management

Hi,

My name is Boris, and I currently have several businesses that require proper tax planning and guidance.
- one packaging business that requires to take large amounts of cash in Brooklyn.
- Another packaging business that is strictly online (Wire transfers, credit card, etc. Little to no cash)
- Two clothing brand businesses with no physical presance (e-commerce) shipping from a fulfillment center in Atlanta GA. Products from china.

I do not own any physical locations. Once an order is completed, it gets shipped directly to the customer from China. The fulfillment center in Atlanta charges me per package shipped and I have no obligation to pay any rent. I also am currently living half of the year abroad in Asia so I Believe there is some income tax exclusion on some income earned overseas.

I could really use some help to figure this out. I am currently in Thailand - Any day Monday to Sunday works fine for me from 8 AM to 12. Please let me know how we can proceed.

Thank you,
Boris

Skills: Intuit QuickBooks, Sales Tax, Tax Planning & Advisory, Tax Preparation, Payroll Accounting, Bookkeeping, CPA, IRS Resolution, Cryptocurrency, Corporate Tax, Crypto Asset, Financial Accounting

I am in need of a skilled bookkeeper who can assist me with a multitude of services.

Key Responsibilities:
- Preparing financial statements
- Managing accounts payable and receivable
- Processing payroll

The ideal candidate for this role must be proficient in Xero, as this is the accounting software I prefer to use.

Please note, access to the bookkeeping records will be exclusive to myself. Therefore, I require a professional who is trustworthy and values confidentiality.

Skills and Experience Required:
- Proven experience as a bookkeeper
- Proficiency in Xero
- Strong understanding of financial statement preparation, accounts payable and receivable management, and payroll processing
- Excellent attention to detail
- High level of integrity and confidentiality

Skills: Accounting, Finance, Payroll, Bookkeeping, Xero

We are seeking a highly skilled master accountant to manage our financial records and ensure compliance with tax regulations. The ideal candidate will have extensive experience in accounting principles, financial reporting, and audit preparation. You will be responsible for preparing financial statements, managing budgets, and providing strategic financial advice. If you have a proven track record of excellence in accounting, we want to hear from you!

Skills: Microsoft Excel, Accounting, Financial Accounting, Financial Analysis, Bookkeeping

I am seeking an experienced professional to assist in securing approval for a business bank account similar to Mercury. The ideal candidate will have a strong understanding of the requirements needed for application approval, including documentation and compliance. Your expertise will help streamline the process and ensure all necessary steps are taken to achieve a successful outcome. If you have a proven track record in bank account applications for startups or small businesses, I would love to hear from you!

Skills: Accounting, Bank Reconciliation, Bookkeeping, Financial Accounting, Accounting Basics

Hola, tengo una posicion part time si estas disponible, dejame saber, Gracias.

Skills: Administrative Support, Virtual Assistance, Intuit QuickBooks, QuickBooks Online, Bookkeeping, Balance Sheet, Bank Reconciliation, Microsoft Excel, Accounts Payable, Accounts Receivable, Account Reconciliation, Transaction Data Entry, Invoicing, Financial Statements Preparation, Accounting

We are seeking a qualified accountant with a strong background in Australian tax regulations and company structures. The ideal freelancer will be proficient in Xero and able to compute tax and BAS returns accurately. If you have experience working with Australian businesses and a solid understanding of compliance requirements, we want to hear from you. This is a great opportunity to work with a dynamic team and manage essential financial operations.

Skills: Tax Preparation, Accounting, Bookkeeping, CPA, Tax Preparation Software

I need assistance with the preparation and filing of my individual tax returns for the years 2023 and 2024. All necessary financial documents are ready and available. This project primarily involves data entry and tax preparation, but it will also include the actual filing of the returns.

Ideal skills and experience include:
- Expertise in individual tax preparation
- Proficiency in data entry
- Experience with tax filing
- Attention to detail
- Good communication skills

Please note that this is a simple project given that all documents are ready.

Skills: Data Entry, Accounting, Excel, Intuit QuickBooks, Bookkeeping

We’re a fast-growing oil delivery company doing ~$3M in revenue, aiming to triple in the next 12 months. We’re looking for a fractional CFO to help us scale responsibly and creatively — someone who thrives in ambiguity, takes real ownership, and is focused on outcomes, not ego.

What we value:
• A sense of ownership — no task too small, no problem too vague
• Obsession with data and analytics — build dashboards, not just decks
• Zero tolerance for jerks — we work hard, stay kind
• Strong working knowledge of ChatGPT and AI tools — we expect you to use them to move faster and work smarter

What the job involves:
• Help lead capital strategy: identify and engage lenders, banks, and factoring partners to help us scale
• Prepare materials and documentation for lines of credit and/or capital market solutions
• Maintain and evolve our financial systems (QuickBooks + Access)
• Oversee and guide bookkeeping (you’ll have junior support)
• Build reporting processes that make it easy to make decisions
• Stay organized and proactive — we want someone who knows what to do before we ask

Tools & Infrastructure:
• QuickBooks is current
• Microsoft Access is used for invoicing
• Everything lives in the Microsoft ecosystem

Bonus if you have:
• Experience with ESCOs or energy service providers
• Asset-based lending or factoring experience
• A network of banking/lending relationships you can draw from

Role details:
• Remote
• Fractional/Part-time, with potential to grow
• Reports directly to ownership

If this sounds like the kind of challenge you’d enjoy — and you’re not a jerk — we’d love to talk.

Skills: Investment Strategy, Financial Projection, Business Plan, Financial Reporting, Analytics Dashboard

I need someone to create my private label listing for my brand on amazon

Skills: Bookkeeping, Intuit QuickBooks, Data Entry, Amazon FBA, Amazon PPC, Amazon Listing, Purchasing Management, Amazon Seller Central, Inventory Management, Amazon Webstore, Amazon Private Label

We are seeking a detail-oriented bookkeeper to assist with day-to-day financial transactions and maintain accurate financial records. The ideal candidate should be proficient in bookkeeping software and possess strong organizational skills. Responsibilities include managing invoices, reconciling bank statements, and preparing financial reports. If you have a passion for numbers and a keen eye for detail, we want to hear from you!

Skills: Data Entry, Microsoft Excel, Bookkeeping, Bank Reconciliation, Accounting Basics

We’re looking for an experienced accountant or financial advisor to help manage and grow our business. We own 2 brick-and-mortar record stores and also sell online through multiple channels.

We’re looking for someone who can keep our books in order and offer insight into budgeting, taxes, and financial strategy. Ideally, you’re someone who understands small retail businesses, knows the law, and can advise us on the smartest, most efficient ways to operate and expand.

Some of the key areas we need support in include:
• Accurate bookkeeping and tax preparation
• Budgeting and forecasting
• Profitability analysis by location (2 stores)
• Margin analysis (especially breaking down which products have the highest margins and fastest turnover)
• Advisory on pricing strategy based on margin and turnover data
• Evaluating the real cost of shipping and listing items online (to determine gross margins per online sale)
• Productivity and operational cost breakdown (e.g., labor cost of listing/shipping items)

If you have experience working with retail businesses, especially those with both physical and online sales, that’s a big plus.

Please share why you’re qualified for this and share a brief overview of how you would approach this project. We’re interested in people who can go beyond number-crunching and offer insight we can use to make smarter decisions. Title: Experienced Accountant Needed for Multi-Channel Retail Business (Record Stores + Online Sales)

Skills: GAAP, Accounting, Tax Preparation, Bookkeeping, Intuit QuickBooks, Accounting Basics, Financial Accounting, Bank Reconciliation, CPA

Looking to take QuickBooks from a small business into gap based accounting and eventually into an open source ERP system called Odoo.

Skills: Accounting, Tax Preparation, Bank Reconciliation, Intuit QuickBooks, Accounting Basics, QuickBooks Online, CPA, Bookkeeping, Tax Planning & Advisory, Certified Tax Preparer, Data Analysis, Financial Reporting, Accounting Advisory

We are seeking a tax professional with expertise in non-profit tax regulations to assist our organization, incorporated in Connecticut, which has its executive director residing in Germany. The ideal candidate will have experience navigating the complexities of international tax implications for non-profits and can provide guidance on compliance and filing requirements. Strong communication skills are essential to collaborate effectively with our team and ensure all documentation is accurately prepared.

Skills: Accounting, Nonprofit Organization, Bookkeeping, Intuit QuickBooks, Financial Accounting

We are seeking a highly organized, reliable, and proactive Virtual Assistant to support our day-to-day operations. The ideal candidate will manage incoming phone calls, respond to emails, coordinate scheduling and calendar management, and handle basic invoicing and administrative tasks. This role is essential in ensuring smooth communication and efficient administrative support across the organization.

HOURS: Variable schedule, 4 hours per day between 8am-5pm CENTRAL TIME

Key Responsibilities

1. Phone & Email Management
Answer incoming calls professionally and direct them appropriately
Return voicemails and follow up on missed calls in a timely manner
Monitor and respond to emails, flagging urgent messages and prioritizing tasks
Draft, proofread, and send professional email correspondence on behalf of the company

2. Scheduling & Calendar Coordination
Manage calendars, book meetings, and schedule appointments
Coordinate with clients, team members, and vendors for timely scheduling
Send reminders and follow-ups to ensure everyone is informed and prepared
Avoid scheduling conflicts and maintain updated calendar records

3. Invoicing & Admin Tasks
Generate and send invoices using accounting or invoicing software (e.g., QuickBooks, Wave, etc.)
Track payments, follow up on overdue invoices, and maintain organized financial records
Assist in reconciling accounts and providing reports as needed
Maintain digital filing systems and update client records

4. General Administrative Support
Perform data entry, documentation, and form creation
Maintain organized files and records
Support in preparing reports, presentations, or client documents as needed
Qualifications
Proven experience as a virtual assistant or relevant administrative role
Excellent communication skills, both verbal and written
Strong organizational and time-management abilities
Proficiency with Google Workspace (Docs, Sheets, Calendar), Zoom, and email management tools
Familiarity with invoicing software (e.g., QuickBooks, FreshBooks, Square)
Ability to maintain confidentiality and handle sensitive information
Self-starter with a high level of attention to detail and professionalism
Preferred Qualifications
Bilingual (English/Spanish) preferred
Prior experience supporting healthcare, legal, or service-based businesses a plus

Skills: Virtual Assistant, Spanish Translator, Customer Service, Bookkeeping

We are seeking an experienced Bookkeeper/Financial Accounting Manager proficient in Clio and QuickBooks to manage our financial records and ensure accuracy. The ideal candidate will be responsible for maintaining financial statements, reconciling accounts, and generating reports. Familiarity with legal billing and project management software is a plus. If you have a strong attention to detail and a commitment to delivering accurate financial information, we would love to hear from you.

Skills: Bookkeeping, Bank Reconciliation, Balance Sheet, Accounting, Intuit QuickBooks

Proyek ini bertujuan untuk mengembangkan produk salep herbal yang aman, efektif, dan terjangkau bagi masyarakat. Selain fokus pada kualitas bahan dan formulasi, proyek ini juga mencakup strategi pemasaran yang inovatif untuk memperluas jaringan distribusi dan meningkatkan penjualan. Dengan pendekatan pemasaran digital dan kemitraan dengan apotek serta toko kesehatan, proyek ini diharapkan dapat menjangkau lebih banyak konsumen dan memberikan solusi perawatan kulit yang alami dan terpercaya.

Skills: Logo Design, Photoshop Design, Poster Design, Bookkeeping, Business Requirement Documentation

Hello! I filed for a California LLC in July 2022, backdated to an S-Corp (sole proprietor) in November 2023. I have been filing all of my transactions in Quickbooks Online.
I realized I did not form the LLC correctly and will need to file a Certificate of Correction (Form LLC-LP-11) as I inadvertently confused listing a member who I will need to retroactively remove. I would prefer to work with a professional who can help advise if this would be the right step to correctly file from 2022 - 2024.

I offer advertising services and pay out contractors through Quickbook
s. Luckily, I have been paying out/filing my 1099s accordingly/on time. All transactions are recorded in my Quickbooks as well. I am seeking the help of a professional who is familiar with the penalties I may be facing, as well as some level of familiarity with advertising/marketing services since there are some specific nuances in providing services in lieu of a product (so I hear).

Any prior or current experience you have with my situation of filing late and/or familiarity with the vertical I'm in providing advertising/marketing services is greatly appreciated.

My goal is to work with a contractor/consultant on an ongoing basis, monthly to get back on track. Thank you!

Skills: Franchise Tax, Tax Return, Value-Added Tax, Goods & Services Tax, Tax Theory, Accounting Principles & Practices, Tax Preparation, Tax Law, Certified Tax Preparer, Bookkeeping

I'm looking for a skilled accountant to provide daily transaction recording services. This role will primarily involve the use of QuickBooks, so proficiency in this software is crucial. Your responsibilities will include:

- Daily tracking of transactions
- Ensuring accuracy and timeliness in record-keeping

Ideal candidates will have extensive experience with bookkeeping and a deep understanding of QuickBooks. Your attention to detail and commitment to maintaining accurate financial records will be key to the success of this project. Please only apply if you can commit to daily transaction recording.

Skills: Accounting, Finance, Intuit QuickBooks, Tax, Bookkeeping

I am looking for a book keeper for a local based business in the United States. More information will be given to the ideal candidate. If you are interested in this position, please apply.

Skills: Google Ads, Virtual Assistance, Executive Support, Bookkeeping, Data Entry, HubSpot, CRM Software, Zoho CRM, SAP, Scheduling, Intuit QuickBooks, Finance & Accounting, Administrative Support, Online Research, Email Management

We are seeking an experienced bookkeeper to assist with all financial aspects of our business. The ideal candidate will be responsible for preparing budgets, maintaining financial records, and providing detailed financial reports to the managing director. Attention to detail, strong organizational skills, and the ability to work independently are essential for this role. If you have a proven track record in bookkeeping and are passionate about helping businesses succeed, we want to hear from you!

Skills: Accounting Basics, Accounting Software, Customer Service, Intuit QuickBooks, Data Entry, Microsoft Excel, Accounts Payable, Budget Management, Payroll Accounting, Tax Return, Transaction Data Entry, Numeric Fluency, Accounting, Bookkeeping, Bank Reconciliation, Financial Accounting, Balance Sheet, Financial Analysis, Cash Flow Statement, Accounts Receivable

We are seeking a skilled and experienced bookkeeper to take charge of managing our financial records. You will be responsible for ensuring the accuracy and integrity of our financial data while also providing essential support with Dubsado, our preferred client management software. The ideal candidate has a solid understanding of bookkeeping principles but will also have a strong proficiency in utilizing Dubsado for various functions, including client, funnels, invoicing, project management, and workflow optimization.

As a bookkeeper, your primary responsibilities will encompass a wide range of tasks that are crucial to the smooth operation of our financial processes. You will be expected to meticulously record daily transactions, including sales, expenses, and payments, ensuring that all entries are accurate and up-to-date. Additionally, you will be tasked with reconciling accounts on a regular basis to identify discrepancies and ensure that our financial records align with bank statements and other financial documents.

Moreover, you will play a key role in optimizing our use of Dubsado to streamline our client management processes. This includes setting up and maintaining client profiles, managing project timelines, and ensuring that invoicing is handled efficiently and effectively. You will also be responsible for generating financial reports and providing insights that will help guide our business decisions.

This role also includes some creative content creation and SOP support in Canva and Mila-Note.

If you possess a keen eye for detail, a strong grasp of bookkeeping and accounting principles, and a desire to contribute to a growing creative brand, we would love to hear from you! Join us in this exciting opportunity - Your expertise will be valued and recognized as we work together to achieve our goals. Apply today to become a vital part of our team!

Skills: Google Workspace, Administrative Support, Accounting Basics, Bookkeeping, Email Communication, Scheduling, Dubsado, Content Editing