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Monthly Bookkeeping For My Small Business

  • Posted 2 months ago
  • Remote

Job description

We are seeking an experienced and detail-oriented bookkeeper to manage our monthly bookkeeping needs. The ideal candidate will be proficient in maintaining accurate financial records, preparing reports, and ensuring compliance with all financial regulations. This is an ongoing monthly engagement, and we expect consistent, high-quality work.Responsibilities:
  1. Record and categorize transactions in our accounting system (e.g., QuickBooks, Xero, or Wave).
  2. Reconcile bank and credit card statements.
  3. Prepare monthly financial reports, including profit & loss statements, balance sheets, and cash flow statements.
  4. Track accounts receivable and payable.
  5. Assist with budgeting and forecasting.
  6. Ensure all transactions comply with local, state, and federal regulations.
  7. Communicate regularly to address discrepancies or provide updates.
  8. Prepare necessary documentation for tax filing (if required).
Requirements:
  1. Proven experience as a bookkeeper or in a similar financial role.
  2. Proficiency with accounting software (e.g., QuickBooks, Xero, etc.).
  3. Strong understanding of accounting principles and practices.
  4. Attention to detail and a high degree of accuracy.
  5. Excellent organizational and time management skills.
  6. Strong communication skills for collaboration and reporting.
  7. Ability to meet deadlines consistently.
Preferred Qualifications:
  1. Certification in bookkeeping or accounting (e.g., Certified Bookkeeper, CPA).
  2. Experience with industry-specific bookkeeping practices (e.g., retail, construction, e-commerce).
  3. Knowledge of payroll processing.
Scope of Work:
  • Estimated workload: 10-15 hours per month (may vary depending on business activity).
  • Regular check-ins to review financial performance and address any issues.
  • All deliverables should be completed by [specific date, e.g., the 5th of every month].