Part-Time Virtual Bookkeeper

We are a US-based small accounting firm (Madly CPA LLC) that serves individuals and small businesses. We are seeking a part-time virtual bookkeeper to join our team starting at the end of May 2023. The bookkeeper will be responsible for maintaining accurate financial records for our clients. We are a virtual accounting firm, but we occasionally travel to clients. I’m based out of Texas and my business partner is based out of New Jersey.

Duties:
– Categorizing and updating the Quickbooks transactions for each client
– Reconciling the Bank/Credit Card statements to Quickbooks
– Providing Monthly Balance Sheet and Profit & Loss statements for review
– Calculate monthly sales tax and prepare quarterly sales tax returns for filing
– Maintain organized and accurate financial records
– Prepare and process payroll
– Assist with metrics and input to prepare analysis and reports for budgeting and forecasting
– Manage the company inbox and answer emails as needed
– Invoice management / support quoting process
– Other administrative tasks as assigned
– You will work closely with our other bookkeeper and will coordinate together on managing workload. You will be cross-trained with our other bookkeeper’s duties to allow for backup coverage

Software: We use Quickbooks Online

Hours Expectation: You’ll be doing training and onboarding during your first week for about 5-10 hours. Then, on a monthly basis, we expect your hours to be around 10-30 hours a month, which can increase if you’d like more work.

Work environment:
– We are extremely flexible! You can set your own hours (as long as you meet deadlines and are able to occasionally conference call in the Central time zone).
– You’re more than welcome to have multiple jobs as well, but please let us know if you do so we understand how available you are.
– You can work Philippines hours. We don’t require you to work 9am-5pm USA time because we understand the difference in time zones.
– We are incredibly flexible as long as you meet the deadlines, which we give advance notice of
– While you can choose your own hours, our only requirement for your work schedule is that you are available Friday USA time (Saturday PI time) for about 4 hours. We wouldn’t need you to be available all day, but we would likely need you to work 4 hours or so that day.

Qualifications:
– Associates degree in accounting or a related field
– At least 2 years of experience in bookkeeping or accounting
– Preferred: Quickbooks Online certifications (Quickbooks ProAdvisor)
– Understanding of basic accounting – financial statements, journal entries, bank reconciliations
– Strong attention to detail and accuracy
– Good communication skills, both verbal and written in English
– Ability to work independently and meet deadlines

****If interested, please (1) send a link to your resume (2) PDF copies of your certifications and (3) answer the pre-screening questions below. Thank you!

Pre-Screening Questions:

1. What’s your (1) communication style and (2) working style (how do you like to work)? What’s your working preference?
2. What’s your experience with Quickbooks Online? How many years have you been using Quickbooks?
3. How do you like to be managed? How do you like working in a team?
4. What kind of companies have you done bookkeeping for? What were the sizes of those companies?
5. How soon can you start?
6. What are your hourly salary expectations in USD? Please provide a range.
7. Are you okay with being available on Friday USA time? (Saturday PI time). You can choose your hours, but we just need you to be available to work for about 4 hours