- Proven experience as a bookkeeper or accounting assistant
- Proficient in QuickBooks Online (QBO)
- Proficient in Excel
- Strong attention to detail and organizational skills
- Strong research skills and resourcefulness
- Comfortable managing calendars, email, and administrative workflows
- Ability to work independently and meet deadlines
- Excellent written and verbal communication skills
Not a fit if: you want part-time hours, you want to run other clients alongside this, you would rather not talk to people, or you need someone to check your work before it goes out.
🎯 Ideal Candidate
- Self-starter who thrives on accuracy *and* efficiency
- Loves systems, structure, and process improvement
- Has a problem-solving mindset and brings solutions, not just issues
- Comfortable wearing two hats, numbers *and* operations, without dropping either
Our core values, which we hire and review against
- Mistakes are Learning Opportunities
- Embrace Self-Responsibility
- We Practice Grit
- We Lead With Integrity
- We Grow Together
- Record day-to-day financial transactions and complete the posting process
- Reconcile bank statements and credit card accounts monthly
- Assist with accounts payable and accounts receivable
- Prepare basic financial reports for review
- Maintain organized records and support data entry
- Collaborate with internal team to resolve discrepancies
- Ensure compliance with best practices and reporting standards
🔍 Operations Responsibilities
- Manage inbox and calendar coordination, scheduling, and follow-ups
- Maintain and improve internal systems, SOPs, and workflows
- Support onboarding of new clients/team members with organized documentation
- Work alongside our AI systems, reviewing what they produce before any of it reaches a client
- Conduct research to support decision-making and process improvement
- Coordinate with team members to keep projects and deadlines on track
- Assist with general administrative and light project management tasks
You own your files. When a call is genuinely ours to make, you bring it to us with the option you would pick and why.
Hours: full time, 8:00am to 5:00pm Arizona time, Monday through Friday.
Compensation: $1,500 to $2,500 USD per month, based on experience.
Trial: two weeks, paid, before either of us commits.
Pay review: annually, on a fixed date written into your agreement.
PTO and quarterly bonuses.
Strong candidates hear back within two business days.
