Full Charge Bookkeeper

Overview

The organization is seeking a bookkeeping consultant for a short-term 1–3 month engagement for a well-established, family-owned business. The role may extend into an as-needed consulting arrangement after the initial term.

This position can be fully remote, provided the consultant can work East Coast hours.

Responsibilities

• Start the balance sheet from scratch for various entities.
• Clean up and organize the books to provide a strong starting point.
• Create monthly close processes and the necessary workpapers.
• Establish processes for obtaining information from the owner and other staff.

Software

• QuickBooks
• Excel (for credit card coding and creating workpapers)

Requirements

• Ideally a retired CPA or someone with inactive CPA status.
• BA Degree in Finance or Accounting required.
• Strong Excel skills are essential for creating workpapers.

Preferred Qualifications

• Experience in cleanup-style roles (plus, not required).
• Audit experience (beneficial due to discovery and cleanup nature of the role).
• Experience in real estate, property management, or high-wealth family support.

Compensation & Benefits

• Not specified.

Location

• Fully remote, as long as the individual can work East Coast hours.