Part-Time Bookkeeper (California or Oregon Only)

Overview

The organization is seeking a part-time bookkeeper to support a fully remote client portfolio based in San Francisco. The role provides hands-on bookkeeping and monthly financial reporting support for small business and high-net-worth clients.

This is a W-2 position. The organization is founded in 2022 and is led by a bookkeeper with more than a decade of experience across bookkeeping and client service.

Responsibilities

• Manage monthly bookkeeping for a portfolio of clients in QuickBooks Online
• Categorize transactions and reconcile bank, credit card, loan, and other balance sheet accounts
• Prepare monthly financial statements and supporting schedules
• Draft professional client emails to request information, explain issues, and answer bookkeeping questions
• Process payroll, manage accounts payable, and prepare and file sales tax returns for applicable clients
• Create budgets, cash flow reports, and expense workbooks for clients as needed
• Own one-time projects such as revising client invoicing protocol and historical cleanups
• Review work completed by junior staff and provide constructive feedback and coaching

Requirements

• Resident of California or Oregon
• 5+ years using QuickBooks Online to perform day-to-day bookkeeping, including transaction categorization, account reconciliations, and month-end close
• Deep understanding of bookkeeping and accounting methods, including double-entry bookkeeping and both cash and accrual accounting
• Substantial direct bookkeeping experience (rather than primarily tax preparation, tax planning, or higher-level accounting services)
• Comfortable independently managing bookkeeping responsibilities for multiple clients in a fast-paced, deadline-driven environment
• Strong written client communication skills
• Prioritizes client confidentiality and discretion
• Excellent organizational and time management skills, with the ability to manage multiple clients, prioritize competing deadlines, and follow through on commitments
• Strong ability to explain financial information clearly and professionally to clients
• Advanced proficiency in MS Office and Google Workspace, especially Excel and Sheets
• Ability to embrace technology and learn new software

Preferred Qualifications

• Prior experience working in a bookkeeping or accounting firm serving multiple clients
• Experience reviewing bookkeeping work or mentoring others
• Bonus points for experience with sales tax tracking and reporting
• Experience in accounts receivable, accounts payable, and payroll

Compensation & Benefits

• $37/hour
• Fully remote W-2 position
• Paid sick leave and paid vacation
• Part-time, approximately 50–60 hours per month, with the opportunity for additional hours as the firm grows
• Flexible schedule focused on meeting deadlines and serving clients well rather than specific work times
• Occasional availability outside of standard business hours may be needed to support and train junior staff

Location

Fully remote, but you must be a resident of California or Oregon.