Part-Time Bookkeeper (California or Oregon Only)

Overview

This role is for a part-time bookkeeper supporting a fully remote client portfolio. The organization serves small businesses and high-net-worth individuals and is seeking someone who can produce clean, accurate, CPA-ready financials with a high standard of precision (zero errors reaching CPA review).

Responsibilities

• Manage monthly bookkeeping for a portfolio of clients using 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 done by junior staff and provide constructive feedback and coaching

Requirements

• Resident of California or Oregon (required)
• 5+ years of full-cycle bookkeeping experience supporting small businesses, including substantial hands-on experience using QuickBooks Online
• Deep understanding of bookkeeping and accounting methods, including double-entry bookkeeping and both cash and accrual accounting
• Experience with accounts receivable, accounts payable, and payroll
• Advanced proficiency in MS Office and Google Workspace (especially Excel and Sheets)
• Strong organizational and time-management skills, including managing multiple clients, prioritizing competing deadlines, and following through on commitments
• Excellent written communication skills, with the ability to explain financial information clearly and professionally
• Commitment to client confidentiality and discretion
• Comfortable working independently, knowing when to ask questions, and taking ownership of client books
• Embraces technology and enjoys learning new software

Preferred Qualifications

• Experience reviewing bookkeeping work or mentoring others
• Experience with sales tax tracking and reporting

Compensation & Benefits

• $37/hour
• Fully remote W-2 position
• Paid sick leave and paid vacation

Schedule

• Part time: approximately 50–60 hours per month, with opportunity for additional hours as the firm grows
• Flexible schedule focused on meeting deadlines and serving clients well (not strictly tied to specific work hours)
• Occasional availability outside of standard business hours may be needed to support and train junior staff

Location

Fully remote, with requirement that the candidate be resident of California or Oregon.