We're looking for a reliable, detail-oriented Bookkeeper & Accountant to help us catch up and stay current with both personal and business bookkeeping and taxes. This role is ideal for someone who is organized, proactive, and comfortable cleaning up historical financial data while building clean systems going forward.

This is a long-term role with potential to quickly grow in hours and responsibility.

KEY RESPONSIBILITIES

Bookkeeping (Personal & Business):
• Catch up and reconcile historical bookkeeping
• Categorize transactions accurately (personal vs business)
• Reconcile bank accounts and credit cards
• Track income, expenses, owner draws, and transfers
• Maintain clean, organized books on a monthly basis
• Prepare monthly summaries and reports

Tax Support & Preparation:
• Prepare books and documentation for personal and business tax filings
• Coordinate with tax authorities and/or tax professionals as needed
• Identify missing documents, discrepancies, or compliance issues
• Support year-end and back-tax cleanup

Systems & Organization:
• Improve bookkeeping structure and workflows
• Ensure clean separation between personal and business finances
• Maintain clear documentation and audit-ready records
• Communicate clearly about issues, risks, or action items

IDEAL CANDIDATE:
• Proven experience in bookkeeping and basic accounting
• Comfortable handling both personal and small-business finances
• Experience with tax preparation support and financial cleanup
• Strong attention to detail and organization
• Clear communicator who can explain financial issues simply
• Reliable, discreet, and trustworthy

COMMUNICATION, AVAILABILITY & CONFIDENTIALITY EXPECTATIONS:
• Must respond to messages within 1 business day
• During active cleanup periods or deadlines, must respond within 4 business hours
• Must have at least 3 - 4 hours of overlap with Pacific Time (PT)
• Begin your application with the word “Reconciled” so I know you read the full posting.
• Must be comfortable handling sensitive financial data and willing to sign a confidentiality agreement

TIME COMMITMENT:
• 50 hours per month
• Flexible scheduling
• Fully remote
• Opportunity to increase hours with reliability and performance

THIS ROLE CAN GROW INTO:
• 30 hours per week (Within 3 months)
• Ongoing monthly financial management
• Long-term collaboration as finances scale

APPLICATION INSTRUCTIONS:

Step 1: Resume (Required)
Show bookkeeping/accounting experience and cleanup or catch-up work.

Step 2: Short Cover Note (Required)
Answer briefly:
• Years of bookkeeping experience
• Experience with personal and small-business finances
• Experience cleaning up messy or historical books
• Bookkeeping software you use most

Step 3: Tools & Availability (Required)
• Bookkeeping tools/software used (and years with each)
• Interest in long-term growth (up to 30 hours per week)

Step 4: Create a Loom Video (Required)
• Film a 1 minute - 2 minute video speaking about your unique abilities, and why you would like this opportunity. It's a big one, and this is the entry point.