I’m looking for a reliable, detail-oriented bookkeeper to take over ongoing bookkeeping for my business. The books are **clean and well-maintained**, and this is a **handover from a previous bookkeeper** who became too busy — not a cleanup project.
Everything is done in **QuickBooks Online**, and I’m looking for someone who enjoys structure, consistency, and helping turn clean data into useful insights.
• *What this role looks like:**
- Ongoing monthly bookkeeping in **QuickBooks Online**
- Categorizing transactions and invoices
- I’ll often hand off invoices and simply tell you which **tag/class/category** to apply — efficiency and accuracy matter more than guesswork
- Reconciling accounts
- Keeping things organized and audit-ready
• *What I care about most:**
- **Attention to detail** (this is non-negotiable)
- Comfort working inside QBO weekly
- Strong understanding of categories, classes, tags, and how to structure books for reporting
- Interest in **further delineation** of expenses so we can actually learn from the data
• *Reporting & Insights (important):**
I want to get more value out of my books — especially around:
- How much I’m spending on **specific events** (trade shows, travel, launches, etc.)
- Better breakdowns of operational vs. event-driven costs
- Clean, consistent data that makes reporting easy later
You don’t need to be a CFO, but you *do* need to think beyond “just categorizing transactions.”
• *Nice to have (but not required):**
- Experience working with small businesses or founder-led companies
- Comfort suggesting improvements to categories or structure (with discussion first)
- Experience preparing books for CPA handoff
• *Engagement details:**
- Ongoing, long-term relationship preferred
- Monthly workload is reasonable and consistent
- I value clear communication and responsiveness
If this sounds like a good fit, please include:
- Your experience with **QuickBooks Online**
- How you typically handle tagging / categorization for reporting
- An example of how you’ve helped a client get *better insights* from their books
Looking forward to finding someone solid I can trust and work with long-term.
Apply Now
Apply Now