Job Description

Important: To help us understand your suitability, please include a cover letter with your application. In your cover letter, specifically address how your experience and skills align with the key points listed under the 'Qualifications & Attributes' section below. Tell us why you believe you are a strong fit for this particular role and our team's values.

About Us

We are a fractional CFO practice providing high-touch financial/operations guidance and bookkeeping services to a portfolio of diverse clients.

We differentiate from other CFO firms by helping our clients with operations & processes, not just bookkeeping. This means we help them create and automate many of their processes using tools like Zapier and Make.com.

We pride ourselves on delivering exceptionally accurate financial data and insights. Our core values emphasize meticulous accuracy, proactive problem-solving ("Understand Ownership" ), and clear communication ("Never Guess" ). We foster a collaborative environment where team members are empowered to learn, contribute, and improve processes.

The Role

We are seeking a highly motivated and detail-oriented Bookkeeper / Staff Accountant to join our team. You will work closely with our small team, supporting day-to-day accounting and bookkeeping tasks across our client base.

This is more than just a data entry role; you'll be expected to understand the underlying transactions & processes, use various saas tools, and contribute to the overall financial health of our clients.

Schedule:

• Monday to Friday, 8am to 5pm Eastern with an hour unpaid break

Independent Contractor Perks:

• Permanent work from home
• Immediate hiring
• Health Insurance Coverage for eligible locations

Responsibilities

• Adhere to Standard Operating Procedures (SOPs) while employing critical thinking to understand the purpose behind each step.
• Perform daily transaction categorization in QuickBooks Online (QBO) and expense management platforms like Ramp, ensuring accuracy in accounts and classes.
• Process vendor bills accurately through Ramp (or QBO where applicable), ensuring proper coding and adherence to payment schedules.
• Manage accounts receivable, including creating invoices, recording payments received via various methods (including Stripe), and matching payments to invoices correctly.
• Assist with month-end close procedures, including bank reconciliations and ensuring balance sheet accounts are 100% accurate.
• Utilize tools like Airtable for tasks such as managing deal databases, creating new deals, or tracking contract details.
• Use Microsoft Excel for data analysis and reporting, such as reviewing expense reports or preparing data for journal entries.
• Handle tasks related to new client contracts and potentially assist with processes like revenue and commission allocation.
• Proactively identify areas for process improvement and provide constructive feedback.
• Maintain clear communication with the team, asking clarifying questions whenever necessary to ensure complete understanding and accuracy.
• Take full ownership of assigned tasks, ensuring timely and accurate completion.

Qualifications & Attributes

• Essential: Minimum 2 years of significant, hands-on experience managing core bookkeeping functions within QuickBooks Online.
• Essential: Proven tech-savviness and ability to quickly learn and proficiently use various software platforms. Daily use of Ramp, Airtable, and Excel is required alongside QBO.
• Strong grasp of fundamental bookkeeping and accounting principles.
• Exceptional attention to detail and an unwavering commitment to 100% accuracy – "close enough" isn't good enough.
• Demonstrated critical thinking skills; you strive to understand the "why" behind processes, not just follow steps blindly.
• Excellent communication skills; you must be comfortable and proactive about asking questions when unsure, aligning with our "Never Guess" principle.
• A strong sense of ownership and reliability; you understand that if a task is assigned to you, you are responsible for its successful completion.
• Proactive mindset with an ability to identify inefficiencies and suggest improvements.
• Ability to work independently, manage time effectively, and meet deadlines in a remote setting.

Nice-to-Haves

• Experience working in demanding, deadline-driven acounting environments (e.g. public accounting firms, fast-paced industry roles) is a plus
• Experience in roles requiring rigorous analytical thinking and process adherence.
• Familiarity with Stripe, or HubSpot.
• Associate's or Bachelor's degree in Accounting or a related field.

Why Join Us?

• We are looking for someone to be long-term member of our team.
• Be part of a small, supportive team focused on excellence.
• Opportunity to work with a variety of clients and expand your skills beyond traditional bookkeeping.
• Direct impact on client success and company processes.
• Work remotely with a focus on clear processes and communication.

Side Note

• This is a permanent work-from-home role under an Independent Contractor arrangement. Candidates must have their own computer and reliable internet connection, and are responsible for their own taxes and benefits. Professional hourly fees are established based on your performance in the application process.

Reminder

• Please follow the provided link to BruntWork’s Career Site to finish your initial application requirements, including the assessment questions, technical check, and voice recording. Submissions with all requirements fulfilled will receive priority review.