🧾 Virtual Bookkeeper (Remote)

✨ About the Opportunity

Are you passionate about numbers, organization, and making financial chaos disappear? We’re seeking a Virtual Bookkeeper who brings laser-sharp focus, proactive thinking, and a modern understanding of accounting practices to a fully remote role. This isn’t just about crunching numbers—it’s about building clarity and financial confidence for our clients. You’ll work alongside professionals who value precision, embrace efficiency, and believe in delivering real value through responsible economic management. As a Virtual Bookkeeper, you will play a key role in supporting clients to achieve financial clarity by maintaining accurate records and streamlining financial operations. With the rise of remote work, your skills are more essential than ever.

💰 Annual Salary: $65,191 🌍 Work Location: 100% Remote

If you’re the kind of person who smiles when everything adds up and enjoys transforming spreadsheets into insights, this opportunity is calling your name. This is a long-term remote position where your input directly impacts small businesses' financial health, growth, and startups. The right candidate thrives in a virtual setting, enjoys the independence of working remotely, and can maintain an organized financial ecosystem with minimal supervision. You'll be empowered to own the books, provide insight, and assist with financial planning alongside your team.

📌 Role Summary

🎯 Position Purpose

To manage and execute accurate, timely, and secure bookkeeping processes that help businesses maintain clear financial visibility and meet compliance standards. You’ll be the go-to person for everyday financial documentation, reporting, and reconciliation. In this role, you’ll balance ledgers, close the books, and offer deep visibility into operations for leadership teams who depend on clean, reliable data.

🧭 Reporting Structure

Reports to: Finance Manager or Controller
Works closely with: Senior Accountants, Payroll Coordinators, and external stakeholders

You’ll be integral to a remote-first team, helping companies understand their numbers and make better-informed decisions. You’ll also contribute to quarterly reviews and audits and help leadership with projections and budgeting.

🛠️ Responsibilities

📘 Core Duties

🔷 Maintain and organize day-to-day accounting records
🔷 Track expenses and manage cash flow reports
🔷 Perform reconciliation of bank, credit card, and vendor accounts
🔷 Handle invoicing, accounts receivable, and billing follow-ups
🔷 Prepare monthly financial summaries and balance sheets
🔷 Assist in budget preparation and expenditure forecasting
🔷 Ensure adherence to internal controls and financial best practices
🔷 Identify and resolve discrepancies swiftly and accurately
🔷 Coordinate with tax preparers during filing season
🔷 Maintain digital filing systems for receipts, documents, and client files

🧮 Financial Processes

H4: General Ledger Maintenance

Record journal entries and monitor ledger integrity
Maintain detailed audit trails for all transactions
Reclassify transactions when misallocated by clients or automated systems

H4: Expense & Revenue Management

Categorize income and expenses accurately
Monitor budget variances and alert teams of unusual spending patterns
Match expenses to budget forecasts and project plans

H4: Invoicing & Receivables

Create and send client invoices promptly
Monitor overdue accounts and follow up professionally
Ensure proper documentation and digital recordkeeping
Set up recurring invoicing systems for retainers and service-based businesses

H4: Payables and Reimbursements

Manage vendor bills, due dates, and ensure timely payments
Process employee reimbursements with thorough verification
Establish automated bill payment systems when possible

📊 Reporting & Compliance

H4: Monthly Reports

Compile monthly profit and loss statements, financial position summaries, and cash movement overviews.
Provide insights into client financial performance
Highlight anomalies and present trends in financial snapshots

H4: Security Practices

Maintain confidentiality of sensitive data
Use password-protected portals and encrypted storage solutions
Adhere to best practices for client financial privacy

🧑‍💼 Qualifications

🎓 Education & Experience

🟢 Minimum 2-3 years of experience in bookkeeping, accounting, or finance
🟢 Experience managing books for small or medium businesses
🟢 Background in remote working or cloud-based systems
🟢 Experience with monthly close, reconciliations, and reporting cycles

💡 Technical Skills

🟢 Proficiency with QuickBooks Online and/or Xero
🟢 Strong Excel and Google Sheets knowledge
🟢 Familiarity with payroll systems (Gusto, ADP, etc.)
🟢 Understanding of basic tax documents (W9, 1099)
🟢 Comfortable using Slack, Zoom, and project management tools

🧠 Soft Skills

🟢 Meticulous attention to detail and record accuracy
🟢 Clear, concise communication and reporting skills
🟢 Time management and deadline consistency
🟢 Adaptability to changing client needs
🟢 Self-motivated, proactive problem solver

💼 Tools You’ll Use

🔹 QuickBooks Online or Xero for accounting
🔹 Google Workspace for collaboration
🔹 Slack or Microsoft Teams for communication
🔹 Gusto or ADP for payroll (if required)
🔹 Secure document management platforms
🔹 Zoom or Google Meet for virtual meetings

🌟 Benefits of the Role

⚖️ Flexibility & Work-Life Balance

🌟 Flexible hours tailored to your productivity
🌟 Work from your home, co-working space, or anywhere with internet
🌟 Ideal for those managing work alongside caregiving, studying, or side projects

🌱 Growth & Development

🌟 Training on updated tax laws and accounting tech
🌟 Access to webinars, learning materials, and mentorship
🌟 Pathways for advancement into accounting or financial analysis roles
🌟 Personalized learning plans for upskilling in finance software and practices

🤝 Team Culture

🌟 Inclusive and collaborative environment
🌟 Team huddles and knowledge-sharing sessions
🌟 Regular check-ins and performance feedback
🌟 Open-door virtual policy with leadership

📈 Impact and Autonomy

🌟 Directly support businesses in understanding their finances
🌟 Autonomy over your workday and client load
🌟 Help shape accounting systems and process improvements
🌟 See your work directly support client growth and long-term success

✅ Ideal Candidate Profile

🎯 You Are Someone Who

Brings clarity to complex financial data
Manages time and priorities with ease
Sees patterns in data that help optimize business decisions
Understands how to support entrepreneurial and growing businesses
Feels comfortable in a fast-paced remote work setting
Takes pride in clean books and detailed financial documentation
Communicates effectively across different time zones
Seeks continuous improvement in tools, processes, and skills

📋 Application Checklist

📎 Updated resume tailored to financial roles
📎 Short intro note about your bookkeeping philosophy
📎 Details on accounting software and tools used
📎 Certifications or relevant training (optional)

🚀 Make Your Impact

This is more than just a job—a digital-first career designed around your strengths. You’ll become the financial backbone for entrepreneurs, consultants, and growing teams who count on your accuracy and insights. By handling the books right, you’re empowering real businesses to grow smarter and faster. Your work will be visible, appreciated, and deeply valued. Every transaction you log, every report you prepare, and every issue you resolve helps someone else take the next step in their business journey. If you love the balance of autonomy and impact, thrive on organization, and want a role that respects your precision, this is where you belong.

Virtual Bookkeeper

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