Job Description
About Our Firm
We are a fully remote CPA firm serving small businesses and individuals nationwide. We provide monthly bookkeeping, tax preparation, and tax advisory services. Our firm is intentionally structured with clear role separation so bookkeepers can focus on accurate, timely books, while CPAs focus on review, advisory, and tax planning.
This role is designed for an experienced bookkeeper who values structure, consistency, and clear expectations.
The Role
This position is for a bookkeeper responsible for monthly bookkeeping for a defined group of clients.
You will be responsible for:
Performing monthly bookkeeping for assigned clients
Reconciling bank and credit card accounts
Categorizing transactions accurately and consistently
Identifying issues and escalating questions to the CPA when needed
Communicating professionally with clients regarding bookkeeping questions
Preparing clean, review-ready books for CPA review
Supporting year-end close and tax preparation
Work Schedule Expectations
24–32 hours per week
Predictable workload with defined client assignments
No overtime expectation
Month-end focused workload with reasonable deadlines
What This Role Is (and Is Not)
This role IS:
Client-facing bookkeeping
Accuracy-focused, repeatable work
Defined monthly responsibilities
Fully remote with clear expectations
This role is NOT:
A CPA or tax preparer role
A payroll-only role
A cleanup-heavy or fire-drill position
A role with shifting or undefined responsibilities
Qualifications
5+ years of bookkeeping experience, preferably in a client-service or CPA firm environment, with responsibility for monthly close, reconciliations, and client communication.
Strong experience with monthly bookkeeping and reconciliations
Experience working with small business clients
Comfortable communicating with clients professionally
High attention to detail and consistency
Ability to work independently in a remote environment
Required:
QuickBooks Online and Desktop experience
Preferred but not required:
Experience working with CPA firms
TaxDome or similar client portal experience
Why This Role Works
Fully remote
Predictable hours
Defined client assignments
Clear separation between bookkeeping and CPA responsibilities
Long-term role, not seasonal churn
This role is ideal for a bookkeeper who wants stable work, clear expectations, and professional clients.
Note: Applications are reviewed only if all screening questions are answered.
Job Type: Part-time
Pay: $24.67 - $29.71 per hour
Expected hours: 24 – 32 per week
Benefits:
401(k)
401(k) matching
Flexible schedule
Paid sick time
Paid time off
Application Question(s):
Do you have hands-on experience with Quickbooks Online or Desktop?
Describe your experience managing monthly bookkeeping for clients. What does “clean, review-ready books” mean to you
Tell us about a time you identified an issue in a client’s books. How did you handle it, and when did you escalate it to a CPA?
Experience:
Bookkeeping: 5 years (Required)
Work Location: Remote
We are a fully remote CPA firm serving small businesses and individuals nationwide. We provide monthly bookkeeping, tax preparation, and tax advisory services. Our firm is intentionally structured with clear role separation so bookkeepers can focus on accurate, timely books, while CPAs focus on review, advisory, and tax planning.
This role is designed for an experienced bookkeeper who values structure, consistency, and clear expectations.
The Role
This position is for a bookkeeper responsible for monthly bookkeeping for a defined group of clients.
You will be responsible for:
Performing monthly bookkeeping for assigned clients
Reconciling bank and credit card accounts
Categorizing transactions accurately and consistently
Identifying issues and escalating questions to the CPA when needed
Communicating professionally with clients regarding bookkeeping questions
Preparing clean, review-ready books for CPA review
Supporting year-end close and tax preparation
Work Schedule Expectations
24–32 hours per week
Predictable workload with defined client assignments
No overtime expectation
Month-end focused workload with reasonable deadlines
What This Role Is (and Is Not)
This role IS:
Client-facing bookkeeping
Accuracy-focused, repeatable work
Defined monthly responsibilities
Fully remote with clear expectations
This role is NOT:
A CPA or tax preparer role
A payroll-only role
A cleanup-heavy or fire-drill position
A role with shifting or undefined responsibilities
Qualifications
5+ years of bookkeeping experience, preferably in a client-service or CPA firm environment, with responsibility for monthly close, reconciliations, and client communication.
Strong experience with monthly bookkeeping and reconciliations
Experience working with small business clients
Comfortable communicating with clients professionally
High attention to detail and consistency
Ability to work independently in a remote environment
Required:
QuickBooks Online and Desktop experience
Preferred but not required:
Experience working with CPA firms
TaxDome or similar client portal experience
Why This Role Works
Fully remote
Predictable hours
Defined client assignments
Clear separation between bookkeeping and CPA responsibilities
Long-term role, not seasonal churn
This role is ideal for a bookkeeper who wants stable work, clear expectations, and professional clients.
Note: Applications are reviewed only if all screening questions are answered.
Job Type: Part-time
Pay: $24.67 - $29.71 per hour
Expected hours: 24 – 32 per week
Benefits:
401(k)
401(k) matching
Flexible schedule
Paid sick time
Paid time off
Application Question(s):
Do you have hands-on experience with Quickbooks Online or Desktop?
Describe your experience managing monthly bookkeeping for clients. What does “clean, review-ready books” mean to you
Tell us about a time you identified an issue in a client’s books. How did you handle it, and when did you escalate it to a CPA?
Experience:
Bookkeeping: 5 years (Required)
Work Location: Remote
💡 Quick Summary
Seeking a career-building opportunity? The Remote Bookkeeper (Client Facing position is now open for candidates interested in the Work from home Jobs sector. This role in New York offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Work from home Jobs is a plus.
