Bookkeeper for an Accounting Consultancy in the US (Home Based Part Time)

Virtual Coworker • Lubbock, TX

1d • Remote

About The Position

We are seeking a detail-oriented and proactive Bookkeeper to manage end-to-end bookkeeping and monthly reconciliation for a portfolio of client accounts. This role involves working with primary systems like Digits, QuickBooks Online, and Xero, as well as transitional systems during migrations. The ideal candidate will accurately categorize transactions, maintain clean books, and ensure timely client reporting. This is a home-based, part-time position.

Requirements

• Proficiency in Digits, QuickBooks Online, and Xero
• Experience with transitional accounting systems
• Ability to accurately categorize diverse financial transactions
• Strong attention to detail for maintaining clean books and identifying discrepancies
• Excellent communication and follow-up skills for client documentation requests
• Experience preparing client reports
• Familiarity with building and documenting Standard Operating Procedures (SOPs)
• Experience with practice management systems, specifically Financial Cents

Responsibilities

• Own end-to-end bookkeeping and monthly reconciliation for a portfolio of client accounts in Digits (primary), QuickBooks Online, and Xero, including work in transitional systems during migrations
• Categorize transactions accurately, including agency-specific items (pass-through ad spend/media buys, client retainers, deferred revenue)
• Maintain clean, close-ready books month over month; flag discrepancies and unusual items for review
• Request and follow up on client documentation via email (statements, receipts, platform access)
• Prepare standing client reports for ThinkProfit review prior to delivery; route any substantive or advisory client questions to ThinkProfit
• Help build and document SOPs for the bookkeeping and reconciliation workflow
• Help set up and maintain the Financial Cents practice-management system (workflows, task templates, client records)

What This Job Offers

• Job Type: Part-time
• Career Level: Mid Level
• Education Level: No Education Listed