Bookkeeper/Accountant Fractional CFO Firm (QuickBooks Online, Accrual-Based) - Contract to Hire
Bookkeeper / Accountant (QuickBooks Online, Accrual-Based) Please read carefully. This role is not a fit if you only have cash-basis experience or limited QuickBooks Online exposure. Non-Negotiable Requirements You must already have hands-on experience with: • QuickBooks Online (daily use, not light exposure) • Accrual-based accounting • Booking and reviewing payroll journal entries (wages, taxes, allocations) • Monthly bank and credit card reconciliations • Supporting multiple client accounts • Understand why and how to have a clean balance sheet If these are not already part of your background, this role will not be a good fit. About the Role We are a U.S.-based fractional CFO firm working with service-based businesses across the United States. Our clients depend on clean books, accurate financials, and clear decision support. We’re hiring a full-time Bookkeeper / Accountant to support our CFO team. This is a tactical, detail-focused role. You are not replacing the CFO. Your work supports CFO review and decision-making. This is a long-term role for someone who takes pride in accuracy, structure, and well-documented processes. Core Responsibilities Bookkeeping & Accounting • Categorize bank and credit card transactions accurately in QuickBooks Online • Reconcile bank and credit card accounts monthly • Record and review payroll journal entries • Ensure proper classification between COGS and operating expenses • Maintain clean, consistent chart-of-accounts usage • Proactively flag anomalies or unclear transactions Client & Process Support • Learn each client’s setup and accounting nuances • Ask clarifying questions when something doesn’t make sense • Create and maintain client-specific SOPs in Notion • Improve documentation as processes evolve CFO Support • Prepare clean financials for CFO review • Assist with month-end close • Communicate issues clearly and concisely • Take ownership of assigned clients and deadlines Required Skills & Experience • Strong QuickBooks Online experience • Solid understanding of U.S. bookkeeping and payroll • Deep understanding of accrual-based accounting • High attention to detail and accuracy • Strong written and verbal English communication • Comfortable explaining how and why transactions are booked • Able to follow structure while thinking independently • Experience working with multiple client accounts Bonus (Not Required) • Light budgeting or forecasting exposure • Prior experience supporting CFOs or preparing CFO-ready financials Education • Accounting degree or related field strongly preferred Tools You’ll Use • QuickBooks Online • Gusto or similar payroll platforms • Notion • Google Workspace • Slack or similar communication tools Work Schedule & Requirements • Full-time, Monday through Friday • Must be available during U.S. business hours through 12:00 PM Pacific / 9:00 am Eastern • Stable, high-speed internet connection • Quiet, professional home office • Strong responsiveness during working hours Growth Opportunity This role can grow over time through increased client responsibility, deeper process ownership, and expanded accounting oversight as skills develop. Apply tot his job