Part-time Bookkeeper / Fractional CFO

About Us Bookkeeping by Burke is a boutique bookkeeping agency for modern service-providers and online entrepreneurs. At Bookkeeping by Burke, our mission is simple: to remove that uneasy and overwhelmed feeling our clients get when they think about their finances, and to provide them with the knowledge and tools to set their business up for sustainable profit and growth. Our team prioritizes transparency, communication, and collaboration. We understand that times have changed over the last 30 years and what worked for our clients’ parents just isn’t going to cut it for them. An accountant who only comes around during tax time, ignores emails, and makes clients feel incompetent when they ask questions? Hard pass. What makes us dangerous is our ability to blend the technical world of accounting with the modern world of online entrepreneurship. Nothing fires us up more than cutting through the complexity of finances and making it simple, clear, and dare we say, fun, for our clients! About the Role As a Staff Accountant / Bookkeeper, you’ll be responsible for managing a client portfolio and doing the monthly bookkeeping for your clients. On a weekly basis, you will manage all client communications including responding to their emails, answering questions, and providing on-going support as needed. On a monthly basis, you will be responsible for accurately recording all financial transactions, reconciling accounts, and producing financial reports. You will also be expected to work closely with the rest of the team, participating in team meetings and helping out with ad-hoc projects. You will start out managing 3 clients on a part-time basis with the opportunity to grow into a full-time position. This is a remote position with hours starting at around 10-15 hours per month. Please note, we are not looking for individuals interested in starting their own bookkeeping business. If you wish to gain experience before starting your own business, this role is not for you. Responsibilities You will be the lead bookkeeper and main point of contact for your clients, managing the full bookkeeping process. Responsibilities include: • Utilize Xero to manage the monthly bookkeeping for your assigned clients • Categorize transactions within Xero on a weekly basis • Reconcile bank statements, credit card statements, and other financial records to ensure accuracy and completeness • Process payroll with Gusto • Prepare monthly Profit and Loss, Balance Sheet, CFO Dashboards, and additional reports as needed • Analyze financial reports for discrepancies and errors; recommend corrective actions as needed • Deliver financial reports to your assigned clients by the 15th of each month • Participate in weekly team meetings • Communicate with clients via email, Slack, Loom, and occasional Zoom meetings • Utilize ClickUp, our project management software, to track all bookkeeping activities and deadlines. Qualifications The ideal candidate will have a minimum of 2 years' accounting experience with exceptional communication and client service skills. They will be a team player that understands full-cycle accounting, payroll, and bookkeeping, can communicate effectively with their team and clients, and can work independently when assigned various tasks. Additional qualifications include: • Strong analytical skills with an eye for detail and accuracy. • Excellent organizational and time management skills, with the ability to prioritize tasks effectively. • Self-motivated and capable of working independently to meet deadlines. • Strong communication skills, both written and verbal. • Proven experience as a Bookkeeper or in a similar role • Proficiency in using Xero or Quickbooks software • Strong understanding of accounting principles and best practices • Bachelor's degree in Accounting or a related field is preferred • Experience with payroll processing preferred • Sales tax experience a plus Job Type: Part-time Pay: $20.00 - $25.00 per hour Expected hours: 3 – 7 per week Application Question(s): • Are you interested in starting your own bookkeeping business? Experience: • Accounting: 2 years (Required) Work Location: Remote Apply tot his job