Bookkeeper / Financial Operations Specialist
20four7VA
contract
Posted on:
Location Type: Remote
Location: United States
Visit company websiteExplore more
About the role
- Perform monthly bookkeeping for personal and business accounts.
- Reconcile all bank and credit card accounts (4–5 cards).
- Maintain accurate records for 2 rental properties totaling 16 units.
- Track income, expenses, and security deposits related to rental operations.
- Prepare monthly financial statements, including balance sheets, P&L statements, and cash flow summaries.
- Scrutinize and categorize all credit card expenses in Quicken.
- Ensure consistent and accurate categorization for tax optimization.
- Monitor and maintain clean, up-to-date books across all accounts.
- Manage and update Quicken for personal and business entities.
- Ensure chart of accounts is properly organized and optimized.
- Prepare monthly reconciliations and review for accuracy.
- Identify discrepancies and resolve issues promptly.
- Develop monthly financial reports with insights and summary analysis.
- Prepare and organize all deliverables required for annual CPA/tax filings.
- Maintain documentation, receipts, and financial records in an audit‑ready format.
- Serve as a managed financial partner, ensuring ongoing upkeep and accuracy of records.
- Work closely with ownership to clarify transactions and improve financial visibility.
- Recommend improvements to processes and financial organization.
Requirements
- Proven experience in bookkeeping, accounting, or financial operations.
- Strong proficiency with Quicken (Online preferred).
- Experience managing multiple bank/credit card accounts.
- Prior experience with real estate/rental property bookkeeping is a strong advantage.
- Excellent organizational skills and attention to detail.
- Ability to independently manage monthly deliverables and deadlines.
- Strong communication skills for clarifying financial transactions when needed.
Benefits
- Competitive rates
- Weekly payments
- Various open roles are available
- Free training and upskilling
- Constant support and guidance
- A vibrant community always ready to support you
- And more!
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
bookkeepingaccountingfinancial operationsreconciliationfinancial statementsP&L statementscash flow analysistax optimizationfinancial reportingaudit preparation
Soft Skills
organizational skillsattention to detailindependent managementcommunication skills