Remote Office

Bookkeeper

• Coordinate daily workflow across bookkeeping, payroll, reconciliations and reporting
• Ensure all work is structured, assigned and tracked in ClickUp
• Monitor team capacity against client service agreements
• Proactively identify and resolve bottlenecks
• Maintain organised documentation within Google Workspace
• Uphold and protect existing SOPs for Australian bookkeeping and management accounting
• Maintain and optimise ClickUp dashboards, workflows and templates
• Ensure full task visibility, traceability and accountability
• Support workflow automation where appropriate
• Champion consistent system usage across the team
• Assist the CEO with operational planning and prioritisation
• Prepare clear operational summaries and workload insights
• Support implementation of internal initiatives
• Track action items and ensure follow-through
• Conduct preliminary quality checks on reconciliations, coding and workpapers
• Monitor scope adherence and flag out-of-scope work
• Assist with oversight of aged receivables and internal tracking
• Step in hands-on when required to keep deadlines on track
• Maintain clean and structured digital filing systems
• Oversee licences, subscriptions and system access
• Support onboarding of new staff into tools and workflows
• Ensure confidentiality and protection of client IP

Operations and Accounting Assistant