Job Description: Bookkeeper (Project-Based with Potential Ongoing Work)

Overview
We are seeking a skilled and detail-oriented bookkeeper with strong expertise in QuickBooks Pro to help organize and categorize all financial transactions for 2024 in preparation for tax filing. This is a project-based role that may lead to ongoing work depending on performance and business needs.

We’re looking for someone to help with a full-year catch-up bookkeeping project for 2024. It’s about 80–120 hours of work, and we’re hoping to have it finished within 3 weeks from your start date. We’d love someone experienced with QuickBooks Pro, who has tax prep experience, and can handle both personal and business transactions.


Responsibilities
Set up and manage QuickBooks Pro access with limited permissions as needed.
Import and categorize all personal and business financial transactions from bank accounts and credit cards into QuickBooks.
Ensure accuracy and completeness of all financial records for tax preparation.
Maintain clear and consistent communication throughout the project.
Collaborate with the client to review entries and resolve discrepancies.

Requirements
Proven experience as a bookkeeper specializing in QuickBooks Pro (please provide examples or references).
Ability to handle both personal and business financial data.
EXCELLENT English communication skills; must be comfortable with verbal discussions (not just email).
Strong organizational skills and attention to detail.
Ability to work independently and meet deadlines.
Familiarity with preparing financial records for CPA review and tax purposes.

Preferred Qualities
Experience working with clients remotely.
Proactive communicator who can provide updates and clarify questions efficiently.
EXCELLENT English communication skills
Flexible and willing to transition from project-based to ongoing support if needed.

Project Details
Type: Project-based (initial focus on 2024 data cleanup and tax prep).
Timeline: Hire by Friday, start work the following week.
Potential for Extension: Ongoing bookkeeping support after project completion.
Location: Remote [Hawaii Time] (prefer candidates comfortable with time zone alignment for occasional verbal calls).

Availability
Minimum of 30–40 hours per week.
Acceptable if listed as 5–6 hours/day (may work weekends).
Not acceptable if only 4 hours/day or less.

Application Instructions
Submit your resume/CV and a brief cover letter detailing your experience with QuickBooks Pro.
Include examples of similar projects you’ve completed (especially related to tax preparation and categorizing mixed personal/business accounts)
Provide your availability and estimated project timeline.
Indicate your expected rate (hourly or project-based).

Introductory Video
REQUIRED: Please record and submit a short video (1–2 minutes) answering the following questions:
What does your schedule look like for this project? How much time can you commit to it?
What’s your experience working with a U.S.-based entrepreneur who needs help organizing and separating their personal and business finances?