SENIOR QUICKBOOKS ONLINE CLEANUP & CLOSE SPECIALIST (FULL-TIME, US GAAP)

WE’RE HIRING — SENIOR QUICKBOOKS ONLINE CLEANUP & CLOSE SPECIALIST (FULL-TIME, US GAAP)

Remote | Full-Time (40 hrs/week) | Expert-level role | PAY: Up to $25 per hour based on level of expertise

TO BE CONSIDERED, YOU MUST COMPLETE THIS SCREENING FORM CAREFULLY:
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Incomplete, vague, or careless submissions are automatically rejected.

Role Summary

We are hiring a senior, expert-level QuickBooks Online specialist who can take messy or unclear client books and turn them into clean, tax-ready financials without supervision.

This is not a “bookkeeper who needs training.”
This is a diagnose ? fix ? document role.

If you are the kind of person who can:

walk into a broken QBO file,

immediately identify what’s wrong,

fix it correctly the first time,

explain your reasoning clearly,

and create an SOP so it doesn’t happen again…

This job is for you.

Who This Role Is For (and Not For)
? This role IS for someone who:

Has deep US bookkeeping and accounting experience

Fixes problems independently and correctly

Understands systems, not just transactions

Can explain the “why” behind the accounting

Can teach others how to avoid future errors

Produces clean monthly closes consistently

Knows how to handle real-world complexities like:

merchant batching deposits,

Undeposited Funds cleanup,

A/R and A/P issues,

negative balances,

reconciliation problems,

POS sales deposits,

book-to-tax alignment

? This role is NOT for:

Entry-level bookkeepers

Data entry operators

People who “categorize what they see in the bank feed”

People who “force match until it works”

Anyone whose background is IFRS-only or non-US bookkeeping

Compensation & Requirements

Full-time: 40 hrs/week (required)

Schedule: Must overlap US business hours (8am–5pm MST preferred)

Pay: Up to $4,250/month (~$25/hr) depending on proven skill level

Start: Immediate (after screening + 2-week paid trial)

Non-Negotiable Qualifications (Read Carefully)

You must have ALL of the following:

Certifications + Experience

QuickBooks Online Advanced Certified ProAdvisor (proof required) Level 1 AND Level 2

5+ years hands-on QBO work for US businesses

Strong US GAAP knowledge

Proven cleanup / catch-up bookkeeping experience

Strong understanding of tax-ready books (US)

Required Skill Level

You must confidently handle and explain:

Full reconciliation process (bank + credit card + loans)

A/R and A/P workflow discipline

Undeposited Funds: prevention + cleanup

Unapplied Cash Payment / Unapplied Cash Payment Income cleanup

Merchant batching (Stripe/Square/etc.) and deposit matching

POS systems + daily sales journal logic

Negative balances and what they actually mean

Book-to-tax thinking (opening balances, year-end true-ups)

Communication

Fluent, clear English (must be easily understood by US clients)

Able to give tight, structured explanations (not rambling)

Can explain the exact steps taken to solve an issue

What We Actually Need You To Do

This role is built around 3 outcomes:

1) Diagnose Messy Books Without Being Told What To Look For

When you take on a cleanup client, you should already know the first steps.

We expect an expert-level workflow like:

Review client onboarding + prior CPA/tax return support

Review Chart of Accounts (structure + logic)

Review Trial Balance for obvious red flags

Review Balance Sheet for negative/incorrect accounts

Review reconciliations (or absence of them)

Review monthly P&L for misclassification patterns

Review bank feed rules / bank feed behavior

Identify priority fixes and sequence them correctly:
reconcile ? correct structure ? cleanup batching ? reclass ? close ? document

2) Fix Deposits / Payment Aggregators / POS Correctly (No Guessing)

You must understand and clearly explain deposit systems like:

Merchant batching example expectation:

Invoice creates income + A/R

Receive payment clears A/R and hits Undeposited Funds

Bank deposit groups payments + posts fees correctly

Match the NET deposit to the bank feed properly

Ensure Undeposited Funds clears to $0 (or expected timing)

POS expectation:

You must know how to handle:

sales vs tips vs tax vs gift cards

daily deposits that don’t match gross sales

refunds/chargebacks

how to produce month-end JE logic using POS reports

3) Document and Prevent the Same Problems From Happening Again

We are building a scalable bookkeeping firm.
Your fixes must be repeatable.

That means you are expected to:

write SOPs after solving issues

use Scribe + Loom to document processes

improve systems as you identify inefficiencies

Required Tools (You Must Be Comfortable Immediately)

You will be expected to operate across the entire operating system, not just QBO.

QuickBooks Online (expert level) IF YOU DON'T HAVE ALL THE FREE QBO CERTIFICATIONS AND RENEW THEM ANNUALLY ARE YOU TUL AN EXPERT IN YOUR FIELD? We don't think so

TaxDome (tasks, workflow stages, notes, requests, time logs)

RightTool Pro (bulk edits, cleanup acceleration, reporting drilldowns) IF YOU NEVER USED OR HEARD OF THIS ARE YOU ACTUALLY AN EXPERT IN YOUR FIELD?????? We don't think so. Experts stay up to date with advancements that make them more effective and efficient.

Google Workspace (Drive, Gmail, Sheets, Docs)

Loom + Scribe (SOP documentation)

AI tools (ChatGPT / search) to increase speed + accuracy

What You Will Be Evaluated On During the 2-Week Paid Trial

This trial is structured and scored. You will be evaluated on:

1) Analyze the Client and Their Books

What is your process?

What reports do you pull first?

What do you look for and why?

2) Navigate Systems Efficiently

Ability to quickly find info and execute inside:

TaxDome

QuickBooks

Google Workspace

Scribe + Loom

AI + Google searches to validate accounting approaches

3) Identify Issues

What is wrong?

Why is it wrong?

What risk does it create (tax risk, cleanup time, misstatement, decision risk)?

4) Present Solutions (With Judgment)

What are the options?

Which fix is best?

Why is that the best fix?

5) Time Budgeting + Accuracy

How long should it take?

How long did it actually take?

What caused any variance (data quality, client behavior, bad prior setup, etc.)?

6) Execute Correctly

You will be evaluated for:

correctness

audit trail clarity

clean reconciliations

no plug entries

no “force match” behavior

7) SOP Creation & Preventing Future Errors

After solving a problem, you will document:

how to prevent it

how to identify it faster next time

how to fix it again if it reappears

Quality Standards (Pass/Fail)

We are strict. If you do any of these, you will not continue:

Plug entries to “make it reconcile”

Uncategorized accounts that grow monthly

Undeposited Funds you ignore

Unapplied Cash Payment balances left unresolved

Negative balances with no explanation or root cause fix

Reconciliations that “look reconciled” but don’t tie to reality

No documentation of what you changed and why

Who You’ll Work With

You will work with our internal team and clients, but you must be able to operate independently.

We are hiring you because:

you are the expert

you can teach

you can fix without being managed

you improve systems instead of waiting for instructions

Apply Now

If you are a true expert-level QuickBooks Online cleanup + close specialist, apply here:

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