Organized/Enthusiastic Team Player using QB Desktop and Evernote for a fun Texas Real Estate company

We are owners of several growing Real Estate Property Investment Companies in Texas with combined Gross Receipts of $650,000+, poised at a dramatic position to substantially scale up our assets and income streams.

As the lead Entrepreneur and Visionary among the Partners, I need to free up my time from the primary accounting duties to focus on leading the Strategic Planning and Systems Development that will enable this growth step to proceed quickly.

We need an experienced Bookkeeper, with Quickbooks Pro Desktop expertise to Reconcile several Bank and Credit Card accounts from January 1, 2020 and take over the majority of data entry on at least a Biweekly basis and monthly Reconciliations completed by the 5th of each month. Time is of the essence for current books to be completed accurately as quickly as possible, as there are some unique opportunities for our business due to recent Pandemic caused US Tax Code changes.

At first, this is on a several hours per week basis, leading to a permanent and expanding duties part and full time position. My target pay scale is $7 per hour of work completed during a 30 Day Trial Period, after which time we have a monthly budget in mind in which there will be pay raises and future Performance Based, Profit Sharing bonuses based upon your success as a valued Team Member. Future success and expansion of our businesses are built on the financial information foundation you will build with/for us.

Must have detailed knowledge of Quickbooks Desktop Pro (and preferably Quickbooks Desktop Accountant version) many features, for some examples:

-ability to work with updates/changes to the COA
-a changing Customer/Job list to be updated many times during a year
-know the difference in a Forms Memo line and Transaction Line Memo and how to enter the correct information in each
-understand how to write Checks to be paid online through QB's Bankfeed feature
-among many other standard data entry features

For Documentation handling, knowledge of the ---------- Cloud filing application is valuable but easy for us to teach/train. We have almost 16,000 receipts in digital pdf format that are fairly easy to search inside the Evernote for Windows App to find the missing information needed to code data correctly. Once found and entered in QB, the Evernote Notes must be titled following a simple but systematic format for consistency and future ease of searching to locate as needed for Tax Compliance.

Our Evernote files also have ALL Bank Statements filed automatically each week, since inception of each checking and credit card account, up to 6+ years back. This also is easily searchable inside Evernote by keywords, to narrow down specific transactions and/or repeating transactions across many months of bank statements. This is MUCH SIMPLER than having to pull Bank Statements from a bank website or have them sent to you.


To maintain all current bookkeeping and most Payables, we would need to have a Bookkeeper who can consistently handle the following 2 regular Tasks:

Task 1) -- Assist us Biweekly with Tenant documentation and Rent Payment Receivables, with primary deadlines of emailing 50+ Statements no later than the 3rd and 20th of each month, and

Task 2) -- Biweekly (weekly during training period) enter transactions from select Vendor receipts with a deadline of the 6th of each month. This entails deciphering material item descriptions on the Materials Invoice receipts to enter a brief Memo description for each transaction and by using the PO numbers, (which are consistently entered on these invoice receipts by my buyers) clearly identify the coding to enter the correct matching Customer/Job and Class/Subclass.


We believe we can work well together with an experienced Quickbooks Pro Desktop user who can also use our digital filing system on ---------- , to setup systems to expedite the current data entry and catch up work, as well as specific segments of current Payable transaction data entry and current and expanding Tenant Receivables documentation, that clearly and promptly communicates to Tenants their rent payment responsibilities.

We are a company based upon strong values and upon showing gratitude to every Team Member. Will you be the one to join us in this exciting growth endeavor?

I look forward to reviewing our needs and systems with you.

Thanks so much,

Charlie Stanley
Business Manager
Charter Properties of Texas
San Antonio, Texas, USA