Bookkeeping & Financial Admin Assistant

We are looking for a reliable and detail-oriented Bookkeeping & Financial Admin Assistant to help keep our business finances organized, accurate, and easy to manage. This role is ideal for someone who is comfortable working with QuickBooks, organizing transactions, reviewing financial records, and supporting the business with basic financial admin tasks. We are looking for someone who can take ownership, stay organized, communicate clearly, and help us stay on top of our monthly financial workflow. Responsibilities The Bookkeeping & Financial Admin Assistant will support with: Categorizing income and expenses in QuickBooks Reviewing monthly transactions for accuracy Reconciling bank and credit card transactions Organizing receipts, invoices, payment records, and financial documents Keeping bookkeeping files clean, current, and easy to access Preparing simple monthly financial summaries Helping track income, expenses, subscriptions, and recurring payments Flagging missing information, duplicate charges, or anything that needs review Supporting tax-ready organization throughout the year Communicating clearly about outstanding items or questions Helping create simple reports when needed Supporting other financial admin tasks as assigned Ideal Candidate The ideal person for this role is: Experienced with QuickBooks or similar bookkeeping software Detail-oriented and organized Comfortable working independently Good at spotting errors or inconsistencies Reliable with monthly deadlines Able to communicate clearly and professionally Trustworthy with sensitive financial information Proactive and willing to ask questions when needed Experienced with small business bookkeeping or financial admin support Skills Needed QuickBooks experience Basic bookkeeping knowledge Google Drive or document organization experience Strong attention to detail Ability to follow processes and deadlines Clear written communication Confidentiality and professionalism Monthly Expectations Each month, this person will help review and organize the business finances, update bookkeeping records, categorize transactions, reconcile accounts, organize receipts and documents, and provide a simple update on what was completed, what is missing, and what needs attention.