Long-Term Bookkeeper for Tax Firm with QBO, Xero, Wave, Quicken & Multi-Platform Skills

Job Description:
I run a fast-growing tax and advisory firm, and I’m looking for a long-term, reliable bookkeeper who can help manage multiple small-business clients. This is ongoing monthly work, not a one-time cleanup.

I'm building a full bookkeeping department, so I need someone who communicates well, follows SOPs, and is comfortable working with different accounting software platforms.

⭐ Your Responsibilities

You will help with the monthly bookkeeping workflow for multiple clients, including:

Categorizing transactions

Monthly bank and credit card reconciliation

Cleaning up messy or outdated books

Preparing tax-ready financial statements (P&L, Balance Sheet, GL)

Following a structured monthly close checklist

Identifying errors or inconsistencies

Communicating questions clearly

Preparing a monthly summary for each client

This role grows over time as we add more clients.

⭐ Required Skills

You must have experience with at least 2 of these platforms:

QuickBooks Online (required)

Xero (preferred)

Wave

Quicken

FreshBooks

Zoho Books

And you should be strong in:

Bank Reconciliation

Account Reconciliation

Categorization

Transaction accuracy

Monthly close process

Understanding of cash vs accrual

Journal entries

Bonus if you have worked with a tax firm before.

⭐ Who We're Looking For

I want someone who is:

Detail-oriented and accurate

A clear communicator

Comfortable asking questions early

Organized and dependable

Able to follow SOPs

Looking for long-term, stable work

Comfortable working across multiple clients

If you’ve performed cleanups and catch-up bookkeeping before, that’s a big plus.

⭐ How We Work

We keep things simple, structured, and organized.

You will receive:

A full monthly bookkeeping SOP

A monthly close checklist

A communication guide

Training on our internal workflow

Clear expectations for every deliverable

This is a structured environment. If you like clarity and consistency, you’ll thrive here.

⭐ Deliverables

Every month, you will provide:

Categorized transactions

Reconciled accounts

Clean, tax-ready financial statements

Notes on any issues or questions

Accuracy and consistency are the priority.

⭐ Hours & Pay

This starts at 10–20 hours per month, with room to increase as we bring on more clients.

Hourly Rate:
💰 $10–$14/hr (Worldwide)
based on experience, skills, and communication strength.

Long-term work available for the right person.

⭐ How to Apply

Please send:

Your resume or experience summary

Which software platforms you are fluent in

Examples of monthly reports you’ve prepared

Your availability each week

A brief note telling me why you’re a good fit

I respond quickly and communicate clearly. I value professionalism and consistency, and I treat long-term team members with respect.

Looking forward to working with the right person.