Remote Bookkeeping & Administrative Assistant for Boutique CPA Firm (Ongoing, Long-Term)

We're a founder-led, Texas-based CPA firm providing bookkeeping, tax, and advisory services to small businesses and individuals across a range of industries. We run lean and fully remote on a modern stack—QuickBooks Online, Google Workspace, Microsoft 365, and DocuSign—and we're looking for a sharp, dependable assistant to take recurring operational work off the owner's plate so we can focus on serving clients. This is an ongoing role with real room to grow as the firm scales. What you'll do: Request, collect, and track client source documents (bank/credit-card statements, receipts, W-9s); run follow-ups on a set cadence and keep everything organized in our systems Perform first-pass transaction categorization and receipt matching in QuickBooks Online for review Route engagement letters and authorizations for e-signature in DocuSign and monitor status Manage inbox and calendar triage, scheduling, and meeting confirmations/reminders Handle invoicing, accounts-receivable follow-up, and payment reminders Populate firm templates (quotes, engagement letters) for review; maintain the CRM; track proposal deadlines You are: Experienced hands-on with QuickBooks Online (bookkeeping or AP/AR support) An excellent, professional written communicator in English Detail-obsessed, organized, and reliable with deadlines Available to work with meaningful overlap with U.S. Central business hours Security-conscious: willing to use multi-factor authentication on all accounts, work only from an encrypted, password-protected personal device on a private network, never store client data locally, and sign a confidentiality and data-security agreement (we're bound by federal client-data-protection rules). A background check may be required. Nice to have: prior experience supporting an accounting, tax, or bookkeeping firm; familiarity with DocuSign, Ramp, 1Password, or Microsoft 365. Engagement: Part-time to start (~15–20 hrs/week), ongoing and long-term, with potential to grow. To apply, please answer the screening questions below. Start your proposal with the word "ledger" so we know you've read this post in full. We're looking forward to finding the right long-term fit.