Bookkeeper & Research Assistant

Job Title: Rock Star Bookkeeper & Research Assistant (High C & High S DISC Preferred) - Full-Time, Long-Term Opportunity

About Us: We are a high-energy, fast-growing real estate business with multiple entities, including a real estate brokerage and a short-term rental property, alongside personal accounts. We are looking for a dedicated and meticulous professional to join our team as a full-time "Bookkeeper & Research Assistant." We believe in fostering a supportive environment where our tea ---------- mbers can grow, learn new skills, and contribute to our long-term success. We are deeply committed to building strong, lasting relationships with our team, valuing loyalty, and encouraging independent problem-solving.

The Opportunity: This is a full-time, long-term virtual position for a highly organized and detail-oriented individual based in the Philippines. You will be an integral part of our operations, ensuring financial accuracy and supporting our growth through critical market research. We are looking for someone who desires a stable, fulfilling career where they can truly make an impact.

What You'll Be Doing:

As a Bookkeeper (Approx. 50% of your time): You will be responsible for maintaining precise financial records for three distinct entities within QuickBooks Online. Your primary tasks will include:
• Classifying all transactions for our real estate brokerage (~75 transactions/month from credit card, bank, PayPal), short-term rental property (~15-30 transactions/month from bank, PayPal), and shared personal accounts (~150 transactions/month across bank, credit cards, Venmo, PayPal).
• Setting up and optimizing rules within QuickBooks to streamline transaction classification.
• Conducting weekly check-ins to confirm questionable classifications and highlight any unusual transactions.
• Creating and emailing monthly financial report templates directly from QuickBooks.
• Downloading and archiving PDF statements from various accounts into Google Drive.
• Preparing repeating and ad hoc payments for approval.
• Sending daily email alerts for payment receipts, including date, amount, and payer details, with a copy of the check if applicable.
• Performing general ledger maintenance and making necessary journal entries.
• Liaising with our accountant as needed, potentially for about 30 minutes/month via email and occasional phone calls, to ensure financial alignment.

As a Research Assistant (Approx. 50% of your time): You will play a crucial role in our market analysis and data management by:
• Updating a dedicated spreadsheet with comprehensive data on closed property sales, new property listings, and price changes for existing property listings.
• We will provide clear instructions on where and how to access this information.

Who We're Looking For: We are specifically seeking candidates who demonstrate High C (Compliance) and High S (Steadiness) DISC personality traits. These traits are essential for this role because:
• High C individuals are detail-oriented, organized, methodical, precise, and analytical, which is critical for accurate bookkeeping and data management. They prefer clear, direct communication.
• High S individuals are typically patient, reliable, and persistent, valuing a personal connection and open communication. Their supportive nature is excellent for a long-term working relationship, and they excel in one-on-one communication, making daily reports effective.

Beyond DISC, our ideal candidate possesses:
• At least 2 years of bookkeeping experience, with a strong emphasis on QuickBooks Online.
• Strong willingness to research documentation and learn via resources like YouTube.
• Very strong written English (a must) and strong verbal English (preferred).
• Exceptional attention to detail and strong organizational skills.
• Proven trustworthiness and reliability. Not showing up or "going dark" without communication is not tolerated.
• Comfort with Excel and the Google Suite (Sheets, Docs, Drive).
• A basic understanding of Asana is a plus, but not required.
• A desire to be wholly focused on this job, not working for multiple employers simultaneously, allowing for expanded responsibilities and learning opportunities over time.
• A proactive mindset, eager to explore various AI tools and continuously learn new skills to add value.

Technical Requirements:
• Reliable power and internet connectivity are crucial. Please include details about your primary and backup internet connections (e.g., wired, fiber, mobile hotspot) and your backup plans for power outages (e.g., generator, UPS, alternative location). IF YOU SKIP THIS STEP, YOUR APPLICATION WILL NOT BE CONSIDERED.
• A reliable computer setup to efficiently perform tasks.

Work Schedule: This is a full-time role requiring an overlap with Atlantic Standard Time (AST) for at least 5 hours/day, Monday-Friday, anytime within the window of 10:00 AM - 5:30 PM AST. Please note that AST (UTC-4) is the same as Eastern Time in the summer and is 1 hour ahead of Eastern Time in the winter.

Compensation & Benefits:
• Salary: $1,000 USD per month.
• 13th-month payment provided annually.
• Payment will be processed via Wise. We can pay weekly for the first month to build trust, transitioning to twice monthly thereafter.
• We offer a flexible approach to time off: while there's no fixed holiday or paid time off policy, if your work is completed and you provide advance notice, taking time off is not an issue. We encourage work-life balance and long-term well-being.

Application Instructions: To apply for this position, please submit your resume. In your application, make sure to:
• Include the phrase "Financial Freedom" in your email subject line. Applications that do not include this phrase will be immediately filtered out. This demonstrates your attention to detail and ability to follow instructions.
• Comment on your current situation regarding power and internet, as well as your backup plans for outages.
• Please address your current employment status. If you are currently employed, explain why you are seeking a new role at this time. If you are not currently employed, state when and why your last role ended.
• Initial screening will be conducted via email, so ensure your written communication is clear and professional. We may ask multiple questions over several email exchanges to assess your attention to detail and communication style.

We are excited about the prospect of a very long-term relationship and the opportunity for the right person to thrive and grow with our family and businesses. There will be ample opportunity to learn new skills and expand your role.

We look forward to hearing from you!