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TYPE OF WORK
Any
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SALARY
Negotiable
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HOURS PER WEEK
40
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DATE UPDATED
Jan 29, 2026
Applications without a resume link will not be reviewed.
Read Carefully Before Applying
This role requires real accrual-based accounting experience.
If your background is primarily cash-basis bookkeeping or transaction categorization without understanding balance sheet flow, this role is not a fit.
Applications that do not follow the instructions below will not be reviewed.
Non-Negotiable Requirements
You must already have hands-on experience with:
• QuickBooks Online (daily, ongoing use)
• Accrual-based accounting (applied, not theoretical)
• Recording and reviewing payroll journal entries (wages, taxes, accruals)
• Monthly bank and credit card reconciliations
• Supporting multiple client accounts
• Understanding how balance sheet accuracy directly impacts the P&L and financial decisions
If these are not already part of your work history, please do not apply.
About the Role
We are a U.S.-based fractional CFO firm supporting service-based businesses across the United States.
Our clients depend on clean books, accurate financials, and reliable reporting. This role supports CFO-level work. Accuracy matters more than speed.
You are not replacing a CFO. Your work supports CFO review, analysis, and decision-making. This is a tactical, detail-focused accounting role for someone who values structure, clarity, and getting things right.
This is a long-term, full-time position.
Core Responsibilities
Bookkeeping & Accounting
• Accurately categorize bank and credit card transactions in QuickBooks Online
• Perform monthly bank and credit card reconciliations
• Record and review payroll journal entries
• Ensure proper classification between COGS and operating expenses
• Maintain clean and consistent chart-of-accounts usage
• Proactively identify and flag anomalies or unclear transactions
Client & Process Support
• Learn each client’s accounting setup and nuances
• Ask clarifying questions when something does not make sense
• Create and maintain client-specific SOPs in Notion
• Improve documentation as processes evolve
CFO Support
• Prepare clean, reliable financials for CFO review
• Assist with month-end close
• Communicate issues clearly and concisely
• Take ownership of assigned clients and deadlines
Required Skills & Experience
• Strong QuickBooks Online experience
• Solid understanding of U.S. bookkeeping and payroll
• Deep, working knowledge of accrual-based accounting
• High attention to detail and accuracy
• Strong written and verbal English communication
• Able to explain how and why transactions are recorded
• Comfortable following structure while thinking independently
• Experience supporting multiple client accounts
Bonus (Not Required)
• Light budgeting or forecasting exposure
• Prior experience supporting CFOs or CPAs
• Experience preparing firm-ready financials
Education
• Accounting degree or related field strongly preferred
Tools You’ll Use
• QuickBooks Online
• Gusto or similar payroll platforms
• Notion
• Google Workspace
• Slack or similar communication tools
Work Schedule & Requirements
• Full-time, Monday through Friday
• Must be available during U.S. business hours through 2:00 PM Pacific / 5:00 PM Eastern
• Stable, high-speed, dedicated internet connection
• Backup internet or power source preferred
• Quiet, professional home office
• Strong responsiveness during working hours
Internet stability and availability during U.S. business hours will be verified during onboarding.
Growth Opportunity
This role can grow over time through increased client responsibility, deeper process ownership, and expanded accounting oversight as skills develop.
How to Apply (Required)
To be considered, you must submit all of the following:
• A link to your resume (Google Drive or Dropbox)
• Written answers to the questions below
• Confirmation that you can work the required U.S. hours consistently
Applications missing any item will be rejected automatically.
Written Questions (Answer Briefly, Bullet Points Only)
A customer prepays $12,000 in December for services delivered evenly from January through March.
• What account is credited when the cash is received?
• What balance appears on the balance sheet at December 31?
In QuickBooks Online, why does Undeposited Funds sometimes grow over time, and what does that usually indicate?
Payroll is processed in March but paid in April.
• When should payroll expense be recorded under accrual accounting?
Do not use outside tools. Short, clear answers only.
Final Note
This role is for someone who already understands accrual accounting and balance sheet flow. Training will be provided on our processes, not on accounting fundamentals.
