Part Time
$5-$10/hour
TBD
Apr 17, 2026
ABOUT US
We're a Canadian DTC tea brand and sell through our Shopify store. We ship to the US and Canada from warehouses in both countries.
We're a startup and currently mid-six figures in annual revenue and growing. We transact in both USD and CAD, with most sales in USD.
We want to transition from an automated bookkeeping tool (Finaloop) to QuickBooks Online and looking for a detail-oriented bookkeeper to own our books going forward. We're looking for someone who wants to build a long-term relationship and grow with us - not a short-term gig.
THE SCOPE
Phase One: Catchup & Cleanup (First 1-2 Months)
You'll start by reconciling and cleaning up our books for the current year so far. This includes setting up a clean chart of accounts in QuickBooks Online, importing historical transactions, and getting everything reconciled and audit-ready.
Phase Two: Ongoing Monthly Management
Once the books are clean, this transitions into a long-term monthly role covering everything below.
RESPONSIBILITIES
Transaction Management
- Categorize and reconcile all bank and credit card transactions in QuickBooks Online
- Reconcile Shopify payouts against actual orders and refunds
- Reconcile multi-currency accounts (USD + CAD) - you must ensure the bank balance in QBO matches the statement exactly, including handling exchange rate differences
- Match and track Meta
- Process and track expenses - supplier invoices, 3PL fees, freight, customs charges, software subscriptions
- Ensure every transaction has proper supporting documentation
Canadian Tax Compliance
- Prepare and file quarterly GST/HST returns
- Match receipts and invoices to maximize input tax credits (ITCs)
- Track provincial sales tax obligations
- Track US sales tax exposure (we use Shopify's auto-tax, but you'll verify)
Monthly Reporting
- Prepare monthly Profit & Loss, Balance Sheet, and Cash Flow statements
- Flag anomalies, unusual charges, or budget variances
- Provide financial clarity to founders - not just numbers, but what they mean
Inventory & COGS
- Track landed costs (product cost + ocean freight + customs duties + warehousing)
- Maintain accurate COGS records aligned with inventory movements
- Reconcile inventory valuation quarterly
Expense Tracking
- Track recurring software costs
- Track supplier invoices, 3PL fees, freight, and customs charges
- Ensure all expenses are properly categorized and documented
Year-End
- Prepare working papers and schedules for our CPA/accountant
- Support annual corporate tax return preparation
- Prepare any required slips
REQUIRED TECH STACK (Do Not Apply Without This Experience)
- QuickBooks Online - Expert level. This is non-negotiable.
- Multi-Currency Banking - We operate in USD and CAD. You must have experience reconciling multi-currency accounts and handling exchange rates so the bank balance in QBO matches the statement to the penny.
- Shopify - Experience reconciling Shopify payouts to QBO.
- Google SheetS - Comfortable with ad-hoc reports and collaboration.
REQUIREMENTS
Must Have:
- 3+ years of bookkeeping experience using QuickBooks Online
- Experience with Canadian GST/HST filing and input tax credits
- Experience with e-commerce businesses (Shopify strongly preferred)
- Experience reconciling multi-currency accounts (USD + CAD)
- Strong attention to detail - we have zero tolerance for sloppy entries
- Fluent in English with strong written communication
Nice to Have:
- Experience with DTC or subscription-based businesses
- Experience with inventory accounting and landed cost tracking
- Previous experience transitioning a company from another system onto QuickBooks
HOURS & COMPENSATION
- Part-time to start - most likely 10-20 hours a month as we're still a small business, but expect it to grow as we scale
- Schedule: Flexible, but must have overlap with Pacific Time for communication
- Rate: $5–$10 USD/hour depending on experience
- Long-term: We want someone who grows with us. This is not a one-off project.
WHAT THIS ROLE IS
- A key financial support role for a growing e-commerce brand
- Someone who brings order, accuracy, and visibility to our finances
WHAT THIS ROLE IS NOT
- Not basic data entry
- Not a once-a-month check-in
- Not suitable for someone who needs constant direction
HOW TO APPLY
We ignore generic cover letters. To show us you've read this posting and have the attention to detail we need, please follow these steps:
**Step 1:** Start your message with the word TEA.
**Step 2:** In your message, answer the following questions:
**Question A:** We use multi-currency banking (USD and CAD). How do you handle the exchange rate difference in QBO when reconciling a multi-currency account to ensure the bank balance matches the statement?
**Question B:** We receive Shopify payouts approximately 3 times per week. Each payout bundles sales, refunds, fees, and adjustments. How would you reconcile these in QBO? Walk us through your approach.
**Question C:** What is your experience with Canadian GST/HST input tax credits? Give us a specific example of how you've maximized ITCs for a previous client.
**Step 3:** Include the following:
- A short intro about yourself and your bookkeeping experience
- Your experience with e-commerce / Shopify businesses specifically
- Your expected monthly rate in PHP
- Your available hours and timezone
- Your QuickBooks Online proficiency self-rating (1-10)
Applications that do not answer the screening questions will not be considered. We value accuracy, initiative, and clear communication.