Part-Time Operations Manager — US Bookkeeping Firm

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TYPE OF WORK

Part Time

SALARY

$1100/mo

HOURS PER WEEK

20

DATE UPDATED

Aug 6, 2026

JOB OVERVIEW

Read this whole post before applying. Applications that ignore the instructions at the bottom are deleted without review.

Cofer Bookkeeping Services is a US-based bookkeeping firm serving small business and nonprofit clients across construction, automotive, and professional services. We do clean, defensible books — not shortcuts. Our clients get real answers, on time, every time.

The owner currently runs day-to-day operations of managing our team of 3 bookkeepers. That stops when we hire you.

We are looking for an experienced accounting professional to take over operations: manage the bookkeeping team, enforce quality, own client communication, and keep every client file moving. This is not a data-entry job and it is not an entry-level VA role. You will be the person the team reports to and the person clients hear from every week.

What you will own:

- Team Management & Quality Control
- Run a weekly tea ---------- eting covering the status of every single client file
- Track each client's progress and hold tea ---------- mbers to deadlines — nothing sits idle
- Audit transaction coding against the vendor sheets saved and approved by each client; catch and correct miscoding before it reaches the client
- Review work product before it goes out and send it back when it isn't right
- Identify where tea ---------- mbers are weak and correct the process, not just the entry

Client Communication

- Send a weekly update email to every client, without exception, without being reminded
- Run monthly phone/video calls with clients to walk through their financials and answer questions
- Be the first point of contact for client questions during the week and route or resolve them

Reporting

- Produce monthly client reporting packages
- Improve on our current reporting: each client should receive a clear, brief written summary of their financial performance for the month — what changed, what it means, what to watch — not just raw statements. Claude can make this super easy with the raw statements from team.

Growth Support

- Run discovery calls with new leads to scope their needs, template provided
-Prepare and send quotes using our standard pricing structure

Requirements — do not apply if you do not meet these

- 10+ years of hands-on accounting or bookkeeping experience. No exceptions.
- Expert-level QuickBooks Online. You should be able to diagnose a broken file, not just enter transactions.
- Strong QuickBooks Desktop experience. Several of our clients are on Desktop and you must be able to serve them properly.
- Full-cycle bookkeeping: bank and credit card reconciliations, AP/AR, payroll journal entries, chart of accounts design, GL cleanup, month-end close, financial statement preparation and review
- US GAAP working knowledge and experience with US-based clients
- Excellent spoken and written English. You will be on live calls with US business owners every month. Heavy accent or hesitant speaking will not work for this role.
- Proven experience managing or supervising other bookkeepers/accountants
- Reliable high-speed internet, a quiet space for calls, a working headset and webcam, and a computer that can run QuickBooks Desktop
- Extremely organized. You track everything. Nothing falls through the cracks because you are the one holding the list.

Nice to have

- CPA accounting credential
- Experience with construction, automotive, or nonprofit clients
- Experience with Karbon, Financial Cents, Keeper, or similar workflow tools
- Experience building or improving client-facing reporting templates

HOW TO APPLY

Applications that do not follow these steps are deleted.

Answer these three questions directly in your application:

1. How many years have you worked in accounting or bookkeeping, and how many of those were in QuickBooks Online?
2. Describe one time you found a coding error that someone else on your team missed. What was it, how did you catch it, and what did you change so it didn't happen again?
3. How many clients have you personally managed communication for at one time?

- Attach or link your resume.
- Record a 2–3 minute video or audio clip introducing yourself and explaining how you would run a monthly financial review call with a small business owner who does not understand their P&L.
- List your available working hours in US Eastern Time.

SKILL REQUIREMENT
Quickbooks Accounting Management Online Bookkeeping
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