WeAssist.io is looking for a Bookkeeper / Accounting Support to take ownership of day-to-day bookkeeping and accounting operations for a growing client base. You will ensure financial records are accurate and current, freeing the founder to focus on higher-level strategy.
What You'll Do
- Log in daily to review and categorize financial transactions across client accounts.
- Maintain accurate bookkeeping records and categorize expenses across multiple credit cards and accounts.
- Ensure transactions are correctly assigned to specific projects, locations, or job categories.
- Reconcile bank accounts, savings accounts, and multiple credit cards, investigating any discrepancies.
- Process an estimated 200 vendor bills per month and manage accounts payable workflows.
- Generate monthly financial reports in QuickBooks, including Profit & Loss, Balance Sheet, and Cash Flow statements.
- Provide basic analysis on key business metrics like gross margin and job profitability.
- Communicate directly with client-side staff to gather missing information and resolve day-to-day accounting questions.
- Pull reports from payroll systems and create journal entries to ensure payroll data maps correctly.
- Assist with tax-related data entry and support the preparation of simple tax returns.
What We're Looking For
- Strong Accounting Knowledge – A clear understanding of accounting fundamentals and financial records.
- QuickBooks Online Experience – Comfortable managing books, reports, and reconciliations within the platform.
- Bookkeeping or Accounting Background – Experience handling financial records for businesses or clients.
- Exceptional Attention to Detail – Accuracy and organization are critical when managing financial data.
- Strong Communication Skills – Able to interact professionally with clients and internal stakeholders.
Nice to Have
- Tax Experience – Familiarity with tax software or preparation processes.
Technical Stack
- QuickBooks Online
- Email (Outlook/Gmail)
- Slack
- Google Workspace
- Bill.com (Nice-to-Have)
- Payroll Platforms: ADP, Paychex, Gusto (Nice-to-Have)
- UltraTax (Nice-to-Have)
Team & Environment
You'll join a small, collaborative team in a high-trust environment with broad direction and the freedom to figure things out.
Benefits & Compensation
- Compensation: $9,600 - $12,000/yr
- 13th Month Bonus
- Permanent work-from-home / remote set-up
- Health, Dental, and Mental health insurance
- Growth opportunities
- Performance-based raises
- Prizes and bonuses
Work Mode
This is a fully remote, global position.
WeAssist.io is an equal opportunity employer.
