Virtual Bookkeeping LeadVirtual Bookkeeping Lead

# Experienced U.S. Bookkeeper / QuickBooks Online Specialist

**Remote | Full-Time or Long-Term Role**
**Compensation: Up to $1,200 USD/month**

Phænix Advisory Services is a boutique CPA and advisory firm based on the U.S. West Coast. We work with small businesses, business owners, and real estate investors.

We are looking for an experienced **U.S. Bookkeeper / Accounting Assistant** to join our team.

This is **not a general virtual assistant position**. We are looking for someone with strong hands-on bookkeeping experience, especially with **QuickBooks Online and U.S.-based clients**.

## What You’ll Do

You will help manage the bookkeeping for a portfolio of small-business clients.

Responsibilities include:

- Monthly bookkeeping in QuickBooks Online
- Bank and credit card reconciliations
- Transaction categorization and review
- Balance sheet account review
- Accounts payable and accounts receivable
- Payroll reconciliation
- Basic journal entries
- Loan and fixed asset tracking
- 1099 vendor tracking and support
- Month-end close procedures
- Cleanup and catch-up bookkeeping
- Preparing Profit & Loss and Balance Sheet reports
- Identifying accounting errors or unusual transactions
- Requesting missing information from clients
- Maintaining organized workpapers and documentation
- Communicating with our internal accounting team

Our clients may include small businesses, LLCs, S corporations, real estate investors, and rental-property owners.

## Required Experience

You should have:

- **3+ years of professional U.S. bookkeeping experience**
- Strong QuickBooks Online experience
- Experience managing multiple small-business clients
- Strong bank and credit card reconciliation skills
- Understanding of U.S. bookkeeping and accounting principles
- Experience reviewing Profit & Loss and Balance Sheet reports
- Strong attention to detail
- Ability to identify problems instead of simply processing transactions
- Strong written English communication
- Reliable internet and remote-work setup
- Ability to work independently and meet deadlines
- Availability for some overlap with U.S. Pacific Time

## Preferred Experience

Bonus points if you have:

- 5+ years of bookkeeping experience
- QuickBooks Online ProAdvisor certification
- Experience working for a U.S. CPA or bookkeeping firm
- Experience with LLCs and S corporations
- Real estate or rental-property bookkeeping experience
- Cleanup/catch-up bookkeeping experience
- Month-end closing experience
- Familiarity with U.S. payroll and 1099 reporting

## Who We’re Looking For

We are not looking for someone who only knows how to enter transactions.

We want someone who can look at a set of books and recognize when something **doesn’t make sense**.

You should be:

- Diligent
- Dependable
- Detail-oriented
- Organized
- Hard-working
- Comfortable asking questions
- Able to follow procedures
- Able to work independently
- Accountable for deadlines and quality

Accuracy and quality are extremely important to us.

## Schedule

This is a fully remote position.

Because our firm is based on the U.S. West Coast, you must be able to maintain some reasonable working-hour overlap with **Pacific Time**.

Exact hours can be discussed.

## Compensation

**Up to $1,200 USD per month**, depending on experience, skill level, availability, and responsibilities.

There is potential for increased responsibility and growth for someone who proves they can independently manage high-quality client bookkeeping.

## How to Apply

Please answer **all of the questions below** in your application:

1. How many years of U.S. bookkeeping experience do you have?
2. How many years have you used QuickBooks Online professionally?
3. Approximately how many clients have you managed at the same time?
4. What types of U.S. businesses have you performed bookkeeping for?
5. Briefly describe your month-end bookkeeping process.
6. Are you a QuickBooks Online ProAdvisor?
7. What hours can you consistently work that overlap with Pacific Time?
8. What is your expected monthly compensation?
9. Describe one bookkeeping problem you discovered that someone else had previously missed.