Key Responsibilities
QuickBooks Online Bookkeeping & Cleanup
Maintain accurate day-to-day bookkeeping in QuickBooks Online (QBO).
Review and clean up historical transactions as needed to ensure the books are accurate and investor-ready.
Ensure consistent transaction coding and a clean, usable chart of accounts (in alignment with the owner's reporting needs).
Monthly Close, Reconciliation & Accuracy
Reconcile all connected accounts monthly (bank account(s), line of credit, and credit cards).
Investigate and resolve discrepancies (duplicates, missing entries, uncategorized items,miscoding).
Keep accounts current so financials reflect the real-time health of the business.
Financial Reporting for Management
Produce clear monthly financial reports, including:
Profit & Loss (P&L)
Balance Sheet
Cash flow visibility (as needed)
Provide reporting that helps leadership answer practical questions like "what does it cost?" and "where is margin going?"
Payables/Receivables Support (as applicable in QBO)
Support accurate vendor/expense tracking and documentation.
Help keep customer invoices/receipts organized within the bookkeeping workflow (as applicable).
Documentation & Process
Maintain organized digital records (receipts, supporting docs, reconciliations).
Create simple, repeatable bookkeeping procedures to reduce month-end friction.
Future Scope (as Finir grows)
Light budgeting support and simple forecasting views.
Basic KPI tracking (e.g., gross margin trends, operating expense trends).
Coordination with Finir's external accountant during tax time (books handed off cleanly; no tax filing required in this role).
Requirements
Qualifications & Skills
3+ years of high-level bookkeeping experience (small business preferred).
Strong proficiency in QuickBooks Online (required).
Must have 3+ years of working experience with a US Based company doing quickbooks online.
Strong proficiency in Excel / Google Sheets (formulas, accuracy checks, clean reporting).
Excellent attention to detail and commitment to clean, audit-ready books.
Clear, professional English communication (written and verbal); able to summarize issues and next steps concisely.
Comfortable handling high transaction volume and working independently with deadlines.
Strong integrity and confidentiality with financial information.