QuickBooks Cleanup: Conduct a thorough audit and cleaning of existing QuickBooks files, identifying misclassified transactions and correcting broken reconciliations.
Trust Accounting Compliance: Manage IOLTA account handling, trust transfers, and three-way reconciliations to mitigate compliance risks.
Systems Stabilization: Clarify revenue and expense tracking, ensuring accurate books in preparation for tax filing.
Documentation: Provide clear, comprehensive documentation of corrections and establish processes for maintaining clean books.
Future Preparation: Prepare the firm for a system migration with a clean financial slate, ensuring successful transition to MyCase.

QuickBooks Expertise: Proven experience with QuickBooks Online cleanup projects; individuals who are certified are highly preferred.
Trust Accounting Mastery: Demonstrated expertise in three-way reconciliations and compliance with IOLTA requirements, with a strong understanding of the high-risk nature of trust accounting and the importance of accuracy in maintaining regulatory compliance.
Autonomy: This role is well-suited for someone who works confidently and independently, can take initial direction and run with it, and keeps the team informed through clear and timely updates.
Analytical Skills: Strong capability to diagnose financial discrepancies and implement effective solutions.
Communication: Ability to clearly explain financial corrections and provide needed updates to the team.
Project-Based Engagement: Open to a 3–4 month contract role focused on completing a defined accounting cleanup project, with the potential for additional work depending on future needs.
Remote Work Readiness: Able to work independently in a remote environment, maintaining consistent productivity, reliability, and clear communication without the need for close supervision.

High-Impact Role: Play a crucial part in a project with immediate and visible outcomes, enhancing the firm’s compliance and integrity.
Professional Autonomy: Enjoy the freedom to run your projects with minimal oversight and direct access to leadership for swift decision-making.
Meaningful Work: Contribute to a firm that deeply values the precision and reliability of its financial operations, ultimately impacting client trust and firm reputation.
Professional Growth: Opportunity to engage with complex financial systems, perfect for enhancing your accounting portfolio.

Global Bookkeeper

Key skills