Key skills
Budgeting
About this role
Role Overview
- Manage day-to-day bookkeeping in QuickBooks Online
- Categorize transactions accurately and consistently
- Reconcile bank accounts, credit cards, and payment platforms
- Maintain clean, audit-ready financial records
- Generate monthly financial reports (P&L, balance sheet, cash flow)
- Assist with budgeting and forecasting
- Collaborate with CPA for tax preparation and filings
- Ensure compliance with Florida and U.S. tax requirements
- Identify cost-saving opportunities and financial insights
Requirements
- Proven experience with QuickBooks Online (this is non-negotiable)
- Strong understanding of U.S. accounting principles and tax basics
- Familiarity with Florida-specific tax considerations
- Experience working with small businesses (agency or service-based a plus)
- High attention to detail and organization
- Ability to work independently and communicate clearly
Benefits
- Employees can work remotely