Bookkeeper

Role Overview

• Own all financial record keeping, occasional vendor communication, and transaction categorization
• Record and reconcile all financial transactions accurately and on time
• Process and manage credit card, bank, and other payment transactions
• Collect and organize all invoices and receipts using Dext
• Maintain books in QuickBooks Online — categorize every transaction correctly
• Perform regular bank and credit card reconciliations
• Review and understand what each business expense is for before categorizing it
• Apply the correct chart of accounts categories consistently
• Flag unusual, duplicate, or unclear charges for review
• Prepare regular expense and cash flow summaries for the business owner
• Maintain an accurate and up-to-date vendor/supplier database
• Contact vendors directly by phone or email to clarify charges, billing discrepancies, or service details
• Track contract terms, billing cycles, and renewal dates for all suppliers
• Identify billing errors, duplicate charges, or subscriptions to review
• Ensure vendor records include correct contact info, payment terms, and tax details

Requirements

• 1+ years of bookkeeping experience, preferably for a North American client or employer
• Experience with QuickBooks Online — or ability to learn quickly
• Experience with Dext, or ability to learn quickly
• Strong understanding of expense categorization and chart of accounts
• Comfortable making phone calls to North American vendors and suppliers in English
• Excellent written and spoken English communication
• Able to work during North American business hours (EST or PST overlap required)
• Reliable high-speed internet connection and a dedicated home workspace
• Self-directed able to manage tasks and flag issues without constant supervision
• Bookkeeping or accounting certification (e.g. BS Accountancy, CPA, or equivalent) — nice to have
• Experience supporting multiple business entities under one owner — nice to have
• Familiarity with SaaS subscriptions and recurring billing management — nice to have
• Prior experience working with a Canadian or US-based MSP or tech/service company — nice to have

Benefits

• Stable, long-term remote position with a growing multi-company portfolio
• Direct access to the business owner — no corporate bureaucracy
• Consistent hours and reliable pay
• Opportunity to grow into a broader finance operations role over time