(Part-Time) (Remote – Client-Based)
🧾 Numbers matter. So does empathy.
🧾 About the Role
We’re looking for a part-time Bookkeeper who thrives on precision and can communicate with care. You’ll maintain financial records, track commissions, manage investor logs, and connect with clients—all while juggling spreadsheets and supporting customized solutions. This is a client-facing role that requires accuracy, empathy, and hustle.
âś… Position Highlights
• Part-time remote role
• EST hours (between 8 AM – 6 PM)
• Blend of financial management and client engagement
• Flexibility and independence, with room to grow
📋 What You’ll Own
• Update financial scorecards and Excel spreadsheets weekly
• Track commissions and sales data with accuracy using an enrollment tracker
• Manage investor logs for reporting and internal access
• Reconcile financial data with real-time transactions
• Contact declined clients with empathy to explore solutions
• Coordinate with the special financing team to support custom client options
• Communicate clearly and professionally via phone and email
• Audit financial records and resolve discrepancies
• Maintain full confidentiality across all client and financial data
🎯 What You Bring
• Experience in bookkeeping, accounting, or a related field
• Expert-level Excel skills and comfort with financial tools
• Strong math skills and a detail-first mindset
• Confidence and compassion when speaking with clients
• Experience with customer support, sales tracking, or finance systems preferred
• Excellent time management and task prioritization
• Ability to work independently in a fast-paced remote setting
đź’» Remote Setup Requirements
Internet:
• Main: 15 Mbps minimum
• Backup: 10 Mbps minimum
• Backup must remain functional during power outages
Device:
• Desktop/laptop with i5 processor and 8 GB RAM (minimum)
• Backup device: i3 processor or better, must remain functional during outages
Workspace:
• Webcam
• Noise-canceling USB headset
• Quiet, dedicated home office
• Smartphone for verification and communication
💡 Why It’s a Win for Remote Job Seekers
This is more than bookkeeping—it’s problem-solving with people in mind. If you’re fluent in Excel and know how to turn a financial “no” into a conversation, this role is your perfect fit.
✍️ Call to Action
Balance the books. Empower the client. Make a difference behind the numbers. Apply now.