With the year just getting started, I’m looking for a reliable, detail-oriented bookkeeper to help track and reconcile my personal, business, and rental property accounts on an ongoing basis.
I already have an Excel template for January that you can leverage for February, and I created an instruction sheet to help you understand the accounts and how the money moves around.
Also, I’m not looking for complex or “enterprise-level” accounting software. I’m perfectly fine continuing in Excel, which was used for January. Accuracy and consistency matter more to me than flashy systems.
Scope of Work
• Reconcile bank accounts on a monthly basis
• Track income and expenses across personal, business, and rental property accounts
• Categorize expenses accurately, including identifying business expenses that appear in personal accounts (I provide notes for business expenses in my personal accts)
• Maintain clean, organized spreadsheets that clearly reflect current financials
• Flag discrepancies or unclear transactions and ask questions when needed
What I’m Looking For
• Strong bookkeeping and bank reconciliation experience
• High attention to detail and accuracy
• Comfortable working in Excel or Google Sheets or others,
• Experience handling multiple accounts
• Clear, proactive communication
• Interested in a long-term working relationship, not just a one-time cleanup
Nice to Have (Not Required)
• Experience with rental property bookkeeping
• Basic budgeting or cash-flow tracking experience
Availability
• Ongoing work starting this month
• Flexible schedule as long as reconciliation is consistent and accurate
Apply Now
Apply Now