Key Responsibilities

• QuickBooks Online Bookkeeping & Cleanup
• Maintain accurate day-to-day bookkeeping in QuickBooks Online QBO.
• Review and clean up historical transactions as needed to ensure the books are accurate and investor-ready.
• Ensure consistent transaction coding and a clean, usable chart of accounts in alignment with the owner’s reporting needs.
• Monthly Close, Reconciliation & Accuracy
• Reconcile all connected accounts monthly bank accounts, line of credit, and credit cards.
• Investigate and resolve discrepancies duplicates, missing entries, uncategorized items,miscoding.
• Keep accounts current so financials reflect the real-time health of the business.
• Financial Reporting for Management
• Produce clear monthly financial reports, including:
• Profit & Loss P&L
• Balance Sheet
• Cash flow visibility as needed
• Provide reporting that helps leadership answer practical questions like “what does it cost?” and “where is margin going?”
• Payables/Receivables Support as applicable in QBO
• Support accurate vendor/expense tracking and documentation.
• Help keep customer invoices/receipts organized within the bookkeeping workflow as applicable.
• Documentation & Process
• Maintain organized digital records receipts, supporting docs, reconciliations.
• Create simple, repeatable bookkeeping procedures to reduce month-end friction.
• Future Scope as Finir grows
• Light budgeting support and simple forecasting views.
• Basic KPI tracking e.g., gross margin trends, operating expense trends.
• Coordination with Finir’s external accountant during tax time books handed off cleanly; no tax filing required in this role.

Requirements

Qualifications & Skills

• 3+ years of high-level bookkeeping experience small business preferred.
• Strong proficiency in QuickBooks Online required.
• Must have 3+ years of working experience with a US Based company doing quickbooks online.
• Strong proficiency in Excel / Google Sheets formulas, accuracy checks, clean reporting.
• Excellent attention to detail and commitment to clean, audit-ready books.
• Clear, professional English communication written and verbal; able to summarize issues and next steps concisely.
• Comfortable handling high transaction volume and working independently with deadlines.
• Strong integrity and confidentiality with financial information.