Bookkeeper While On Maternity Leave (Part-Time, Remote or Local to Nashville, TN) - Contract to Hire
Purpose:
We are seeking a skilled and trustworthy bookkeeper to provide exceptional bookkeeping services to my existing clients while I take maternity leave starting in April 2025. This role will begin as a 6-month contract (February - July 2025) with the potential for a longer-term contract or permanent position based on performance.
Importance of the Role:
Your role is vital in ensuring seamless financial management for my clients, maintaining their trust, and upholding the reputation of my business. You'll be stepping in during a critical time to deliver accurate, timely bookkeeping and personalized financial insights, ensuring that clients feel supported and cared for even in my absence.
Ideal Outcome:
- Accurate and timely bookkeeping for 8+ clients, including reconciling accounts, categorizing transactions, and preparing reports.
- Clear and professional communication with me during the first 3 months and with clients during the final 3 months of the contract.
- Deliver monthly reports and financial insights to clients within the 1st week of each month.
- Maintain confidentiality and security of client data, including sensitive bank account information.
- Positive client feedback during my leave.
Key Responsibilities:
- Perform monthly bookkeeping tasks using QuickBooks Online, including reconciliations, categorizing transactions, and preparing financial reports.
- First 3 months (February - April): Prepare financial reports and work closely with me to review reports and prepare for client delivery.
- Final 3 months (May - July): Independently finalize and send financial reports to clients, including creating personalized Loom video walkthroughs.
- Assign expenses to the correct locations/properties and manage specific bookkeeping needs for short-term rental, solopreneur, and construction clients.
- Communicate directly with clients during the final 3 months of the contract as needed.
Budget:
Compensation will be a fixed monthly rate based on the number of clients and workload.
- Estimated workload: 10-15 hours per month for existing clients.
- Please include your proposed monthly fee expectations in your application, along with an explanation of how you arrived at that figure.
Ideal Candidate:
- Certified QuickBooks ProAdvisor with at least 2 years of experience (required).
- Experience with short-term rentals, solopreneurs, and real estate bookkeeping is highly preferred.
- Excellent attention to detail, communication skills, and ability to meet deadlines.
- Strong understanding of confidentiality and data security, especially when handling sensitive financial information.
- Self-starter who can work independently with minimal supervision after training.
Employment Type:
Part-time contractor or freelancer preferred, with potential for a longer-term contract or permanent role based on performance.
Growth Potential:
If you excel in this role, there is an opportunity to expand your responsibilities and income and grow with the business, including managing new client monthly bookkeeping and cleanup projects.
Onboarding and Training:
The contract with span 6 months (February - July 2025), with distinct phases for onboarding, oversights, and independent work:
Phase 1: Onboarding and Training (February - March)
- Perform monthly bookkeeping tasks for January and February month-end books under my direct supervision.
- Work closely with me to learn our specific bookkeeping processes and gain familiarity with client accounts.
- Review financial reports and Loom videos together to ensure quality and consistency.
Phase 2: Oversight and Transition (April):
- Prepare March month-end books and financial reports with minimal oversight as I prepare for maternity leave.
- Finalize and review reports with me to ensure readiness for independent client delivery.
Phase 3: Independent Work (May - July):
- Fully manage monthly bookkeeping tasks, including preparing financial reports and creating Loom video walkthroughs for clients.
- Deliver reports directly to clients within the 1st week of each month, maintaining the high standard of service they expect.
How to Apply:
Please send a brief cover letter highlighting your relevant experience and monthly fee expectations. Applications will be accepted through January 10, 2025, with interviews conducted by the end of January. Early submission is encouraged.
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