Bookkeeping & Small-Business Operations Assistant
1 week ago
Support two small businesses (jewelry/events and travel concierge) by getting finances organized, setting up simple, reliable systems, and keeping books current
You'll help transition tools if needed, establish repeatable workflows, and ensure the founder has clear visibility into cash flow, expenses, and subscriptions
Key Responsibilities ● Day-to-day bookkeeping: Categorize transactions, reconcile accounts, maintain clean month-end books ● System setup & migration: Recommend and (if approved) migrate from current "Bookkeeper" app to QuickBooks or Xero; configure charts of accounts, bank feeds, rules ● Reporting: Prepare monthly P&L, balance sheet, cash flow snapshots, and simple variance notes ● Vendor & invoice hygiene: Track bills, receipts, reimbursements; light AP/AR follow-ups ● Subscription audit: Identify duplicate tools (e.g., multiple SaaS licenses), cancel/streamline, document owners/renewals ● Compliance awareness: Maintain documentation for tax preparer; tag/categorize items appropriately for California small-business tax considerations (no tax advice ● Process documentation: Create mini-SOPs, checklists, and a simple finance calendar (recurring tasks, filing dates ● Light ops support: Organize Drive folders to mirror finance workflows; tidy finance email labels; surface urgent items
Qualifications ● 3+ years small-business bookkeeping (US clients ● Hands-on with QuickBooks Online or Xero; confident with migrations ● Strong understanding of California small-business bookkeeping nuances (sales tax, use tax awareness, 1099 prep data, city filings) and what to package for the CPA. ● Excellent spreadsheet skills (Google Sheets/Excel ● Organized, proactive, clear communicator; comfortable proposing simple systems
Nice to Have ● Experience supporting service and product businesses simultaneously ● Familiarity with expense tools (Ramp, Brex, Expensify) and receipt capture ● Prior work aligning Gmail/Drive structure with bookkeeping workflows Why Join Assist World?
% REMOTE $50 birthday bonus $200 testimonial bonus $300 tenure bonus every 6 months $500 entry monthly raffle NO TRACKER. NO PROBLEM
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