We are seeking a highly skilled and experienced Personal Bookkeeper to provide dedicated financial support to our family. The ideal candidate will have a strong background in financial management and accounting. This role requires regular one-on-one meetings with the client and a commitment to maintaining financial confidentiality and trust.
Key Responsibilities:
Expense Management Bookkeeping: Using QuickBooks to ensure all expenses are properly tracked and categorized.
Financial Record Keeping: Maintain accurate and up-to-date financial records, including income, expenses, investments, and assets.
Budget Management: Help ensure that financial goals and objectives are met. Provide regular financial reports and analysis to the client.
Financial Reporting: Prepare and present regular financial reports per request by the client. These reports should be clear and concise, providing insights into the client's financial position.
Client Relationship: Establish a close working relationship with the client. Schedule and conduct weekly one-on-one meetings to discuss financial matters, review progress, and address any concerns.
Confidentiality: Maintain the utmost level of confidentiality and trust in all financial matters.
Qualifications:
Bachelor's degree in finance, accounting, or a related field.
Proven experience in personal financial management.
Proficiency in QuickBooks for Mac and Excel for budgeting, and reporting.
Excellent interpersonal and communication skills.
Exceptional attention to detail and organizational skills.
Ability to work independently and meet deadlines.
High ethical standards and ability to handle sensitive financial information.
Salary Range:
Approximately three - five hours a week.
Hourly rate between $27-$30 depending on experience.
How to Apply:
Interested candidates are invited to submit their resume and a cover letter explaining their qualifications and experience.
Please send your application to Alyssa Eder at [email protected]