Bookkeeping/Accounting/Financials Assistant

Hours: 20 hours per week (initially, reducing to 15 hours after tax season, with potential for expansion)
Compensation: $2.50 per hour

About the Role:
We are seeking an experienced Bookkeeping Assistant with bookkeeping expertise to support our real estate operations. This role will be responsible for managing financial records, tracking transactions, and organizing property data across a portfolio of 15-20 long-term rentals and 5+ annual property flips.

In addition to bookkeeping, this role will be responsible for creating the company’s Standard Operating Procedures (SOP) for financial tracking and management to ensure long-term efficiency. Over time, responsibilities may expand beyond bookkeeping to additional property management tasks.

The right candidate for this position will already possess bookkeeping experience.

Key Responsibilities:
Bookkeeping & Financial Tracking:
Enter and categorize transactions using Stessa (or future accounting software).
Manage and track utility bills, vendor payments, insurance payments, and tax payments.
Ensure accurate financial records for tax preparation and reporting.

SOP Development & Process Improvement:
Create a clear Standard Operating Procedure (SOP) for bookkeeping and financial management.
Identify ways to streamline financial processes and improve efficiency.

Document Management:
Organize and maintain property records, including leases, appraisals, rent rolls, and invoices.
Develop a structured and easily accessible Google Drive system.
Upload bills, receipts, and contracts to our property management software.

Reporting & Analysis:
Compile customized financial reports for lenders as requested.
Track key financial data and flag discrepancies.
Assist with financial preparation for property sales and acquisitions.

Communication & Support:
Attend twice-weekly check-in meetings to review progress and address questions.
Communicate via Google Chat for real-time updates and task coordination.
Work proactively to ensure no critical financial tasks slip through the cracks.

Qualifications:
Bookkeeping experience is required (real estate bookkeeping required).
Strong understanding of financial organization and ability to build SOPs.
Familiarity with Stessa, Google Drive, and property management software is a plus.
Excellent attention to detail and organizational skills.
Ability to work independently while maintaining accuracy and consistency.
Strong written and verbal communication skills in English.

Success in This Role Looks Like:
Bookkeeping records are consistently accurate with minimal corrections.
A clear and documented SOP for financial processes is established.
Property financial data is well-organized and easily accessible.
The assistant is proactive in problem-solving and streamlining financial management.
Confidence in creating lender reports and assisting with tax preparation.
Potential expansion of responsibilities as bookkeeping becomes more systematized.

How to Apply:
Interested candidates should:

A resume highlighting relevant experience.
A short video introduction (1-5 minutes) explaining why you’re interested in this role and how your skills align with the job.
Send applications to Upgrade to see actual info with the subject line: Bookkeeping Assistant – [Your Name]