Accountant - Bookkeeper

Position Overview

Bold Business is seeking a detail-oriented Freelance Bookkeeper to lead project-based cleanup and catch-up accounting for small business clients. This role is designed for a professional who can step in quickly, work independently, and bring order to disorganized or incomplete financial records.

The immediate priority is managing projects involving 2-3 years of historical accounting records to help clients get their books current. While the initial workload is high, the role may transition into lighter, ongoing maintenance of approximately 3-4 hours per week.

Technical & Primary Skills

• Historical Reconstruction: Clean up and reconcile 2-3 years of historical bookkeeping and accounting records.

• QuickBooks Mastery: Utilize strong hands-on experience with QuickBooks to resolve coding inconsistencies and manage financial data

• Transaction Troubleshooting: Investigate unclear or incorrectly categorized transactions and assign them to the correct accounts.

• Bank Reconciliation: Categorize and reconcile transactions directly from bank feeds and banking records.

• Accounts Payable (AP): Review invoices, record payables, and match payments within QuickBooks.

• Accounts Receivable (AR): Record invoices, track deposits, and apply payments accurately.

• Workflow Proficiency: Apply a strong understanding of invoice matching, payment tagging, and reconciliation workflows

• QuickBooks Optimization: Proactively identify opportunities to automate and streamline bookkeeping processes using built-in software features.

• Consultative Insights: Share practical observations and recommendations to help clients build stable, long-term bookkeeping practices

Required Qualifications

• Minimum of 3-6+ years of proven bookkeeping experience, with a heavy emphasis on complex cleanup or catch-up projects.

• Technical Mastery: Deep, hands-on expert-level experience with QuickBooks Online/Desktop.

• Certifications: QuickBooks Online ProAdvisor Certification is required; NACPB or AIPB certification is highly preferred.

• Tool Proficiency: Advanced experience with accounting ecosystem tools such as Dext (Receipt Bank), Hubdoc, or Bill.com for automated document fetching and AP management.

• Adaptability: Comfortable working with incomplete records and researching historical data to determine proper categorization independently.

• Communication: Strong written and verbal skills to deliver recommendations and insights in a fully remote environment.

• With dedicated remote workspace, device and amenable to work US Hours.

Work Arrangement

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Type: Freelance / Independent

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Location: 100% Remote

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Start Date: Immediate start preferred.

What We Offer:

• Competitive Pay and Benefits.

• Opportunity to work with cutting-edge design technology.

• Thrive in a fast-paced, supportive team that values work-life balance.

• Play a key role in design operations—your impact on company growth will be evident.

• Join a culture that values your contributions and equips you with the tools to succeed.

• Be part of an innovative team that continuously learns and adapts.

About Bold Business:

Bold Business is a US-based global business process outsourcing (BPO) firm with over 25 years of experience and $7B+ in client engagements. We help fast-growing companies scale through smart talent strategies, automation, and technology-driven solutions.

Bold Business recruiters always use a “@boldbusiness.com” email address and/or from our Applicant Tracking System, Greenhouse. Any variation of this email domain should be considered suspicious. Additionally, Bold Business recruiters and authorized representatives will never request sensitive information in email or via text.