Accountant - Bookkeeper

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.

• 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

• 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.

• Type: Freelance / Independent

• Location: 100% Remote

• Start Date: Immediate start preferred.

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.