Part-Time Bookkeeper & Personal Assistant

[🚀 🚀 🚀 🚀 🚀 🚀 TO BE CONSIDERED AS AN APPLICANT, PLEASE SUBMIT YOUR MOST UP-TO-DATE RESUME AND A VIDEO INTRODUCTION TAILORED TO THIS JOB POSTING! ⭐⭐⭐⭐⭐⭐⭐]

About the Role

We are looking for a highly organized and detail-oriented Part-Time Bookkeeper & Personal Assistant to support our business operations. This role requires expertise in FreshBooks for bookkeeping tasks and a proactive approach to administrative support. The ideal candidate is efficient in financial management, task coordination, and client relations while being adaptable to additional e-commerce and design-related tasks.

Key Responsibilities

Bookkeeping & Financial Tasks

• Manage daily financial transactions using FreshBooks, ensuring accuracy and proper categorization.
• Reconcile bank and credit card accounts on a regular basis to maintain accurate financial records.
• Process and track invoices, payments, and outstanding receivables, ensuring timely follow-ups.
• Prepare financial reports, including profit & loss statements, balance sheets, and cash flow reports.
• Monitor expenses and budget tracking, identifying discrepancies and cost-saving opportunities.
• Maintain vendor and client financial records, ensuring all transactions are recorded and up to date.

Administrative & Personal Assistance

• Organize schedules, manage appointments, and set reminders.
• Handle emails, calls, and follow-ups with clients and leads.
• Maintain databases and track ongoing projects.
• Prepare reports, spreadsheets, and essential business documents.

Bonus Skills (Design & E-Commerce – Plus, but not required)

• E-Commerce & Shopify Support – Experience in maintaining and updating Shopify stores.
• Assist with product page design, layout adjustments, and visual merchandising.
• Familiarity with basic graphic design tools (e.g., Canva, Photoshop) for creating product images, banners, or marketing materials.
• Understanding of user experience (UX) and branding consistency in an online store environment.

Qualifications & Requirements

• Bachelor’s degree in Accounting or a related field is required.
• Minimum of 3 years of experience in accounting or bookkeeping.
• Proficiency in FreshBooks or similar accounting software.
• Strong understanding of financial reconciliation, invoicing, reporting, and expense tracking.
• Experience with budget management and expense tracking.
• Proficient in Microsoft Office/Google Workspace, particularly Excel and financial reporting tools.
• Ability to multitask, work independently, and meet deadlines.
• Strong communication and follow-up skills.
• (Optional) Familiarity with Shopify or willingness to learn.