Part-Time Remote Bookkeeper: Upkeepe LLC
Remote (U.S.) · ~20 hrs/week · $27/hr · W-2 (part-time employee)
About the role
Upkeepe is a small tax and accounting firm serving small-business owners. We’re hiring a bookkeeper to own the books for a portfolio of our clients and to be their day-to-day contact for bookkeeping. You’ll email and call clients directly, so this is a client-facing role. Our owner and tax team are behind you for the technical and advisory questions.
What you’ll do
Client communication (a core part of the job)
Be the main contact for your clients’ bookkeeping. Answer their questions by email, phone and text, and return calls and messages promptly.
Contact clients proactively for missing bank and credit card statements, receipts, loan documents and explanations of unclear transactions. Follow up on a schedule until the item is resolved.
Explain to clients, in plain language, what you found: why a transaction was categorized a certain way, what a discrepancy means, and what you need from them to fix it.
Send clients clear month-end updates on what’s done, what’s outstanding, and anything that needs their attention.
Know when to hand a question to the owner or tax team, including tax advice, entity or structure questions, and anything that could affect a filing. Set expectations with the client instead of guessing.
Record every client contact and open request in our task system so the team always knows what was asked and what’s still outstanding.
Bookkeeping
Categorize transactions, apply bank rules, reconcile bank and credit card accounts monthly, and reconnect broken bank feeds in QuickBooks Online.
Process payroll in Gusto and QuickBooks Payroll, check tax deposits and filings, and prepare year-end W-2 and 1099 information.
Catch up and clean up books that are behind or messy.
Classify loans, vehicles, equipment, owner draws and personal expenses, and flag fixed-asset purchases for the tax team.
Close each month: post adjusting entries, review the P&L and balance sheet, and write short notes on anything unusual.
Hand the tax team year-end-ready books and tie-outs.
What we’re looking for
2+ years of bookkeeping (3+ preferred) across multiple small-business clients
QuickBooks Online, QuickBooks Payroll and Gusto, all required
TaxDome experience
Experience at a small CPA, accounting or tax firm, strongly preferred
Direct client-facing experience. You’re comfortable calling a business owner to ask for missing documents and explaining the books without jargon.
Professional writing: clients will read your emails, so they need to be clear, accurate and courteous
Composure with clients who are slow to respond, frustrated, or unfamiliar with accounting
Comfort with service and trade clients (construction, medical/dental, personal services)
Reliable remote work, available for client calls during Arizona business hours
Respect for confidentiality
Nice to have: Microsoft 365/Teams, QuickBooks ProAdvisor certification, cleanup/catch-up projects.
Schedule: 20 hours a week, with potentially more during tax season.