Bookkeeper / Accounting Support (LE P3)

Hiring: Full-time Accounting Support - Remote - $9,600 - $15,600/yr

🚀 About the Client 🚀

🏢 11+ years of excellence delivering sophisticated tax and financial strategies to business owners and high-income individuals.
💼 Specializes in tax mitigation, business optimization, and wealth planning—helping clients grow smarter, not harder.
🌐 Pioneers of the Virtual Family Office model, making elite financial tools accessible to more people.
👥 Collaborative, entrepreneurial culture where high-performers are empowered to take ownership and make an impact.
🎯 Mission-first team with a deep commitment to delivering value beyond expectations.

🌟 About WeAssist 💡

🌍 Led by a Founder Who Cares – Reef Colman built WeAssist to empower individuals and create meaningful opportunities that support families.
⚡ Fast & Purposeful Recruiting – We move quickly but prioritize long-term fit, stability, and growth over just filling roles.
🌎 Connecting Global Talent – With 100+ outsourced professionals and growing, we link top talent worldwide with thriving US businesses.
❤️ Giving Back Matters – From building schools to feeding the homeless, we believe true success means making a difference.
🤝 An Inclusive & Thriving Culture – Your skills and unique gifts matter. We create an environment where outsourced professionals don’t just work—they grow.

⚒️ Key Responsibilities of the Accounting Support 📝

📒 Daily & Monthly Bookkeeping

🧾 Bank & Credit Card Reconciliation

💳 Accounts Payable Management

📊 Financial Reporting & KPI Tracking

👥 Client Communication

💰 Payroll Journal Entries

Additional Information:

Review this Doc first!

How to Prepare for the Recruiting Process - 

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📢 Why Are They Hiring an Accounting Support?
Our client is hiring an Accounting Support to take ownership of the day-to-day bookkeeping and accounting operations as their client base continues to grow. With new accounting clients coming onboard including a large construction and restoration company; they need someone who can ensure financial records stay accurate, organized, and up to date. This role will handle the fulfillment side of accounting services, including bookkeeping, reconciliations, reporting, and accounts payable support. By stepping into this position, you’ll help free the founder to focus on higher-level financial strategy while ensuring clients receive reliable and timely accounting support.

If you're a detail-oriented accounting professional who enjoys keeping financial records clean, solving discrepancies, and helping businesses stay financially organized, this role could be a great fit for you.✨

✅ Qualifications:

• Must-Haves:

• 📚 Strong Accounting Knowledge – Clear understanding of accounting fundamentals and financial records.
• 💻 QuickBooks Online Experience – Comfortable managing books, reports, and reconciliations within QuickBooks.
• 📊 Bookkeeping or Accounting Background – Experience handling financial records for businesses or clients.
• 🔍 Exceptional Attention to Detail – Accuracy and organization are critical when managing financial data.
• 📧 Strong Communication Skills – Able to professionally interact with clients and internal stakeholders.

• Nice-to-Haves:
  • 🧾 Tax Experience (Bonus) – Familiarity with tax software or preparation processes is an advantage.

Responsibilities of the Accounting Support:

Your responsibilities include:

• 📒 Daily & Monthly Bookkeeping
  • Log in to the accounting system daily to review and categorize financial transactions
  • Maintain accurate bookkeeping records across client accounts
  • Categorize expenses across multiple credit cards and accounts
  • Ensure transactions are correctly assigned to projects, locations, or job categories
  • Keep financial records updated to prevent month-end backlogs

• 🧾 Bank & Credit Card Reconciliation
  • Reconcile bank accounts, savings accounts, and multiple credit cards
  • Investigate discrepancies and ensure financial data accuracy
  • Maintain clean and reliable books for monthly financial reporting

• 💳 Accounts Payable Management
  • Process vendor bills and manage accounts payable transactions
  • Handle an estimated volume of around 200 vendor bills per month
  • Utilize tools like Bill.com or similar systems to streamline AP workflows

• 📊 Financial Reporting & KPI Tracking
  • Generate monthly financial reports in QuickBooks, including:
    • Profit & Loss (P&L)
    • Balance Sheet
    • Cash Flow Statement
  • Provide basic analysis on key business metrics such as gross margin and job profitability
  • Support high-level budgeting across major financial categories like revenue and COGS

• 👥 Client Communication
  • Communicate directly with client-side staff to gather missing information
  • Resolve day-to-day accounting questions and clarify financial details
  • Maintain professional email communication with clients when needed

• 💰 Payroll Journal Entries
  • Pull reports from payroll systems such as Paychex, ADP, or Gusto
  • Create journal entries to ensure payroll data maps correctly within accounting records

• 🧾 Tax Support (Nice-to-Have)
  • Assist with tax-related data entry in tax software when needed
  • Support the preparation of simple individual or partnership tax returns

🏡 Want to Know More About the Client?
Our client is a dynamic financial services firm with over a decade of experience in tax planning, tax return preparation, and family office management for entrepreneurs and high-income earners. Founded on the belief that powerful tax strategies and wealth-building tools shouldn’t be reserved for billionaires, they deliver expertise to small and mid-sized business owners nationwide. From advanced tax mitigation to legacy planning, they provide holistic, high-impact strategies that unlock real, generational value. 

Their edge? A unique blend of precision analytics and a deeply personalized approach to business, tax, and financial structure. They’re on a mission to change lives, one balance sheet at a time and their team culture is as sharp, strategic, and growth-driven as the work they deliver. 

Culture and Core Values:

This is a team that doesn’t just check boxes, they raise the bar. With a culture rooted in service, strategy, and smart execution, they’re here to make a real difference in the lives of business owners and high-income earners.
Here’s what matters most to them:

• 🌟 Client-First, Always – Exceptional service isn’t optional—it’s the standard.
• 💸 Make Taxes Disappear (Legally) – We exist to help people lose their tax liability and keep more of what they earn.
• 🧠 Think Bigger, Go Deeper – Surface-level solutions don’t cut it here. We bring bold thinking and deliver high-impact strategies.
• 📈 Bring More to the Table – Clients count on us to go beyond the obvious and uncover real, lasting value.
• 🚫 No Small Potatoes – We focus on what truly moves the needle. If it doesn’t make a major difference, we don’t waste time on it.

This is the kind of team where standing out is expected, excellence is the baseline, and your ideas truly matter. 💯

What’s in it for you? 😏

Joining this client means not just filling a role but embarking on a personal development journey. The growth potential is substantial, with opportunities to:

• 📈 Growth Opportunity – As the firm adds more clients, your role can grow in responsibility and scope.
• 🧠 Meaningful Accounting Work – Go beyond simple bookkeeping by contributing to financial reporting and insights.
• 🤝 High Trust Environment – Work with a leader who values independence and initiative rather than micromanagement.
• 📈 Grow with a scaling firm that’s expanding its reach and building out smarter systems
• 🎯 Own your lane—you’ll get broad direction and the freedom to figure things out your way
• 🧠 No micromanaging here—this team trusts smart people to make smart moves
• 💬 Your voice matters in a small, collaborative team that values initiative and creative thinking

Your next big opportunity starts here—ready to take the leap? 🚀

WeAssist:

(Not your average Recruiting Firm…)

Started by Reef Colman just six years ago, is not your typical staffing agency... 

We are a dynamic recruiting firm focused on creating fair opportunities in the business world. We have a team of over 100 people. We help US businesses find skilled remote workers and connect these workers with good employers. 

What makes us different is how much we care about our people! We give good benefits, support personal growth, and get involved in the community. We also support good causes like building schools, helping the homeless, and improving education. Come join us at WeAssist, where remote workers do their best!

Perks:

• 13th Month Bonus (Wild right?! 🤯)
• Permanent work-from-home / remote set-up 🌴
• Health insurance 👨‍⚕️
• Dental insurance 🪥
• Mental health insurance 🧠
• Great starting salary 💰
• Growth opportunity 📈
• Performance-based raises 💸
• Prizes and bonuses 🏆
  

Specifics:

• Time 
  • Full-time; 9am to 5pm MST Timezone 
  • This is a remote position so you can have the freedom to work from anywhere

• Miscellaneous
  • Attire - business casual when in meetings
  • Professional setup 
    • Clean background
    • Good camera
    • Good microphone 
    • Strong wifi

• Tech Stack.
  • 💻 QuickBooks Online
  • 📧 Email (Outlook/Gmail) 
  • 💬 Slack
  • 📁 Google Workspace
  • 📊 Bill.com (Nice-to-Have)
  • 💰 Payroll Platforms (ADP, Paychex, Gusto) (Nice-to-Have) 
  • 🧾 UltraTax (Nice-to-Have) 

• Compensation
  • Fixed Rate $9,600 - $15,600/yr