Senior bookkeeper and onboarding specialist

  • Part-time (15-25 hrs/wk)
  • Remote
  • Entry Level

Remote | U.S.-based | QuickBooks Online only

At Your Numbers Person, we help business owners feel calm, informed, and confident about their finances. Our work goes beyond coding and reconciling—we bring structure to messy systems, stabilize workflows, and help clients understand what’s really happening in their businesses.

We’re growing, and we’re looking for a senior-level bookkeeper to own client onboarding and early-stage cleanup work. This is a hands-on, problem-solving role for someone who enjoys untangling complexity, creating order, and being the steady, reassuring presence clients need during transitions.

This is a client-facing role, but not a sales role.

What you’ll do

You will own the onboarding process from start to finish—taking clients from “messy starting point” to stable, tax-ready books.

That includes:

  • Leading client onboarding from initial setup through clean handoff to the ongoing bookkeeping team

  • Setting up QuickBooks Online accounts, access/logins, bank and credit card connections, and integrations

  • Cleaning up historical messes (prior bookkeeper issues, long-unreconciled accounts, odd balance sheet items, etc.)

  • Stabilizing payroll systems and resolving real-world payroll problems

  • Helping create and refine checklists and processes so month-end stays smooth after onboarding

  • Communicating directly with clients: asking questions, following up, explaining issues clearly, and setting expectations

  • Working inside our Double workflow system to manage tasks and documentation

  • Possibly assisting with proposals and early-stage client setup

  • (Optional) Exploring AI bookkeeping tools if you enjoy testing new platforms

Payroll experience matters

This role requires real payroll experience—not just posting journal entries.

You should be comfortable with:

  • Payroll system setup (Gusto preferred)
  • Fixing liability mismatches and prior-period errors
  • Correcting mapping issues
  • Resolving incorrect filings or payments
  • Cleaning up after bad setups
  • Supporting state registrations and compliance

Who you are

You might be a great fit if you:

  • Have deep experience with QuickBooks Online
  • Are comfortable walking into imperfect books and figuring out what to do next
  • Have hands-on payroll experience, including fixing problems
  • Enjoy untangling complicated situations and building clean systems
  • Take initiative and don’t need step-by-step instructions
  • Communicate clearly, calmly, and professionally with clients
  • Like being the person others rely on when things feel unclear
  • Want a senior, hands-on role without sales pressure

Role details

  • Remote (U.S.-based)

  • 40 hours/week preferred, but negotiable

  • Senior-level, hands-on role

  • Competitive salary

Nice to haves

  • Law firm bookkeeping experience
  • Experience with our tools 

Our preferred tools:  

  • Zoom – work meetings with cameras on
  • QuickBooks Online – bookkeeping, reconciliations, reporting
  • Gusto – payroll
  • Dext – receipt management software
  • Ignition – proposals, billing, service management
  • Google Workspace (Gmail, Drive, Sheets, Docs)
  • ClickUp – task management and internal tracking
  • Slack – team communication
  • Loom – video walkthroughs and feedback
  • Full time
  • Remote
  • Expert Level

Compensation + Logistics

  • Competitive, commensurate with experience
  • Available 9-5PM weekdays
  • W-2 Employee, Starting February/March 2026

How to Apply 

Please submit to karen@yournumbersperson.com your resume and a short cover letter or note that includes:

  • Why this role interests you
  • Your relevant skills and experience
  • Begin your cover letter with the sentence “I love numbers.”
  • Your preferred weekly hours and availability
Apply
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