Bookkeeper - Work From Home
About the Role
A business owner is seeking an experienced, highly organized, and discreet consultant to manage ongoing bookkeeping and contract administration across the owner's business and related entities. This hands-on consulting role combines financial recordkeeping with contract review and administrative coordination. The consultant will maintain accurate financial records, prepare monthly reports, summarize key business terms, track contractual obligations and deadlines, and identify discrepancies or issues requiring further attention. The role also involves coordinating with existing accountants, attorneys, and other professional advisers to ensure matters are followed through appropriately. The ideal candidate can work independently, handle sensitive information with discretion, and bring structure to financial and contractual records. This position does not involve providing legal or tax advice.
Key Responsibilities
Bookkeeping and Financial Administration Maintain accurate and up-to-date bookkeeping records in QuickBooks Online. Reconcile bank accounts, credit cards, and other financial accounts. Review and categorize financial transactions appropriately. Track payments, reimbursements, loans, and transfers between accounts or entities. Maintain supporting documentation for financial transactions. Prepare clear monthly financial reports and summaries. Identify unusual transactions, missing information, and discrepancies requiring attention. Coordinate with outside accountants and CPAs on tax filings, financial reporting, and year-end requirements. Organize historical financial records and establish reliable ongoing procedures. Maintain strict confidentiality of personal and business financial information. Contract Administration Review agreements and prepare concise summaries of key business terms. Identify and track payment obligations, deliverables, renewal dates, notice periods, and termination provisions. Review insurance, indemnification, and other operational requirements and flag items for appropriate professional review. Maintain an organized contract database and calendar of important deadlines. Compare invoices, payments, and ongoing obligations against applicable agreements. Identify inconsistencies, missing documentation, and contractual terms requiring clarification. Coordinate questions and follow-up with attorneys, accountants, vendors, and other professional advisers. Escalate matters requiring legal interpretation or advice to licensed counsel promptly.
Required Qualifications
At least five years of relevant bookkeeping, accounting, or financial administration experience. Strong working knowledge of QuickBooks Online. Demonstrated experience reviewing or administering contracts. Ability to understand complex business documents and summarize key terms in plain language. Excellent attention to detail and follow-through. Strong organizational and record-management skills. Sound judgment in determining which issues can be handled independently and which require input from an attorney, CPA, or other specialist. High level of discretion and professionalism when handling confidential information. Clear communication skills and the ability to work effectively with business owners and external professional advisers.
Preferred Qualifications
Experience managing financial information across multiple accounts or entities. Background in real estate development or construction. Experience in family offices or high-net-worth personal financial administration. Experience in professional services or law firms. Background in property or asset management. Experience in small-business accounting. Experience in contract management or paralegal support. Bookkeeping or accounting certification is helpful but not required. Candidates with a combination of accounting and paralegal or contract-administration experience are strongly encouraged to apply. Engagement Structure and Work Arrangement Initially expected to be a part-time consulting engagement. Schedule and working hours will be determined based on experience and workload. Some in-person availability in Miami may be required, although portions of the work can be completed remotely. The consultant will coordinate with the business owner's existing licensed attorneys and tax professionals when specialized advice is needed. Application Process Please submit a résumé or summary of relevant experience, along with a brief description of your bookkeeping and financial reporting experience, contract review or administration background, systems and software used, availability, and preferred consulting rate.