Part-time Bookkeeper Assistant - (Worldwide/Remote)

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Requirements:

• Being a go-getter—someone proactive, dependable, and willing to take initiative.
• Being a strong team player and able to work independently with minimal direction is essential.
• Experience as a Bookkeeper
• Availability to work from 9 am PST - 1 pm PST, Monday-Friday.

Responsibilities:

• Monitor and manage emails and Instagram DMs—respond to basic inquiries and clear out unnecessary messages
• Manage the CEO’s calendar and provide him with a daily agenda summary
• Coordinate speaking engagements, webinars, and other public-facing events
• Follow up after meetings to capture outcomes and note any necessary next steps
• Place and manage online orders (Amazon, Instacart, etc.)
• Upload client documents into TaxDome and create new client portals
• Maintain and update client data in TaxDome/CRM
• Organize digital files and enforce consistent naming conventions
• Collect client testimonials and Google reviews
• Schedule monthly/quarterly meetings with ongoing bookkeeping clients
• Identify clients using the Augusta rule and schedule related planning meetings
• Assist in document outreach for tax planning support
• Offboard clients (archive portals, disable access, prepare final deliverables)
• Track open questions from Theo and follow up as needed
• Check in with the manager regularly to identify any additional needs from the owner
• Assist with tax prep letters and P&L statements (high priority items)