Position Title: Accounting and Operations Specialist
Location: Remote with the ability to travel at least once per year for an annual retreat
Employment Type: Part-time 15-20 hours; up to 32 hours
Pay Rate: $23-28/hour (doe) with technology reimbursement

About Us:
UpKeeping is a dynamic and growing outsourced accounting firm dedicated to helping small to mid-sized businesses streamline their financial workflows and back-office operations. Our mission is to make accounting understandable and relevant. We value communication, work/life balance, and the joy we find in serving our clients around the world.

Position Overview:
We are seeking a detail-oriented and proactive Accounting and Operations Specialist to join our team. This remote position requires a mix of bookkeeping expertise and operational savvy. You’ll work closely with our team members and clients to ensure their financial records are accurate and contribute to the smooth running of back-office processes.

Key Responsibilities:

  1. Accounting & Bookkeeping:

    • Record and categorize daily financial transactions with accuracy and timeliness.

    • Perform monthly bank and credit card reconciliations.

    • Generate and review financial statements, including P&L and balance sheets.

    • Heavy focus on data input and invoice creation

    • Maintain and organize client financial records using QuickBooks Online.

    • Experience with Accounting Clean-up engagements highly desired.

  2. Operations Support:

    • Assist with client onboarding, including account setups and procedural transitions.

    • Manage document organization, email communications, and other administrative tasks.

    • Proactively identify ways to improve workflows and back-office processes.

    • Collaborate with team members to meet deadlines and client expectations.

    • Prioritize operational security and maintain a safe and secure workspace.

  3. Client Communication:

    • Serve as a trusted point of contact for clients to gather financial data and address concerns.

    • Foster positive relationships through professionalism and excellent service.

    • Maintain client confidentiality policies.

Qualifications:

Must be legally authorized to work in the United States without sponsorship now or in the future.

Education:

  • Bachelor’s degree in Accounting, Finance, Business Administration, or a related field (preferred).

Experience:

  • 1–3 years of experience in bookkeeping, accounting, or related roles is required.

  • Experience with QuickBooks Online is required.

Skills:

  • Exceptional attention to detail and organizational skills.

  • Strong proficiency with QuickBooks Online and Microsoft Office Suite.

  • Effective time management and ability to meet deadlines.

  • Clear and professional communication skills, both written and verbal.

Why Join Us?
At UpKeeping, we value our team and foster a culture of collaboration and growth. We offer the flexibility of remote work, opportunities for professional development, and the chance to make a meaningful impact on our clients’ success. Join us to contribute your expertise while enjoying a supportive and innovative work environment.

How to Apply:
Submit your resume and a brief cover letter detailing your experience and interest in the position to hello@upkeeping.co Applications with cover letters will be reviewed on a rolling basis until the position is filled.


Upkeeping, LLC is an equal opportunity employer. We encourage applications from candidates of all backgrounds and experiences.