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Remote Bookkeeper (QuickBooks) & Operations Organizer

The Hello Team
United States only

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Job Summary:

We are seeking a highly organized, proactive, and self-directed Remote Bookkeeper & Operations Organizerto support both financial management and day-to-day operational structure. This is not a basic data-entry bookkeeping role. We are looking for someone who brings order, follows through consistently, and ensures nothing slips through the cracks — someone proactive, not task-dependent, who takes ownership of both financial accuracy and workflow organization. This role is responsible for maintaining clean, audit-ready books in QuickBooks, reconciling transactions with strong accuracy, identifying discrepancies, and ensuring financial records remain current at all times. In addition to bookkeeping, this position plays a key role in strengthening operational clarity and accountability by organizing files across platforms, structuring and managing workflows in Asana, monitoring task execution, setting follow-up timelines, and flagging overdue items. Within the first few months, the right candidate should noticeably improve financial organization and operational visibility — establishing more controlled financial processes and creating a dependable, structured workflow for the client. The ideal candidate has hands-on QuickBooks experience, a strong bookkeeping or financial administrative background, experience with Asana or similar project management systems, and excellent organizational and follow-through skills. Strong English communication skills, familiarity with U.S.-based standards, proficiency in Microsoft Office (Word, Excel, Outlook), sound judgment, and the ability to work independently with minimal supervision are essential.

Core Responsibilities:

Bookkeeping

  • Reconcile transactions in QuickBooks with strong accuracy.
  • Maintain clean and audit-ready financial records.
  • Identify discrepancies and escalate appropriately.
  • Ensure books remain current at all times.

Operational Organization

  • Organize and maintain files across platforms.
  • Manage and structure workflows within Asana.
  • Review tasks and confirm execution.
  • Set follow-up dates and monitor progress.
  • Flag overdue items.
  • Help create operational clarity and accountability.
  • Improve overall financial organization within the first few months.
  • Enhance operational visibility across financial processes.
  • Establish more controlled financial workflows.
  • Create a more dependable and structured workflow for the client.
  • Perform other tasks related to the position.

Qualifications & Requirements:

  • Proficient level of English (written and spoken).
  • Strong interpersonal and phone communication skills with excellent customer service approach.
  • Experience working with U.S.-based companies, projects, or standards highly preferred.
  • Hands-on QuickBooks experience.
  • Prior bookkeeping or financial administrative background.
  • Experience with Asana or similar project management systems.
  • Availability to train from 5:00 PM to 8:00 PM EST, for the first week.
  • Strong organizational skills.
  • Excellent follow-through.
  • Proficiency in Microsoft Office (Word, Excel, Outlook).
  • Out-of-the-box thinker, reliable, self-motivated, confident, and quick learner with a positive attitude.
  • Sound judgment and the capacity to comprehend and execute instructions promptly with minimal supervision.
  • Ability to work independently without constant oversight.
  • Ability to work in alignment with U.S. Eastern Time (New York time) business hours.
  • Interested in long-term career opportunities.
  • Reliable computer (Windows 10 or newer), two monitors, and stable high-speed internet.

Compensation & Benefits:

  • 100% remote work.
  • Compensation in USD.
  • Full-time position with 40 hours weekly.
  • Please note that this is a long-term opportunity.
  • Great work environment with potential for growth.

About the job

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Job type

Full Time

Experience level

Location requirements

Hiring timezones

United States +/- 0 hours
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