NOTE: To be considered for this position, please answer every question listed. Incomplete applications will not be considered.
Job Summary
This is a hybrid position with work-from-home flexibility. We are a tiny and tight-knit, nimble team who geek out over spreadsheet jokes. Joining our financial firm family means the opportunity to grow with us and contribute to our business model.
We are seeking a team member who loves the hustle and excitement of small business life, and enjoys organizing and problem-solving.
This position commences at a W-2 hourly rate for a 90-day probationary period. After the probationary period, the position transitions to salary pay with the opportunity for a raise. There will be an opportunity for another raise 3-6mo post-hire.
This position is a launchpad to a leadership role with our company! You will be acting as the “right hand” to the company owner and exposed to high-level workflows.
Compensation: Starting rate varies depending on experience, but huge potential for rapid growth
Benefits: health, dental, & vision insurance, SIMPLE IRA, PTO
Effective Date: 8/1/2026
Status: full-time
Location: Columbus, OH
Preferred Experience
- bookkeeping/accounting experience and/or degree
- experience working with small businesses
- tech savvy-ness
Skills & Qualifications
- Excellent interpersonal skills and customer service expertise
- Embody an extremely positive/friendly attitude
- Embody an “above-and-beyond,” proactive attitude with work
- Reliable transportation
- Proficiency in Excel/Google Sheets
- Excellent analytical, organizational, and critical thinking skills
- Ability to independently manage time, prioritize tasks, and complete work in a timely manner with minimal supervision
- Ability to learn and create new systems independently
- Meticulous attention to detail and accuracy
- Sensitivity to the confidentiality of client financial data
Primary Job Duties
- Shadow the owner/founders to learn how to execute special bookkeeping projects
- Cross-train with Bookkeeping Account Managers to support retainer clients
- Own a capped roster of retainer clients
- Document standard operating procedures
- Audit existing systems for inefficiencies
- Pick-up and deliver paperwork between team members and/or clients
- Assist with onboarding new clients
- Assist with clean-up bookkeeping project management
- Correspond with clients and their customers/vendors
- Maintain annual QuickBooks Certification
- Comply with federal, state, and company policies, procedures, and regulations
- Correspond with federal, state, and local tax agencies when necessary
- To be considered for this position, please answer every question listed. Incomplete applications will not be considered.
Reminder: to be considered for this position, please answer every question listed. Incomplete applications will not be considered.
Pay: $20.00 - $30.00 per hour
Benefits:
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Retirement plan
- Vision insurance
Application Question(s):
- Please describe why you are interested in this position
- Please describe your experience working with small businesses (this is not a required qualification)
- Do you live within 30 minutes of Columbus, Ohio? (Required at this time)
- How many hours per week are you hoping to work? (Feel free to provide a range)
- Please describe your experience with bookkeeping and/or accounting (this is not a required qualification)
Experience:
- QuickBooks Online: 1 year (Preferred)
- Bookkeeping: 1 year (Preferred)
- Google Workspace: 1 year (Preferred)
Work Location: Hybrid remote in Columbus, OH 43230
