We’re looking for a detail-obsessed, proactive, accountable professional who takes pride in producing clean, accurate financial data. This role is the operational backbone of our service team — you keep the books organized, the numbers reliable, and the Chief Financial Translators (CFTs) empowered to deliver high-level financial strategy to clients.
This is not an assistant job. This is a role for someone who wants ownership, consistency, and meaningful work that directly impacts the financial health of small businesses.
You are our dream team member if you’re someone who is…
You take pride in routine and dependability. If someone gives you a task, it will get done — accurately, on time, every time.
You update your team before they need to ask.
Your style is:
“Here’s what I saw… here’s what I tried… here’s what I recommend.”
You enjoy the process of organizing financial data, catching mismatches, and making the numbers “make sense.”
You love a good checklist, thrive in recurring workflows, and keep multiple client files running smoothly.
You like understanding the “why” behind the work, not just clicking buttons.
You’re supportive, kind, and easy to collaborate with. Feedback doesn’t bother you — it helps you get better.
You love meaningful, behind-the-scenes work that enables the whole team to shine.
If this sounds like you, you’re already a “Reliable Riley” — and you belong here.
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Categorize weekly transactions for multiple clients
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Reconcile bank and credit card accounts monthly
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Review books regularly for accuracy and completeness
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Identify discrepancies and bring forward clear recommendations
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Prepare simple journal entries (payroll, allocations, etc.)
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Follow internal checklists and maintain data integrity
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Track time daily in Karbon
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Keep your CFT updated proactively
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Maintain consistent communication with your team
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Spot financial patterns and anomalies
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Support cleanup work when needed
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Uphold LAF’s accuracy and quality standards
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Attend weekly 1:1 with your manager
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Join weekly service team meetings
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Participate in ongoing training and development
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Complete weekly Jotforms and monthly deliverables
After 12 months, you will be:
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Managing multiple client files accurately and independently
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Trusted to keep work flowing smoothly without oversight
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Consistent, predictable, and dependable in your delivery
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Improving CFT efficiency by eliminating rework
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Producing clean books that empower clients to grow confidently
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A valued, foundational part of our operations team
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Experience reconciling cash accounts
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Strong organization and time-management skills
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Excellent written communication
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Ability to manage multiple clients at once
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High attention to detail
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Self-motivated and accountable
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Tech-comfortable and quick to learn systems
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Experience categorizing in QuickBooks Online
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Background in bookkeeping, admin support, operations, or data analysis
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Experience in a remote, multi-client environment
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100% remote work
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Supportive, people-first culture
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Clear role expectations and structured workflows
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Weekly mentorship and team connection
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Growth opportunities and ongoing training
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A mission that truly matters
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A leadership team that cares deeply about your wellbeing
Apply today and join a company where your consistency, communication, and detail orientation are not just appreciated — they are game-changing.
- Work Hours: 30 to 40 hours work
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Required Education: NONE
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Required Experience: Mid level(2) years
