Bookkeeper Opportunity

We are looking for an experienced bookkeeper to help us transition from Quicken to a professional accounting system and bring our 2025–2026 books fully current.

This is not a data-entry bookkeeping role. We are looking for someone who can take ownership of cleaning up our records, selecting the right accounting system, and creating an organized bookkeeping foundation for the future.

 

Why This Is a Great Opportunity

✓ Paid cleanup project with strong compensation
✓ Opportunity for ongoing part-time bookkeeping work
✓ Work directly with the business owner
✓ Help select and build the accounting system from the ground up
✓ Small, straightforward business with limited monthly transactions

 

Initial Project

You will help us:

• Select and set up the right accounting platform
• Migrate historical records from Quicken
• Clean up and reconcile 2025–2026 financial records
• Prepare accurate financial statements for CPA review

 

Accounting System Setup & Migration

Evaluate my current bookkeeping situation and recommend the appropriate accounting platform for my business (such as QuickBooks Online, Xero, or another suitable system). The selected accounting account must be created under my ownership and control, with me as the primary owner/admin and the bookkeeper added with appropriate user permissions.

Set up the chart of accounts, import or migrate historical data from Quicken, and establish a clean bookkeeping system going forward.

 

Required Qualifications

The ideal candidate will have:

• Proven experience with small business bookkeeping, including transaction categorization, reconciliations, and financial reporting
• Experience cleaning up historical bookkeeping records and correcting incomplete or inaccurate financial information
• Experience setting up or migrating accounting systems, including QuickBooks Online, Xero, or similar platforms
• Ability to evaluate bookkeeping needs and recommend the right accounting system for a small business
• Experience creating and maintaining a chart of accounts
• Ability to reconcile bank and credit card accounts and identify discrepancies
• Experience preparing Profit & Loss Statements, Balance Sheets, and supporting documentation for CPA/accountant review
• Strong attention to detail and ability to organize financial records accurately
• Ability to communicate clearly with the business owner and ask questions when information is needed
• Ability to work independently, take ownership of the project, and meet deadlines
• Remote position — Philippines-based candidates only
• Experience with QuickBooks Online (QBO) or similar cloud accounting platforms

Preferred (but not required):

• Experience working with U.S.-based small businesses
• Familiarity with U.S. accounting practices and CPA requirements
• Experience transitioning businesses from Quicken to QuickBooks Online or another cloud accounting platform

 

Compensation

• Competitive compensation based on experience and qualifications
• Initial compensation will be based on the scope of the cleanup project, the candidate’s bookkeeping experience, and expertise with accounting system setup and migration
• Strong performers will have the opportunity for an ongoing part-time bookkeeping role after successful completion of the initial project. 

We are looking for the right person who can take ownership of this project and help build a reliable bookkeeping foundation for our company.

 

After Successful Completion

There is potential for an ongoing role managing:

• Monthly reconciliations
• Expense categorization
• Financial reporting
• Maintaining accurate bookkeeping records

 

Accountant Preparation

Prepare accurate financial statements and supporting documentation for CPA review, including:

• Profit & Loss Statement
• Balance Sheet
• Account reconciliations
• Supporting transaction details
• Any questions or issues requiring accountant input

 

Success Criteria

The project is complete when:

• 2025 and 2026 books are accurate and current
• Accounting records are organized in the new system
• Bank and credit card accounts are reconciled
• CPA can review the books without significant cleanup or rework

 

Potential Ongoing Role

If the project is completed successfully, there is an opportunity for an ongoing part-time bookkeeping position, including monthly reconciliations, transaction categorization, maintaining accurate records, and preparing recurring financial reports. 

 

About Skill Builder Seminars

We’re on a mission to make professional development easier, faster, and more effective for organizations of all sizes. We believe learning should be engaging, flexible, and results driven. Join us in shaping the future of business training, one workshop at a time.

Skill Builder Seminars LLC is an American based small business.

We are a rapidly growing company. We deliver seminars in multiple US cities and we’re continuing to expand our site network. We want to add some great people to our team.

We’ve been in business for 30 years.

We value honesty, integrity, family, teamwork, and creating unique and great value to our customers and students.

 

How to Apply for This Position & Opportunity 

The form below will help us learn

• Your bookkeeping experience
• Accounting platforms you have worked with
• Examples of bookkeeping cleanup projects you have completed
• Your hourly rate or project rate
• Your availability to begin

To apply for this position with our company, please complete this short online form.