Role Specification

Remote Bookkeeper

Remote is how the work gets delivered. Dedicated is why it works.

$8.50/hr5+ years experience (from $8.50/hr; $10.75/hr at 10+ years) · full-time · your hours
Remote Bookkeeper working on QuickBooks at a dual-monitor desk in the Philippines

What this role covers

Remote bookkeeping only fails when it is treated as a gig. A freelancer disappears mid-close; a platform worker juggles six other clients. A dedicated remote bookkeeper is a different animal: one person, employed full-time, working your hours inside your systems, reachable in your Slack or Teams all day. You get the cost structure of remote staffing with the reliability of a hire - because that is what it is. Your reviewer messages a colleague, not a ticket queue.

The monthly workflow

Monthly bookkeeping workflow1Bank & card feeds2Code & categorize3Reconcile4Close prep5Review handoff

Core responsibilities

  • Transaction categorization and bank feed maintenance to your chart templates
  • Bank and credit card reconciliations, each tied to its statement monthly
  • Accounts payable and receivable processing inside your approval workflow
  • Month-end close support: schedules, tie-outs, and draft reporting
  • Live availability in your communication tools during your working hours
  • Documentation of processes and judgment calls for continuity

A day in the life

  • Start the day in your Slack or Teams, on your hours, with a quick queue review
  • Clear bank feeds and categorize transactions for assigned clients
  • Reconcile two accounts and post the tie-outs for review
  • Join a screen-share to walk a reviewer through an unusual item
  • Process the AP batch and route approvals
  • Log tomorrow's priorities so nothing waits on a timezone

The software, in detail

Remote candidates are fluent in the tools of a distributed firm: QuickBooks Online and Xero for the books, Slack or Microsoft Teams for the day-to-day, Zoom for walkthroughs, and practice management tools like Karbon or Financial Cents where firms use them. Screen sharing and recorded walkthroughs are standard practice.

A sample week

MondayQueue review with your team; bank feeds and categorization
TuesdayReconciliations for the week's client group; AP batch
WednesdayClose support: schedules and tie-outs; AR follow-up lists
ThursdayReconciliations continue; screen-share walkthroughs with reviewers
FridayWeek wrap: documentation updates; priority list for Monday

What this role does not cover

Clarity up front saves everyone time. This role does not include:

  • ✕Signed tax returns, attest work, or final review of financials
  • ✕Authority to release payments outside your approval workflow
  • ✕Part-time or hourly-gig arrangements - the role is full-time and dedicated
  • ✕Onsite work at your office or your clients' offices
  • ✕IT, admin, or non-bookkeeping tasks outside the accounting function

Why Philippines-based talent excels here

Remote work is the Philippine accounting workforce's default mode: US-facing teams have worked US hours on US systems for years, in English, inside Slack and Teams. The discipline remote work demands - written updates, screen-share fluency, documented handoffs - is already their professional habit, and we test for it directly.

The first 90 days

Days 1-30

  • →Onboards into your communication tools, chart templates, and review workflow
  • →Takes over feeds and reconciliations for pilot clients
  • →Learns your documentation standards and escalation path

Days 31-60

  • →Carries the full assigned client group
  • →Runs the daily queue without check-ins from your side
  • →Delivers reconciliations and schedules to review-ready standard

Days 61-90

  • →Operates as a full member of your team, visible in your tools all day
  • →Escalates exceptions only, with proposed resolutions
  • →Owns the process documentation for their seat

Client niches this role serves

Frequently asked questions

A freelancer splits attention across clients and answers when they answer. Our remote bookkeeper is a dedicated, full-time employee working only for your firm, 40 hours a week on your time zone, inside your systems. The reliability model is a hire, not a gig.

Ready to add a remote bookkeeper to your team?

Book a free consultation and we'll send you a shortlist of vetted candidates for this role.