Part-Time Bookkeeper - US Based Only
About LUCI Financial Solutions
LUCI Financial Solutions is a bookkeeping and financial management firm that assists small businesses in managing their operations through numbers. We offer bookkeeping, fractional CFO, and advisory services to empower entrepreneurs with financial clarity. Additionally, we utilize technology and automation to streamline processes, making financial management more efficient and impactful for our clients.
Who Were Looking For
We seek a tech-savvy, client-facing bookkeeper who embraces innovation and AI-driven tools to enhance efficiency. This role is ideal for someone who thrives in a dynamic environment, enjoys working with small business clients, and is an expert in QuickBooks Online. A strong understanding of accounting principles is crucial, as you will be responsible for ensuring financial accuracy and compliance. If you possess a problem-solving mindset and a passion for helping businesses succeed, wed love to hear from you!
Key Responsibilities
Bookkeeping & Financial Management: Maintain accurate financial records, reconcile bank and credit card accounts, reconcile balance sheet accounts, process AP/AR, and prepare financial reports.
Accounting Support: Apply strong accounting principles to ensure proper financial reporting, classifications, and compliance.
Client Communication: Work directly with clients to answer bookkeeping-related questions, provide insights, and offer support.
Tech-Forward Approach: Leverage automation tools, AI, and integrations to enhance workflow efficiency (experience with Zapier, Asana, Slack, Loom or similar is a plus).
QuickBooks Online Expertise: Set up, clean up, and maintain QBO files, ensuring accuracy and compliance.
Month-End Close: Perform reconciliations, review financials, and ensure all transactions are appropriately categorized.
Work with Multiple Clients: Manage bookkeeping for multiple clients, each with unique workflows, systems, and needs.
Ability to Pivot Quickly: Adapt to changing priorities, new client needs, and unexpected challenges in a fast-paced environment.
Collaboration & Process Improvement: Work with the LUCI team to streamline processes and implement best bookkeeping and financial management practices.
Requirements
3+ years of bookkeeping experience, preferably working with small businesses.
Expert-level proficiency in QuickBooks Online (certification is a plus).
Tech-savvy mindsetcomfortable using AI, automation, and cloud-based bookkeeping tools.
Strong communication skills and ability to work directly with clients in a professional and friendly manner.
Ability to manage multiple clients and meet deadlines efficiently.
Comfortable working remotely with a reliable internet connection.
Why Work with LUCI Financial Solutions?
Flexible, remote work Maintain flexibility in your schedule while meeting client needs, aiming for 20-30 hours per week.
Client-focused, technology-driven firmWe embrace AI, automation, and modern bookkeeping tools.
Collaborative & supportive environmentWork alongside a team that values efficiency, innovation, and client success.
Apply Job!