Dedicated Bookkeeping Assistant

Hire a Bookkeeping Assistant Who Keeps the Books Clean

AR, AP, reconciliation, invoicing, expense categorization, and monthly close support — a trained bookkeeper who works inside your accounting stack.

Starting at $799/month
Recruit Train Supervise Scale
Not a licensed CPA.Not tax filing.Bookkeeping only.
About This Role

Clean books, on time, every month

Founders and finance leads burn hours reconciling accounts, chasing receipts, and prepping for close. A dedicated Bookkeeping Assistant absorbs the transactional layer so your CPA or controller works on higher-value analysis, not data entry.

Responsibilities

What Your Bookkeeping Assistant Handles

Trained on your systems, aligned to your hours, and supervised by a Team Lead in our operations center.

Accounts Payable

  • Bill entry & coding
  • Vendor management
  • Payment scheduling
  • Expense categorization
  • Receipt capture & attachment

Accounts Receivable

  • Invoice creation & sending
  • Payment tracking
  • Overdue follow-ups
  • Customer statements
  • Deposit recording

Reconciliation & Close

  • Bank & credit card reconciliation
  • Monthly close preparation
  • Journal entries under review
  • Basic financial reports
  • CPA-ready documentation
Industries We Serve

Who Hires This Role

Law Firms
Trust accounting support
Real Estate
Commissions & escrow tracking
E-commerce / D2C
Shopify + Amazon reconciliation
SaaS / Tech
Subscription & MRR reporting
Agencies
Client billing & AR
Healthcare
Insurance & practice books
All-Inclusive

What's Included With Every Hire

One flat monthly fee. Every operational detail handled by us.

Dedicated Office Workspace
Team Leader
SOP-Based Training
Knowledge Base Creation
Training Videos
NDA & Non-Disclosure
Weekly Performance Reports
Time Zone Alignment
Hardware & Software
Transportation
High-Speed Internet
Managed Office Facilities
Process

How We Deploy Your Bookkeeping Assistant

  1. 1

    Assess Your Books

    We review your chart of accounts, close cadence, and existing SOPs to design the scope.

  2. 2

    Recruit an Experienced Bookkeeper

    Candidates screened for QuickBooks / Xero fluency and your industry vertical.

  3. 3

    Build the Close Playbook

    Codify your reconciliation, coding, and close procedures into a shared knowledge base.

  4. 4

    Supervised Ramp

    First close cycle is fully reviewed by our Team Lead before books are finalized.

  5. 5

    Ongoing Management

    Monthly performance reviews, exception reporting, and coordination with your CPA or controller.

Tool Stack

Tools They Work With

Trained on your existing software before day one.

QuickBooks Online
QuickBooks Desktop
Xero
Wave
FreshBooks
Bill.com
Ramp
Brex
Expensify
Dext
Gusto
Hubdoc
A2X
Stripe
Shopify
NetSuite
Case Studies

Outcomes From Bookkeeping Assistant Engagements

Case Study

Multi-Entity Real Estate Group

Closed the books monthly across 6 LLCs within 5 business days with a dedicated bookkeeper on QuickBooks Online.

Case Study

Marketing Agency

Recovered $42k in unbilled retainer time after a bookkeeper rebuilt the AR and invoice reconciliation process.

Case Study

E-commerce Brand

Automated Shopify + Stripe reconciliation into weekly cash reports, giving the founder same-week visibility on margin.

Client names withheld to preserve confidentiality.

FAQ

Frequently Asked Questions

No. They're experienced bookkeepers, not tax preparers or licensed CPAs. They work alongside your existing CPA or controller.
Book a Discovery Call

Book a call to hire your Bookkeeping Assistant

Tell us about the work, tools, and hours you need covered — we'll take it from there.