Remote Bookkeeper

Remote Bookkeeper (Full-Time or Contract)

Compensation: Competitive (based on experience) + performance incentives

About Us

1791 Financial Services is a modern, family-office-style financial firm serving small business owners nationwide in the USA. We specialize in helping clients increase profitability by optimizing bookkeeping, tax strategy, merchant processing, and financial systems.

We are growing rapidly and are looking for a highly skilled Remote Bookkeeper who thrives in a fast-paced, systems-driven environment.

Position Overview

We are seeking a detail-oriented, tech-savvy Bookkeeper to manage day-to-day financial records for multiple small business clients. This role requires strong experience with cloud-based accounting systems, excellent communication skills, and the ability to work independently.

This is not a basic data-entry role—we are looking for someone who understands financial accuracy, clean books, and how bookkeeping impacts tax strategy and business decisions.

This position requires availability during U.S. business hours to ensure effective collaboration with clients and internal teams.

• Manage bookkeeping for multiple client accounts (monthly/weekly cadence)
• Maintain accurate financial records (P&L, Balance Sheet, Cash Flow)
• Perform bank, credit card, and payment processor reconciliations
• Categorise transactions and ensure proper chart of accounts structure
• Identify discrepancies and proactively resolve issues
• Assist with month-end and year-end close processes
• Prepare reports for internal advisors and tax professionals
• Collaborate with tax preparers, financial advisors, and operations team
• Maintain documentation and audit-ready financials

• 2+ years of bookkeeping experience (multi-client experience preferred)
• Strong proficiency in:
• QuickBooks Online (required)
• Excel / Google Sheets
• Minimum 2+ years of hands-on experience with QuickBooks Online is required for this role.
• Experience with payment platforms (e.g., Stripe, Square, PayPal)
• Solid understanding of:
• Financial statements
• Accrual vs. cash accounting
• Strong attention to detail and accuracy
• Excellent organisation and time management skills
• Ability to work independently in a remote environment
• Previous experience working with U.S.-based small businesses is required.

• Experience working with U.S.-based small businesses
• Familiarity with:
• QuickBooks Online integrations
• Shopify, Stripe, or POS systems
• Knowledge of bookkeeping cleanup and catch-up work
• Experience supporting tax preparation workflows
• Understanding of merchant processing and fee structures (a plus)

• Clean, accurate, and timely financials every month
• Proactive communication on issues or discrepancies
• Ability to handle multiple clients without errors
• Strong collaboration with internal financial advisors

• Competitive hourly or salary compensation
• Performance-based bonuses
• Opportunity to grow into senior bookkeeper or accounting manager role
• Long-term position with a rapidly growing firm

How to Apply

Please submit:

1. Your resume
2. A brief summary of your bookkeeping experience
3. A sample of a reconciliation or financial report (if available)
4. Your availability and desired compensation

• Work directly with business owners across the U.S.
• Be part of a high-impact financial strategy team
• Remote flexibility with performance-driven culture
• Opportunity to grow as the company scales nationwide