Monthly Bookkeeping & Investor Reporting for Growing Startup
Monthly Bookkeeping & Investor Reporting for a Growing Startup
About the Role
We're seeking an experienced bookkeeper for ongoing monthly bookkeeping services for our growing startup (a Delaware C-Corp doing business in California). We have variable quarterly revenue (trending upward) with investor backing and about 100 transactions per quarter (mostly recurring charges like software subscriptions, hosting, etc.).
What You'll Do
- Monthly bookkeeping in QuickBooks Online (we already have this set up)
- Bank reconciliation each month
- Transaction categorization and data entry (~35 transactions/month)
- Quarterly investor reporting
- Generate clean P&L and balance sheet for investor distribution
- Year-end tax preparation (preferred but not required)
Requirements
- QuickBooks Online expertise (we're already using it)
- Accrual accounting experience (not cash-based)
- Startup financing experience - familiarity with convertible debt, interest accrual, and investment-related transactions
- Investor reporting experience (you understand what investors expect in financial statements)
- GAAP compliance knowledge for proper corporate housekeeping
- Strong attention to detail. Accuracy is critical
- Excellent communication - we need someone responsive and proactive
Ideal Candidate
- QuickBooks ProAdvisor certification preferred
- Early-stage C-corporation experience - previous work with startups using convertible debt and similar instruments
- Can work independently and efficiently
- Available for ongoing monthly work (not just one-time cleanup)
Business Details
- Delaware C-corp operating in California
- Simple business model with predictable recurring transactions
- Currently using QuickBooks Online
- Need monthly books and quarterly investor packets
We're a growing startup with variable quarterly revenue (trending upward) and investor backing. We're looking for someone comfortable with:
- Revenue fluctuations typical of early-stage businesses
- Potential for growth and increased complexity over time
- Startup pace and evolving needs
Timeline & Budget
- Monthly ongoing work (estimated 4-6 hours/month)
- $40-50/hour rate
- Open to discussing flat monthly rate after initial period
- Start immediately
To Apply, please include:
1. Your QuickBooks experience and certifications
2. Specific experience with startup financing instruments** (convertible notes)
3. Examples of investor reporting you've done for venture-backed companies
4. Your approach to monthly bookkeeping workflows
5. Availability for ongoing monthly work
6. 2-3 references from recent clients (particularly those with similar business sizes or investor reporting needs - we will contact references before making a final decision)
We're looking for a long-term partner who can grow with our business. If you have C-corp tax experience, that's a huge plus (but not a requirement) as we'd love to consolidate both bookkeeping and tax preparation with one professional.
Looking forward to working with you!
Apply Now
Apply Now
About the Role
We're seeking an experienced bookkeeper for ongoing monthly bookkeeping services for our growing startup (a Delaware C-Corp doing business in California). We have variable quarterly revenue (trending upward) with investor backing and about 100 transactions per quarter (mostly recurring charges like software subscriptions, hosting, etc.).
What You'll Do
- Monthly bookkeeping in QuickBooks Online (we already have this set up)
- Bank reconciliation each month
- Transaction categorization and data entry (~35 transactions/month)
- Quarterly investor reporting
- Generate clean P&L and balance sheet for investor distribution
- Year-end tax preparation (preferred but not required)
Requirements
- QuickBooks Online expertise (we're already using it)
- Accrual accounting experience (not cash-based)
- Startup financing experience - familiarity with convertible debt, interest accrual, and investment-related transactions
- Investor reporting experience (you understand what investors expect in financial statements)
- GAAP compliance knowledge for proper corporate housekeeping
- Strong attention to detail. Accuracy is critical
- Excellent communication - we need someone responsive and proactive
Ideal Candidate
- QuickBooks ProAdvisor certification preferred
- Early-stage C-corporation experience - previous work with startups using convertible debt and similar instruments
- Can work independently and efficiently
- Available for ongoing monthly work (not just one-time cleanup)
Business Details
- Delaware C-corp operating in California
- Simple business model with predictable recurring transactions
- Currently using QuickBooks Online
- Need monthly books and quarterly investor packets
We're a growing startup with variable quarterly revenue (trending upward) and investor backing. We're looking for someone comfortable with:
- Revenue fluctuations typical of early-stage businesses
- Potential for growth and increased complexity over time
- Startup pace and evolving needs
Timeline & Budget
- Monthly ongoing work (estimated 4-6 hours/month)
- $40-50/hour rate
- Open to discussing flat monthly rate after initial period
- Start immediately
To Apply, please include:
1. Your QuickBooks experience and certifications
2. Specific experience with startup financing instruments** (convertible notes)
3. Examples of investor reporting you've done for venture-backed companies
4. Your approach to monthly bookkeeping workflows
5. Availability for ongoing monthly work
6. 2-3 references from recent clients (particularly those with similar business sizes or investor reporting needs - we will contact references before making a final decision)
We're looking for a long-term partner who can grow with our business. If you have C-corp tax experience, that's a huge plus (but not a requirement) as we'd love to consolidate both bookkeeping and tax preparation with one professional.
Looking forward to working with you!
Apply Now
Apply Now