Bookkeeper for 2025 Calendar Year
We're looking for an experienced, detail-oriented bookkeeper to handle bookkeeping for the 2025 calendar year. This is a straightforward engagement focused on accuracy, clarity, and clean documentation that can be easily handed off to a tax professional.
Scope of Work:
- Reconcile all bank and credit card accounts for 2025
- Categorize transactions accurately and consistently
- Incorporate a limited number of receipts and expenses that are not automatically captured through linked accounts
- Identify and flag unclear or questionable transactions for review
- Produce a clear, detailed financial summary suitable for CPA/tax preparation (P&L, balance sheet if applicable, expense breakdowns, etc.)
What Iām Looking For:
- Proven bookkeeping experience (small business or solo professional preferred)
- Strong reconciliation skills and attention to detail
- Familiarity with CPA-ready reporting standards
- Comfortable asking clarifying questions
- Reliable, organized, and responsive
Engagement Details:
- Coverage: Full calendar year 2025. Possible ongoing bookkeeping tasks for the right candidate
- Goal is a clean year-end package that can be handed directly to a tax professional with minimal back-and-forth
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