Personal / Very Small Business Bookkeeper and Account Manager Needed
(Potomac, Maryland)
A Potomac family is seeking an experienced individual to provide ongoing personal bookkeeping and account-management services. This role centers on diligent, accurate management of personal and household finances using QuickBooks or Quicken, along with oversight of a very small business that exists solely to manage one or two rental properties.
Primary responsibilities include:
Setting up, maintaining, and managing online QuickBooks/Quicken files
Coordinating and completing personal accounting and bill-pay duties
Maintaining all financial activity in real time and ensuring deadlines are never missed
Managing online accounts and ensuring proper connectivity with Intuit services so automated data feeds function correctly
Maintaining organized accounting records and reconciling statements as needed
Working closely with the family’s accountant to ensure all required information is accurate, complete, and delivered promptly
This position is focused on personal accounting for a two-person household. The key qualities we are seeking are accuracy, expertise, timeliness, reliability, responsiveness, and a proactive approach to preventing financial or administrative backlogs.
If an outstanding candidate is identified and the hourly rate is a good fit, the family can also facilitate an introduction to a family-connected business in Rockville that is seeking similar in-house bookkeeping support. The family’s accountant may also have additional work available for a strong performer.
Requirements:
Deep experience with QuickBooks and/or Quicken
Strong personal accounting and bill-pay management skills
High level of technical proficiency with online accounts and financial integrations
Verifiable references and qualifications
Ability to pass a background check
Willingness to sign strict confidentiality agreements
Ability to occasionally work on-site at the family’s residence in Potomac or at the connected business location in Rockville
Seeking an individual, not a company
If you are detail-oriented, highly reliable, and experienced in managing personal finances and light small-business bookkeeping, please reply with your qualifications, experience, and availability.
Respond with CV, resume, qualifications, capabilities, billing rate and cover letter please