Company: Untied Business Solutions

Title: Bookkeeper

Location: Remote (Texas based)

Employment Type: Full-time, W2

Compensation: $60,000-$65,000 per year, depending on experience

About Untied Business Solutions

Untied Business Solutions is a fully remote bookkeeping firm supporting small and midsize businesses across the U.S., typically serving companies with $500K-$5M in annual revenue and 5–75 employees. The team partners with clients across a range of industries, with particular experience in trades, construction, real estate, and multi-entity businesses. As a QuickBooks-focused firm, Untied provides full-cycle bookkeeping and values strong technical expertise alongside clear, personable client communication.

About the Role:

This role will support a portfolio of small and midsize business clients by delivering reliable, full-cycle bookkeeping services. This is a client-facing role that combines financial expertise, organization, and clear communication to help business owner clients stay informed and confident in their financials. This person will join a collaborative, fully remote team with structured systems, ongoing support, and opportunities to grow beyond core bookkeeping work over time.

Key Responsibilities

• Manage full-cycle bookkeeping for a portfolio of approximately 10–15 small and midsize business clients using QuickBooks Online.
• Complete routine bank account, credit card, asset, and liability account reconciliations.
• Support year-end close activities by ensuring client books are accurate, reconciled, and complete, and collaborate with CPAs to provide timely financial information and resolve questions ahead of tax filing deadlines.
• Prepare and distribute reconciled financial statements, while ensuring outstanding client items are identified and followed up on.
• Maintain regular client communication, including two monthly emails and a monthly client call to review financials, answer questions, and address outstanding needs.
• Explain financial information clearly and professionally to business owner clients and other client contacts who may not have advanced financial understanding.
• Track all time spent on client work and manage workload within established client-hour allocations.
• Identify scope creep and confidently guide clients toward the appropriate next step, including discussing whether additional services may be needed.
• Follow established internal workflows, SOPs, CRM processes, and documentation standards to keep client work organized and consistent.
• Collaborate with managers and teammates to troubleshoot complex bookkeeping questions, share knowledge, and provide support during high-volume periods.
• Participate in client account reviews, onboarding activities, and process-improvement efforts as needed.
• Maintain a polished, professional presence in written communication and client-facing video meetings.

Requirements

• Experienced user in QuickBooks Online; must be QuickBooks ProAdvisor Level 1 certified
• 7-10+ years of full-cycle bookkeeping experience
• Experience supporting year-end close, preparing reconciled financials for tax season, and collaborating with CPAs to respond to questions and provide requested documentation
• Experience supporting AP, AR, and payroll processes, in addition to preparing and reviewing P&L statements, balance sheets, and related reconciliations
• Experience in balance sheet tie-outs and asset/liability reconciliations
• Must have prior experience in public accounting, along with experience in managing multiple client accounts
• Strong client-facing communication skills, including the ability to explain financial information clearly to non-financial audiences
• Confidence in setting boundaries around out-of-scope requests while maintaining positive client relationships
• Ability to manage competing priorities across a portfolio of clients
• Professional written communication and video-call presence
• Strong organization, time management, and comfort tracking time against client allocations
• Comfort working independently in a fully remote, collaborative environment
• Availability during required core hours: Monday–Thursday, 9am-2pm CST.

Preferred:

• Experience with Google Workspace and monday.com
• Multi-entity bookkeeping experience, including intercompany tie-outs
• Ability and interest in supporting teammates, process documentation, systems efficiencies, onboarding, or other operational projects

Why Join Untied Business Solutions:

• Meaningful client relationships: Bookkeepers are trusted partners to business owners.
• Manageable client portfolio: A typical workload is 10–15 clients, with defined processes and client-hour allocations.
• Structured support: Clear SOPs, training resources, account backups, and a 90-day onboarding plan help new team members ramp successfully.
• Collaborative remote culture: Regular team touchpoints, weekly manager 1:1s, work blocks, and peer-support time create connection in a remote environment.
• Growth opportunities: Team members can expand into process improvement, technology, onboarding, sales support, or leadership over time.
• Autonomy with guidance: The team values ownership and sound judgment, while providing systems and real-time feedback to help employees succeed.
• Benefits and flexibility: Flexible scheduling outside core hours, paid holidays, PTO, health/dental/vision coverage, and a 401(k).

Untied Business Solutions is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.