Contact Us

Use the form on the right to send Sara a message, and she will get back to you as soon as possible.

You can also call Sara at (510) 629-0104 to schedule a consultation.

Bay Area, CA

(510) 629-0104

Join Our Team


Full Charge Bookkeeper.

Boutique account services firm is looking for a motivated, self-driven, experience accountant/full charge bookkeeper who wants to be part of the future of accounting services.


The accounting department is a critical one for all businesses and yet too often it is the last one that gets the attention of the small business owner. We understand that the conversation of money feels intimidating and overwhelming.Our approach rooted in financial literacy builds trust and breaks down the resistance and fear around the money conversation.Working remotely, we go beyond just bookkeeping services, we are the accounting department. As we engage in the next phase of growth the right experienced accountant/full charge bookkeeper will help us become a model of accounting services firms of the future.

Do you have the passion, drive and creativity to help make this happen?

The position requires senior bookkeeping or mid-level accounting experience. It is a part-time, 1099 contract to start with a goal of full time W2 in 12 months.

Primary responsibilities

You will take a lead role working with new clients, setting up and/or cleaning up their books to prepare accurate financial reports.  Interfacing with business owners you’ll help them utilize the financial reports to measure and grow their business.

The position is designed to grow into a supervisory position managing and training bookkeepers to support business expansion.

You’ll learn the ins and outs of entrepreneurship while bringing your unique talents to building this next phase of the business.

Working remotely from your well-designed home office, you’ll work closely with the CEO delivering high quality services for interesting clients. You’ll be able to implement your own style and be fully hands on as we build out the team.


12-Month expected job path:

0 – 90 days.  With your experience you’ll be able to jump right in and take over monthly bookkeeping processes and interface with clients for monthly financial statement review. You will learn the ins and outs of consulting, listening for opportunities to provide value.  You might build out various financial reporting models or design systems that work within each client’s business culture. You are instrumental in designing our internal systems that ensure world class services and metrics that measure our own success.

3 – 6 Months. Working closely with the CEO you’ll become the key contact for the client financial services division. You will guide the onboarding process for new clients/   take over the onboarding process for new clients.  You’ll begin to be the key contact for the company’s financial services division, bringing in the CEO for expertise and to close new opportunities.

6 mons to 1 year: With business growth you will become a full-time employee of the business, managing a small staff and directing your own future and that of the business.


- Degreed Accountant or Experienced Full Charge bookkeeper - passionate about numbers

- Experience with all versions of QuickBooks especially on line

-   High attention to details and deadlines without being rigid.

-  Outgoing and friendly personality – an accountant who speaks “end-user”

-  Responsible, trustworthy. smart, professional, kind, responsive

-  Ability to communicate effectively through difficult conversations

-  Tech-savvy and comfortable using cloud software like DropBox, Zoom, Slack, and CRM tools


-  Remote work from your well-organized home office

- Clients located nationally.


Click this link to apply -