PT Bookkeeper

Are you a highly organized, detail-loving bookkeeping professional looking for a flexible part-time role? Do you enjoy keeping financial systems clean, accurate, and running smoothly? If so, we’d love to meet you.

We’re looking for a Part-Time Bookkeeper to help support our finance operations with a strong focus on carrier statement reconciliation and QuickBooks Online vendor management. This role is perfect for someone who enjoys problem‑solving, takes pride in accuracy, and thrives in a supportive but fast-paced environment.

What You’ll Do

1. Carrier Statement Reconciliation

• Download, track, and reconcile monthly carrier commission statements


• Match commission payments to internal production reports and CRM data


• Identify missing commissions, discrepancies, or variances


• Maintain accurate logs of received and outstanding commissions

2. QuickBooks Data Entry & Vendor Management

• Enter new vendors into QuickBooks Online and maintain existing vendor records


• Update vendor profiles (addresses, W‑9 details, payment terms)


• Code transactions to the proper accounts and classes


• Support AP/AR functions including invoice entry, payment prep, and light collections follow‑up

3. General Bookkeeping Support

• Assist with monthly bank and credit card reconciliations


• Upload and organize financial documents in SharePoint, Teams, etc.


• Help support month‑end close reporting and data exports


• Maintain spreadsheets, tracking logs, and internal accounting tools

What You Bring

• 1–3 years of bookkeeping or accounting experience


• Strong proficiency in QuickBooks Online


• Experience reconciling statements (carrier or vendor statements a major plus)


• Comfortable using Excel/Google Sheets (sorting, filtering, basic formulas)


• High attention to detail and accuracy


• Strong organizational and communication skills


• Ability to meet deadlines and work independently

Bonus Skills (Not Required)

• Experience with CRM or policy management systems


• Familiarity with commission workflows or insurance carriers


• Knowledge of basic accounting principles

Why You’ll Love Working With Us

• Flexible part-time schedule (great for work–life balance!)


• Supportive team environment


• The chance to build consistent, meaningful impact in our financial operations