Certified Bookkeeper | QuickBooks ProAdvisor | Grant & Nonprofit Finance Specialist

About Us:
We are a growing nonprofit and consulting organization managing grants, multiple revenue streams, and financial forecasting for strategic business growth. We are looking for an exceptional, efficient, and proactive leader who can analyze financials, manage grant compliance, and support strategic decision-making based on numbers.

This role will start as a project, transition into a part-time position, and has the potential to become full-time as we scale. If you have experience in nonprofit finance, QuickBooks Online (QBO), forecasting, and tax compliance, we want to hear from you!

Key Responsibilities:
? QuickBooks Online Setup & Financial Management

Set up QuickBooks Online (QBO) through TechSoup with grant tracking, invoicing, expense categorization, and compliance.
Maintain separate tracking for restricted grant funds vs. unrestricted revenue.
Monitor cash flow and help us understand when we can hire based on available funds.
? Grant Compliance & Budget Management

Review grant budgets and expenses to ensure compliance with funder guidelines.
Allocate expenses properly across multiple grants (supplies, travel, payroll, food, contractors).
Track when grant funds will be received and how funds can be spent over time.
Ensure accurate financial reports for grant submissions and audits.
? Financial Forecasting & Strategic Planning

Create financial forecasts and projections based on grants and revenue trends.
Provide insights on profitability, cash reserves, and financial growth opportunities.
Help optimize spending & maximize grant efficiency.
Advise on the financial impact of key business decisions.
? Payroll & Tax Compliance

Assist in setting up payroll (W-2 & 1099 for staff, spouse, and kids).
Ensure payroll allocations match grant-funded positions.
Help prepare tax documents and reports for compliance.
? Expense Management & Receipts Organization

Capture and categorize receipts for tax deductions & grant expense reporting.
Track business expenses for supplies, travel, marketing, and operations.
Implement efficient bookkeeping processes to keep finances streamlined.
? Invoicing & Payments Management

Create invoices and manage incoming payments for consulting & revenue-generating programs.
Set up automated payment tracking for clients and partners.
Assist with contractor payments, reimbursements, and business expenses.
Requirements:
???? Certified Bookkeeper or QuickBooks ProAdvisor (REQUIRED).
???? Tax background with nonprofit & grant management experience (strong plus).
???? CPA is a plus but not required.
???? Experience with financial forecasting & strategic planning.
???? Understanding of U.S. tax deductions, payroll, and expense tracking.
???? Expertise in grant financial management & fund accounting (nonprofit experience preferred).
???? Strong leadership, problem-solving, and analytical skills.
???? Excellent communication skills (written & verbal in English).
???? Ability to work independently & help scale the financial systems of the business.

Preferred Skills (Not Required but a Plus! ????)
? Experience with PayPal, Wise, or TransferWise for international payments.
? Knowledge of U.S. government contracts & grants (federal, state, and private funding).
? Familiarity with TechSoup QuickBooks setup.
? Experience in automating financial tracking systems.

Why Join Us?
???? Exciting opportunity to start with a project and grow into a leadership role.
???? Competitive pay with potential for long-term growth.
???? Fully remote & flexible working hours.
???? Impact-driven work supporting nonprofit and business growth.

How to Apply:
1?? Submit your application to Upgrade to see actual info with the subject: “Bookkeeping & Finance Expert – [Your Name]”
2?? Include your resume & a brief cover letter explaining why you’re the right fit. Add your pay expectation.
3?? Answer these questions in your application:

What experience do you have with QuickBooks Online & financial forecasting?
How have you handled multi-grant tracking & compliance in the past?

4?? Attach any examples of financial reports, grant tracking systems, or forecasting models you have managed (if available).
???? Deadline for Applications: (Insert Deadline)

We look forward to working with an exceptional finance leader! ????