Remote | Client-Based | EST Hours | Part-Time
đ About the Role
CrewBloom is seeking a meticulous and proactive Part-Time Bookkeeper to join our clientâs team. This hybrid role combines financial recordkeeping with meaningful client engagement. If you love numbers, live for organized spreadsheets, and can guide clients with empathy and professionalismâeven when the news isnât greatâthis position was made for you.
đź What Youâll Do
Bookkeeping & Data Management
⢠Maintain and update weekly financial scorecards and Excel trackers
⢠Log and reconcile sales commissions using an enrollment tracker
⢠Manage and maintain investor logs with accurate, up-to-date data
⢠Perform regular audits to catch and correct discrepancies
⢠Align financial records with current transactions and forecast projections
Client Support & Engagement
⢠Follow up with clients whoâve been declinedâoffering solutions, clarity, and care
⢠Collaborate with the special financing team to build custom solutions
⢠Provide professional and compassionate client communication via phone and email
⢠Maintain confidentiality of all financial and client records
â Requirements
Must-Haves:
⢠Prior bookkeeping or financial management experience
⢠Strong proficiency in Microsoft Excel
⢠Familiarity with financial or sales tracking tools
⢠Excellent organizational and time-management skills
⢠High emotional intelligence and professionalism when dealing with sensitive client matters
Bonus Points:
⢠Background in client services, customer support, or finance-related sales
⢠Ability to troubleshoot and communicate financial info clearly to non-finance clients
Work Hours:
⢠EST business hours (8 AM â 6 PM); flexibility within that range required
đť Tech & Workspace Requirements
Internet:
⢠Primary: Minimum 15 Mbps
⢠Backup: Minimum 10 Mbps, must function during power interruptions
Devices:
⢠Main: Desktop/laptop with Intel i5 (or equivalent) and 8GB+ RAM
⢠Backup: Device with Intel i3 or better
Setup:
⢠Webcam + noise-canceling USB headset
⢠Smartphone (for verification)
⢠Quiet, dedicated home office space
đ Why Youâll Love Working with CrewBloom
⢠Remote from Day One: Work wherever you feel focused and free
⢠Culture That Cares: Join a team that supports your professional goals and personal well-being
⢠Real Impact, Real Growth: Youâre not just running numbersâyouâre helping people and shaping success
⢠Built-In Flexibility: Enjoy a role designed for balance, ownership, and autonomy
đ Numbers donât lieâand this opportunity adds up.
Apply now to become the next powerhouse Bookkeeper with CrewBloom.