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Part-Time Family Bookkeeper & Financial
Overview
Are you someone who loves bringing order and clarity to finances? We’re looking for a warm, detail-oriented individual to join our family on a part-time basis as a financial partner. This isn’t just about crunching numbers—it’s about helping us better understand and manage our spending, budgeting, and financial future. If you have bookkeeping experience and a heart for helping families thrive, we’d love to hear from you!
Key Responsibilities:
• Categorize and track family spending habits weekly or bi-weekly.
• Connect and manage bank accounts, transfers, and financial tools.
• Handle basic bookkeeping tasks, including budgeting, forecasting, and managing bills.
• Provide clear, insightful weekly reports and walk through their implications.
• Help us understand how financial data connects to our goals and values.
Qualifications:
• Prior experience in bookkeeping or financial management (formal or informal).
• Strong organizational skills and attention to detail.
• Familiarity with budgeting, forecasting, and financial tracking tools.
• Ability to explain financial reports in a meaningful, easy-to-understand way.
• A caring and approachable personality, with a genuine interest in helping families succeed.
If you’re looking for a fulfilling way to use your financial expertise to make a difference, we’d love to hear from you! This is a very part-time role (1–2 hours per week) with the potential to grow into a trusted part of our family’s financial journey. Please share your relevant experience and skills, and we’ll be in touch to chat further. We can’t wait to meet you!
About
Marketing consultant with a couple of great clients! Primarily running high-ticket funnels and paid Facebook/Instagram Advertizing.