Part Time Bookkeeper/Accountant

# Part-Time Bookkeeper / Accountant (Full-Charge) **Location: Chicago, IL —** In office only **Schedule**: 2-3 full days per week (8 hours per day), with flexible scheduling **Compensation:** $35–$45 per hour, based on experience **Classification:** Open to either W-2 employee or 1099 independent contractor ## Position Summary We are seeking a detail-oriented, dependable, and discreet **Part-Time Full-Charge Bookkeeper/Accountant** to manage the day-to-day financial operations of three commonly-owned small businesses operating in highly regulated, confidentiality-sensitive fields: - A Social Security disability business (handles claimant PII and works to Social Security Administration standards) - A Medicare insurance agency - A law practice (maintains attorney client trust / IOLTA accounts) This is an in-office role, approximately one to two full days per week. The work is performed primarily in **QuickBooks Online,** and the right candidate will work independently to keep the books accurate, current, and audit-ready, and will prepare financials for handoff to our outside accounting firm. Payroll, sales/use tax, and tax preparation are handled externally and are not part of this position. The ideal candidate has full-charge bookkeeping experience, has worked with attorney **trust/IOLTA** accounts (including three-way reconciliation), understands the discretion required when handling sensitive personal and government-regulated information, and can be trusted to work independently with minimal supervision. ## Responsibilities - Maintain accurate, current financial records for three small companies in QuickBooks Online - Record and categorize income and expenses across all three entities - Reconcile bank and credit card accounts monthly - Perform three-way reconciliation of attorney trust (IOLTA) accounts, maintain per-client ledgers, and keep documentation audit-ready - Process accounts payable and accounts receivable as needed - Maintain vendor records and payment schedules - Track activity involving related/commonly-owned entities accurately - Prepare month-end and year-end financial statements, including profit & loss statements and balance sheets - Compile and organize year-end financials and supporting documentation for our outside accounting firm - Coordinate directly with the outside accounting firm on tax-related requests - Ensure the accuracy, completeness, and integrity of all financial records - Maintain strict confidentiality of all financial, client, and business information ## Required Qualifications - Associate's degree in Accounting, Finance, or a related field - Minimum 2 years of full-charge bookkeeping/accounting experience - Strong proficiency with QuickBooks Online - Demonstrated experience with attorney trust / IOLTA account management, including three-way reconciliation and client trust ledgers - Experience working in confidentiality-sensitive and/or government-regulated environments (e.g., handling PII, SSA, or healthcare/Medicare-related records) - Solid experience with bank reconciliations and general ledger accounting - Working knowledge of accounts payable and accounts receivable processes - Proficiency with Microsoft Office and Google Workspace - Comfort using online banking portals - Excellent attention to detail and organizational skills - Ability to work independently with minimal supervision - Strong communication and problem-solving skills - Ability to pass a background check (this role has full access to financial records and sensitive information) ## Preferred Qualifications - Experience supporting multiple commonly-owned small businesses - Experience preparing year-end documentation and working directly with outside accountants or CPAs - Familiarity with the recordkeeping and confidentiality standards of legal, insurance, or Social Security practices ## Reporting & Working Relationships - Reports directly to the owner - Works alongside our outside accounting firm, which handles tax preparat…