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Herman Ledge Services

Senior Bookkeeper & Advisory Lead

Remote

About This Role

Senior Bookkeeper \& Advisory Lead

Boutique Beauty Industry Firm

$55\+/hour \| 1099 Contractor \| Remote (US Only)

Core Collaboration Hours: Mon\-Fri, 10am\-4pm EST

We are a high\-touch, boutique bookkeeping \+ advisory firm serving salons, estheticians, med spas, and scaling beauty businesses.

We are hiring a Senior Bookkeeper with strong advisory skills to step into a leadership role inside our firm.

This is not a transactional bookkeeping position.

This is a strategic, client\-facing, team\-leading role.

You will oversee financial quality, guide junior bookkeepers, and lead advisory conversations that directly impact how our clients grow.

If you like ownership, clarity, and high standards \- you’ll thrive here.

What You’ll Lead \& OwnClient Portfolio:

  • Review financials for \~14 bookkeeping clients
  • Directly manage 5 CFO / Advisory clients
  • Lead monthly financial review meetings
  • Translate numbers into action plans
  • Implement advisory strategies (not just recommend them)

Advisory Scope Includes:

  • Cash flow planning
  • Profitability strategy
  • Budgeting \& forecasting
  • Commission payroll structures
  • Bonus payroll systems
  • Merchant fee analysis
  • Managing 3rd\-party software integrations
  • Clearing accounts inside QBO

Team Leadership

  • Oversee up to 3 junior bookkeepers
  • Answer questions and provide guidance
  • Review financial statements before delivery
  • Ensure close deadlines (15th–20th monthly) are met
  • Maintain boutique\-level quality standards
  • Report directly to the CEO

Operations \& Systems

  • Assist with new client onboarding
  • Perform and oversee catch\-up / clean\-up projects
  • Create and refine SOPs
  • Manage internal workflows in Double
  • Communicate with clients via Double
  • Maintain response time standards:
  • 24 hours (internal team)
  • 24–48 hours (clients)

Required Experience

  • 5\+ years senior\-level QBO experience
  • Strong financial statement review experience
  • Advisory or CFO\-style experience
  • Confident leading Zoom meetings
  • Experience managing or mentoring team members
  • Comfortable working during core collaboration hours (10\-4 EST)
  • US\-based

Software Proficiency Required

  • QuickBooks Online
  • Fathom Reporting
  • ClickUp
  • Double
  • Fathom AI Recording

Work Structure

  • Contractor (1099\)
  • Starting hours vary based on current client load
  • Hours will increase as the firm grows
  • Long\-term leadership growth opportunity available

Who Thrives HereYou’ll do well if you:

  • Think like an advisor, not just a bookkeeper
  • Catch small details before they become big issues
  • Take initiative instead of waiting for direction
  • Enjoy guiding others and setting standards
  • Prefer a boutique firm over a high\-volume production shop

Growth PathThis role has the opportunity to grow into a higher\-level Advisory or Team Leadership position as the firm scales.

To Apply, Please submit:

  • Resume
  • A short note outlining your advisory experience
  • A 3–5 minute Loom explaining how you would present monthly financials and next steps to a beauty\-industry client

*Disclaimer:* This position is being managed by Rescue My Bookkeeping Business on behalf of our client. While we are facilitating the hiring process, the selected candidate will be employed directly by the client. All applicant information will be shared with the client for the purposes of evaluation and hiring. By submitting your application, you consent to this data sharing. Please note that all final hiring decisions will be made by the client.aring. Please note that all final hiring decisions will be made by the client.

Job Types: Part\-time, Contract

Pay: From $55\.00 per hour

Benefits:

  • Work from home

Application Question(s):

  • Send a short note outlining your advisory experience \& send a 3\-5 minute loom explaining how you would present monthly financials and next steps to a beauty\-industry client.

Work Location: Remote