Bookkeeper & Payroll Specialist - Freelance, Remote
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AI Summary
The specialist will manage full-cycle bookkeeping, payroll processing, and high-volume monthly invoicing using Zoho. They are also responsible for monitoring accounts receivable, performing reconciliations, and providing weekly status reports to the CEO.
Bookkeeper & Payroll Specialist - Freelance, Remote
Department: Specialized Roles
Employment Type: Full Time
Location: Global+
Reporting To: Client via Magic
Compensation: $7.00 / hour
Description
About the Client
A Canada-based telecom services provider that delivers white-collar telecom solutions to small and medium-sized businesses, operating in Eastern Time as part of a growing portfolio backed by an experienced operator-investor.
A Canada-based telecom services provider that delivers white-collar telecom solutions to small and medium-sized businesses, operating in Eastern Time as part of a growing portfolio backed by an experienced operator-investor.
Why does this role exist?
This role exists to ensure accurate, timely financial operations while the business scales. The company needs a specialist who can own full-cycle bookkeeping and payroll in Zoho, execute a high-volume monthly invoicing run in a single day, and improve cash flow through diligent receivables follow-up. By taking end-to-end ownership of these recurring workflows, you’ll free the CEO’s time and strengthen the company’s financial rhythm.
The Impact you’ll make
Full-cycle bookkeeping (Zoho Books)
- Perform daily/weekly bank and credit card reconciliations
- Post journal entries and maintain accurate general ledger records
- Monitor accounts receivable aging and support month-end close
Payroll processing (Zoho Payroll)
- Run payroll cycles, initiate payments to the bank, and email pay stubs
- Remit payroll deductions and prepare/file WSIB online
- Prepare and issue T4s for employees
High-volume invoicing and billing
- Access a dedicated inbox to retrieve two invoices per customer (400 invoices total for 200 customers)
- Attach invoices to the correct customer in Zoho Books, verify line items/amounts, and send invoices
- Complete the full monthly billing run accurately within a single billing day
Accounts receivable follow-up and client communication
- Send professional, concise follow-up emails to clients with outstanding balances
- Maintain AR notes and escalate issues or discrepancies to the CEO when needed
- Reconcile payments received and keep customer accounts current
Workflow ownership and reporting
- Manage recurring weekly/monthly checklists and timelines with minimal supervision
- Prepare brief weekly summaries on invoicing status, AR, and reconciliations
- Identify minor process improvements to increase speed and accuracy
Skills, Knowledge and Expertise
Required:
- 1+ year hands-on bookkeeping and payroll experience
- Proven proficiency with Zoho Books and Zoho Payroll
- Experience handling high-volume, manual invoicing and AR follow-ups
- Excellent written English for professional, client-facing emails
Your superpowers are...
- Technical: Zoho Books, Zoho Payroll, bank/credit card reconciliations, journal entries, AR management, invoice validation, basic Excel/Google Sheets
- Soft skills: Exceptional attention to detail, clear and confident written communication, reliability, ownership, ability to focus on repetitive tasks without losing accuracy, discretion with sensitive payroll data, and comfort working directly with a CEO
WFH Set-Up:
- Computer with at least 8GB RAM, an Intel i5 core processor/AMD Ryzen 5 Processor and up.
- Internet speed of at least 40MBPS
- Headset with an extended mic that has noise cancellation and a webcam
- Back-up computer and internet connection
- Quiet, dedicated workspace at home
You should apply if...
- You take pride in accurate, on-time financial work and enjoy running well-defined recurring processes
- You’re proactive, organized, and can independently manage weekly/monthly calendars without close supervision
- You communicate clearly, follow through on commitments, and are comfortable sending professional AR follow-up emails
- You thrive in a fast-paced, remote setting and can align to Eastern Time work hours
What to expect...
Work Setup:
- Remote position
- Must have a reliable internet connection and a quiet workspace
- Required to provide own computer with Intel Core i5 or something similar or higher operating system
Working Hours:
- 40 hours per week
- Monday–Friday, 9:00 am–5:00 pm Eastern Time (Tentative)
Compensation:
- $7 per hour
- No benefits package included
Benefits
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