Location: Remote (USA)

Reports To: COO, with regular Executive Team interaction (CEO, Sales, and Client Success)

Role Overview:

1406 Consulting is a growing HubSpot Elite Solutions Partner. Our team of experts leverages HubSpot and best-in-class technology to empower our clients and drive measurable growth. We are seeking a Part-Time Bookkeeper who will own our day-to-day accounting execution. While the title is Bookkeeper, this role goes beyond traditional bookkeeping. You will be responsible for ensuring that deals are accurately translated into invoices, collected on time, reconciled correctly, and visible to the Sales and Client Success teams so our delivery teams can operate without disruption.

This role requires daily work across:

QuickBooks Online
HubSpot
Slack
Google Workspace

Key Responsibilities

1. Deal Flow Ownership & Client Invoicing

Own the accounting workflow for all deals once they are won
Capture and validate all billing details per deal in HubSpot, including:
Correct billing contacts and invoice recipients
Payment terms (Due on Receipt, Net 15, Net 30)
Payment schedules and split invoices when applicable
Retainers vs. project-based billing
Create accurate invoices in QuickBooks Online
Review invoices with the salesperson who closed the deal before sending to the client
Ensure invoices are sent correctly and tracked consistently

2. Accounts Receivable & Collections Visibility

Own collections and follow up on outstanding invoices
Ensure real-time visibility into invoicing and payment status by:
Updating deal records in HubSpot
Posting updates in designated Slack channels
Proactively flag risks related to delayed payment or collections
Help ensure collections issues do not impair ongoing service delivery

3. Accounts Payable

Process vendor bills, subscriptions, and reimbursements
Manage payment timing and vendor records
Ensure expenses are categorized correctly in QuickBooks Online

4. Bookkeeping, Reconciliations & Month-End Close

Maintain accurate books in QuickBooks Online
Reconcile bank and credit card accounts
Ensure transactions are posted to the correct chart of accounts
Own the month-end close process in partnership with the COO and CEO, including
preparation of:
- Profit & Loss statements
- Balance Sheet
- Statement of Cash Flows
- Basic trend and variance reporting

5. CPA Coordination

Act as the primary point of contact with the company’s outsourced CPA firm
Support annual tax preparation and compliance requests
Maintain clean, audit-ready books throughout the year

Qualifications

Proven experience as a Bookkeeper, preferably in a professional services or agency
environment
Strong, hands-on experience with QuickBooks Online is required
Experience with client invoicing, AR, AP, reconciliations, and month-end close
Comfort working across multiple systems (CRM, accounting, and communication
tools)
Strong attention to detail and ability to work independently
Clear, proactive communicator with non-accounting stakeholders

Schedule & Compensation

Monday through Friday, approximately 15 hours per week
Flexibility in start/end times, with a fixed schedule to be determined
Competitive hourly rate based on experience $35-45/hr

Why This Role Is Important to 1406

This role is critical to maintaining accurate financial reporting and operational clarity. You will be a trusted partner to our Leadership, Sales, and Client Success teams.

1406 Consulting

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Bookkeeper (Part-Time – 15 Hours/Week)