What are the responsibilities and job description for the Private Owner Bookkeeping & Financial Support Specialist position at Cardinal Legacy Towing Group?
Looking for something different from the traditional 9-to-5?
An independent business owner is seeking a highly trustworthy, organized, and financially savvy individual to provide ongoing support with personal and small-business bookkeeping, financial organization, and administrative needs.
This is a direct-to-owner opportunity - no large corporate environment, no layers of management, and no traditional accounting department.
You'll work closely with the owner and become a trusted resource for keeping both business and personal financial matters organized, current, and under control.
WHAT YOU'LL DO
- Maintain and organize personal & business financial records
- Handle bookkeeping, transaction categorization & reconciliations
- Monitor expenses, invoices, payments & account activity
- Assist with accounts payable/receivable
- Prepare basic financial reports and summaries
- Organize receipts, statements and financial documentation
- Help track budgets, cash flow and recurring expenses
- Research discrepancies and bring anything unusual to the owner's attention
- Prepare information for the owner's CPA, tax professional or financial advisor
- Assist with special projects and general financial organization
WHO WE'RE LOOKING FOR
You may be a bookkeeper, accounting professional, experienced administrative professional, or someone with strong real-world financial management experience.
We're looking for someone who is:
- Trustworthy & discreet - confidentiality is critical
- Detail-oriented - you notice when the numbers don't add up
- Independent - you don't need someone watching over your shoulder
- Organized - you know how to turn financial chaos into order
- Tech-savvy - comfortable with Excel/Google Sheets and accounting software
- Communicative - comfortable working directly with an owner
- Flexible - comfortable working both remotely and onsite
- Resourceful - you see a problem and help find the solution
THE WORK ENVIRONMENT
This is not a corporate job.
You'll work directly with an independent owner in a professional, flexible environment where trust, discretion, reliability and results matter.
Some work can be completed remotely, while certain tasks and owner-support needs may require onsite availability.
The schedule can be structured around the owner's needs and the workload, with flexibility for the right person.
COMPENSATION & STRUCTURE
Flexible compensation based on experience, skills and scope of responsibilities.
The owner is not seeking a traditional benefits package and is open to discussing a straightforward professional arrangement that works for both parties.
This opportunity may be particularly well-suited for someone who values flexibility and meaningful work over a traditional corporate benefits package.
THE RIGHT PERSON WILL SAY...
"Give me the books, the paperwork and the details - I'll get it organized."
If you're someone who loves numbers, organization, independence and being the person an owner can truly rely on, we'd like to hear from you.
Interested?
Upload your resume and a brief introduction explaining your bookkeeping/accounting experience, availability, and why this type of direct-to-owner opportunity interests you.
Salary : $60,000 - $80,000