Onboarding Bookkeeper

at Collective

Job description

About Collective:

Collective is on a mission to redefine the way businesses-of-one work. Collective’s technology and team of trusted advisors enables our members to achieve financial independence by taking care of everything from business incorporation to accounting, bookkeeping, tax services and access to a thriving community, all in one integrated platform.  We believe in empowering self-employed people to enjoy the same tax savings that big companies get.

Featured in Forbes, Business Insider, Yahoo, Bloomberg, Financial Times, Techcrunch and more. We’re backed by General Catalyst, Sound Ventures (Ashton Kutcher and Guy Oseary), QED Investors, Google’s Gradient Ventures, Expa and prominent investors who have financed and built iconic companies like YouTube, Substack, Twitch, Box, Hims, Instacart, Lyft, and more.

About the role:

As an Onboarding Bookkeeper, you’ll play a key role in helping new members set up their financial systems from the ground up. You’ll work alongside our Onboarding Accountants to build out clean, accurate books, transition payroll systems, and deliver members’ first set of financial reports. Your work ensures each new member has a strong foundation and a seamless start with us.

What you’ll do:

  • Build Complete catch-up and clean-up bookkeeping to bring member accounts up to date
  • Establish accurate opening balances from the prior year, including balance sheet rebuilds for Remain SC members
  • Support payroll setup, including historical adjustments and mid-year transitions from previous payroll systems to Gusto
  • Prepare and publish initial Profit & Loss and Balance Sheet reports for new members
  • Review financials for accuracy and collaborate with accountants to resolve discrepancies
  • Communicate with members via email to gather documents and provide onboarding updates
  • Assist Onboarding Bookkeepers and Accountants by answering questions and providing guidance
  • Contribute to improving onboarding workflows and developing accounting protocols

What you’ll bring:

  • Bachelor’s degree in Accounting, Finance, or a related field
  • 2+ years of experience as a bookkeeper or accountant
  • Strong technical skills and proficiency with accounting software
  • Proven ability to meet deadlines and consistently deliver high-quality work
  • Attention to detail, ability to manage multiple priorities, and commitment to accuracy
  • Excellent written and verbal communication skills
  • Self-motivated and comfortable working in a fast-paced, remote environment
  • A people-first attitude with a desire to support both members and teammates

Why work with us:

  • You’ll get hands-on experience building a product that makes a difference
  • We’re a small, collaborative team that values learning, ownership, and thoughtful work
  • You’ll work on challenging problems in the fintech space
  • You’ll join our lively team energy in our beautiful office in San Francisco

What we offer in return

  • 100% work from home
  • 14 company holidays + flexible PTO
  • Stock options package
  • A diverse and collaborative team culture
  • Team events and virtual gatherings

Equal Employment Opportunity

At Collective, we don’t just accept differences — we celebrate them, we support them, and we thrive on them for the benefit of our employees, our customers, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. If you’re good at what you do, come as you are. The more inclusive we are, the better our work will be. Collective is proud to be an equal opportunity workplace.

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Collective

  • 51-200 employees
  • Founded in 2020
  • 1 remote job

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