Bookkeeper, Ranch & Family Office (AI-Forward)

Job Description

Overview

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We're a ranch and family office in the Phoenix area looking for a full-time bookkeeper to keep our books accurate and up to date in QuickBooks Online. You'll start as our hands-on bookkeeper. Over time, you'll help us hand routine work to AI tools and bots, so your time shifts from data entry to clean reporting and better decisions.

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The role is remote to start. Once we find office space, most likely in North Scottsdale, it will move in-office.

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The Role

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• Run daily bookkeeping across ranch and family-office accounts: AP, AR, expense coding, and bank and credit-card reconciliations.
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• Maintain bank feeds, rules, classes, and locations, and a clean chart of accounts that separates ranch and family-office activity.
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• Close the month on time, delivering a P&L, balance sheet, cash position, and short variance notes.
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• Manage receipts, vendor bills, and payroll-related tracking, working with our CPA.
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• Keep invoices, statements, and supporting documents organized and easy to find.
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• Spot repetitive work (recurring bills, categorization, report building) and automate it with QuickBooks rules, apps, and AI tools.
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• Write down how things are done so a teammate or a bot can repeat them.
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Success in Year One

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• Accounts reconciled every week, and month-end close done within 10 days of month-end.
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• Fewer manual entries each quarter as rules, feeds, and automations take over the repetitive work.
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• Reports the family trusts for ongoing operations and strategic financial planning.
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Minimum Experience

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• 3+ years of hands-on bookkeeping in QuickBooks Online (Desktop experience is fine if you're fluent in Online).
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• Curiosity about AI and automation tools like ChatGPT, Claude, Zapier, or QuickBooks apps. You don't need to be technical, just willing to learn.
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• Absolute discretion with confidential and personal family financial information.
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• Clear written communication and the ability to work independently.
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• Based in the Phoenix metro area and able to commute to North Scottsdale once we move in-office.
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Preferred Experience

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• 5+ years of day-to-day accounting.
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• Multi-Entity Accounting
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• Ranch or Agriculture Accounting
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• Real Estate Accounting
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To Apply

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• Apply with LinkedIn Easy Apply and answer a few short screening questions. We review every application.
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