Bookkeeper, Ranch & Family Office (AI-Forward)

Overview

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.

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

The Role

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

Success in Year One

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

Minimum Experience

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

Preferred Experience

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

To Apply

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