Executive Assistant

Bridging Books Accounting is a growing, modern accounting firm providing high-level bookkeeping, tax, and CFO-style advisory services to small businesses. We are seeking a proactive and detail-oriented Executive Assistant to support both business operations and leadership.

This role is ideal for someone who thrives in a fast-paced, entrepreneurial environment and wants hands-on exposure to accounting, business strategy, and operations.

Position Overview

The Executive Assistant will work closely with the owner to support client work, internal operations, and business growth initiatives. This is a dynamic role that blends administrative support with bookkeeping, payroll assistance, and strategic coordination.

You will play a key role in keeping the business organized, efficient, and growing.

Key ResponsibilitiesAccounting & Client Support

• Assist with bookkeeping tasks in QuickBooks Online (coding transactions, reconciliations, cleanup)
• Help maintain accurate and up-to-date financial records
• Support payroll processing and reporting
• Organize client documents (Dext, Google Drive, etc.)
• Assist in preparing client deliverables and reports

Operations & Organization

• Manage task tracking and workflow systems
• Maintain internal processes and ensure deadlines are met
• Assist with onboarding new clients and organizing documentation
• Communicate with clients for follow-ups, missing documents, and scheduling

Business Growth & Strategy Support

• Assist with marketing efforts (social media coordination, posting, content organization)
• Help implement systems and automation tools to improve efficiency
• Support CRM and internal system development (AI-focused tools, client tracking)
• Conduct research and assist with new initiatives

Executive & Personal Support

• Manage calendar, scheduling, and inbox organization
• Assist with personal administrative tasks as needed
• Coordinate meetings, calls, and follow-ups
• Help prioritize daily and weekly objectives

Pay: $20.00 - $27.00 per hour

Work Location: Hybrid remote in Thermal, CA 92274