Typical responsibilities
- Categorize transactions using agreed chart-of-accounts rules
- Reconcile bank, card and payment-gateway statements
- Track invoices, expenses, AP and AR
- Prepare monthly reports and unresolved-item schedules
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FINANCE OPERATIONS / STAFF AUGMENTATION
Bookkeeping support for cleaner, current records.
Add bookkeeping capacity for transaction categorization, reconciliation, payables, receivables and monthly close preparation.
Discuss bookkeepers supportExplore the roleThe right capacity for the work ahead.
Keep records organized and discrepancies visible so your accountant or finance lead can review accurate information. Share outcomes, tools, relevant experience and the working arrangement you need. Discuss profile review and any practical assessment before engaging.
What bookkeepers can support
The actual responsibilities, controls and deliverables are confirmed in your engagement brief.
Relevant skills and tools
- QuickBooks, Xero and comparable tools
- Bank and ledger reconciliation
- Invoice and expense workflows
- Month-end checklists
- Financial data confidentiality
When this role makes sense
01
Your books are behind or reconciliations take too long.
02
You need recurring support for a growing transaction volume.
03
Your CPA or finance manager needs better-prepared monthly records.
A straightforward way to work together
01 · Brief
Define the role, outputs, experience, schedule, systems and reporting requirements.
02 · Review
Agree how candidate suitability, interviews and practical work samples will be evaluated.
03 · Onboard
Confirm written terms, permissions, team contact, reporting rhythm and initial priorities.
Full-time, part-time and flexible-hour arrangements can be discussed, subject to role availability and written scope.
Frequently asked questions
Can we interview the proposed person?
Interview and assessment expectations should be set at the briefing stage. Confirm the selection process before accepting a profile.
Who manages the day-to-day work?
Your team can set priorities, provide tools and assign work. Menteso's oversight, attendance, reporting and escalation arrangements are documented in the engagement terms.
How are information security and confidentiality handled?
Agree access controls, confidentiality duties, appropriate agreements and data-handling expectations before any systems or information are shared.
What if our capacity needs change?
Discuss any change in hours, scope or responsibilities and record approved changes to schedule and fees in writing.
Other roles you can explore
Tell us the gap. We’ll help define the role.
Share your workflow, tools, priorities, required hours and target start date.
Request a staffing consultation
