Bookkeeper/Personal Assistant

We are seeking a bookkeeper/personal assistant to manage both business and personal financial accounts with accuracy, discretion, and integrity. This role requires a high level of trust, strong attention to detail, and the ability to maintain strict separation between personal and business finances. This position will be working in a residential environment in Argyle and requires a background check.

Key Responsibilities

• Maintain accurate financial records for personal accounts
• Record transactions and reconcile bank and credit card accounts in QuickBooks
• Help with personal budgeting, run personal errands
• Track expenses, budgets, and cash flow
• Organize and maintain records for tax preparation and coordinate with CPAs
• 1095 and government filings
• Pay authorized personal and business bills
• Identify discrepancies and report issues promptly
• Digital...