Description
COMPANY OVERVIEW:
My Therapy Connection™ is a growing, multi-site private mental health practice based in South Jersey, providing high-quality, compassionate care to individuals, couples, and families. We are a private-pay, faith-informed practice known for our warmth, professionalism, and excellence in clinical care.
In addition to the therapy practice, our founder also runs Master Your Life—a coaching and personal development company that helps professionals gain clarity, build meaningful goals, and live with purpose. Both companies are expanding, and we are looking for a skilled and detail-oriented Bookkeeper & Financial Operations Coordinator to help manage and streamline financial systems across both businesses.
We value trust, transparency, and teamwork—and we’re building a company culture that supports not just our clients, but the people who keep our operations running smoothly behind the scenes.
POSITION SUMMARY:
We are seeking a highly reliable, detail-oriented Bookkeeper & Financial Operations Coordinator to support the financial management of two growing businesses: My Therapy Connection™ (a private mental health practice) and Master Your Life (a coaching and personal development company). This part-time role is ideal for someone who enjoys working independently, thrives on precision, and understands the importance of confidentiality in handling personal and business financial data.
You will work closely with the business owner to manage financial systems, prepare monthly reports, track budgets, process payroll, and support decision-making through organized, timely financial insight. This is a trusted position at the heart of the business, requiring both technical skill and the utmost integrity.
RESPONSIBILITIES:
- Manage and maintain financial records across both businesses using QuickBooks
- Track income, expenses, and budgets; flag discrepancies or trends
- Process bi-weekly payroll for employees and contractors
- Reconcile bank accounts and credit cards monthly
- Prepare monthly, quarterly, and year-end financial reports
- Categorize and track expenses accurately for both business and personal use
- Assist in annual budgeting and financial forecasting
- Monitor cash flow and help plan for tax obligations
- Maintain and update digital records for financial transactions and receipts
- Handle sensitive and confidential financial information with professionalism and discretion
- Coordinate with accountant, tax preparer, and/or CPA as needed
- Provide support with grant budgets or financial paperwork (if applicable)
QUALIFICATIONS:
- Proven experience in bookkeeping, accounting, or financial operations (3+ years preferred)
- Proficiency in QuickBooks (online version required)
- Strong understanding of payroll processing and budgeting
- Experience working with small businesses, preferably in healthcare or service industries
- Ability to maintain strict confidentiality with personal and business financial data
- Highly organized and detail-oriented with strong problem-solving skills
- Ability to generate, interpret, and communicate financial reports clearly
- Familiarity with tools like Excel/Google Sheets, payroll systems, and cloud-based platforms
- Self-starter who can work independently with minimal supervision
- Strong communication skills and ability to collaborate with business owner and external vendors (e.g., accountant, payroll company, tax preparer)
- Comfortable working virtually with flexibility to meet reporting deadlines
COMPENSATION & BENEFITS:
Hourly Rate: $20