Role Description The People Group is currently seeking a highly skilled and tech-savvy Executive Assistant with proven bookkeeping or finance experience and a strong understanding of AI tools and automation to join our freelance talent pool. In this role, you will support founders and senior leaders by: - Managing executive operations, bookkeeping, and financial administration - Optimizing workflows and leveraging AI to improve efficiency and productivity This is a fully remote fractional role supporting clients across multiple time zones. The ideal candidate is proactive, detail-oriented, highly organized, and confident managing both executive support and finance-related responsibilities in a fast-paced environment. Responsibilities - Manage calendars and schedule meetings and appointments for clients - Coordinate domestic and international travel arrangements and accommodations - Prepare and edit documents, reports, presentations, and correspondence - Manage email inboxes and handle phone calls and other communications - Organize and maintain files, records, databases, and confidential information - Assist in preparing meeting agendas, record meeting minutes, and track action items - Perform bookkeeping and finance support tasks including: - Invoice processing - Accounts payable - Accounts receivable - Expense management - Bank reconciliations - Financial record keeping - Maintain and update financial records using accounting software such as Xero, QuickBooks, or similar platforms - Assist with budget tracking, financial reporting, and other finance-related administrative tasks as required - Collaborate with clients, accountants, and internal stakeholders to ensure accurate and timely financial processes - Collaborate with team members to ensure efficient workflows and operational excellence - Arrange and coordinate meetings, events, conferences, and client engagements - Respond to and manage client requests including ad hoc tasks with professionalism, discretion, and attention to detail - Perform other administrative and operational support tasks as required - Experience using AI tools like ChatGPT, Claude, and Gemini - Prompt writing and optimization - Ability to automate workflows using Zapier, Make, or similar platforms - Experience using AI for: - Research - Summarization - Email drafting - Task management Qualifications - Hands-on bookkeeping and finance support experience - Proficiency using accounting software such as Xero, QuickBooks, Sage, or similar financial platforms - Experience managing accounts payable, accounts receivable, invoicing, expense tracking, bank reconciliations, or other bookkeeping tasks - Experience working in a fractional, freelance, or contract-based role - Exceptional organizational and time management skills - Excellent communication and interpersonal abilities - Proficient in Microsoft Office, Google Workspace, and cloud-based business applications - Ability to multitask and prioritize tasks effectively - Strong attention to detail and accuracy - High degree of professionalism and confidentiality - Ability to work independently and remotely - Flexible schedule and availability - Demonstrated experience supporting multiple executives or clients simultaneously - Experience with project management tools - Familiarity with video conferencing and online collaboration tools - Knowledge of office management systems and procedures - Experience working with high net worth individuals is preferred but not essential - Experience working with Family Offices is preferred but not essential - Experience working with business leaders is preferred but not essential - Flexible to occasionally meet clients in person if requested - Knowledge of emerging AI software tools, models, and methodologies that enhance executive support and operational efficiency Company Description You will be working as a contractor under The People Group company name, therefore you are not a direct employee and only work as a contractor for our business. The benefit of this structure means all of our clients sign contracts directly with The People Group and not you as the Contractor, therefore you are protected as a remote contractor as The People Group takes care of the client service side of the function.

Role Description The People Group is currently seeking a highly skilled and tech savvy Executive Assistant with Marketing and Bookkeeping or Finance experience to join our talent pool on a freelance basis. In this role, you will provide high level administrative and operational support to founders and senior leaders while assisting with marketing initiatives, CRM management, bookkeeping and financial administration. You will help optimize workflows, manage day to day business operations and leverage AI tools to improve efficiency and productivity. This is a fully remote fractional role supporting clients across multiple time zones and is ideal for someone who is proactive, detail oriented, highly organized and comfortable working independently in a fast paced environment. Responsibilities - Manage calendars and schedule meetings and appointments for clients - Coordinate domestic and international travel arrangements and accommodations - Prepare and edit documents, reports, presentations and correspondence - Manage email inboxes and handle phone calls and other communications - Organize and maintain files, records, databases and confidential information - Assist in preparing meeting agendas, record meeting minutes and track action items - Support marketing initiatives including email campaigns, social media scheduling and content coordination - Maintain and update CRM systems ensuring accurate customer and lead records - Assist with marketing research, competitor analysis and campaign reporting - Coordinate marketing assets, promotional materials and event logistics - Perform bookkeeping and finance support tasks including invoice processing, accounts payable, accounts receivable, expense management, bank reconciliations and financial record keeping - Maintain and update financial records using accounting software such as Xero, QuickBooks or similar platforms - Assist with budget tracking, financial reporting and other finance related administrative tasks as required - Collaborate with clients, accountants, marketing vendors and internal stakeholders to ensure smooth business operations - Collaborate with team members to ensure efficient workflows and operational excellence - Arrange and coordinate meetings, events, conferences, webinars and client engagements - Respond to and manage client requests including ad hoc tasks with professionalism, discretion and attention to detail - Perform other administrative and operational support tasks as required Qualifications - Minimum of 3 years of experience as an Executive Assistant, Executive Administrator, Operations Coordinator or in a similar executive support role. - Proven experience supporting C level executives, founders, business owners or senior leadership teams. - Experience with bookkeeping and finance administration including invoicing, accounts payable, accounts receivable, expense management, bank reconciliations and financial record keeping. - Proficiency using accounting software such as Xero, QuickBooks or similar financial platforms. - Experience supporting marketing initiatives including CRM management, email marketing, campaign coordination, content scheduling or lead management. - Familiarity with CRM platforms such as HubSpot, Salesforce, Pipedrive or similar systems. - Experience using AI tools such as ChatGPT, Claude, Gemini or similar platforms to improve productivity, research, content creation and workflow automation. - Exceptional organizational and time management skills with the ability to manage multiple priorities in a fast paced environment. - Strong verbal and written English communication skills. - Highly proficient in Google Workspace including Gmail, Calendar, Docs, Sheets and Slides and Microsoft Office applications. - Comfortable using collaboration and project management tools such as Slack, Zoom, Notion, Asana, ClickUp, Trello, Jira or similar platforms. - Experience managing complex calendars, coordinating meetings across multiple time zones and supporting executive schedules. - Strong attention to detail with excellent follow through, accuracy and accountability. - Ability to manage confidential and sensitive information with professionalism, discretion and integrity. - Resourceful, proactive and capable of working independently with minimal supervision. - Strong critical thinking and problem solving skills with the ability to anticipate executive needs and recommend solutions. - Experience coordinating domestic and international travel, executive logistics, client meetings and events. - Comfortable working in a fast paced startup, scale up or technology driven environment. - Ability to collaborate effectively with cross functional teams, clients and stakeholders. - Reliable high speed internet connection and a professional remote work environment. Preferred Qualifications - Experience supporting founders, executives or leadership teams within a startup, technology, SaaS or high growth business. - Experience with marketing operations including CRM management, email marketing, campaign coordination or lead management. - Experience using CRM platforms such as HubSpot, Salesforce, Pipedrive or similar systems. - Experience using accounting software such as Xero, QuickBooks or similar financial platforms. - QuickBooks Online Certification or Xero Certification is an advantage but not required. - Experience using AI productivity tools such as ChatGPT, Claude, Gemini or similar platforms. - Familiarity with workflow automation tools such as Zapier, Make or similar automation platforms. - Experience coordinating projects and working across multiple teams and stakeholders. - Strong understanding of business operations, process improvement and operational efficiency. - Experience supporting multiple clients or executives in a freelance, fractional or agency environment. - Experience working with high net worth individuals, Family Offices or business leaders is an advantage but not required. - Willingness to occasionally meet clients in person if requested. Contractor Information You will be working as a contractor under the The People Group company name, therefore you are not a direct employee and only work as a contractor for our business. The benefit of this structure means, all of our clients sign contracts directly with The People Group and not you as the Contractor, therefore you are protected as a remote contractor as The People Group takes care of the client service side of the function.

Title: Bookkeeper Location: San Francisco, CA San Francisco, CA Advisory – CAAS / Full-time / Hybrid Type: Full-time Workplace: hybrid Category: CAAS Job Description: BPM Overview At BPM, “Because People Matter” is more than a tagline—it’s the foundation of everything we do. As one of the largest California-based accounting firms with professionals across the country, we bring flexibility, innovation, and a people-first mindset to our clients and teams. Our diverse client base and collaborative environment create meaningful opportunities for growth and impact Position Overview BPM is seeking a Bookkeeper to join our growing Client Accounting & Advisory Services (CAAS) team. This role is responsible for delivering high-quality outsourced accounting and bookkeeping services to a diverse client base, while also supporting operational excellence and process improvements. This individual will bring a strong technical foundation in accounting and bookkeeping, along with a leadership presence helping to support team development, workflow management, and local market growth. At the Senior/Supervisor level, this role blends hands-on accounting execution with increasing responsibility in client management, team mentorship, and process leadership. Note: This is a hybrid role. Key Responsibilities: Perform and oversee core bookkeeping functions, including: - General ledger maintenance - Accounts payable/receivable - Bank and credit card reconciliations - Month-end and year-end close - Prepare and review financial statements and supporting schedules - Serve as a key point of contact for clients, ensuring timely and accurate deliverables - Manage multiple client engagements and prioritize deadlines in a fast-paced environment - Identify opportunities to improve processes, systems, and efficiencies across engagements - Support onboarding of new clients and implementation of accounting systems and tools - Provide leadership and mentorship to junior staff, including reviewing work, offering feedback, and supporting development - Establish a strong presence in the Sioux Falls office, contributing to team culture, collaboration, and growth initiatives - Collaborate cross-functionally with tax, advisory, and other internal teams Qualification: - Bachelor’s degree in Accounting, Finance, or related field Strong experience with: - Month-end close and reconciliations - Financial statement preparation - Cloud-based accounting systems (e.g., QuickBooks, NetSuite, Sage Intacct) Proven ability to manage multiple clients and deadlines,Strong communication skills and client-facing CPA or CPA-track is a plus but not required Why BPM: What you get: Total rewards package: from flexible work arrangements to personalized benefit structures and financial compensation options that give you choice and flexibility. Well-being resources: interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs) that provide safe spaces for colleagues to share, be heard, feel valued and deepen connections. Balance & flexibility: 14 Firm Holidays including 2 floating, Accrual PTO, paid family leave, winter break, summer hours, and remote work options, so you can balance challenging yourself with taking care of yourself. Professional development opportunities: A learning culture with CPA exam resources and bonuses, tuition reimbursement, a coach program, and live classes, workshops, and seminars through BPM University. Who is successful at BPM: · Caring people who put others first · Self-starters who embody the BPM entrepreneurial spirit · Authentic individuals with a diverse point of view · Lifelong learners with a drive to excel · Resilient people who rise to the occasion $20 - $35 an hour We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Role Description Wir suchen Unterstützung für die laufende Buchhaltung und DATEV-Administration in einer kleinen, digital organisierten Familiengruppe. Die Zusammenarbeit erfolgt vollständig remote über DATEV Unternehmen Online und SharePoint. - Laufende Finanzbuchhaltung SKR04 - Verbuchung von Eingangs- und Ausgangsrechnungen - Offene-Posten-Management - Zahlungsverkehr - Anlagenbuchhaltung - Umsatzsteuervoranmeldungen - Lohnabrechnung in DATEV - Vollständig eigenständige Administration der DATEV-Umgebung - Mandantenstruktur - Belegorganisation Qualifications - DATEV sicher beherrschen (Einzelplatz + Unternehmen Online) - Erfahrung mit SKR04, EÜR und Bilanzmandaten - Lohn in DATEV bereits eingerichtet und betreut - Strukturiert und selbstständig arbeiten - Lust auf ein kleines, digitales Setup ohne zu viel Bürokratie Benefits - Minijob nach Zeitaufwand - Remote - Freie Zeiteinteilung - Urlaubsabgeltung im Stundenlohn - Vollständig digitale Belegorganisation