UP for Learning

Bookkeeper (part-time) | Part Time

Category: Accounting


Overview: Work with our Operations Director and accounting firm to manage UP for Learning’s payables and receivables, tax filings, payroll, and Board of Director, monthly, and year-end reports. Maintain records of financial transactions by coding transactions to be consistent with the chart of accounts. Maintain an accurate filing system and historical records.

Job Responsibilities:

● Curate system to account for financial transactions by using the established chart of accounts

● Maintains historical records by filing documents

● Generate and distribute invoices for receivables and ensure that receivables are collected


● Deposit receivables into UP for Learning bank account as needed

● Manage accounts payable and collect W9 from all new accounts

● Maintain a weekly electronic communication schedule with the accounting firm and provide them with the information they require

● Work with the accounting firm to:

○ Verify, code and classify all transactions using the chart of accounts

○ Comply with federal, state, and local legal requirements, enforcing adherence to

requirement, filing reports and advising the Executive Director and Operations Director on needed actions

○ Closeout the books at the end of the fiscal year in collaboration with accounting firm

○ Support the completion of the yearly tax organizer; provide support as needed to

accounting firm as they prepare and submit the yearly 990 report

○ Distribute 1099 and W2s

● Run monthly financial reports through QBO including, but not limited to, the balance sheet, profit and loss, budget vs actual, and budget vs actual by class

● Oversee payroll completion by the accounting firm

● Support the Executive Director and Operations Director in creating the budget for the fiscal year

● Set-up new employees in payroll and health insurance payment system

● Contributes to team effort by accomplishing related tasks as needed


● Excellent communications & interpersonal skills

● Data entry skills

● Attention to detail

● Knowledgeable of accounting practices

● Comfortable using the Microsoft Office suite and Google Drive, Quickbooks Online

● Accuracy

● Confidentiality

● Thoroughness

Time Commitment: 4 hours per week on average at the start; less after that (slower in the late spring and summer months)


To Apply:

Please send a resume and cover letter to Karen Scott (karen@upforlearning.org)