Own a clean, calm monthly close for a small set of nonprofit clients—no pointless meetings, no tax, just accurate books and clear insight.
About Imagine New
We help nonprofits turn financial data into clear, useful insight. Remote-first, low-meeting, high-trust. Small team, competitive pay, real humans.
Role Snapshot (Impact)
You’ll own monthly close for 3–6 nonprofit clients in QBO—categorization, reconciliations, clean COA/classing, BVA prep, and polished packets—so EDs and Boards get numbers they can actually use.
Why You Might Love Working With Us
Part-time by design; we’re not trying to scale you to 60 (or even 30) hours.
100% remote and a-sync friendly; using Slack, Teamwork, and Loom email; low-meeting culture.
We work with nonprofits, not around them. It’s fulfilling, to say the very least!
Small team, no corporate layers, competitive pay. Permanent part-time role; no traditional benefits, but we pay people competitively and treat people well.
Our Approach to Serving Clients
Clarity over jargon
Follow-through over flash
Calm is contagious
Own a clean, calm monthly close for a small set of nonprofit clients—no pointless meetings, no tax, just accurate books and clear insight.
You’ll own a set of 3–6 nonprofit client books and handle:
Complete monthly categorization and reconciliations in QBO by internal deadlines.
Uploading and coding docs via Dext and/or bank rules.
Creating clear, error-free P&L, Balance Sheet, and BVA reports with clear notes and variance flags.
Maintain class/job tracking for grants and restricted funds.
Communicate async in Slack/Email internally; communicate clearly for non-accountant clients.
Proactively surface issues, improvements, and automation ideas.
No manual payroll calculations or tax prep. No micromanagement. Just clean books and clear insight for incredible clients.
What We’re Looking For
You know your way around QuickBooks Online and monthly close routines—but you’re also the kind of person who cares that your client’s books tell the real story.
You’re the one who:
Labels every doc clearly because chaos in Google Drive makes your skin crawl.
Sees patterns in reports and thinks, “Hm, wonder what’s going on there…”
Can clean up a tangled chart of accounts and still hit deadlines without drama.
Writes messages that are both helpful and human.
If you’re a detail-loving, autonomy-craving, nonprofit-appreciating spreadsheet whisperer, we want to meet you.
What You Need to Succeed (Mindset → Skills)
You have at least 3 years of experience in a bookkeeping or accounting support role.
You’ve worked with multiple clients at once and know how to keep everyone happy and well-informed.
You know how to accurately record and reconcile financial transactions using QuickBooks Online.
You’re confident reviewing income statements, reconciling accounts, and making sure financial records are clean and ready for the month-end.
You have excellent organizational skills and can keep tasks, deadlines, and communications in order across different clients.
You’re comfortable communicating directly with clients and know how to communicate complex data in a way that makes sense to non-accountants.
You’re not afraid to take ownership. When something’s off, you raise it, fix it, or ask for help.
You’re the kind of person who’s always looking for a better, more accurate way to do things.
Ownership mindset—hits deadlines, asks when unsure, documents decisions.
Calm under pressure—juggles multiple closes without drama.
Nonprofit QBO logic (classes/restrictions) or proven ability to learn fast.
Strong written communication; clear, kind, concise.
Availability to complete the work and communicate during standard business hours (daytime, M–F)
Bonus: Fathom or similar reporting, bank rules, Dext, Divvy, Gusto.
Who This Role Is Not For (to self-select fit)
You need daily check-ins or don’t like working independently
You’re not comfortable managing nonprofit QBO files with class tracking
You’d rather avoid systems like Dext, Gusto, or Divvy
You like things exactly your way and don’t adapt easily to SOPs
* Flexible schedule
* Work from home
Step 1:
Skip the cover letter. Just send to Hello@ImagineNew.com:
Hint: We value genuine, personalized applications over generic templates. This is your shot to make your submission stand out among the hundreds we receive when posting a position.
Step 2:
Qualified candidates will receive a follow-up email with a bit more info and a link for a survey to complete as well as a request for a short VIDEO message recording answering a couple of questions. This allows us to learn more about your skills, interests, and expectations and affirms a candidate’s comfort level at working remotely and being on camera when needed.
Summary: 3-5 minute Loom video submission for selected applicants + online questionnaire → 45‑60 min live interview → paid mini‑trial (3–5 hrs) → offer.
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