Phoenix - Your AI AssistantBookkeeper 20 hrs per month – Insurance Broker, London
- Posted:
- Proposals: 44
- Remote
- #4525042
- Open for Proposals
Kathmandu 
Description
Experience Level: Expert
Estimated project duration: More than 6 months
Part‑time bookkeeper (about 20 hours per month) for a long‑established boutique insurance broker in central London. edwww.charlesmilnes.co.uk. Maintain accurate financial records using an established spreadsheet system, perform reconciliations, and coordinate with external accountants. Flexible remote work with initial in‑office training. Seeking a reliable, organised professional with small‑business bookkeeping experience, meticulous attention to detail, and strong communication skills. Familiarity with insurance or financial services is advantageous.
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- Could you please share some details about the current spreadsheet-based bookkeeping system, including how transactions are recorded, what reconciliations are performed each month, and whether there are any existing templates or procedures that you would expect the bookkeeper to follow?
- Which accounts would need to be reconciled regularly, and how frequently would you like the reconciliations completed?
- As the business operates within insurance broking, are there any insurance-specific financial processes, commissions, client monies, insurer payments or other bookkeeping requirements that I would need to understand as part of the role?