Daily transactions
Every entry, categorized.
Categorize transactions, record expenses, track reimbursementsQuickBooks · Xero
Finance and Accounting
★★★★★ 4.9 on Google · US-Based
Scope of the role
One professional from Latin America, hired into one role, carrying your books from the first entry of the month through to the close.
Every entry, categorized.
Categorize transactions, record expenses, track reimbursementsQuickBooks · Xero
Invoices out, payments in.
Issue client invoices, send payment reminders, log incoming paymentsQuickBooks · Stripe · HubSpot
AP and AR, current.
Keep the payables and receivables lists current, track vendor balancesBill.com · Ramp · Gusto
The month, closed on time.
Reconcile bank and card accounts, run the monthly close, file supporting documentsDext · Hubdoc · Drive
Numbers your CPA can use.
Monthly profit and loss, balance sheet and cash position, year-end booksGoogle Sheets · Excel
In your hours, in your channels.
United States business hours, fluent English and Spanish, on your channelsArgentina · Colombia · Mexico
Not sure which level you need? Let's map it on a quick call.
You stay in control of the decision. We carry the search.
Your accounting stack, your hours, the level of experience the books need. Two minutes on a form or a call.
Candidates screened on bookkeeping work, software fluency and spoken English. Ready in 2 to 5 business days.
You meet the shortlist and choose the person you want on your books.
Onboarded into your tools, on your schedule, with one contact at Mate&Work who owns the relationship.
Your bookkeeper keeps the records current and hands your accountant a clean set of books. Four things stay with your CPA.
Federal, state and local filings stay with your licensed accountant.
Compiled, reviewed and audited statements are a CPA engagement.
If the IRS or a state agency asks questions, your CPA answers them.
Incorporation, ownership and equity decisions sit with your CPA and counsel.
You are hiring a person into a role, not buying a service package.
The $75 search activation deposit is refundable and comes off your first invoice.
Tell us what your finance stack looks like and we will have a shortlist of bilingual bookkeepers in front of you this week.
★★★★★ 4.9 on Google · US-Based