About

About Us Blu Ocean Creative is a boutique design agency specializing in investor decks, brand identity, and presentation design. We’re growing quickly and need a reliable, detail-oriented bookkeeper who can keep our finances organized and ensure smooth, consistent cash flow. Role Overview We’re seeking someone with proven expertise in Dubsado (our client management and invoicing system) and Xero (our accounting software). This role goes beyond bookkeeping — we need someone who will also actively manage accounts receivable, send reminders, and call clients directly if payments become overdue. Responsibilities - Maintain accurate financial records in Xero (income, expenses, reconciliations) - Manage invoicing, contracts, and payment tracking in Dubsado - Reconcile bank accounts, credit cards, and payment platforms (Stripe, ACH, Zelle, etc.) - Prepare clear monthly financial reports (cash flow, P&L) - Manage accounts receivable: - Track client invoices and payment statuses - Send professional reminders and follow-ups for overdue invoices (templates provided) - Call clients directly if payments remain outstanding - Escalate unresolved payment issues to the owner if needed - Support accounts payable (contractors, freelancers, subscriptions, etc.) Requirements - Proven experience with Dubsado and Xero - Confident communicator — comfortable calling clients regarding overdue payments - Strong organizational skills and attention to detail - Professional, tactful, and discreet with sensitive information Nice to Have - Previous experience supporting a creative agency or small business Hours & Rate - Starting hourly