Accounting/Executive Assistance

Our client is a privately held US direct lender that provides short-term, asset-backed bridge loans to real estate investors, based in Arizona. The firm is small and close-knit, lends its own capital alongside private investors, and manages every part of the loan process in house. The loan file moves at the speed of its documents, and the investors are paid on time because somebody keeps the records straight.

This is a hybrid seat: accounting support in QuickBooks Online on one side, executive and operational support for the principals on the other. The client says it plainly: you may spend the morning on QuickBooks reconciliations and the afternoon drafting a response to an investor inquiry or coordinating a travel itinerary. It suits a CPA who likes variety and is comfortable stepping outside the ledger when the team needs it.