Job Openings
Current Job Openings
FINANCIAL COACH / COUNSELOR
The opportunity is to coach / counsel our clients virtually. Our practice is dedicated to reducing the anxiety people feel about their money lives. Our process combines financial literacy education, proprietary planning/budgeting software, with therapeutic modalities.
Remote Part-Time Concierge Bookkeeper
Support clients by utilizing our proprietary PROSPR Plan cash flow software to accurately enter and categorize their transactions. The ideal candidate should have bookkeeping experience, proficiency in Google Sheets, strong attention to detail, and excellent written and verbal communication skills. Position Filled – You’re welcome to submit your resume for future opportunities!
PART TIME QUICKBOOKS SPECIALIST
Part-Time QuickBooks Specialist is responsible for using QuickBooks to perform financial record-keeping duties for the company. This includes entering and reconciling transactions, preparing financial reports, and assisting with audits. The ideal candidate will have strong accounting skills, experience with QuickBooks, and excellent attention to detail.
Executive Assistant / Personal Assistant to the CEO
On-site, full-time role in Toms River supporting the CEO/Founder across business and personal scheduling, logistics, travel, correspondence, task management, and process improvement. Ideal for a proactive, highly organized professional who communicates clearly and handles confidential matters with discretion.








