Hire Jack for a role

Roles Jack fills in accounting & finance.

Each role adds a monthly subscription to your plan. Cards describe typical tasks and tools; workflow availability and required access depend on the task. After checkout, Jack asks what you want done first.

  • Accounting & financeStandard

    Bookkeeper

    • Matches payments to invoices
    • Sorts every expense
    • Chases what is late and closes the month
    Tools to confirm
    QuickBooksStripeGmail
    adds to plan
    $299/mo
  • Accounting & financeStandard

    Accounts payable clerk

    • Enters bills from email
    • Matches to POs
    • Queues payments for approval
    Tools to confirm
    Bill.comQuickBooks
    adds to plan
    $299/mo
  • Accounting & financeStandard

    Accounts receivable and collections

    • Sends invoices and reminders
    • Tracks promises to pay
    • Escalates the stuck ones
    Tools to confirm
    QuickBooksGmail
    adds to plan
    $299/mo
  • Accounting & financeStandard

    Month end close accountant

    • Runs reconciliations
    • Drafts accruals
    • Prepares the close package
    Tools to confirm
    QuickBooksSheets
    adds to plan
    $299/mo
  • Accounting & financeStandard

    Tax document collector

    • Requests client documents
    • Chases missing forms
    • Organizes files for prep
    Tools to confirm
    KarbonGoogle Drive
    adds to plan
    $299/mo
  • Accounting & financeRegulated

    KYC and onboarding analyst

    • Collects KYC documents
    • Runs checks
    • Flags risk for review
    Tools to confirm
    Onboarding toolsGmail
    adds to plan
    $899/mo
  • Accounting & financeLight

    Expense and card reconciler

    • Matches receipts to card charges
    • Codes expenses
    • Chases missing receipts
    Tools to confirm
    RampExpensify
    adds to plan
    $149/mo
  • Accounting & financeStandard

    Financial reporting analyst

    • Builds monthly dashboards
    • Writes variance notes
    • Sends the owner summary
    Tools to confirm
    QuickBooksSheets
    adds to plan
    $299/mo

Prices shown are monthly role fees added to a plan. Wallet credits are separate and do not lower this fee. Custom human delivery can be submitted for coordinator review; it is not accepted work, and timing and final price stay unconfirmed until the scope is reviewed. Executive Line takes light roles, Team takes everything but regulated roles, and regulated roles run on Enterprise with a business associate agreement before any patient data.