This is a remote position. Position Summary This hybrid role blends deal sourcing and outreach with essential bookkeeping responsibilities. You’ll identify and connect with potential acquisition targets in the behavioral health and real estate sectors while also maintaining accurate financial records that support informed business decisions and successful transactions. Key Responsibilities Deal Sourcing & Outreach Research and identify potential acquisition targets in behavioral health and real estate sectors. Build and maintain comprehensive databases of target companies using CRM systems Conduct initial outreach to practice owners via email, phone, and LinkedIn Screen potential deals based on established acquisition criteria (revenue size, geography, services) Coordinate with brokers and M&A advisors to access deal flow Maintain detailed tracking of all outreach activities and responses Prepare initial deal summaries and financial assessments Schedule and coordinate meetings between ownership and potential sellers Follow up on leads and maintain ongoing relationships with potential targets Analyze financial documents: P&L, rent rolls, tax returns, OMs, and loan docs. Build financial models for real estate and business deals, including: IRR, cash-on-cash, cap rate, DSCR, and exit scenarios. Organize deals by stage (New, Under Review, LOI, Under Contract, Dead) Bookkeeping Managing QuickBooks Online records, categorizing and reconciling accounts, preparing monthly financial reports, and tracking expenses related to business units and acquisitions, including maintaining documentation for loans and compliance. Requirements Required Qualifications Education & Experience Minimum 1 year of bookkeeping experience with small to medium-sized businesses 1-2 years of business development, sales, or deal sourcing experience Experience with healthcare or professional services companies preferred 3+ years in real estate, business underwriting, or financial modelling Understanding and familiarity with US real estate metrics and/or small business fundamentals Excellent English communication skills (written & spoken) Technical Skills Proficiency in QuickBooks Online Strong Excel/Google Sheets skills for data analysis and reporting Experience with CRM platforms (Salesforce, HubSpot, Pipedrive, or similar) Soft Skills Strong attention to detail and accuracy in financial record-keeping Excellent written and verbal communication skills for outreach activities Ability to build rapport with business owners and maintain professional relationships Preferred Qualifications Experience in healthcare, behavioral health, or professional services industries Knowledge of SBA lending processes and documentation requirements Previous experience with business acquisitions or M&A activities Familiarity with deal sourcing platforms, including BizBuySell, DealStream, Crexi, Axial, and LoopNet for real estate components, as well as PitchBook or similar databases, is highly valued. Knowledge of financial modeling and valuation techniques Work Hours: Full-time (40 hours a week) Monday-Friday 8 AM-5 PM Pacific Time (1 hour lunch) Benefits Work from home setup Paid US Holidays Paid Time Offs Paid Birthday Leave Monthly Health Stipend