This role is ideal for someone who is equally comfortable:
- Owning a wide variety of client accounts from simple to complex
- Documenting and continually refining repeatable processes
Accounting & Bookkeeping
- Demonstrate strong understanding of accrual-based accounting, GAAP principles, and help others (internal and external) develop financial acumen by educating about these topics in lay terms
- Triage issues, design processes, oversee month-end close with a focus on accuracy and best practices, and provide technical accounting insight on edge-case scenarios
- Independently manage and troubleshoot assigned accounts, which may include a small portfolio of complex, high-touch clients (with a focus on process design and review — not just data entry)
- Perform and oversee advanced bookkeeping: journal entries, job costing, payroll reconciliation, month-end close, deferred revenue, sales tax, profit and loss statements, balance sheet reviews, cleanup work, and ongoing client support
- Interpret financial data to identify inconsistencies, clean-up needs, and optimization opportunities
- Initiate, cultivate, and manage direct customer/client relationships as needed
- Support new client onboarding, cleanups, system setups, and ongoing service delivery as needed
- Document, maintain, and build upon standard operating procedures (SOPs) for core bookkeeping functions
Attributes & Experience
- 2+ years of QuickBooks Online experience
- 5+ years of accounting or 10+ years of advanced bookkeeping experience; public accounting (not limited to tax) or multi-client environment experience preferred; experience reporting directly to an accountant required
- Strong interpersonal skills with the desire to contribute and collaborate as a team player
- Self-driven and able to self-manage; ability to stay on task and prioritize deadlines
- A “fix-it” mindset — resourceful, proactive, and detail-obsessed; there's no task too small!
- Willing to give and receive feedback; open to new ideas
- Clear, concise, and tactful written and verbal communication skills
- Honest, demonstrates high level of integrity and commitment to follow-through
- Passionate about operational efficiency, process improvement, and automation
- Extensive experience with complex books or cleanups using a methodical approach
- Experience supervising or mentoring bookkeepers a plus
- QuickBooks Online certification preferred
- Tech-savvy; Excel/Google Sheets experience required
- Familiarity with tools like Keeper App, ClickUp, Gusto, Slack, ChatGPT, and time tracking software a plus
- English language fluency
Remote/Home Office Requirements
- Quiet/dedicated (separate) workspace free from interruptions or distractions
- High-speed internet, willingness to confirm upload/download speed
- Dual monitors that meet industry standards (please note our tech reimbursement benefits can contribute to this)
- Quality webcam and audio for clear, remote communication and willingness to screenshare during meetings
- You must be able to work at a computer for approximately 8 hours a day (flexible hours)
Job-Type: Full-Time, W2 – Eligible to work in the US
Location: Remote; Some US Eastern Time Zone Hours Required
Status: Accepting applications for upcoming opportunities
