Full Service Bookkeeper

Job Description

Join Our Growing Team Now!

** Must have Quick Books Online experience for applications to be reviewed**

We’re seeking a detail-oriented, proactive Full-Service Bookkeeper with deep expertise in Quick Books Online to join our growing team and support our expanding client base. The ideal candidate is experienced in managing the day-to-day financial operations of small businesses, comfortable working independently, and passionate about keeping accurate, organized books.

If you thrive in a fast-paced, collaborative environment and take pride in providing clients with accurate financial information and exceptional service—we want to hear from you!

Key Responsibilities

Full-Service Bookkeeping

• Manage complete bookkeeping processes for multiple small-business clients
• Record and categorize income and expenses accurately and consistently
• Reconcile bank, credit card, loan, and other financial accounts
• Maintain accurate Accounts Receivable and Accounts Payable records
• Enter and process vendor bills and customer invoices
• Apply customer payments and vendor payments appropriately
• Manage recurring transactions, journal entries, deposits, transfers, and other bookkeeping activities
• Review transactions for accuracy, proper categorization, and supporting documentation
• Identify and resolve discrepancies or unusual transactions
• Maintain organized and up-to-date client books

Financial Reporting & Month-End Close

• Complete monthly bookkeeping and account reconciliations
• Prepare and review financial statements, including Profit & Loss and Balance Sheet reports
• Generate customized financial reports based on client needs
• Perform month-end review procedures and ensure accounts are properly reconciled
• Identify trends, inconsistencies, and potential issues within client financials
• Assist clients with understanding their financial reports and bookkeeping needs

Payroll & Tax Support

• Assist with payroll-related bookkeeping and reconciliations
• Record payroll transactions and verify payroll-related accounts
• Assist with sales tax, payroll tax, and other bookkeeping-related compliance tasks
• Provide accurate financial information and reports to clients and tax professionals as needed
• Assist with year-end close and preparation of books for tax filing

Client Communication & Support

• Communicate professionally and proactively with clients regarding their bookkeeping
• Request and follow up on missing documentation or information
• Answer client questions regarding transactions, reports, and bookkeeping processes
• Identify opportunities to improve client bookkeeping systems and processes
• Maintain detailed documentation of client communications and bookkeeping activities
• Build strong, professional relationships with clients while providing exceptional service

Required Skills & Experience

• 3+ years of hands-on bookkeeping experience
• Advanced proficiency in Quick Books Online — including reconciliations, bank rules, recurring transactions, journal entries, reporting, and troubleshooting
• Experience managing books from start to finish, including A/R, A/P, reconciliations, payroll entries, and financial reporting
• Strong understanding of basic accounting principles and financial statements
• Experience working with multiple clients or businesses is strongly preferred
• Exceptional attention to detail and accuracy
• Strong organizational and time-management skills with the ability to manage multiple clients and deadlines
• Ability to identify discrepancies and independently research solutions
• Excellent written and verbal communication skills
• Ability to work independently while also contributing to a collaborative team environment
• Professional, dependable, and proactive approach to client service

Experience With the Following Is a Plus

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