Bookkeeper

Compensation: $60,000-$65,000 per year, depending on experience

About Untied Business Solutions

Untied Business Solutions is a fully remote bookkeeping firm supporting small and midsize businesses across the U.S., typically serving companies with $500K-$5M in annual revenue and 5–75 employees. The team partners with clients across a range of industries, with particular experience in trades, construction, real estate, and multi-entity businesses.

As a Quick Books-focused firm, Untied provides full-cycle bookkeeping and values strong technical expertise alongside clear, personable client communication. Bookkeepers manage a portfolio of clients, build trusted relationships through regular communication and monthly calls, and work within well-defined systems and processes.

About the Role:

This role will support a portfolio of small and midsize business clients by delivering reliable, full-cycle bookkeeping services. This is a client-facing role that combines financial expertise, organization, and clear communication to help business owner clients stay informed and confident in their financials.

This person will join a collaborative, fully remote team with structured systems, ongoing support, and opportunities to grow beyond core bookkeeping work over time.

Key Responsibilities

• Manage full-cycle bookkeeping for a portfolio of approximately 10–15 small and midsize business clients using Quick Books Online.
• Complete routine bank account, credit card, asset, and liability account reconciliations.
• Support year-end close activities by ensuring client books are accurate, reconciled, and complete, and collaborate with CPAs to provide timely financial information and resolve questions ahead of tax filing deadlines.
• Prepare and distribute reconciled financial statements, while ensuring outstanding client items are identified and followed up on.
• Maintain regular client communication, including two monthly emails and a monthly client call to review financials, answer questions, and address outstanding needs.
• Explain financial information clearly and professionally to business owner clients and other client contacts who may not have advanced financial understanding.
• Track all time spent on client work and manage workload within established client-hour allocations.
• Identify scope creep and confidently guide clients toward the appropriate next step, including discussing whether additional services may be needed.
• Follow established internal workflows, SOPs, CRM processes, and documentation standards to keep client work organized and consistent.
• Collaborate with managers and teammates to troubleshoot complex bookkeeping questions, share knowledge, and provide support during high-volume periods.
• Participate in client account reviews, onboarding activities, and process-improvement efforts as needed.
• Maintain a polished, professional presence in written communication and client-facing video meetings.

Requirements

• Experienced user in Quick Books Online; must be Quick Books Pro Advisor Level 1 certified
• 7-10+ years of full-cycle bookkeeping experience
• Experience supporting year-end close, preparing reconciled financials for tax season, and collaborating with CPAs to respond to questions and provide requested documentation
• Experience supporting AP, AR, and payroll processes, in addition to preparing and reviewing P&L statements, balance sheets, and related reconciliations
• Experience in balance sheet tie-outs and asset/liability reconciliations
• Must have prior experience in public accounting, along with experience in managing multiple client accounts
• Strong client-facing communication skills, including the ability to explain financial information clearly to non-financial audiences
• Confidence in setting boundaries around out-of-scope…