Bookkeeping Specialist

Benefits

• 401(k)
• Bonus based on performance
• Competitive salary
• Dental insurance
• Donation matching
• Health insurance
• Paid time off
• Training & development
• Vision insurance
• Wellness resources

We are launching a new bookkeeping line of business designed to support small business clients with accurate, reliable, and timely financial recordkeeping. As part of this initiative, we are hiring a Bookkeeping Specialist.

• Support the launch of the new bookkeeping MVP
• Manage onboarding and coordinate client handoffs
• Oversee offshore bookkeeping work and ensure accuracy
• Provide a smooth client experience with light‑touch support
• Act as an entrepreneurial partner to help build and refine the model as we go

• Receive and qualify leads from field tax preparers
• Contact clients, explain the service, and complete sign‑up and billing
• Gather documents and account access during onboarding
• Prepare clean and organized onboarding packages for offshore
• Review offshore work, including reconciliations and monthly reports
• Send final reports to clients and answer basic questions
• Handle escalations and missing or unclear information
• Monitor workflow, turnaround times, and overall service quality
• Identify clients who need more than the MVP offering
• Suggest improvements to processes, templates, and SOPs

• Basic bookkeeping and financial statement knowledge
• Strong organization and attention to detail
• Ability to manage multiple clients and deadlines
• Clear communication with clients and internal teams
• Comfortable reviewing bookkeeping work for accuracy
• Entrepreneurial mindset and willingness to figure things out as we build
• Experience with offshore support teams is a plus
• Familiarity with Xero or similar accounting tools is helpful

• High school diploma required
• Associate’s or bachelor’s degree in accounting, finance, or a related field preferred
• 2 to 4 years of bookkeeping or accounting support experience
• Familiarity with transactional processing and account reconciliations
• Experience working with accounting software (Xero is a plus)
• Experience coordinating across teams or working in a structured workflow environment

• Smooth client onboarding
• Clean handoffs to offshore
• Accurate and timely monthly reports
• Fast escalation and resolution of issues
• Continuous improvement based on real‑world feedback

• Competitive Salary + Bonus
• Unlimited Paid Time Off + 11 Paid Holidays
• 401k + Match
• Medical, Dental, and Vision
• Pet Insurance
• Company Celebrations and Appreciation Events
• Fast‑paced, innovative culture with an open and collaborative environment
• Ample opportunity to develop core and new skillsets and have a stake in your own success
• Freedom to create your best work and make a visible impact on the organization
• Opportunities for advancement within the organization

This is a remote position.

PTIN Certification:
Yes

The Company is an equal employment opportunity employer and does not tolerate discrimination against or harassment of any applicant or employee on the basis of race, color, sex, religion, national origin, age, disability, or any other status protected by applicable federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.