Bookkeeper

As a Professional Employer Organization (PEO), we help businesses streamline operations by handling payroll and tax filings, workers’ comp, employee benefits, and accounting—all in one place. One partner. Total back-office support.

We’re seeking a detail-oriented Bookkeeper who brings strong bookkeeping and accounting fundamentals, with tax experience as a plus. The ideal candidate has a learning mindset, is highly coachable, and is committed to putting clients first. You’ll help maintain accurate financial records, support monthly close, and deliver responsive, white-glove service to our clients.

You thrive on feedback, adjust quickly, and bring a growth mindset to everything you do. You learn new systems quickly and champion continuous improvement. Most importantly, you lead with a client-first approach: clear communication, dependable deadlines, and an extra-mile attitude.

• Maintain day-to-day bookkeeping: AP/AR, bank/credit card reconciliations, and general ledger accuracy
• Process payroll and related filings in Quick Books as necessary
• Prepare monthly financial statements (P&L, balance sheet, cash flow) and management reports
• Support month-end and year-end close, accruals/adjustments, and workpaper prep
• Categorize and document transactions; maintain clean books and audit-ready files
• Communicate proactively with clients to resolve questions and gather documentation
• Manage a portfolio of multiple client books concurrently with clear prioritization and time management
• Maintain strict separation of client files, logins, and work papers; follow naming conventions and folder structures by client
• Protect client confidentiality at all times; adhere to access controls, least-privilege principles, and secure file sharing
• Track deadlines and SLAs by client (monthly close, reconciliations, filings) and communicate proactively on status
• Document client-specific procedures and maintain up-to-date SOPs/checklists for each client
• Assist with sales/use tax, 1099s, and basic tax data prep for CPA review
• Help improve processes, checklists, and internal controls for quality and efficiency

• 1-2+ years of hands-on bookkeeping/accounting experience
• Proficiency with Quick Books
• Solid understanding of GAAP basics, accrual vs. cash, and month-end close routines
• Strong attention to detail, organization, and follow-through
• Excellent client communication and service orientation