Bookkeeper
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Job Description
Bookkeeper managing day-to-day financial operations for small business clients across various industries. Requires experience in QuickBooks Online and strong attention to detail.
Responsibilities:
- Manage daily and weekly bookkeeping for multiple clients across various industries
- Code transactions and perform weekly bank and credit card reconciliations
- Reconcile revenue against third-party reports
- Maintain clean and accurate charts of accounts
- Conduct cleanup and diagnostic reviews when needed
- Complete month-end close, including accruals and adjustments
- Prepare and deliver accurate monthly financial statements
- Explain variances and ensure timely financial reporting
- Maintain documentation and workflow standards
- Coordinate payroll: track hours, review reports, post payroll entries
- Support 1099 processes, including W-9 collection and vendor setup
- Communicate proactively with clients to request documents, answer questions, and escalate issues
- Explain financial concepts in clear, simple language
- Manage multi-client workflows using tools like Keeper (preferred)
- Assist with onboarding, IT documentation, and billing setup
- Use QuickBooks Online extensively (advanced proficiency required)
- Utilize Microsoft 365, Outlook, Excel (intermediate to advanced)
- Participate in structured interviews and live QBO tasks to demonstrate technical skills
Requirements:
- Minimum 4 years of bookkeeping experience in a multi-client or small-business environment
- Minimum 1 year of hands-on QuickBooks Online experience
- Strong understanding of financial statements, reconciliations, and accruals
- Experience in payroll coordination and 1099 processes
- High proficiency with Excel, Microsoft 365, and Outlook
- Experience with Keeper is a plus
- Ability to shift quickly between clients and industries
- Strong organizational skills and the ability to multitask
- Clear, professional communication skills
- Ability to work independently while maintaining strong client relationships
- Soft Skills
- High attention to detail
- Reliable, deadline-driven, and proactive
- Strong organizational and multitasking ability
- Customer service mindset
- Ability to communicate with empathy and confidence
- Comfortable managing multiple client relationships
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