Bookkeeper

• Manage and maintain accurate financial records for multiple clients, ensuring all transactions are properly documented
• Perform bank reconciliations, accounts payable, and accounts receivable functions with precision and efficiency
• Utilize QuickBooks Online to its fullest potential, including bank feed management, rules automation, and project accounting
• Standardize and maintain consistent chart of accounts across multiple entities for accurate reporting
• Prepare and deliver decision-ready financial statements, such as profit and loss reports, balance sheets, and cash flow statements
• Identify and flag anomalies or trends in financial data, providing actionable insights to clients
• Leverage automation tools to enhance efficiency and reduce manual processes
• Adhere to monthly close cycles and maintain strict deadlines to ensure timely reporting
• Communicate effectively with clients, translating financial data into practical business insights and recommendations
• Develop and document scalable processes and standard operating procedures to improve workflow efficiency

• 3–7+ years of bookkeeping or accounting experience, preferably in a multi-client or firm environment
• Advanced proficiency in QuickBooks Online, including experience with app integrations such as Bill.com, Gusto, and Hubdoc
• Demonstrated ability to manage 25–60+ client files simultaneously while maintaining high accuracy
• Strong understanding of financial reporting, including the preparation of P&L statements, balance sheets, and cash flow reports
• Exceptional attention to detail and the ability to prioritize tasks under tight deadlines
• Strong communication skills, with the ability to explain financial concepts to non-financial stakeholders
• A proactive mindset with a focus on identifying and addressing potential issues before they arise

Experience with workflow tools such as Karbon, Jetpack, or ClickUp is a plus

• medical, vision, dental, and life and disability insurance
• eligible to enroll in our company 401(k) plan
• free online training