Bookkeeper - $29/hourly

Overview

This full-time Legal Bookkeeper position manages day-to-day bookkeeping and month-end reporting for 10–15 law firm clients. The role is client-facing and combines full-charge accounting with legal trust-account compliance, including IOLTA cleanups, three-way reconciliations, and integration between QuickBooks Online and Clio (or comparable legal practice systems).

Responsibilities

• Serve as the primary bookkeeping contact for 10–15 law firm clients, including onboarding and account setup.
• Maintain reliable month-end procedures and provide accurate, self-reviewed financial reporting packages.
• Handle daily bookkeeping tasks such as data entry; managing bank and credit-card accounts; accounts payable; and billing portals such as Clio.
• Support multi-month IOLTA trust-account cleanups.
• Participate in partner-facing calls as needed.
• Reconcile complex legal technology systems and regulatory trust records, including three-way reconciliations.
• Provide payroll, AP, and 1099 reporting when required.
• Where appropriate, assist with promoting bookkeeping services, identify opportunities for additional services, and encourage clients to participate in educational events and firm initiatives.

Requirements

• At least four years of full-charge bookkeeping in a professional services environment, with direct legal bookkeeping experience.
• Experience managing at least ten accounts simultaneously while maintaining strong client service, organization, and follow-through.
• Demonstrated ability to:
  • Balance a balance sheet
  • Manage fixed assets
  • Make accrual and adjusting entries
  • Resolve trust-account discrepancies
• Practical knowledge of IOLTA trust compliance and legal software, including daily synchronization and mapping between cloud accounting systems and legal practice-management or billing platforms.
• Advanced hands-on proficiency in QuickBooks Online and Clio (or equivalent legal technology platforms).
• Ability to quickly learn new bookkeeping systems and identify small discrepancies with close attention to detail.
• Associate or bachelor's degree in accounting or finance, or equivalent senior-level accounting experience.

Preferred Qualifications

• Experience with multiple bookkeeping systems.

Compensation & Benefits

• 75% employer-paid medical, dental, and vision insurance for employees and their families.
• Unlimited vacation time.
• Learning budget for courses, events, and books.
• Company activities, outings, and retreats.
• SIMPLE IRA with a 3% match.

Equal Employment Opportunity

Equal employment opportunity applies to qualified applicants and employees.