Bookkeeper for Remote Accounting Firm

Overview

This role supports small businesses with remote bookkeeping and day-to-day accounting needs. The organization is seeking an ambitious bookkeeper and a strong communicator who can work full-time and help small to mid-size businesses stay on track.

The position offers flexibility to work in a way that supports an individual’s “perfect position,” including the ability to adjust scheduling and assigned client duties within established processes and engagement parameters.

Responsibilities

• Provide exceptional bookkeeping services to clients using QuickBooks Online.
• Manage day-to-day client relationships while working within established processes and budget parameters for each bookkeeping engagement.
• Meet with clients via virtual meetings as needed to answer questions and provide support.
• Close the books monthly and send monthly email reports of work to date.
• Manage accounts payable and accounts receivable.
• Post and maintain bookkeeping and accounting journal entries.
• Maintain the chart of accounts.
• Create financial statements for analysis and support annual tax preparation.
• Perform periodic account reconciliations to ensure accuracy.
• Process payroll per client needs (weekly, bi-weekly, monthly, etc.).
• Issue invoices to customers.
• Pay supplier invoices timely and pay debt as it comes due.
• Ensure receivables are collected promptly.
• Record cash receipts and make bank deposits.
• Collect sales taxes from customers and remit them to the government.
• Tag and monitor fixed assets.
• Ensure client compliance with local, state, and federal government reporting requirements.
• Support client onboarding for assigned engagements in accordance with defined processes.
• Provide clerical and administrative support as requested.

Team Collaboration

• Communicate clearly and professionally with clients and internally in a fully remote environment.
• Identify and recommend opportunities to improve client value and efficiency through additional services or tools.
• Collaborate with the supervisor, administrative team, and the tax preparation team to ensure clients are satisfied through timely communication, deadline delivery, and strong bookkeeping support.
• Participate in growth and learning by sharing skills and training after completing courses.
• Attend monthly one-on-one meetings with the supervisor.

Requirements

• 5+ years of demonstrated ability to provide detailed bookkeeping and accounting support.
• QuickBooks Online Certification.
• 3+ years of experience using QuickBooks for/in a professional organization.
• Familiar with Outlook and Office 365 Online Suite (Outlook Online, Microsoft ToDo, Microsoft Teams Meetings, and SharePoint/OneDrive).
• Strong oral and written communication skills.
• Passion for assisting clients and helping them succeed in running their small businesses.
• Confidence in learning and adopting new technologies; willingness to consistently and accurately follow established policies and procedures.
• Efficient with deadlines.
• Ability and willingness to build strong remote working relationships based on trust, accountability, integrity, and shared learning/training.
• Dedicated office space and reliable, high-speed internet connection.
• Capacity and commitment to work 40 hours per week.
• Willingness to take and make phone calls as needed when urgent contact with a client is necessary.

Preferred Qualifications

• Bachelor’s degree in Accounting, Bookkeeping, or another equivalent degree.
• QuickBooks Online Advanced Certification.
• Fully set up to work remotely.

Compensation & Benefits

• 401k Retirement Savings Plan (after 1 year).
• Paid Time Off.
• Monthly meetings with a Life Coach.
• Opportunity for growth and advancement.

Location

• Fully remote / work from home.