Bookkeeper

Overview

This role supports a portfolio of small and midsize business clients by delivering reliable, full-cycle bookkeeping services. The position is client-facing and combines financial expertise, organization, and clear communication to help business owner clients stay informed and confident in their financials.

• Job Title: Bookkeeper
• Employment Type: Full-time, W2
• Compensation: $60,000-$65,000 per year, depending on experience
• Location: Remote (Texas based)
• Core Hours Availability: Monday–Thursday, 9am-2pm CST

Responsibilities

• Manage full-cycle bookkeeping for approximately 10–15 small and midsize business clients using QuickBooks Online.
• Complete routine reconciliations for bank accounts, credit cards, assets, and liabilities.
• Support year-end close by ensuring client books are accurate, reconciled, and complete, and collaborate with CPAs to provide timely financial information and resolve questions ahead of tax filing deadlines.
• Prepare and distribute reconciled financial statements, and ensure outstanding client items are identified and followed up on.
• Maintain regular client communication, including two monthly emails and a monthly client call to review financials, answer questions, and address outstanding needs.
• Explain financial information clearly and professionally to business owners and other client contacts who may not have advanced financial understanding.
• Track time spent on client work and manage workload within established client-hour allocations.
• Identify scope creep and guide clients toward appropriate next steps, including discussing whether additional services may be needed.
• Follow established internal workflows, SOPs, CRM processes, and documentation standards to keep client work organized and consistent.
• Collaborate with managers and teammates to troubleshoot complex bookkeeping questions and provide support during high-volume periods.
• Participate in client account reviews, onboarding activities, and process-improvement efforts as needed.
• Maintain a polished, professional presence in written communication and client-facing video meetings.

Requirements

• Experienced user in QuickBooks Online; must be QuickBooks ProAdvisor Level 1 certified
• 7-10+ years of full-cycle bookkeeping experience
• Experience supporting year-end close, preparing reconciled financials for tax season, and collaborating with CPAs to respond to questions and provide requested documentation
• Experience supporting AP, AR, and payroll processes, in addition to preparing and reviewing P&L statements, balance sheets, and related reconciliations
• Experience in balance sheet tie-outs and asset/liability reconciliations
• Prior experience in public accounting, including experience managing multiple client accounts
• Strong client-facing communication skills, including the ability to explain financial information to non-financial audiences
• Ability to set boundaries around out-of-scope requests while maintaining positive client relationships
• Ability to manage competing priorities across a portfolio of clients
• Professional written communication and video-call presence
• Strong organization and time management, including comfort tracking time against client allocations
• Comfort working independently in a fully remote, collaborative environment
• Availability during required core hours: Monday–Thursday, 9am-2pm CST

Preferred Qualifications

• Experience with Google Workspace and monday.com
• Multi-entity bookkeeping experience, including intercompany tie-outs
• Ability and interest in supporting teammates, process documentation, systems efficiencies, onboarding, or other operational projects

Compensation & Benefits

• $60,000-$65,000 per year, depending on experience
• Flexible scheduling outside core hours
• Paid holidays and PTO
• Health/dental/vision coverage
• 401(k)

Location

• Remote (Texas based)