Bookkeeping Division Specialist

Overview

A fully remote accounting and advisory firm specializing in serving veterinary hospitals across the United States is seeking a Bookkeeping Division Specialist. This firm supports hundreds of veterinary practice clients nationwide and is known for strong client relationships, operational excellence, and a modern approach to outsourced accounting and advisory services.

This role offers an opportunity to build strong client relationships, contribute to a collaborative and fast-growing team, and work within a niche industry supporting veterinary professionals.

Responsibilities

Client Relationship Management

• Serve as the primary bookkeeping contact for assigned clients, maintaining consistent communication and responsiveness.
• Respond to all client inquiries within 24 hours, providing proactive updates and clear timelines.
• Build and maintain strong client relationships through professionalism, organization, and consultative support.
• Participate in quarterly client conversations focused on operational and financial discussions.

Bookkeeping & Financial Reporting

• Manage at least 10 full-service bookkeeping client relationships.
• Perform ongoing QuickBooks Online (QBO) bookkeeping and account maintenance.
• Complete monthly reconciliations for bank accounts, credit cards, loans, payroll, and related accounts.
• Prepare and finalize monthly financial reporting packages and supporting documentation.
• Ensure month-end reporting is completed accurately and delivered by the 15th of each month, contingent upon timely client submissions.
• Review "Ask My Accountant" balances and resolve outstanding bookkeeping items prior to finalizing reports.

Client Onboarding & Implementation

• Assist with onboarding new clients, including QuickBooks Online setup, chart of accounts implementation, account linking and integrations, and initial bookkeeping cleanup and reconciliations.
• Participate in onboarding meetings and ensure all required documentation and access requests are completed timely.

Workflow & Process Management

• Utilize workflow systems to manage bookkeeping deliverables, review points, and reporting deadlines.
• Maintain organized documentation, reporting templates, and financial records.
• Collaborate with leadership and team members to improve efficiency, consistency, and client experience across the bookkeeping division.

Team Collaboration & Communication

• Attend team meetings, training sessions, and monthly webinars.
• Collaborate closely with leadership and advisors to ensure seamless client support and service delivery.
• Escalate workflow concerns or capacity challenges proactively to leadership.

Requirements

• Minimum 2 years of bookkeeping, accounting support, or outsourced accounting experience preferred.
• Strong proficiency in QuickBooks Online required.
• Experience with financial reporting, reconciliations, and month-end close processes.
• Strong organizational and time-management skills with the ability to manage multiple client relationships simultaneously.
• Excellent written and verbal communication skills.
• Ability to work independently in a fully remote, high-accountability environment.
• Strong attention to detail and commitment to accuracy.
• Experience with workflow systems such as XCM or similar platforms is a plus.
• Client-service-oriented mindset with strong professionalism and responsiveness.

Preferred Qualifications

• Relationship-driven and proactive communicator.
• Organized, detail-oriented, adaptable, and solutions-focused.
• Team-oriented collaborator.
• Self-motivated and accountable.

Compensation & Benefits

• Competitive compensation package.
• 401(k) with company match.
• Medical, dental, and vision insurance.
• Paid time off and company holidays.
• Flexible scheduling.
• Continuing education and professional development support.
• Paid training opportunities.
• Opportunities for advancement and career growth.
• Fully remote work environment.

Location

• Fully remote
• Schedule: Monday – Friday

This position is ideal for professionals seeking a modern, flexible work environment with the opportunity to make a meaningful impact supporting veterinary practices nationwide.