Bookkeeping Specialist - Remote | US/Canada Only

Overview

This role is a long-term, fully remote Bookkeeping Specialist position with weekly hours of 32–40 (6–8 hours per day). Work is primarily scheduled between 9:00 am and 5:00 pm CT.

Employment in this position must be your first priority. You must be unable to work full-time elsewhere while satisfactorily completing the duties of this role (this is not a side hustle). Availability must align with operational needs, including essential meetings, collaborative projects, and client interactions during business hours. Fixed availability periods cannot be accommodated.

Responsibilities

• Develop a sense of ownership for client accounts and support ongoing client needs
• Maintain active engagement in learning, updating, and improving processes
• Perform day-to-day accounting data entry
• Reconcile bank and credit card accounts
• Support accounts payable and accounts receivable
• Support payroll reconciliation
• Assist with revenue recognition and point-of-sale data extraction
• Communicate with clients to answer accounting procedural questions
• Calculate and enter month-end accruals and adjusting entries
• Update documentation of processes and procedures and participate in quarterly process reviews
• Communicate with clients in a timely and professional manner
• Other duties as assigned

Requirements

• High degree of customer service, attention to detail, and ability to manage multiple tasks
• Excellent written and verbal communication skills
• Strong problem-solving ability and ability to learn new programs
• Proficient with technology; solid knowledge of computer operations and software, including Microsoft Office / 365
• Must have (or be willing to obtain) a dedicated secure internet connection
• Strong customer service skills, including the ability to interact with customers through video and audio tools professionally, friendly, and reassuringly
• Ability to work in a fast-paced environment with minimal supervision
• Must be located in the United States or Canada
• Travel to semi-annual in-person Team Retreats (supervisors and/or full-time employees only). Locations for in-person team meetings will vary.

Preferred Qualifications

• Double
• QuickBooks Online
• Receipt capture software (Ramp, etc.)
• Microsoft Teams
• Microsoft 365 and Excel
• Gusto Pro
• OneDrive
• Ramp, Relay, etc.

Compensation & Benefits

• Starts with a 3-month probationary period at $19–20 per hour
• Pay increase eligibility after a successful 90-day review (milestones met)
• After the probationary period: 32–40 hours per week (6–8 hours per day)
• Holiday pay
• Profit share for eligible employees
• 401(k) plan
• Computer and IT services are provided and managed by the organization

Location

• Remote position
• Must be located in the United States or Canada
• Travel required: semi-annual in-person Team Retreats (locations vary)