Lead Bookkeeper - Remote | US/Canada Only

Overview

Full-time remote role for a Lead Bookkeeper. This position involves maintaining accurate financial records, managing financial statements, recording journal entries, and using accounting software. Over time, the role is designed to support growth into an Account Manager path, including increased client communication, advisory support, and strategic oversight of assigned accounts.

The schedule is 35–40 hours per week (7–8 hours per day), primarily between 9:00 am–5:00 pm CT. This role must be your first priority; you will be unable to work full-time elsewhere and complete the duties of this position.

Availability must align with operational needs, including essential meetings, collaborative projects, and client interactions during business hours. Fixed availability periods cannot be accommodated.

Responsibilities

• Support a growing portfolio of clients with their accounting needs, with a focus on developing ownership of client accounts and transitioning into an Account Manager role.
• Input day-to-day accounting data.
• Reconcile bank and credit card accounts.
• Provide accounts payable and accounts receivable support.
• Perform payroll reconciliation.
• Handle revenue recognition and point-of-sale data extraction.
• Calculate and enter month-end accruals and adjusting entries.
• Communicate with clients in a timely and professional manner, including answering accounting procedural questions with increasing responsibility for client-facing communication as you progress.
• Update documentation of processes and procedures and participate in quarterly process reviews.
• Collaborate with senior team members and Account Managers to support client deliverables and gradually assume more account management duties.
• Assist with other duties as assigned.

Qualifications

• Proficiency in bookkeeping and creating accurate journal entries in an organized and efficient manner.
• Experience using accounting software to manage financial records.
• Strong knowledge of financial statements and finance principles.
• Attention to detail and strong organizational skills; ability to work independently.
• Demonstrated interest in professional growth toward a client-facing Account Manager role.
• Previous experience in hospitality or service-based industries is a plus.
• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field, or equivalent experience.

Requirements

• High degree of customer service, attention to detail, and ability to manage multiple tasks.
• Excellent written and verbal communication skills.
• Ability to problem-solve; learning new programs and resolving program issues is imperative.
• Proficient with technology and strong computer/software knowledge.
• Must have (or be willing to obtain) a dedicated secure internet connection.
• Strong customer service skills, including ability to interact with customers professionally, friendly, and reassuringly through video and audio tools.
• 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; locations for in-person team meetings will vary.

Preferred Qualifications

• Double or other practice management system
• QuickBooks Online
• Receipt capture software (Ramp, etc.)
• Microsoft 365 and Teams
• Microsoft Excel
• Gusto Pro
• Remote work

Compensation & Benefits

• Starting pay: $22 per hour.
• Schedule: 35–40 hours per week (7–8 hours per weekday), primarily 9:00 am–5:00 pm CT.
• Holiday pay
• Profit share for eligible employees
• Health benefits
• 401(k) plan
• Computer and IT services are provided and managed by the employer

Location

• Remote work with requirement to be located in the United States or Canada.
• Travel required to semi-annual in-person Team Retreats; in-person team meeting locations vary.