Position Summary
The Full-Time Bookkeeper and Customer Service Representative will be responsible for maintaining accurate financial records, managing accounts, and delivering high-quality customer service. This role requires strong organizational skills, attention to detail, and the ability to communicate effectively with clients and team members. The ideal candidate will thrive in a fast-paced environment and excel at multitasking.

Bookkeeping Duties

• Record Keeping: Maintain accurate and up-to-date financial records, including accounts payable, accounts receivable, and general ledger entries.
• Transaction Processing: Process invoices, payments, and expense reimbursements in a timely manner.
• Reconciliation: Perform regular bank and credit card reconciliations to ensure accuracy of financial data.
• Compliance: Ensure compliance with federal, state, and local financial regulations, including tax filings and reporting requirements.

Customer Service Duties

• Client Communication: Respond to customer inquiries via phone, email, and in-person interactions in a professional and courteous manner.
• Issue Resolution: Address and resolve customer complaints or concerns promptly, escalating complex issues to management when necessary.
• Order Management: Process customer orders, returns, and refunds accurately, ensuring a seamless customer experience.
• Relationship Building: Build and maintain positive relationships with clients to foster loyalty and repeat business.
• Data Entry: Update customer records in the CRM system, ensuring all information is accurate and current.
• Support Team Collaboration: Work closely with other departments to ensure customer needs are met and financial processes align with company goals.

Qualifications

• Education: High school diploma or equivalent required; associate’s or bachelor’s degree in accounting or a related field preferred.
• Experience:
• 2+ years of bookkeeping or accounting experience is preferred.
• Technical Skills:
• Proficiency in accounting software (e.g. QuickBooks, Xero, or similar).
• Strong knowledge of Microsoft Office Suite (Excel, Word, Outlook).
• Familiarity with CRM systems is a plus.
• Soft Skills:
• Excellent verbal and written communication skills.
• Strong problem-solving and analytical skills.
• Ability to multitask and prioritize effectively under tight deadlines.
• High level of integrity and professionalism when handling sensitive financial and customer information.
• Certifications: Bookkeeping or accounting certifications (e.g., Certified Bookkeeper) are a plus but not required.

Work Environment

• Schedule: Full-time position, 40 hours per week, Monday through Friday, with occasional overtime during peak periods.
• Location: Mason, OH
• Physical Requirements: Ability to sit for extended periods and use a computer for prolonged tasks.

Compensation and Benefits

• Salary: Competitive, based on experience.
• Benefits:
• Flexible work schedule.
• Health, dental, and vision insurance allowance.
• Paid time off (vacation, sick leave, and holidays).
• Retirement plan with company match.
• Opportunities for professional development and growth.

Job Type: Full-time
Pay: $20.00 - $25.00 per hour
Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) 3% Match
• Flexible schedule
• Paid sick time
• Paid time off

Ability to Commute:

• Mason, OH 45040 (Required)

Ability to Relocate:

• Mason, OH 45040: Relocate before starting work (Required)

Work Location: In perso

Bookkeeping Duties

• Record Keeping: Maintain accurate and up-to-date financial records, including accounts payable, accounts receivable, and general ledger entries.
• Transaction Processing: Process invoices, payments, and expense reimbursements in a timely manner.
• Reconciliation: Perform regular bank and credit card reconciliations to ensure accuracy of financial data.
• Compliance: Ensure compliance with federal, state, and local financial regulations, including tax filings and reporting requirements

Customer Service Duties

• Client Communication: Respond to customer inquiries via phone, email, and in-person interactions in a professional and courteous manner.
• Issue Resolution: Address and resolve customer complaints or concerns promptly, escalating complex issues to management when necessary.
• Order Management: Process customer orders, returns, and refunds accurately, ensuring a seamless customer experience.
• Relationship Building: Build and maintain positive relationships with clients to foster loyalty and repeat business.
• Data Entry: Update customer records in the CRM system, ensuring all information is accurate and current.
• Support Team Collaboration: Work closely with other departments to ensure customer needs are met and financial processes align with company goals