ABOUT US:

Join our dynamic and innovative team! We are a forward-thinking company that values collaboration, excellence, and providing top-tier services to our clients. As we continue to grow, we are seeking a dedicated Bookkeeper who is passionate about numbers and enjoys building strong client relationships.

POSITION OVERVIEW:

We are looking for an experienced and personable Bookkeeper to join our remote team. The ideal candidate will have a proven track record in managing bookkeeping for multiple clients and thrive in a client-facing role. You will be responsible for maintaining accurate financial records, preparing financial reports, and ensuring our clients receive exceptional service.

QUALIFICATIONS:

• Proven experience in bookkeeping, particularly in managing multiple client accounts.
• Proven experience in payroll processing.
• Proficiency in QuickBooks Online and spreadsheet software.
• Strong understanding of accounting principles and compliance with industry standards.
• Excellent communication and interpersonal skills.
• Detail-oriented with strong organizational and time-management abilities.
• Ability to work independently in a remote environment while staying connected with the team.
• Enjoys interacting with clients and providing exceptional service.
• Experience with Real Estate clients & Small business/Investment bookkeeping a plus!

• Managing and maintaining financial records for multiple clients, ensuring accuracy and timeliness.
• Reconciling bank statements and preparing financial reports for clients.
• Communicating directly with clients to understand their needs, address questions, and offer financial insights.
• Onboarding and setting up bookkeeping accounts in QuickBooks Online.
• Assisting with clean-up of client accounts.
• Collaborating & Managing clients with a supporting team of junior bookkeepers to provide top-tier client service.
• Onboarding and setting up payroll accounts for clients.
• Providing support to payroll processor.
• Monitoring payee/vendor transactions and processing 1099 forms at year-end.
• Assisting with tax preparation and compliance tasks as needed.
• Able to enter adjusting journal entries.