Process weekly transactions for clients in QBO, ensuring accuracy and adherence to timelines.
Prepare and file sales tax returns.
Prepare and review financial statements.
Meet with clients via Zoom to discuss financial reports and business strategies.
Communicate regularly with clients via email regarding their financials and questions.
Ensure all work aligns with internal systems, deadlines, and quality standards.
Support other client projects to help them stay financially informed and empowered.

Experience in bookkeeping or a service-based accounting role.
Expertise in QuickBooks Online is REQUIRED, along with proficiency in Word, Excel, and other relevant software.
Strong attention to detail — you take pride in getting things right.
Comfort juggling multiple clients and deadlines with ease.
Excellent written and verbal communication skills.
A service mindset — you enjoy showing up for others with care and clarity.
A steady, team-first approach to work, with the ability to follow through consistently.

Multi-Client Bookkeeper

Key skills