Manage and prioritize workflows across multiple clients with varying industries and complexity.
Act as the primary point of contact, providing proactive communication, insights, and guidance.
Perform and review advanced reconciliations (bank, credit card, loans, payroll clearing).
Manage full-cycle AP/AR, including vendor bills, invoicing, payments, and collections follow-up.
Prepare, review, and analyze financial statements (P&L, Balance Sheet, Cash Flow).
Record and review complex journal entries and maintain accurate general ledgers.
Troubleshoot discrepancies and ensure clean, audit-ready files.
Set up, optimize, and maintain QBO/QBD files tailored to client needs.
Support payroll setup, processing, and filings as needed.
Maintain data accuracy through regular reviews and cleanup work.
Monitor and assist with sales tax tracking, filing, and remittance.
Lead month-end and year-end close processes; support audit readiness.
Review work prepared by Bookkeeper I and II team members.
Provide coaching, guidance, and support on complex transactions and best practices.

Associate’s or Bachelor’s degree in Accounting, Finance, or equivalent experience.
Minimum 3+ years of bookkeeping experience in a multi-client, outsourced accounting, or franchise environment.
Advanced proficiency with QuickBooks Online and QuickBooks Desktop.
Experience with payroll, sales tax compliance, and financial reporting.
Comfort working in cloud-based systems and accounting technology tools.

Senior Bookkeeper – Director I

Key skills