Bookkeeper, QuickBooks Certified

Role Overview

• Accurately categorize transactions, reconcile accounts, and maintain clean ledgers
• Identify and resolve discrepancies with care and attention to detail
• Conduct monthly financial reviews to ensure every client’s books are accurate and up to date
• Serve as the main point of contact for clients — small business owners who rely on guidance
• Provide empathetic, professional, and clear communication across chat, email, and phone
• Build strong relationships by explaining financial information in a way clients can easily understand
• Take initiative to identify and resolve client concerns proactively
• Own the client experience from start to finish, ensuring satisfaction and trust
• Collaborate with internal teams using tools like Bench App, Salesforce, and Slack

Requirements

• QuickBooks Online Certification is required (active certification)
• 1+ year of experience in bookkeeping, auditing, or tax preparation
• 1+ years of customer-facing or client service experience — ideally supporting U.S.-based clients
• Excellent spoken and written English proficiency (clear, confident, and professional communication is a must)
• Strong customer service mindset with the ability to explain financial information clearly and empathetically
• Hands-on experience using QuickBooks Online
• High attention to detail, strong problem-solving skills, and a proactive approach
• Degree in Accounting, Finance, or related field (or equivalent experience)

Benefits

• Employees can work remotely