Key skills
CloudCommunication
About this role
Role Overview
- Manage monthly bookkeeping for a portfolio of clients using standardized workflows and cloud-based systems
- Categorize transactions and maintain clean financial records
- Reconcile bank and credit card accounts
- Prepare monthly financials for review
- Support accounts payable and receivable processes (as applicable)
- Maintain organized documentation and task tracking
- Communicate proactively when issues arise
Requirements
- 2+ years of bookkeeping experience (multi-client experience preferred)
- Strong QuickBooks Online experience (QuickBooks Online Certified preferred)
- Solid understanding of reconciliations and month-end close
- Ability to manage multiple deadlines consistently
- Strong written communication skills
- Comfort working in a fully remote environment
- Reliable internet connection and professional home workspace
Tech Stack
- Cloud
Benefits
- Fully remote role
- Structured workflows and clear expectations
- A culture built on ownership and accountability
- Long-term growth opportunities as the firm scales