Overview We are seeking an experienced Bookkeeper to manage day-to-day financial operations for a diverse portfolio of small business clients. The ideal candidate thrives in a multi-client environment, maintains exceptional accuracy, and communicates financial information clearly to non-accountants. This role involves transaction management, reconciliations, month-end close, workflow documentation, and proactive client engagement. Experience with QuickBooks Online and strong attention to detail are essential. Key Responsibilities ⢠Manage daily and weekly bookkeeping for multiple clients across various industries ⢠Code transactions and perform weekly bank and credit card reconciliations ⢠Reconcile revenue against third-party reports ⢠Maintain clean and accurate charts of accounts ⢠Conduct cleanup and diagnostic reviews when needed ⢠Complete month-end close, including accruals and adjustments ⢠Prepare and deliver accurate monthly financial statements ⢠Explain variances and ensure timely financial reporting ⢠Maintain documentation and workflow standards ⢠Coordinate payroll: track hours, review reports, post payroll entries ⢠Support 1099 processes, including W-9 collection and vendor setup ⢠Communicate proactively with clients to request documents, answer questions, and escalate issues ⢠Explain financial concepts in clear, simple language ⢠Manage multi-client workflows using tools like Keeper (preferred) ⢠Assist with onboarding, IT documentation, and billing setup ⢠Use QuickBooks Online extensively (advanced proficiency required) ⢠Utilize Microsoft 365, Outlook, Excel (intermediate to advanced) ⢠Participate in structured interviews and live QBO tasks to demonstrate technical skills Required Skills & Experience ⢠Minimum 4 years of bookkeeping experience in a multi-client or small-business environment ⢠Minimum 1 year of hands-on QuickBooks Online experience ⢠Strong understanding of financial statements, reconciliations, and accruals ⢠Experience in payroll coordination and 1099 processes ⢠High proficiency with Excel, Microsoft 365, and Outlook ⢠Experience with Keeper is a plus ⢠Ability to shift quickly between clients and industries ⢠Strong organizational skills and the ability to multitask ⢠Clear, professional communication skills ⢠Ability to work independently while maintaining strong client relationships Soft Skills ⢠High attention to detail ⢠Reliable, deadline-driven, and proactive ⢠Strong organizational and multitasking ability ⢠Customer service mindset ⢠Ability to communicate with empathy and confidence ⢠Comfortable managing multiple client relationships
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Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed