Bookkeeper

Cynch AI•Pleasanton, CA

46d•Hybrid

About The Position

Aardvark Tax Advisors is a full-service tax, accounting, and advisory firm serving small businesses and entrepreneurs. We’re the accounting and client services practice of Cynch AI. We’re growing fast. As the accounting profession faces a growing succession challenge, we’re partnering with retiring practitioners and thoughtfully bringing their clients into Aardvark, preserving the trusted relationships and personal service those clients value. We use proprietary AI to amplify your expertise while always deferring to your judgment. By shifting routine work to AI, Cynch’s platform gives our accounting and tax teams more time for complex problem-solving, proactive planning, and building client relationships that last. We are seeking a detail-oriented Bookkeeper who values precision, client service, and continuous improvement.

Requirements

Associate degree or higher in Accounting, Finance, or related field
2+ years of bookkeeping experience
Proficiency in QuickBooks, Xero, or similar accounting platforms
Strong understanding of accounts payable, accounts receivable, and general ledger management

Nice To Haves

Payroll processing experience
Familiarity with U.S. tax regulations
Experience supporting multiple clients in a fast-paced environment
Accounting or bookkeeping certification

Responsibilities

Maintain accurate client financial records, including general ledger entries and account maintenance.
Manage accounts payable and receivable, including vendor bills, invoicing, payment tracking, and overdue accounts.
Record payroll transactions, expenses, and reimbursements.
Perform monthly bank and credit card reconciliations.
Prepare monthly, quarterly, and annual financial statements, including income statements, balance sheets, and cash flow statements.
Support month-end and year-end close and prepare financial information for tax filings and internal review.
Serve as a primary point of contact for bookkeeping-related client needs.
Gather financial documentation and help clients use accounting platforms such as QuickBooks and Xero.
Partner with accountants and tax professionals to keep bookkeeping and tax work accurate and coordinated.
Maintain organized client records and documentation in firm systems.
Adopt tools and workflow improvements that increase accuracy and efficiency.