Bookkeeping Division Specialist

Crete Professionals Alliance•Aventura, FL

3d•Remote

About The Position

The firm is seeking a highly organized and client-focused Bookkeeping Division Specialist to support a portfolio of veterinary practice clients through full-service bookkeeping, financial reporting, onboarding support, and ongoing client communication. This role is ideal for someone who thrives in a fast-paced remote environment, enjoys building client relationships, and takes pride in delivering accurate, high-quality financial work while maintaining exceptional responsiveness and organization.

Requirements

2+ years of bookkeeping, accounting support, or outsourced accounting experience preferred
Strong proficiency in QuickBooks Online required
Experience with financial reporting, reconciliations, and month-end close processes
Strong organizational and time-management skills with the ability to manage multiple client relationships simultaneously
Excellent written and verbal communication skills
Ability to work independently in a fully remote, high-accountability environment
Strong attention to detail and commitment to accuracy
Client-service-oriented mindset with strong professionalism and responsiveness

Nice To Haves

Experience with workflow systems such as XCM or similar platforms is a plus

Responsibilities

Serve as a primary bookkeeping contact for assigned clients while maintaining consistent communication and responsiveness.
Respond to all client inquiries within 24 hours, providing proactive updates and clear timelines for follow-up.
Build and maintain strong client relationships through professionalism, organization, and consultative support.
Participate in quarterly client conversations focused on operational and financial discussions.
Manage at minimum 10 full-service bookkeeping client relationships.
Perform ongoing QuickBooks Online (QBO) bookkeeping and account maintenance.
Complete monthly reconciliations for bank accounts, credit cards, loans, payroll, and related accounts.
Prepare and finalize monthly financial reporting packages and supporting documentation.
Ensure month-end reporting is completed accurately and delivered by the 15th of each month, contingent upon timely client submissions.
Review “Ask My Accountant” balances and resolve outstanding bookkeeping items prior to finalizing reports.
Assist with onboarding new clients, including: QuickBooks Online setup, Chart of accounts implementation, Account linking and integrations, Initial bookkeeping cleanup and reconciliations.
Participate in onboarding meetings and ensure all required documentation and access requests are completed timely.
Utilize workflow systems to manage bookkeeping deliverables, review points, and reporting deadlines.
Maintain organized documentation, reporting templates, and financial records.
Collaborate with leadership and team members to improve efficiency, consistency, and client experience across the bookkeeping division.
Attend team meetings, training sessions, and monthly webinars.
Collaborate closely with leadership and advisors to ensure seamless client support and service delivery.
Escalate workflow concerns or capacity challenges proactively to leadership.