Bookkeeping Specialist

Headquarters•Sarasota, FL

9d•$24 - $30•Remote

About The Position

We are launching a new bookkeeping line of business designed to support small business clients with accurate, reliable, and timely financial recordkeeping. As part of this initiative, we are hiring a Bookkeeping Specialist. Role Overview Support the launch of the new bookkeeping MVP Manage onboarding and coordinate client handoffs Oversee offshore bookkeeping work and ensure accuracy Provide a smooth client experience with light-touch support Act as an entrepreneurial partner to help build and refine the model as we go

Requirements

Basic bookkeeping and financial statement knowledge
Strong organization and attention to detail
Ability to manage multiple clients and deadlines
Clear communication with clients and internal teams
Comfortable reviewing bookkeeping work for accuracy
Entrepreneurial mindset and willingness to figure things out as we build
High school diploma required
2 to 4 years of bookkeeping or accounting support experience
Familiarity with transactional processing and account reconciliations
Experience working with accounting software (Xero is a plus)
Experience coordinating across teams or working in a structured workflow environment

Nice To Haves

Experience with offshore support teams is a plus
Familiarity with Xero or similar accounting tools is helpful
Associate’s or bachelor’s degree in accounting, finance, or a related field preferred

Responsibilities

Receive and qualify leads from field tax preparers
Contact clients, explain the service, and complete sign-up and billing
Gather documents and account access during onboarding
Prepare clean and organized onboarding packages for offshore
Review offshore work, including reconciliations and monthly reports
Send final reports to clients and answer basic questions
Handle escalations and missing or unclear information
Monitor workflow, turnaround times, and overall service quality
Identify clients who need more than the MVP offering
Suggest improvements to processes, templates, and SOPs

Benefits

401(k)
Bonus based on performance
Competitive salary
Dental insurance
Donation matching
Health insurance
Paid time off
Training & development
Vision insurance
Wellness resources
Unlimited Paid Time Off + 11 Paid Holidays
401k + Match
Medical, Dental, and Vision
Pet Insurance
Company Celebrations and Appreciation Events
Fast-paced, innovative culture with an open and collaborative environment
Ample opportunity to develop core and new skillsets and have a stake in your own success
Freedom to create your best work and make a visible impact on the organization
Opportunities for advancement within the organization