Responsibilities:

• Support the month-end close process for both cash- and accrual-basis clients (QuickBooks Online).
• Maintain schedules (Google Sheets) to support account balances.
• Post general and adjusting journal entries.
• Create draft reporting packets in Fathom.
• Assist with client onboarding (migrating to new chart of accounts, setting up month-end schedules in project management software, etc.).

Required Attitudes & Attributes:

• Passion for learning and continuous improvement.
• Flexibility — we’re a new business, and processes may evolve.
• Diligence and efficiency — able to manage multiple clients in one day.

Required Experience:

• Strong experience with accrual accounting.
• Preferably experience in USGAAP-compliant environments (annual audits, etc.).
• Proficiency with Google Sheets and Google Drive.
• Strong experience with QuickBooks Online (certification is a plus!).
• Preferable experience with Bill.com.