• This role is ideal for professionals who value precision, proactive communication, and clean financial data. You’ll work with tools like QuickBooks Online and client portals to manage workflows, support payroll and 1099 processes, and deliver high-quality financial statements.

Key Responsibilities:

• Manage daily bookkeeping for a diverse portfolio of clients
• Code weekly transactions and reconcile bank/credit card accounts
• Reconcile revenue against third-party reports
• Perform month-end close: accruals, adjustments, and financial statement delivery
• Maintain workflow documentation and chart of accounts hygiene
• Coordinate payroll: track hours, review reports, and post entries
• Support 1099 processes: vendor onboarding and W-9 collection
• Communicate proactively with clients to request documents, resolve issues, and offer guidance
• Conduct cleanup and diagnostic reviews as needed
• Use Keeper (client portal synced with QBO) for workflow and book reviews
• Assist with IT documentation and billing setup during onboarding

Qualifications:

• 4+ years of bookkeeping experience in a multi-client or small business setting
• 1+ year of hands-on experience with QuickBooks Online
• Comfortable managing multiple clients and industries
• Strong ability to explain financial concepts to non-accountants
• Experience with payroll coordination and month-end reporting
• Familiarity with Excel, Microsoft 365, and Outlook
• Experience with Keeper is a plus