Bookkeeping Resolution Specialist

Job Description

REQUIREMENTS

• In-depth knowledge of monthly bookkeeping processes and quality control
• Strong understanding of accounting principles and financial reporting
• Experience reviewing and correcting bookkeeping work
• Comfortable handling complex reconciliations and journal entries
• Experience with QuickBooks Online
• Experience troubleshooting integrations and third-party systems
• Comfortable communicating with clients and external agencies when needed
• Please include “Fixer” in the subject line when applying

RESPONSIBILITIES

• Fix & Resolve Bookkeeping Problems
• Identify and resolve discrepancies in client books
• Troubleshoot issues between systems (QBO, invoicing/payment platforms, payroll, etc.)
• Investigate A/R and other issues by working inside client systems
• Handle payroll and sales tax discrepancies, including communication with state agencies when needed

Quality Control & Month-End Oversight

• Review bookkeeping work for accuracy and completeness
• Ensure financials are clean, tied out, and ready for reporting
• Review month-end reports before they go to clients
• Maintain high standards across all client files

Monthly Reviews & Client Communication

• Communicate with clients (primarily through our portal)
• Add notes to reports so clients understand their numbers and next steps
• Occasionally communicate with clients via phone or Zoom

Support & Guide the Team

• Answer questions from bookkeepers and provide direction
• Make decisions when things are unclear—this is a decision-making role
• Collaborate in a positive, supportive way to elevate team performance

Cleanup & New Client Onboarding

• Review new client books and create cleanup plans
• Execute and delegate cleanup work
• Build client-specific workflows and SOPs for ongoing success
• Improve Systems & Processes
• Identify workflow issues and help improve them
• Create and update SOPs alongside the team
• Stay aligned with internal processes to keep things running smoothly

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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