Bookkeeping Specialist

Job Description

REQUIREMENTS

• Advanced QuickBooks Online skills and strong bookkeeping/accounting skills
• Previous work experience in public accounting or an outsourced bookkeeping services firm
• Prior experience onboarding new clients and executing successful clean-ups (including balance sheet accounts)
• Knowledge of sales tax/nexus
• Experience using third-party applications that integrate with QBO (Double, Melio, Bill, Dext, Hubdoc)
• Expertise with Google Workspace and its tools, and knowledge of Microsoft products

Nice-to-Haves:

• Working knowledge of ClickUp or Notion
• Bookkeeping experience in the construction industry

RESPONSIBILITIES

• Serve as a technical resource, identifying and implementing opportunities to improve client workflows and processes.
• Perform assessments for prospective clients; analyze potential clients’ accounting and financial data to determine the scope of work; set up or clean up the books; and apply technology to maximize efficiency.
• Successfully onboard new clients, oversee the handoff to our ongoing bookkeeping team, and support ongoing clients as requested to ensure that all clients’ needs are met and expectations are exceeded.
• Deliver complete, accurate, and timely bookkeeping services, along with superior customer service.

Are you interested in this position?

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

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