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.