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