Bookkeeper, QuickBooks Certified

📋 Description

• Precisely categorize transactions, reconcile accounts, and uphold organized ledgers.

• Detect and address discrepancies with meticulous attention to detail.

• Perform monthly financial assessments to guarantee that each client’s records are accurate and current.

• Act as the primary contact for clients—small business owners who depend on your guidance.

• Deliver empathetic, professional, and clear communication via chat, email, and phone.

• Foster strong relationships by simplifying financial concepts for clients' understanding.

• Proactively identify and address client issues.

• Manage the client experience from beginning to end, ensuring satisfaction and trust.

• Collaborate with internal teams using tools such as Bench App, Salesforce, and Slack.

⛳️ Requirements

• QuickBooks Online Certification is mandatory (active certification).

• A minimum of 1 year of experience in bookkeeping, auditing, or tax preparation.

• At least 1 year of customer-facing or client service experience—preferably supporting U.S.-based clients.

• Exceptional spoken and written English proficiency (clear, confident, and professional communication is essential).

• A strong customer service mindset with the ability to convey financial information empathetically and clearly.

• Practical experience using QuickBooks Online.

• High attention to detail, strong problem-solving abilities, and a proactive approach.

• A degree in Accounting, Finance, or a related field (or equivalent experience).

🏝️ Benefits

• Employees have the option to work remotely.