Multi-Client Bookkeeper, Entry-Level

This is a fully remote position, open to applicants in United States.

📋 Description

• Manage weekly financial transactions for clients utilizing QuickBooks Online

• Assist with payroll processing and sales tax submissions

• Aid in the management of both accounts payable and accounts receivable

• Prepare and review weekly client dashboards, cash flow forecasts, and financial statements

• Conduct Zoom meetings with clients to discuss and understand their strategies

• Regularly communicate with clients via email regarding their financial matters and inquiries

• Provide assistance on additional bookkeeping projects as needed

• Adhere to company policies, comply with relevant requirements, and meet established deadlines

• Work closely with the Account Manager on client strategy, execution, and monthly reporting

• Ensure accurate financial record-keeping and management of client accounts

⛳️ Requirements

• Some background or coursework in bookkeeping, accounting, finance, or a related discipline

• Familiarity with QuickBooks Online is advantageous, though not mandatory

• Strong attention to detail and a desire to learn

• Excellent communication, organizational, and time management abilities

• Proficient in using Excel, Word, and Zoom

• Completion of the Predictive Index and Cognitive Assessments is required before scheduling an interview

🏝️ Benefits

• A career advancement path that encourages your growth in both responsibility and earnings

• A culture of continuous learning where your ideas are valued and supported

• A collaborative team atmosphere that emphasizes excellence in service

• Autonomy and ownership of your work without micromanagement, alongside clear expectations

• Training offered for the right candidate on QuickBooks Online