Muti-Client Bookkeeper, Entry-Level
Job Description:
- Help process weekly financial transactions for clients in QuickBooks Online (QBO).
- Assist with payroll and sales tax filings.
- Support with managing accounts payable and receivable.
- Prepare and review weekly client dashboards, cash forecasts, and financial reports.
- Meet with clients via Zoom to review and learn about strategy.
- Communicate regularly with clients via email regarding their financials and questions.
- Provide support on other bookkeeping projects, as necessary.
- Adhere to established company policies, ensuring compliance and meeting deadlines.
Requirements:
- Some experience or coursework in bookkeeping, accounting, finance, or a related field.
- Familiarity in QuickBooks Online is a plus (but not required, we will train the right person!).
- Strong attention to detail and willingness to learn.
- Strong communication, organization, and time management skills.
- Comfortable using tools such as Excel, Word, and Zoom.
Benefits:
- A career progression path that supports your growth in both responsibility and income.
- A culture of continuous learning where your ideas will be heard and supported.
- A collaborative team environment that prioritizes excellence in service.
- Autonomy and ownership of your work without micromanagement but with clear expectations.