Description:

Our team partners with business owners who don’t live and breathe accounting—and that’s where you come in. This role blends hands-on accounting work with client-facing communication, helping translate financial data into clear, practical insights clients can actually use.

Most weeks in this role are balanced across:

• Core accounting and bookkeeping responsibilities
• Ongoing communication with clients to clarify activity and provide support
• Internal collaboration, training, and process improvement

If you’re looking for a firm where accuracy matters, client service is valued, and technology is embraced to streamline work, this could be a strong fit.

What Success Looks Like:

• Enjoys working through detailed financial data and takes pride in clean books
• Follows through on commitments and takes ownership of assigned work
• Is motivated to grow professionally in a fast-moving, modern environment
• Can manage multiple clients and deadlines without losing accuracy
• Stays curious, asks thoughtful questions, and is comfortable leveraging technology to improve efficiency
• Supports senior team members by maintaining accurate records, assisting with month-end close, and preparing reconciliations and reports

Key Responsibilities:

• Perform daily bookkeeping activities including transaction entry, account reconciliation, and record maintenance
• Manage accounts payable and cash-related tasks such as bill processing, payments, and cash flow support
• Reconcile bank accounts, credit cards, and balance sheet accounts
• Prepare accrual-based entries including prepaids and accruals
• Assist with financial statement preparation for internal review and client discussions
• Identify opportunities for workflow improvements, automation, and third-party app integrations
• Support new client onboarding by setting up accounts, cleaning up historical data, and assisting with system transitions
• Communicate directly with clients to gather documentation, clarify transactions, and respond to routine accounting questions

Qualifications:

• Bachelor’s degree in Accounting, Business Administration, or equivalent experience (minimum two years in accounting or bookkeeping roles)
• Strong attention to detail with excellent organizational skills
• Experience with QuickBooks Online and/or NetSuite
• Comfort working in cloud-based accounting environments and with modern financial tools
• Strong written and verbal communication skills
• Proficiency in Excel and/or Google Sheets
• High standards of professionalism, confidentiality, and integrity
• Ability to pass a background check

Preferred but Not Required:

• NetSuite experience (Huge Plus!)
• Exposure to automation or AI-driven tools such as Zapier or Make
• Experience working with API-based integrations