QuickBooks Bookkeeper

Client Overview:

Join a dynamic and growing local bookkeeping business that s revolutionizing how small businesses manage their financial records. This innovative company specializes in providing streamlined efficient bookkeeping services exclusively through QuickBooks Online serving a diverse portfolio of small businesses ranging from solo entrepreneurs to established companies with up to 20 employees. The business is built on a foundation of efficiency client satisfaction and long-term relationship building offering both ongoing monthly bookkeeping services and specialized cleanup projects for businesses that need to catch up on years of financial records. With a focus on leveraging technology and offshore talent this is an opportunity to be part of a scalable business model that s designed for rapid growth and success.


Job Description:

This is an exciting opportunity to work directly with diverse small business clients as their dedicated QuickBooks specialist helping them maintain clean organized financial records that drive their business success. You ll be joining a growing team that values efficiency accuracy and client relationships working in a purely QuickBooks Online environment where you can develop deep expertise and make a real impact on multiple businesses simultaneously. The role offers variety through both ongoing monthly bookkeeping maintenance and challenging cleanup projects with the potential to take on increasing responsibilities and client communication as the business scales. This position is perfect for someone who enjoys working independently while being part of a supportive team structure with opportunities for professional growth as the client base expands.


Responsibilities:

• Perform accurate transaction categorization and data entry in QuickBooks Online for multiple small business clients across various industries

• Maintain clean well-organized financial records to ensure seamless month-end reporting and client satisfaction

• Execute limited journal entries as needed to ensure accurate and compliant financial records

• Handle specialized cleanup services for clients who are multiple years behind on their bookkeeping bringing them current and organized

• Communicate professionally with clients via email regarding bookkeeping questions updates and financial record inquiries

• Prepare comprehensive financial records to a professional standard suitable for tax accountants and CPAs to seamlessly take over

• Manage multiple client accounts simultaneously adapting to varying transaction volumes and business needs

• Support business growth by maintaining high-quality standards that enable client retention and referrals

• Strong proficiency in QuickBooks Online platform with hands-on experience navigating all key features

• Solid understanding of fundamental accounting principles including debits credits and basic financial statement concepts

• Proven experience with transaction categorization data entry and maintaining accurate financial records

• Ability to work independently and effectively manage multiple client relationships simultaneously

• Excellent written communication skills for professional email correspondence with clients

• Experience with bookkeeping cleanup and catch-up work strongly preferred

• QuickBooks certification preferred but not required for candidates with strong practical experience

• Detail-oriented approach with strong organizational skills to handle multiple small business accounts

• Comfortable working with small business clients ranging from solo entrepreneurs to companies with up to 20 employees

• Ability to adapt to varying transaction volumes and client needs while maintaining consistent quality standards