Bookkeeping & Customer Support Specialist

Mexico City - Mexico

Monthly Salary: Not Disclosed

Posted on: 5 hours ago

Vacancies: 1 Vacancy

Job Summary

Bookkeeping & Customer Support Specialist Remote

Overview

We are seeking a detail-oriented and customer-focused Bookkeeping & Customer Support Specialist to support U.S.-based clients primarily therapy practice owners. This role combines hands-on bookkeeping work with strong customer communication ensuring accurate financial records while providing a human-centered support experience.

Apply here: Responsibilities

1. Transaction Management (Core Focus)

Review and categorize transactions that cannot be automatically processed
Reconcile monthly books for assigned client accounts
Identify and flag unusual or questionable transactions
Ensure accurate coding based on standard accounting and IRS chart of accounts guidelines
Manage approximately 56 client accounts per specialist

2. Customer Communication & Support

Respond to client inquiries regarding transactions and bookkeeping matters via support platform
Conduct brief consultations (email or phone) to clarify transaction details
Maintain an empathetic and professional communication style
Handle cases requiring back-and-forth communication for accuracy

3. Quality Assurance

Review bookkeeping work prior to monthly close
Ensure compliance with bookkeeping standards and procedures
Escalate complex issues when necessary

4. Documentation & Process

Document customer interactions and updates in the support system
Follow internal workflows and bookkeeping procedures
Maintain organized financial records for audit and tracking purposes

Bookkeeping & Customer Support Specialist RemoteOverviewWe are seeking a detail-oriented and customer-focused Bookkeeping & Customer Support Specialist to support U.S.-based clients primarily therapy practice owners. This role combines hands-on bookkeeping work with strong customer communication en...