Benefits:
Health Reimbursement Account
401(k)
401(k) matching
Paid time off
Bonus based on performance
Training & development
About the Role
Monotelo Advisors is seeking a detail-oriented Bookkeeper to support our small business clients by maintaining accurate, organized, and timely financial records. You’ll work under the oversight of a Client Accountant to ensure clean monthly books, proper categorization, and high-quality deliverables that enable clients to make informed financial decisions.
Key Responsibilities
Record daily transactions and reconcile all bank and credit accounts
Post monthly closing journal entries and adjustments
Identify and flag unusual or inconsistent transactions
Maintain monthly closing workflows and checklists
Communicate with clients to ensure completeness and accuracy of financial data
Qualifications
1–2 years of bookkeeping or accounting experience
QuickBooks Online (QBO) ProAdvisor certification
Understanding of both cash and accrual accounting methods
Key Skills
Strong numerical judgment and analytical accuracy
Consistent categorization and attention to detail
Proficiency with QuickBooks Online and QuickBooks Desktop
Ability to manage multiple clients efficiently
Our Core Values
At Monotelo Advisors, our values guide how we work and who we hire:
Results Matter – We focus on excellence and measurable outcomes.
Contribute – We believe everyone adds value through effort, insight, and initiative.
People Matter – We respect and invest in people — both our clients and our team.
Do The Right Thing – Integrity and ethical choices guide every decision.
Do What You Say – Accountability builds trust and reliability.
The Ideal Candidate
You thrive in a dynamic environment but take initiative when processes need improvement. You have a sharp eye for details, value precision, and enjoy working with numbers. You care deeply about helping clients succeed and take pride in producing work that reflects accuracy, consistency, and professionalism. You live by your word, hold yourself accountable, and see your role as part of something bigger, contributing to both client success and team growth.