Job Description

LOCATION Virtual, US-based WHO WE ARE We are a boutique CPA firm that works virtually with small business owners all over the US to prepare tax returns, streamline bookkeeping systems, and provide general tax/bookkeeping consulting. As our client list has continued to grow, it’s necessary to build a team that will support the continued growth of our firm and our small business owner clientele.

We are seeking a bookkeeping professional to work with our firm part-time. This is a great opportunity for those looking to make a real impact at a small firm.

SCHEDULE We offer unique benefits, like a flexible schedule and the ability to work from home 100% of the time. As is the nature of bookkeeping, hours can vary during the month, with the beginning of the month being closer to 20 hours/week and the end of the month being less than 10 hours.

RESPONSIBILITIES

• Reconcile accounts and provide clients with P&L report, balance sheet, and insight on the financial health of their business
• Manage cash accounts and maintain a reliable cash flow projection process
• Perform monthly and year-end close procedures
• Meet all deadlines regarding bookkeeping projects
• Clearly communicate directly (virtually via email, phone, or video chat) with clients, Partners, and team leader on a daily basis
• All other duties as assigned

REQUIREMENTS

• Two or more years of experience with small business bookkeeping

• Strong accounting software and Excel skills

• Must be organized, meticulous, and detail-oriented

• Ability to build a client relationship beyond the numbers. Our clients love us because we take the time to learn about them and we care about the success of their business.

• Ability to break down complex accounting topics into easy to understand information and examples

PREFERRED

• QuickBooks ProAdvisor
• Bachelor’s degree – Accounting focus preferred

EXPECTATIONS

• Foster an environment of open, honest, and timely communication
• Comfortable working in a remote and paperless environment
• Strong problem-solving skills
• QuickBooks experience required
• Ability to observe and understand business processes, ensuring complete and accurate documentation
• An ability to work independently and as a member of a team

Company Description

We are a boutique CPA firm that works virtually with small business owners all over the US to prepare tax returns, streamline bookkeeping systems, and provide general tax/bookkeeping consulting. As our client list has continued to grow, it’s necessary to build a team that will support the continued growth of our firm and our small business owner clientele.