The Caffeinated Accountant, DBA: Kept Books

We are a fully remote, tech-forward accounting firm serving small-to-mid-sized businesses, real estate professionals, and growth-focused entrepreneurs. Our services span bookkeeping, outsourced CFO services, tax planning, and tax preparation. We prioritize accuracy, responsiveness, proactive service, and client relationships that feel like partnerships—not transactions.

We embrace flexibility, professional development, and collaboration while delivering high-quality financial insights with modern tools like QuickBooks Online, Gusto, Bill.com, and Karbon.

Responsibilities

Client Accounting & Oversight

• Perform day-to-day bookkeeping and transaction categorization
• Conduct account reconciliations (bank, credit card, loan, intercompany)
• Prepare journal entries and maintain general ledgers
• Manage payroll processing and sales tax filings
• Prepare monthly, quarterly, and year-end financial statements (GAAP-compliant)
• Perform financial review and quality checks
• Assist with budgeting, forecasting, and ad hoc reporting

Client Communication & Relationship Management

• Serve as the primary point of contact for assigned clients
• Resolve client issues via video, email, or platforms like QBO and Yardi Breeze
• Coordinate client onboarding and maintain organized digital records
• Communicate with state and federal agencies as needed
• Ensure timely delivery through task and timeline management

Tax Support

• Assist in the preparation and review of 1040s, 1065s, 1120S, etc.
• Input client tax data and identify missing documentation
• Support year-end tax planning, projections, and extension filings

Internal Growth & SOP Development

• Identify and implement process improvements
• Contribute to SOP documentation and automation initiatives
• Collaborate on internal strategy around tech stack and workflow enhancements

Required Qualifications

• Bachelor’s degree in Accounting or Finance
• 3+ years of accounting/bookkeeping experience
• Strong understanding of U.S. GAAP
• Proficiency in QuickBooks Online
• Experience managing multiple clients/accounts
• Tech-savvy with cloud-based platforms (e.g., Gusto, Bill.com, ShareFile)
• Excellent communication skills (written and verbal)
• Organized, self-motivated, and deadline-oriented

Preferred Qualifications

• CPA or actively pursuing CPA designation
• Experience with tools like Yardi Breeze, Expensify, or Karbon
• Familiarity with tax software (e.g., Drake, ProSeries)
• Background in industry-specific accounting (e.g., real estate, SaaS, professional services)
• Prior experience in a virtual CPA firm

Work Culture & Expectations

• Initial training may be conducted in-person (St. Louis area)
• Weekly team check-ins (remote or in-person as appropriate)
• Full-time role preferred; part-time may be considered
• Flexibility expected during peak seasons (Jan–Apr)
• Be part of a collaborative, coffee-fueled, strategy-driven team

Why Join Us?

You’ll be at the core of a dynamic, modern accounting firm that values your input, rewards initiative, and supports your professional growth. If you’re passionate about meaningful client work and want to help shape the future of an evolving firm, let’s talk. (And yes, we keep the coffee stocked.)