Bookkeeper

About Us:

We are a team of experienced consultants specializing in bookkeeping, fractional CFO services, project management, process improvement, and business optimization. Our goal is to help businesses of all sizes and industries achieve their full potential by providing expert guidance and support.

We are committed to providing our clients with the highest quality services and support. We take a collaborative approach to every project, working closely with our clients to ensure that we understand their unique needs and goals. With our expertise and guidance, you can take your business to the next level.

Major Duties and Responsibilities:

• Perform accurate bookkeeping tasks, including accounts payable, accounts receivable, and general ledger entries.
• Handle significant amounts of data entry and administrative work, ensuring accuracy and attention to detail.
• Manage and organize emails, create tasks, and help prioritize activities for an efficient workflow.
• Communicate directly with clients in a professional and supportive manner.
• Actively use and rely on Keeper and/or other accounting tools/software.
• Proactively raise concerns, suggest improvements, and ensure important matters are addressed.
• Provide general administrative support to the financial services team as needed.

Requirements:

• 1+ years of experience as a Bookkeeper, Payroll Specialist, or in a similar financial or administrative role (introductory-level bookkeeping knowledge acceptable).
• Associate degree or higher preferred.
• Strong command of Microsoft Excel and other Microsoft Office tools.
• Excellent written and verbal communication skills in English (client-facing communication required).
• Exceptional attention to detail and accuracy in financial and administrative work.
• Strong organizational skills and ability to manage multiple priorities.
• Proactive, resourceful, and willing to speak up when issues or opportunities arise.
• Ability to work independently and as a collaborative team player.
• Inclusive mindset and ability to build positive relationships with colleagues and clients.
• High level of integrity and discretion when handling sensitive financial information.
• Relevant certifications (e.g., Certified Bookkeeper, QuickBooks ProAdvisor) are a plus.

Desired Skills and Abilities:

• Effective communicator with a direct yet respectful style.
• Positive attitude, adaptable, and capable of handling diverse tasks.
• Professional, reliable, and supportive with both clients and colleagues.
• Strong team orientation, fostering inclusivity and collaboration.