Job Description

Bookkeeping Division Specialist

Fully Remote

A New CPA Network Firm Has Joined the Crete Professionals Alliance Family

Crete Professionals Alliance continues to expand its national footprint through strategic partnerships with high-performing accounting and advisory firms that are redefining the client and employee experience within public accounting.

One of the newest firms to join the Crete family is a nationally recognized, fully remote accounting and advisory firm focused exclusively on serving veterinary hospitals across the United States. With hundreds of veterinary practice clients nationwide and a rapidly growing team of professionals, the firm has built a reputation centered around deep client relationships, operational excellence, and a modern approach to outsourced accounting and advisory services.

The firm’s philosophy is simple: exceptional professionals produce their best work when they are trusted, empowered, and focused on meaningful impact — not micromanagement.

This is an exciting opportunity for a bookkeeping professional seeking the ability to build strong client relationships, contribute to a collaborative and fast-growing team, and work within a niche industry that supports veterinary professionals and the care they provide to animals every day.

The firm is seeking a highly organized and client-focused Bookkeeping Division Specialist to support a portfolio of veterinary practice clients through full-service bookkeeping, financial reporting, onboarding support, and ongoing client communication.

This role is ideal for someone who thrives in a fast-paced remote environment, enjoys building client relationships, and takes pride in delivering accurate, high-quality financial work while maintaining exceptional responsiveness and organization.

Key Responsibilities

Client Relationship Management

• Serve as a primary bookkeeping contact for assigned clients while maintaining consistent communication and responsiveness.

• Respond to all client inquiries within 24 hours, providing proactive updates and clear timelines for follow-up.

• Build and maintain strong client relationships through professionalism, organization, and consultative support.

• Participate in quarterly client conversations focused on operational and financial discussions.

Bookkeeping & Financial Reporting

• Manage at minimum 10 full-service bookkeeping client relationships.

• Perform ongoing QuickBooks Online (QBO) bookkeeping and account maintenance.

• Complete monthly reconciliations for bank accounts, credit cards, loans, payroll, and related accounts.

• Prepare and finalize monthly financial reporting packages and supporting documentation.

• Ensure month-end reporting is completed accurately and delivered by the 15th of each month, contingent upon timely client submissions.

• Review “Ask My Accountant” balances and resolve outstanding bookkeeping items prior to finalizing reports.

Client Onboarding & Implementation

• Assist with onboarding new clients, including:

  • QuickBooks Online setup

  • Chart of accounts implementation

  • Account linking and integrations

  • Initial bookkeeping cleanup and reconciliations

• Participate in onboarding meetings and ensure all required documentation and access requests are completed timely.

Workflow & Process Management

• Utilize workflow systems to manage bookkeeping deliverables, review points, and reporting deadlines.

• Maintain organized documentation, reporting templates, and financial records.

• Collaborate with leadership and team members to improve efficiency, consistency, and client experience across the bookkeeping division.

Team Collaboration & Communication

• Attend team meetings, training sessions, and monthly webinars.

• Collaborate closely with leadership and advisors to ensure seamless client support and service delivery.

• Escalate workflow concerns or capacity challenges proactively to leadership.

Qualifications

• 2+ years of bookkeeping, accounting support, or outsourced accounting experience preferred

• Strong proficiency in QuickBooks Online required

• Experience with financial reporting, reconciliations, and month-end close processes

• Strong organizational and time-management skills with the ability to manage multiple client relationships simultaneously

• Excellent written and verbal communication skills

• Ability to work independently in a fully remote, high-accountability environment

• Strong attention to detail and commitment to accuracy

• Experience with workflow systems such as XCM or similar platforms is a plus

• Client-service-oriented mindset with strong professionalism and responsiveness

What Makes Someone Successful Here

The professionals who thrive in this environment are:

• Relationship-driven

• Organized and detail-oriented

• Proactive communicators

• Adaptable and solutions-focused

• Team-oriented collaborators

• Client-focused professionals

• Self-motivated and accountable

This is not a highly bureaucratic or micromanaged environment. Team members are trusted to manage responsibilities, communicate proactively, and make a meaningful impact on both clients and the organization.

Compensation & Benefits

A competitive compensation and benefits package is offered to support both professional success and personal well-being.

Benefits Include:

• 401(k) with company match

• Medical, Dental, and Vision insurance

• Paid time off and company holidays

• Flexible scheduling

• Continuing education and professional development support

• Paid training opportunities

• Opportunities for advancement and career growth

• Fully remote work environment

Join a Firm That’s Building Something Different

This firm is intentionally building a modern accounting and advisory organization where talented professionals can do meaningful, high-impact work without sacrificing flexibility, culture, or quality of life.

For professionals excited by the opportunity to support a unique and growing niche industry while building lasting client relationships within a collaborative remote team, this is an opportunity worth exploring.

Job Type: Full-Time
Work Location: Fully Remote
Schedule: Monday – Friday

About Crete Professionals Alliance

Founded in 2023, Crete Professionals Alliance (Crete PA) delivers big four firepower to local American firms. Our rapid growth has made us a magnet for leading firms nationwide, eager to join our revolution in accounting. We empower small to mid-market firms with PE-backed capital, strategic technology partnerships, and innovative workforce solutions—including national recruiting and offshore support—while preserving a personal, local touch. With a presence in over half the US, 30+ regional offices, 2,000+ dedicated professionals, and offshore operations in Asia, we're one of the fastest-growing accounting firms in the nation and well on our way to the top 20. At Crete PA, our culture and relationships are the cornerstone of our success, and we’re always looking for talented, ambitious people to join our team.

Since founding, Crete has partnered with 45+ leading accounting firms to date, with significant growth anticipated through the remainder of the year. Our co-founders from ZBS Partners have a track record of launching four past successful companies, with combined enterprise value exceeding $3 billion, several now majority-owned by respected private equity firms. We plan to invest $500 million in the next two years to acquire accounting firms and equip them with artificial intelligence. In addition to ZBS, Crete is backed by leading technology investors Thrive Capital and Bessemer Venture Partners. Our partnership with Thrive and their recently launched Thrive Holdings strategy is accelerating our deployment of artificial intelligence, process automation, and advanced software into our partner companies.

Crete Professionals Alliance is an equal opportunity employer and considers all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, veteran status, or any other characteristic protected by applicable federal, state, or local law.

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